LIZETTE B. JOINER
Jacksonville,Florida
Summary
SALES AND MARKETING EXECUTIVE Dynamic and top-performing Executive with experience in sales and marketing, relationship management, business development and strategic planning with start-up initiatives and growth organizations. Expert in building collaborative relationships (internal and external), gaining buy-in for new ideas that help drive revenue and sales.
Overview
19
19
years of professional experience
Work History
Financial Wellness Coach (Business & Credit)
OPERATION HOPE
Jacksonville, Florida
01.2022 - Current
- Developing and building strong collaborative community partnerships to include financial institutions in order to grow client base in the North Florida Region
- Coaching clients and partners on small business and credit management strategies
- Conducting extensive Entrepreneur training and workshops in the community
- Organizing events to create awareness and expand the client base
- Participation in partnering with disaster relief initiatives.
- Key accomplishments:
- Exceeding KPI goals over 100% in less than 12 months/Selected be a Lead for business development and strategic planning initiative for the entire group.
- Growing a robust collaborative community partner alliance that continues to refer more potential partners and client referrals that builds continuous pipeline.
Owner/Consultant
L J CONSULTANTS
Jacksonville, Florida
01.2011 - 01.2022
- Developed business consulting services that would effectively help clients gain more market share, drive business growth and enhance productivity for their businesses
- Broad scope of responsibilities/services which included: P&L review, strategic market planning, business development, sales forecasting and marketing through a variety of channels.
- Key Accomplishments:
- Successfully identified strategies that saved the company $100,000 per year in expenses.
- Developed marketing strategies that broadened Client’s services which led to increased consumer awareness driving an increase in revenue.
Development Officer
GABRIEL HOUSE OF CARE
Jacksonville, Florida
01.2016 - 01.2017
- Developed plan to cultivate relationships with individuals and partnered with various companies
- Research, cultivate, solicit and steward major gift donors on behalf of the non-profit
- Serve as the relationship manager for donors.
- Utilized a performance-based metrics system; tracking set numbers for Face-to-Face donor meetings, prepared and delivered gift proposals, and closed gifts instituted January 2016.
- Provided leadership and development strategies to increase major and planned gifts by 30%.
Vice President, Regional Business Development Manager for East Coast Region
RMS
Jacksonville, Florida
01.2014 - 01.2015
- New entrepreneurial start up initiative, developing marketing strategies to capture new strategic partnerships in the Builder and Realty market sector
- Created new processes in order to implement growth, utilizing a variety of marketing, sales and business development tactics in order to attract new partnerships and increase loan pipeline in the region.
- Key Accomplishments:
- Developed regional business plan and identified strategies to grow market share.
- Increased awareness in the region of products and services which has resulted in an increase in revenue.
Assistant Vice President/Financial Center Leader
BB&T BANK
Jacksonville, Florida
01.2008 - 01.2011
- Recruited to develop new market and grow branch from the ground floor
- Managed relationship-banking team, ensuring production of revenue levels and profitability
- Developed and executed an effective marketing and business development plan with an emphasis on growth of retail/commercial lending, deposit acquisition and non-interest income generation.
- Key Accomplishment:
- Grew market share and deposits from $1.5mil to $8mil in 20 months.
Vice President/Regional Lending Consultant
WACHOVIA SECURITIES
Jacksonville, Florida
01.2005 - 01.2007
- Charged with building multiple markets throughout multiple states, with responsibility for maximizing revenue through networking, relationship management and consultative sales
- Fostered strong relationships with the Financial Advisors and Regional Managers throughout the territory
- Accountable for meeting sales quota and maintain optimal relationships with high-net-worth clients.
- Key Accomplishment:
- Achieved $240mil in closed loan business; doubled market goals by 200%.
Education
Pursuing bachelor’s degree in business management -
Florida State College of Jacksonville
Certified Life Coaching -
Symbiosis Life Coaching Institute
Skills
- Account/Territory Management
- Consultative Needs – based Selling
- Exceeding Revenue Goals
- Certified Life Coach
- Management/Human Resources
- Training & Curriculum Development
- Strategic Business Planning
- P&L Management
- Mentoring and Coaching
- Business Development/Marketing
- Fundraising
- Presentation & Public Speaking
Timeline
Financial Wellness Coach (Business & Credit)
OPERATION HOPE
01.2022 - Current
Development Officer
GABRIEL HOUSE OF CARE
01.2016 - 01.2017
Vice President, Regional Business Development Manager for East Coast Region
RMS
01.2014 - 01.2015
Owner/Consultant
L J CONSULTANTS
01.2011 - 01.2022
Assistant Vice President/Financial Center Leader
BB&T BANK
01.2008 - 01.2011
Vice President/Regional Lending Consultant
WACHOVIA SECURITIES
01.2005 - 01.2007
Pursuing bachelor’s degree in business management -
Florida State College of Jacksonville
Certified Life Coaching -
Symbiosis Life Coaching Institute
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