Knowledgeable and driven Commercial Banker with 15 years of industry and market experience. Excellent reputation for winning business, building deeper client relationships while providing first class customer service.
Overview
18
18
years of professional experience
4
4
years of post-secondary education
2
2
Languages
Work History
Commercial Banking Relationship Manager
BB&T, Now Truist Financial
West Palm Beach, FL
11.2015 - Current
Develop prospects for new loans and deposits by conducting 50 cold calls weekly.
Closed $30MM commercial loans annually.
Won $5MM new non-interest bearing commercial deposits annually.
Cross sold fee based income services including Treasury, Wealth and International services.
Recommend loan approvals and denials based on company's performance including financial underwriting analysis.
Assist credit officers with complex loan applications to win business while still adhering to Bank policy.
Provide "white glove" service to each customer by listening to their concerns and needs, while working with various teammates to provide a strategic gameplan to achieve goals and objectives.
Market Leader/Business Banker
BB&T, Now Truist Financial
Miami Beach, FL
03.2005 - 11.2015
Managed a team 12 and oversaw two branch locations on Miami Beach with a focus on business banking and private banking.
Grew the branch retail loan and deposit portfolios 10% and 14% respectively during final two years of management.
Grew the branch business loan and deposit portfolios 12% and 22% respectively during final two years of management.
Oversaw daily operational management of the branches and coached staff to meet sales goals.
Volunteer
United States Peace Corps
Leon , Nicaragua
05.2002 - 05.2004
Built a tech/business center for the community of Leon, Nicaragua with grant assistance from AOL Time Warner.
Trained two individuals to run the business center for sustainability after I returned to the United States.
Fund raising for construction of 7 homes for families living in sub-standard conditions.
Worked with several local NGOs on agricultural projects for under served communities in smaller communities outside of Leon.
Education
Associate of Arts - Communications
North Carolina State University
Raleigh, NC
09.1997 - 05.2001
Skills
Financial transactions expertise
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Accomplishments
BB&T Leadership Development Program (LDP) Graduate in September 2005. The LDP program is a 6 month banking school focusing on analyzing credit, financial risk analysis, and management in the industry.
Affiliations
Boca Raton Chamber of Commerce, Trustee Member.
YMCA of Southern Palm Beach County, former Board member.
South Palm Beach County BAR Association, Associate Member.
Habitat for Humanity of South Palm Beach County, Trustee Member.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Commercial Banking Relationship Manager
BB&T, Now Truist Financial
11.2015 - Current
Market Leader/Business Banker
BB&T, Now Truist Financial
03.2005 - 11.2015
Volunteer
United States Peace Corps
05.2002 - 05.2004
Associate of Arts - Communications
North Carolina State University
09.1997 - 05.2001
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