Karalyn Mann

Manage a portfolio of small business clients with annual revenues from start-ups to $20MM, providing customized financial solutions to support growth, cash flow, and operational efficiency.

Serve as primary point of contact for business owners, delivering expert guidance across credit, treasury, merchant services, and business banking solutions.

Drive acquisition of new business clients through proactive outreach, networking, and community involvement.

Maintain strong knowledge of local market trend, industry dynamics, and competitor offerings to position Bank of America as a trusted financial partner.

Ensure compliance with all regulatory policies and risk management procedures while maintaining a high standard of client confidentiality and integrity.

Collaborate with internal partners (lending officers, credit analysts, product specialists) to deliver tailored credit packages and financial strategies.

Partnered with Relationship Managers to develop and recommend industry research and insights for prospect and client meetings.

Developed strategies to grow business in the market using portfolio analytics and sales tools.

Enabled the market to achieve growth targets by developing consistent execution tactics and inspection routines.

Acted as a client advisor using insights and recommendations to grow the client’s business.

Developed and recommended effective calling strategy for the markets portfolio and targeted prospects to support key business goals.

Assisted in planning portfolio growth through development of business plans in alignment with departmental budget and consistent with overall objectives.

Reviewed deposit profitability analysis and outlined strategies to bring unprofitable accounts back to productive status.

Maintained up-to-date knowledge of competitors' products.

Met with existing clients and prospects through personal calling efforts and other contacts to discuss business needs.