Summary
Overview
Work History
Education
Skills
Timeline
Generic

Marcus D. Smith

Houston,TX

Summary

Highly motivated and customer-focused Business Banker with a strong track record of success in driving sales and exceeding revenue goals. Excellent communication and interpersonal skills, with a passion for building long-term relationships with clients. Expertise in providing financial advice and solutions to businesses of all sizes.

Overview

18
18
years of professional experience

Work History

Business Solutions Advisor

Bank of America
08.2017 - Current
  • Provides comprehensive financial solutions to small businesses with annual revenues up to $5 million and serves as the primary point of contact within the financial center for small business clients as the expert for small business solutions.
  • Acquire and deepen existing relationships through face-to-face meetings, at either the financial center or business owner’s place of business.
  • Proactively connect with our small business clients through outbound calls and execute consistent follow-up routines to meet their needs.
  • Participate in One Team partnership routines and conduct joint client visits with their internal and external partners to leverage the full capabilities of the bank.
  • Provide small business-related guidance to financial center associates through huddles and team meetings.
  • Effectively balance sales performance, operational risk, and client relationship care.

Relationship Manager

Bank of America
05.2007 - Current
  • Acquire, Manage and Retain new and assigned customers’ relationships and proactively meeting with them to build lasting relationships by uncovering any financial needs and tailor product and service recommendations for each client.
  • Deliver excellent customer service to walk in clients in need of account servicing.
  • Lobby lead financial center to ensure exceptional client experience.
  • Educate and migrate clients on banking technology such as Online Banking, Mobile Banking and ATM/ATM machines.
  • Partnering with and referring to Specialists (Financial Advisors, Mortgage Loan Officers, and Small Business Bankers), to connect customers to experts who can help them with specialized financial needs.
  • Adhering to policies, procedures and regulatory banking requirements.

Education

Diploma -

Charles H. Milby
Houston, TX
01.2000

Skills

  • Exceptional attention to detail
  • Trustworthy leadership skills
  • Organized and self-motivated
  • Relationship building
  • Communication skills
  • Business analysis
  • Conflict management
  • Customer relationship management
  • Policy and procedure implementation
  • Business planning
  • KPI tracking
  • Professionalism

Timeline

Business Solutions Advisor

Bank of America
08.2017 - Current

Relationship Manager

Bank of America
05.2007 - Current

Diploma -

Charles H. Milby

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