Michele Whiteley
Sales Director
Cumming,Georgia
Summary
Sales Manager Over a decade of results-oriented experience and achievements in gaining new business, increasing sales, and advancing company mission. Continuously demonstrated excellence in relationship building, communications, presentations, and negotiations. Consistently highly rated in sales, customer service and satisfaction. Technical proficiencies include Microsoft Office Suite and Salesforce.
Overview
17
17
years of professional experience
Work History
Senior Loan Officer
HOME TRUST MORTGAGE
Atlanta, GA
01.2022 - Current
- Originate mortgage loan and lines
- Establish and maintain relationships with realtor partners, builders, and home sales representative
- Monitor overall client transaction and interface with all parties involved on each individual loan from application to closing
- Key Contributions
- Originate mortgage loans and lines of credit
- Recruit, train, motivate and support new employees
Premier Banker
TRUIST BANK
Atlanta, GA
01.2017 - 01.2022
- Identify, develop, and maintain a portfolio of financially complex client relationships within the defined mass affluent segment of Truist
- Utilize objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of retail products and services.
Branch Manager
SUNTRUST, now TRUIST
Atlanta, GA
01.2015 - 01.2017
- Effectively manage and grow a book of business from 300 to over 1000+ affluent clients
- Increase wallet share by deepening and enhancing relationships, providing deposit, loan, investment and insurance solutions, and creating financial plans
- Sharp focus on customer experience by offering personalized exceptional service
- Serve as a risk management leader by adhering to policies and operational procedures in direct support of company mission and values
- Build strong relationships with partners and the community leaders
- Key Contributions
- Built primary bank relationships with mass affluent and high net worth clients
- Responsible for strategic planning and acquisition of new clients, to expand products and services
- Collaborate and maintain mutually beneficially business relationships with regional leaders and external centers of influence
- Attained and surpassed challenging sales goals in the areas of loans, investments, and deposits
- Promoted to Premier Banker in 2017.
Banking Center Manager
WELLS FARGO BANK
Atlanta, GA
01.2009 - 01.2015
- Defined organizational strategy and made decisions on how to best allocate resources in order to pursue those strategies
- Upheld high levels of customer, client, and employee satisfaction while managing a busy downtown center with over $200M in annual deposits
- Supervised and trained team members on best practices for realizing their personal and professional best
- Oversaw daily teller functions, as well as on-the-job-trainings, performance evaluations, and various forms of team professional development
- Motivated sales teams to secure new accounts and increase business
- Key Contributions
- Reached #1 in sales and service out of 16 branches four quarters in a row
- Coached, trained, and developed bench strengths to fill next level open positions
- Increased employee retention as a key player on critical HR leadership initiatives.
Acquisition Banking Relationship Manager
WACHOVIA, WELLS FARGO BANK
Haddonfield, NJ
01.2006 - 01.2009
- Source, nurture and develop a pipeline of prospective new clients within the business-to-business space
- Facilitated financial education seminars within each prospective business to add value to their employee benefit plans
- Align with regional leaders to build trustworthy relationships and ensure excellent client experience
- Key Contributions
- Deepen and enhanced client relationships by supporting 22 branches across 3 counties
- Established business development and financial Literacy classes for bank level employees
- Increased employee retention as a key player on critical HR leadership initiatives.
Education
Master of Arts - Human Resources and Project Management
Keller Graduate School of Management, DeVry University
Master of Business Administration - undefined
Keller Graduate School of Management, DeVry University
Bachelor of Arts - Psychology
Rutgers University
Skills
- Senior Leadership
- Operations Management
- Business to Business Sales
- Sales Management
- Client Relations
- Loan Origination
- Business Development
- Negotiations
- Problem Solving
Affiliations
Member, Society of Human Resources Management
Member, Association of MBAs
Additional Information
- Licenses 6, 63, 65, Life, Variable, and Health
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Senior Loan Officer
HOME TRUST MORTGAGE
01.2022 - Current
Premier Banker
TRUIST BANK
01.2017 - 01.2022
Branch Manager
SUNTRUST, now TRUIST
01.2015 - 01.2017
Banking Center Manager
WELLS FARGO BANK
01.2009 - 01.2015
Acquisition Banking Relationship Manager
WACHOVIA, WELLS FARGO BANK
01.2006 - 01.2009
Master of Arts - Human Resources and Project Management
Keller Graduate School of Management, DeVry University
Master of Business Administration - undefined
Keller Graduate School of Management, DeVry University
Bachelor of Arts - Psychology
Rutgers University
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