Matthew Elliott
Sparks
Summary
Experienced with fostering client relationships and delivering tailored financial services. Utilizes strategic planning to enhance client satisfaction and drive business growth. Track record of applying critical thinking and communication skills to navigate complex financial needs.
Overview
18
18
years of professional experience
Work History
VP, Business Banking Relationship Manager
Bank of America
01.2022 - Current
- Collaborated with senior management to develop strategic initiatives and long term goals.
- Identified opportunities to improve business process flows and productivity.
- Established and maintained strong relationships with customers, vendors and strategic partners.
- Partnered with product specialists to develop and present customized financial solutions tailored to clients'' specific needs.
- Increased cross-selling opportunities for additional bank products through consistent communication with clients.
- Collaborated with C-level executives and stakeholders to develop long-term financial plans.
Business Banking Commercial Associate
Bank of America
02.2020 - 01.2022
- Delivered exceptional customer service by promptly addressing inquiries, resolving issues, and providing ongoing support to clients.
- Assisted in the development of marketing materials showcasing the bank's commercial products offerings to attract new business prospects.
- Participated in community events as a representative of the company promoting its image while networking with local businesses.
- Built relationships with customers to encourage repeat business.
- Mentored junior associates in developing their skills and knowledge of commercial banking services and procedures.
Business Banking Sales Support Associate
Bank of America
10.2013 - 02.2020
- Developed comprehensive knowledge of company products and services to effectively address customer inquiries.
- Enhanced team productivity by streamlining sales support processes and procedures.
- Assisted in achieving sales targets through effective coordination with the sales team.
- Successfully managed multiple projects simultaneously while maintaining attention to detail throughout all tasks.
- Strengthened client relationships, promptly addressing concerns and inquiries.
Senior Relationship Banker
Bank of America
04.2007 - 10.2013
- Increased cross-selling opportunities through identifying client's needs and recommending appropriate banking products.
- Supervised daily branch operations to ensure efficiency, compliance, and a positive customer experience.
- Resolved complex customer issues, resulting in increased trust and loyalty among clients.
- Managed a portfolio of high-value clients, ensuring their satisfaction and retention.
- Handled escalated complaints from dissatisfied customers professionally while finding mutually beneficial resolutions.
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Educated customers on online banking and mobile banking applications.
- Assisted customers with banking needs and inquiries.
- Cross-sold credit cards, loans and other bank products.
Education
Professional Golf Management - Business
PGC College
California 05-2004
Skills
- Team leadership
- Relationship building
- Decision-making
- Critical thinking
- Complex Problem-solving
- Client relationship building
- Business development
- Customer service
- Risk management
- Coaching and mentoring
- Operations management
Accomplishments
Pacific Southwest leadership council member.
Better Money Habits volunteer community member.
Timeline
VP, Business Banking Relationship Manager
Bank of America
01.2022 - Current
Business Banking Commercial Associate
Bank of America
02.2020 - 01.2022
Business Banking Sales Support Associate
Bank of America
10.2013 - 02.2020
Senior Relationship Banker
Bank of America
04.2007 - 10.2013
Professional Golf Management - Business
PGC College
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