Kurt Hackett
Monroe,NC
Summary
Driven and decisive leader with excellent communication and planning skills with proven success in leading teams and effective team management. Always have a hands on approach to implementing strategies to cultivate positive employee and customer experiences. Strong collaborator and active listener with excellent verbal and written communication skills.
Overview
10
10
years of professional experience
Work History
Business Banker
Wells Fargo
01.2024 - Current
- Act as the primary relationship manager for a portfolio of small business customers with annual gross sales between $500k and $3million in an assigned territory, using customer relationship management tools and coordinate efforts with partners across the bank.
- Participate in selling deposit and credit products to business customers and working with partners including but not limited to merchant and ADP payroll services.
- Participate in community organizations and build relationships with centers of influence.
- Serve as a leader in managing risk, understand and manage risks in the business, adhere to policies, procedures and controls and ensure compliance with applicable laws, rules and regulations.
- Work proactively to build and grow relationships with new customers and engage with existing customers by asking questions to learn about their financial needs, understanding their goals and sharing how the company can help them through proactive outreach, phone or in person visits, plan and execute appointments.
- Build relationships with employees and partners via referrals and introductions to help meet customers’ broader financial needs.
BRANCH & BUSINESS CENTER ASSISTANT MANAGER
PNC Bank
01.2022 - 01.2024
- Lead and coach direct and indirect reports to make referrals to one team partners to achieve the branch goals and objectives
- Execute and develop sales plans that are aligned with overall business targets and priorities aimed to achieve branch goals
- Manage the branch operations to attain satisfactory audits and minimize overall risk
- Successfully resolve customer escalations in a timely and professional manner
- Coach all bankers on effectively acquiring and deepening customer relationships to include meeting all new account customers and engaging with existing customers.
SMALL BUSINESS RELATIONSHIP MANAGER
Bank Of America
02.2017 - 01.2022
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills
- Educated clients on available technological tools that enabled them to develop and implement solutions to achieve personal, financial goals
- Performed analysis of new and existing clients’ needs, determined best product and service options and recommended the optimal banking solutions that met client needs
- Took inbound client calls in a contact call center environment and assisted clients with small business deposit and credit needs
- Acquired new business clients, made referrals to financial partners and exceeded goals and performance metrics.
PERSONAL BANKER II
Fifth Third Bank
09.2015 - 02.2017
- Worked closely with management to strategize sales techniques to increase branch production and customer service
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services
- Cross-sold bank products and services to meet customer needs and provide options
- Promoted financial products by maintaining excellent service offering knowledge.
Education
HIGH SCHOOL DIPLOMA - undefined
Presentation College
Skills
- Effective coaching and management
- Staff Management
- Time Management
- Operations Management
- Business development expertise
- Relationship Building
- Customer Portfolio Management
- Business needs assessment
Timeline
Business Banker
Wells Fargo
01.2024 - Current
BRANCH & BUSINESS CENTER ASSISTANT MANAGER
PNC Bank
01.2022 - 01.2024
SMALL BUSINESS RELATIONSHIP MANAGER
Bank Of America
02.2017 - 01.2022
PERSONAL BANKER II
Fifth Third Bank
09.2015 - 02.2017
HIGH SCHOOL DIPLOMA - undefined
Presentation College