Kemmisha Lindo
Port St. Lucie,FL
Summary
Talented prospector and marketer with strong success as an accomplished Small Business Banker. Ambitious in the face of demanding sales targets and tenacious in pursuing every possible lead. Seeks new opportunities and continuously builds contact database to maintain a robust pipeline and strong revenue. Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.
Overview
16
16
years of professional experience
Work History
Business Account Executive
First Republic Bank
10.2022 - Current
- Working prospects and existing customers to grow deposit and loan portfolio with revenue ranging from $1-20 million
- Exceeded quarterly, monthly, and yearly revenue growth targets by 35%.
- Expanded existing customer base by 125 accounts through personal networking and prospecting of qualified leads.
- Reached an average of 135% of sales goals each year
- Tracked territory sales activity and revenue growth using Salesforce
- Leveraging various networking methods such as cold calling, face-to-face meetings, the center of influence (COI), and networking groups to acquire new business
- Responsible for consistently managing my pipeline by prioritizing activities and processing salesforce leads
- Mastered and constantly improved sales prospecting, follow-up and upsell processes.
- Engaged in daily cold calls in-person and via telephone and followed up with small business prospects monthly to verify pipeline sufficiency.
- Attained deep and thorough knowledge of the company's products and solutions to help accomplish mutual success and partnership between buyer and seller.
- Cultivated long-term relationships through a focused effort on customers' unique needs and finding the best solutions.
- Leveraged CRM to collect, organize and manage sales data and customer information.
- Collaborated with current and potential small businesses extensively to understand needs before proposing specific solutions.
Retail Market Manager II
Synovus Bank
05.2018 - 10.2022
- Obtained 120% of goal or better annually
- Grew loan, deposit, and fee income portfolio by 40%
- Coaching and development teams for overall branch profitability and executing sales and marketing strategies geared toward branch success
- Developing and maintaining a quality, diversified loan portfolio, including various loan types: consumer, small business, and real estate
- Collaborating with business partners such as private wealth, financial planning, commercial banking, and other line-of-business segments to strategize and develop comprehensive banking relationships
- Maintain prescribed security controls to protect the facility against fraudulent operations and unnecessary risks of exposure by aggressively managing credit quality and minimizing losses
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Coached sales team members in effective selling strategies and closing techniques.
- Made strategic and successful decisions by documenting and tracking sales activities with SalesForce
- Liaised between senior management and front-line team members to implement effective changes and revitalize market growth.
- Maximized customer satisfaction by effectively coordinating service delivery for 100+ customers across the territory.
- Networked in the market to build partnerships and connections with prospects.
- Directed work of 12 sales professionals at multiple offices across 2 locations.
- Recruited, interviewed, and hired employees and implemented a mentoring program to promote positive feedback and engagement.
Relationship Banker
Synovus Bank
12.2014 - 05.2018
- Achieve 250% or better of consumer lending and deposit goals
- Achieves 100% usage of sales management tracking system to enter sales, send referrals, track referrals, and monitor activities and goals
- Cultivated strong customer relationships by providing tailored advice and services.
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Analyzed customers' financial information to deliver personalized account guidance.
- Implemented strategies to increase customer retention, enabling investment growth.
- Continually boosted branch production and revenue by 40% by consistently meeting all monthly and quarterly sales goals.
- Increased daily sales by 35% by upselling banking products and financial services to customers.
Head Teller
TD Bank
04.2007 - 12.2014
- Significant cash management, account reconciliation, and oversight responsibility
- Responsible for the coaching and professional development of new hires
- Provided input into performance reviews and participated in conducting reviews with Branch Manager
- Ensured compliance with internal controls, operational procedures, and risk management policies
- Responsible for the branch’s operational compliance with audits with a 100% accuracy rate.
- Created a teller schedule to keep weekly and weekend shifts properly staffed.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Developed and implemented innovative strategies to improve customer satisfaction and increase sales.
- Recognized and prevented fraudulent activities and suspicious transactions.
- Enforced compliance with bank regulations and policies to reduce financial risks.
- Cross-sold credit cards, loans, and other bank products.
Education
MBA - Business Administration
Grand Canyon University
Phoenix, AZ12.2021
Bachelor of Science - Educational Studies
Grand Canyon University
Phoenix, AZ04.2019
Associate of Arts - Secondary Education
Church Teachers College
Mandeville, Jamaica06.2005
Skills
- ROI Calculations
- Cross-Channel Marketing
- Campaign Management
- Complex Problem-Solving
- Customer Service Process Improvement
- Business Lending and Product Control
- Cold Calling and Lead Prospecting
- Staff Coaching and Training
Timeline
Business Account Executive
First Republic Bank
10.2022 - Current
Retail Market Manager II
Synovus Bank
05.2018 - 10.2022
Relationship Banker
Synovus Bank
12.2014 - 05.2018
Head Teller
TD Bank
04.2007 - 12.2014
MBA - Business Administration
Grand Canyon University
Bachelor of Science - Educational Studies
Grand Canyon University
Associate of Arts - Secondary Education
Church Teachers College
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