Mitchell R. Helton
Columbus,OH
Summary
My objective is to obtain a role within the banking industry that utilizes my eight years of business-to-business sales & credit experience.
Overview
8
8
years of professional experience
Work History
AVP - Business Banking Relationship Manager
U.S. Bank
09.2022 - Current
- Relationship Management and Business Development for entities generating annual revenue of $2.5MM-$25MM
- Evaluate business’ operating cycle & capital investment cycle and provide solutions from U.S. Bank’s product portfolio
- Core competencies include understanding customer’s payment flow, borrowing needs, vendor relationships, short & long-term goals
- Proficient working with companies from range of industries with varying needs, ownership structures, and decisioning protocols
- Total Revenue Production of $348M YTD ~ 115% to goal
Business Banking Specialist
U.S. Bank
02.2020 - 09.2022
- Proactively called on a wide variety of small businesses to identify opportunities and enhance banking relationships
- Actively creating referral networks by way of Centers of Influence both internal and external
- Led team meetings, mentored colleagues, and participated in various company resource groups
ACCEL Retail Bank Development Program Associate
PNC
02.2018 - 11.2019
- Managed day-to-day sales and financial operations of branch location
- Successful completion of formal sales and service program across all retail bank departments
- Assisted in the core activities of the Retail group through applied knowledge gained to drive business results (e.g. sales, process support, external customer interaction, supporting internal projects)
- Presented proposal to senior executives on the topic of Retail Transformation: Enhancing the Customer Experience through Online
Banking Self-Servicing
Loan Officer
Homeside Financial
06.2016 - 10.2017
- Sold, originated, and successfully funded twenty-six loans total in the amount of $5,839,397
- Negotiated price, credit and terms in accordance with company standards and regulatory requirements
- Account Manager of the Month (July & August)
- Sustained highest cold call to lead conversion ratio in department
Education
Bachelor of Science - Finance
Miami University
Oxford, OH05-2016
OTHER
- Licensed Mortgage Loan Originator in 10 states through the Nationwide Multistate Licensing System & Registry
(NMLS) – NMLS ID:1497976 - States include: OH, MD, VA, NC, SC, GA, FL, TN, CA, AL, CO, NJ - Proficient in the use of Microsoft Office products including: Word, Excel, PowerPoint, and Access
Timeline
AVP - Business Banking Relationship Manager
U.S. Bank
09.2022 - Current
Business Banking Specialist
U.S. Bank
02.2020 - 09.2022
ACCEL Retail Bank Development Program Associate
PNC
02.2018 - 11.2019
Loan Officer
Homeside Financial
06.2016 - 10.2017
Bachelor of Science - Finance
Miami University
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