Kelvin McDonald
Truist Bank
McDonough,GA
11
years of professional experience
Senior Business Banking professional with 10+ years of experience managing and expanding relationships with established businesses generating $500K -$2MM in annual revenue. Proven success originating and structuring credit solutions, delivering treasury management and cash flow strategies, and serving as a trusted financial advisor to business owners and executive decision-makers. Expertise in business development, client acquisition, portfolio growth, commercial lending, treasury management, and consultative sales.
Work History
VP, Small Business Direct Consultant
2 Years 1 Month- Serve as a trusted advisor to small business clients by delivering customized lending, treasury management, deposit, merchant services, and payment solutions.
- Drive new business development through proactive prospecting, client outreach, referral cultivation, and relationship-building strategies.
- Generate qualified opportunities by engaging business owners in consultative discussions focused on growth, cash flow management, financing needs, and operational efficiencies.
- Build and maintain a robust pipeline of lending, deposit, and treasury management opportunities through strategic networking and outreach initiatives.
- Expand existing client relationships by identifying cross-sell opportunities and delivering comprehensive banking solutions that increase wallet share and client retention.
AVP, Branch Leader III
2 Years 4 Months- Built and expanded a business banking portfolio through targeted prospecting, referrals, and community partnerships.
- Served as IRM Champion, leading regional initiatives that increased business banking revenue.
AVP, Branch Leader II
3 Years 9 Months- Drove growth in business banking relationships through consultative sales, networking, and disciplined pipeline management.
Branch Leader I
1 Year 1 Month- Achieved significant growth in deposits and overall revenue.
Personal Banker III
1 Year 6 Months- Built strong client relationships through needs-based discovery and solution delivery.
Education
Skills
Business Banking & Relationship Management
Commercial Lending & Credit Origination
Treasury Management & Cash Flow Optimization
Business Development & Client Acquisition
Pipeline Management & Sales Execution
Deposit Growth & Portfolio Expansion
Merchant Services & Payment Solutions
Financial Analysis & Credit Assessment
Consultative Sales & Cross-Selling
Risk Management & Compliance
Personal Information
Title: Senior Business Banker | Relationship Manager
AWARDS & RECOGNITION
Southeast Atlanta IRM Champion (2023), Bold Leadership Award (2021), Gold PEA Performance Excellence Award (2017 & 2018)
Timeline
VP, Small Business Direct Consultant
Truist Bank
09.2024 - CurrentRead More
AVP, Branch Leader III
Truist Bank
05.2022 - 09.2024Read More
AVP, Branch Leader II
Truist Bank
08.2018 - 05.2022Read More
Branch Leader I
SunTrust Bank
07.2017 - 08.2018Read More
Personal Banker III
SunTrust Bank
01.2016 - 07.2017Read More
Jefferson High School
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