Klein Galvez

Developed strong relationships with key decision-makers, fostering trust and loyalty in assigned territory. Demonstrated exceptional presentation skills during client meetings, showcasing product benefits and value propositions effectively. Managed a diverse portfolio of accounts within territory, adeptly balancing resource allocation and prioritization to maximize overall business success.

• Exceptional new funding acquisitions obtained with in first seven days of account opening.
• Recolonized as one of the top Area Sales Manager in the entire company out of 88 other individuals.
• Continued growth in territory with a 80% increase within 6 months of employment, strategically increasing revenue.

Trained and managed sales staff (Retail Sales Reps) and administered and implemented compensation plan to support area sales goals. Collaborated with merchants and built effective partnerships devoted to capitalizing on emerging and sustainable sales opportunities. Coached service managers in product specifications, sales incentives and selling techniques, significantly increasing merchant revenue.
Selected Achievements:

• Managed and motivated direct sales team to increase revenue by 300% in total beginning year 1.
• Expanded market share by 55% by increasing sales to retailers while assisting retail clients in tertiary financing
• Covered new market territories where none previously existed, gaining additional revenue stream by 1.2M YOY.

Managed a team of eight. Sourced and marketed to all freight businesses within region; increasing sales and recurring business while expanding initial market where none previously existed. Demonstrated and introduced all transportation benefits through field marketing, creative advertising and social media outlets. Communicated with staff at all levels to ensure all sales, service and retention goals are exceeded.

Sales Performance:

• 112% average new business quota attainment in field marketing in non-existent territories.
• Established KPI dashboard for team in sales and marketing, penetrating area for new business development.
• 116% average personal quota attainment YoY w/146% penetration ratio in new business exposure from 2015 to 2018.

Specialized in complete business to business relationships and delivering the value of banking with Chase. Introduced various products and obtained new household acquisitions while establishing different options for wealth management.

Sales Performance:

• Educated customers about Chase Business lending options retaining 100% of business clients.
• Performed business banking transactions and financial tasks to guarantee five-star service for clients.
• Executed routine closings, maintained clean, accurate and accessible records throughout each quarter.

Managed and executed opening new time/deposit accounts while counseling business clients in regards with borrowing needs. Excelled at communicating with others at all levels to ensure all sales goals are attained.

Selected Achievements

• Increased company revenue 37% by selling various business investment products.
• Delivered exceptional experience and maintained productive relationships with area small businesses.
• Teamed with business analysts creating new financial applications to manage merchants and maximise transactions.