Sales Manager with a passion for business management, coaching, networking, and achieving goals. Driven, ambitious and dedicated to managing the flow of the workplace and optimizing day-to-day activities. Over 20 years of management experience in the Real Estate and Financial industries.
Overview
11
11
years of professional experience
Work History
Business Development Officer, AVP
First National Bank Of Pennsylvania
Solon
09.2024 - Current
Developed strategic partnerships that expanded business opportunities and improved client engagement.
Collaborated with teams to create tailored financial solutions for diverse clients.
Managed client relationships to drive satisfaction and foster long-term loyalty.
Coordinated outreach initiatives that attracted new clients and increased market presence.
Conducted presentations to educate clients on banking products and services.
Attended networking events to build relationships with potential clients.
Identified areas where products or services could be improved upon or enhanced.
Branch Manager
The Middlefield Banking Company
Solon
08.2021 - 08.2024
Drove sales results, contributing to revenue growth and supporting executive management with strategic ideas
Coached and developed staff, enhancing sales performance and achieving targets
Participated in organizations, elevating branch and bank recognition within the community
Provide educational seminars to businesses and clients' employees
Identified and attracted qualified candidates to fill human resources roles.
Market Center Administrator AKA CFO/COO
Keller Williams Living AKA KW Greater Cleveland SE
Solon
02.2020 - 07.2021
Oversaw financial reporting, accounts payable and receivable, asset coordination, account management and budgets.
Monitored accounting, payroll and financial reporting activities.
Tracked cash flow for Keller Williams Living and supported quality control management initiatives.
Reviewed account reconciliations and journal entries and resolved discrepancies to maintain record and account accuracy.
Administered employee payroll and managed corporate payroll reconciliation and tax compliance.
Maintained accurate accounting records by processing accounts payable, accounts receivable, invoices, and expense reimbursements.
Trained and mentored administrative staff members in company policies, daily task execution and industry best practices.
Interacted professionally with customers and inside personnel, answering questions and responding to phone and email inquiries.
Team Leader AKA CEO
Keller Williams Greater Cleveland SE
Solon
12.2018 - 02.2020
Led organization by establishing business direction and actualizing operational plans to meet goals.
Oversaw budgetary and financial activities and implemented strategies to grow business and profits.
Cultivated industry relationships and customer partnerships, capitalizing on opportunities for business growth.
Engaged operations team to assess current operations, contributing to strategic revitalization for new market expansion.
Worked with Operating Principal to create new leadership development program.
Planned and executed recruitment events to bring in area candidates.
Built and leveraged professional network connections which provided continuous and relevant applicant sources across diverse industries and experience levels.
Tailored recruitment strategies for different types of vacancies by adjusting wording, social media paths and key websites.
Delegated daily tasks to team members, enhancing group productivity.
Business Banking Officer
US Bank
Beachwood
04.2015 - 11.2018
Consulted with small business customers to assess needs and recommend personalized banking solutions, driving customer engagement.
Developed and maintained relationships with customers while generating sales opportunities for financial products.
Strengthened relationships with small business customers through attentive service and tailored support.
Resolved business customer issues and provided technical expertise, enhancing customer satisfaction and loyalty.
Offered financial guidance to assist short-term and long-term planning.
Brought in new business and customers by utilizing promotional and networking strategies.
Resolved customer inquiries to achieve high standard of service.
Adhered to bank and legal guidelines for reporting, loan approvals and money handling.
Education
High School Diploma -
Brush High School
South Euclid, Ohio
06-1992
Skills
Business development
Sales implementation
Lead generation
CRM
Market analysis
Strategic partnerships
Client management
Management
Leadership
Team building
Problem solving
Sales training
Affiliations
Board Member, CREW Cleveland- January 2025 - Present
Timeline
Business Development Officer, AVP
First National Bank Of Pennsylvania
09.2024 - Current
Branch Manager
The Middlefield Banking Company
08.2021 - 08.2024
Market Center Administrator AKA CFO/COO
Keller Williams Living AKA KW Greater Cleveland SE
Business Development Manager (AVP) at Citibank MY, Local Corporate & Commercial BankBusiness Development Manager (AVP) at Citibank MY, Local Corporate & Commercial Bank
AVP-Business Development and Technical Service at FORACE POLYMERS PVT LTD. Haridwar.AVP-Business Development and Technical Service at FORACE POLYMERS PVT LTD. Haridwar.