OTIS GILLETTE
CRUISE PLANNERS — Best Life Global Travel
Conroe,TX
2
Languages
17
years of professional experience
Results-driven sales leader with 16 years of experience in financial services and retail sectors. Currently serving as Regional Director, enhancing sales across 247 locations and two regions. Expertise in revenue growth, team development, and strategic partnerships. Former Vice President at leading banks, with strong background in sales management, lending, and operational efficiency.
Work History
Regional Director
4 Years 10 Months- Led sales performance across 247 Lowe’s locations in 8 states and 2 regions, partnering with store, district, regional, and corporate leadership.
- Won the Assurant Pinnacle Award in 2024 for outstanding sales performance.
- Led sales performance across 247 Lowe’s locations in 8 states and 2 regions, partnering with store, district, regional, and corporate leadership.
- Drove sales strategy across multiple markets by analyzing performance data, identifying opportunities, and developing targeted action plans.
- Built and strengthened strategic relationships with Lowe’s leadership, district managers, store managers, and associates to improve execution and accountability.
- Developed and delivered sales training focused on product knowledge, customer engagement, sales techniques, and protection-plan attachment.
- Coached field teams and store leadership on sales performance, business development, and conversion opportunities.
- Created sales competitions, recognition programs, and performance initiatives that increased engagement and drove measurable results across teams.
- Use Salesforce, reporting analytics, and field performance data to identify trends, measure results, and prioritize opportunities.
- Partner with corporate and regional leadership to align field execution with enterprise sales objectives.
Owner & Operator
7 Years 1 Month- Coordinated travel planning and itineraries for 600+ clients annually, ensuring satisfaction and timely execution.
- Manage marketing and advertising campaigns to increase brand awareness and customer acquisition.
- Created customized cruise and vacation packages aligned with customer needs, budgets, and travel goals.
- Develop customized cruise and vacation packages based on customer needs, budgets, and travel goals.
- Negotiate and manage group travel opportunities, including cruise groups and destination experiences.
Vice President
4 Years 6 Months- Led sales strategy and business development across consumer, business, and lending relationships.
- Grew the loan portfolio by $5.4 million annually through proactive business development and relationship management.
- Cultivated referral relationships with mortgage, wealth management, small business, and banking partners, driving new business opportunities.
- Led the district in auto lending, consistently delivering strong production results.
- Oversaw full sales cycle, from prospecting and relationship development to loan closing and account growth, enhancing client engagement.
- Mentored employees for career advancement and succession planning.
- Collaborated with business owners and high-value clients to identify tailored financial solutions, strengthening partnerships.
Vice President / Financial Center Manager
2 Years 11 Months- Won the SunTrust Pinnacle Award, recognizing top-10 sales production companywide.
- Led the market in auto lending, consistently exceeding performance expectations.
- Directed sales and service strategies to increase customer acquisition, retention, and relationship growth.
- Coached bankers to enhance sales performance and customer engagement, contributing to overall productivity.
- Managed branch performance, ensuring compliance with risk controls and service standards.
- Established relationships with business owners, professionals, and high-net-worth clients to identify lending and financial opportunities.
- Used performance reporting to identify gaps, establish goals, and hold teams accountable for results.
Vice President / Banking Center Manager
4 Years- Led the district in auto lending, consistently delivering strong loan production.
- Led at-risk banker performance initiative to enhance results and retain high-potential employees.
- Directed a sales and service initiative involving 20+ Sales & Service Specialists across 3 districts.
- Helped drive performance across a five-branch market, partnering with branch leadership to improve sales execution.
- Managed recruiting, coaching, performance management, and employee development.
- Cultivated relationships with business owners, professionals, and community leaders, generating new business opportunities.
- Led community engagement and relationship-building initiatives to strengthen the bank’s local presence.
- Managed sales goals while ensuring compliance, operational efficiency, and high customer-service standards.
Education
- Sociology
College Coursework
Associate of Arts - General Education
MBA - Business
Skills
Sales strategy
Sales leadership
Enterprise Account Management
Strategic Partnerships
Performance management
Sales training
Relationship Management
Financial Strategy
Lending Solutions
CRM & Sales Analytics
Executive Presentations
Accomplishments
- Resolved product issue through consumer testing.
- Achieved Pinnacle award through being 10% in the company.
LANGUAGES
English: Fluent
Spanish: Upper-Intermediate (B2)
Timeline
Regional Director
Assurant
10.2021 - CurrentRead More
Owner & Operator
CRUISE PLANNERS — Best Life Global Travel
07.2019 - CurrentRead More
Vice President
FIRST CITIZENS BANK
04.2017 - 10.2021Read More
Vice President / Financial Center Manager
SUNTRUST BANK
05.2014 - 04.2017Read More
Vice President / Banking Center Manager
BANK OF AMERICA
01.2010 - 01.2014Read More
Surry Community College
Associate of Arts from General Education
Read More
Salem College
from Sociology
Read More
East London
MBA from Business
Read More
AWARDS & RECOGNITION
Assurant Pinnacle Award — 2024, SunTrust Pinnacle Award — Top 10 Sales Production Companywide, #1 Regional Growth — Assurant, Three Consecutive Years, District Leader — Auto Lending, Market Leader — Auto Lending
COMMUNITY LEADERSHIP
Chamber of Commerce Ambassador, Education Foundation — Treasurer, Former Vice President — Jaycees, Former Board Member — Habitat for Humanity Home Store