Meaghan Gross
Summary
Professional leader with executive experience ready to drive impactful change within the firm and the community. Proven ability to implement strategic initiatives and enhance operational performance. Valued for collaborative team leadership and adaptability to evolving business needs.
Overview
22
22
years of professional experience
6
6
years of post-secondary education
4
4
Languages
3
3
Certificates
Skills
- Corporate Strategy and Development
- Business Development
- Leadership and Team Building
- Strategic Partnerships
- Problem Resolution
- Training and Development
- Market Growth Strategies
- Conflict Resolution Techniques
- Performance Optimization Strategies
- Program Leadership
- Building Revenue Streams
- Brand Development
- Coaching and Counseling
- Effective Communicator and Public Speaker
- Partnership Management
Accomplishments
- Connect CRE’s Women in Real Estate SE Region Winner 2024.
- Marquis Who's Who in America Winner 2024.
- Globe St's Women of Influence Award Winner 2024.
- National launch of the Business Advisory Board Initiative 2024.
- Development of the SBB / BB Partnership Plan 2023.
- Effectively pitched initiatives to senior executives and LOB leaders.
- Selected for large scale speaking events.
- Successfully lead a team of 15 staff members to realize their sales potential.
- Ranked in the top 10% nationally in under 2 years for sales production.
- Negotiated CREW Charlotte sponsorship with leadership team.
- Directed women's initiatives for the team and community.
- Received recognition for sales production and teamwork year over year.
Work History
VP Sr. Relationship Manager
Bank of America
01.2022 - Current
- Successfully launched 2 national integration strategies to strengthen partnerships, gain market share, and drive growth.
- Collaborated with line of business presidents to develop strategic initiatives and long term goals.
- Effectively partnered with enterprise executives on business opportunities and partnership initiatives.
- Demonstrated proficient leadership skills to motivate employees and build competent teams.
- Led cross-functional teams for the successful completion of major projects, resulting in increased efficiency and client satisfaction.
- Developed new revenue streams by identifying growth opportunities and forging strategic partnerships with key industry players.
- Selected by the Charlotte Market President to boost LOB integration among other teams locally.
- Built relationships with clients and community to establish long-term business growth.
- Lead monthly team meetings to identify strengths and opportunities of each RM.
- Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.
- Championed talent development programs, promoting employee engagement and retention while enhancing overall workforce capabilities.
- Cultivated company-wide culture of innovation and collaboration.
- Established strong referral networks with internal partners such as commercial banking, private banking, and wealth management teams to identify potential new clients.
- Enhanced team performance by mentoring junior relationship managers on best practices in client service, sales techniques, and product knowledge.
Small Business Banker
Bank of America
04.2020 - 01.2022
- Assisted in planning portfolio growth through development of business plans in alignment with departmental budget and consistent with overall objectives.
- Trained new hires on sales, systems, and procedures.
- Met with existing clients and prospects through personal calling efforts and other contacts to discuss business needs.
- Established rapport with new clients and colleagues to increase satisfaction and loyalty.
- Referred customers to other banking departments for specialized services.
- Cross-sold credit cards, loans and other bank products.
- Executed business reviews and account opening requests for clients.
Commercial Support Specialist
Bank of America
04.2019 - 04.2020
- Maintained client satisfaction with forward-thinking strategies focused on addressing client needs and resolving concerns.
- Multitasked to handle diverse client needs in high-volume commercial bank setting, prioritizing tasks to keep up with challenging deadlines.
- Resolved concerns with products or services to help with retention and drive sales.
- Collected vital information to support company and associates through interviews and data analysis.
- Participated in team meetings and training sessions to stay informed about product updates and changes.
- Offered advice and assistance to clients, paying attention to special needs or wants.
Client Specialist - Commercial Term Lending
JPMorgan Chase
05.2016 - 04.2019
- Managed assigned loan portfolio for retention, growth, and credit.
- Analyzed and underwrote requests for new loans and loan renewals.
- Developed and maintained relationships with clients, lenders, and other third parties.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Supported complete and accurate loan file documentation.
- Processed loan applications and monitored progress from start to finish.
- Monitored pipelines to track and log status of loans.
- Supported loan processing by compiling applicant documentation such as credit reports, employment verifications, and financial history paperwork.
- Assisted with timely loan closing and funding activities with efficient management of task checklists.
- Liaised with clients to guide through loan closing process and skillfully handle any concerns.
- Coordinated with realtors and title companies to identify discrepancies and update different teams on processing progress.
- Researched and updated industry knowledge on changing legislation and regulations.
Private Client Banker-Business Specialist-Manager on Duty
Chase
04.2012 - 05.2016
- Trained employees in essential job functions.
- Initiated plans to improve client relations, quality standards, and service efficiency.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Supervised and coordinated team to provide guidance and support and maximize performance.
- Worked with clients to provide competitive commercial banking solutions and retail financing plans.
- Developed and implemented new procedures and policies to improve operational productivity.
- Responded to client concerns by providing friendly, knowledgeable support, and maintaining composure and professionalism.
- Use of Series 6, 63, and Insurance Licenses to properly advise clients on financial planning.
Education
MBA - International Business
Washington State University
Pullman, WA 01.2019 - 12.2020
Bachelor of Arts - Art History and Business Administration
University of Oregon
Eugene, OR 09.2002 - 06.2006
Certification
- Certified Exit Planning Advisor, Exit Planning Institute - 2022
- Certified Authentic Leader, CREW Charlotte - 2022
- Certified Commercial Investment Member, CCIM Institute - 2017
Affiliations
- CREW Charlotte
- Queen’s University McColl School of Business
- Asian Leadership Network
- LPGA Amateurs
- LEAD for Women
- German American Community Council
Interests
- Mentoring
- Higher Education
- Community Involvement
- Women’s Initiatives
- Languages
- Traveling
- Golf
- Art
Languages
- Italian
- Korean
- Spanish
- German
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