Summary
Overview
Work History
Education
Skills
Timeline
Hi, I’m

Rob P.

Business Development
Fairborn,OH
Rob P.

Summary

Accomplished, and goal-oriented leader with expertise in all facets of the business operations. Skilled in providing strategic leadership of leading and motivating successful teams past short- and long-term goals through the use of innovative techniques in support of the company's mission and core values, as a means to implement positive change and increase performance. Adept at increasing revenues, enhancing team performance, and proactively identifying opportunities for development and advancement with expertise in marketing, business process optimization, problem-solving, networking, public relations, and successful leadership roles. Known for surpassing the assigned targets via a combination of lean operations methods. Proven ability to make critical decisions during challenges, perform in a highly visible position, work under pressure to meet deadlines, and developing opportunities that further establish organizational goals. Looking to utilize my past experiences and expertise to develop a long-term career with a future-oriented, reputable organization.

Overview

26
years of professional experience

Work History

GCG Automation & Factory Solutions

Business Development Manager
03.2022 - 03.2024

Job overview

  • Sales Leader Every Month Since March 2022
  • Consistent Account Growth That Exceeds Expectations
  • Exceeded GP% Goals and Profit
  • Developed customized solutions for clients based on a deep understanding of their unique pain points, delivering exceptional value and driving repeat business.
  • Facilitated regular communication with clients to ensure their needs were met, fostering long-lasting relationships built on trust and mutual respect.
  • Managed a diverse portfolio of accounts, consistently exceeding revenue targets through upselling strategies and exceptional customer service.

Mortgage 1

Business Development Manager
01.2021 - 03.2022

Job overview

  • Executed successful B2B marketing strategies across different platforms to generate new business.
  • Led sales teams, established goals, conducted sales meetings and presentations.
  • Actively manage sales pipelines to ensure deals closed and were completed on time and were compliant.
  • Created effective digital marketing campaigns for preferred business partners.
  • Built effective teams of referral partners.
  • Utilized CRM's to build databases.
  • Selected Career Benchmarks
  • Established through social media and digital marketing a constant source of leads.
  • Decreased marketing cost by 15%, while achieving a 25% increase in revenue.
  • Looked upon as a valuable consultant and a strategic partner.

Boord Henne Insurance

Outside Sales Manager
06.2020 - 01.2021

Job overview

  • Strengthened client retention rates by consistently delivering exceptional service experiences throughout the entire sales cycle.
  • Managed a team of sales representatives, ensuring their professional growth and achievement of targets.
  • Increased sales revenue by implementing effective market strategies and building strong relationships with clients.
  • Monitored market trends and competitor activities, adjusting strategies accordingly to maintain competitive advantage.

Partners United Financial

Business Development Manager
06.2019 - 06.2020

Job overview

  • Provided expert oversight in all aspects of four retail branches, Trained teams, tracked sales goals, incentive program adjustments, and monthly income and expenses monitoring.
  • Executed short- and long-term tactical plans with composite sales strategies in line with corporate strategic marketing and sales initiatives in collaboration with key members of every department.
  • Generated cross-sell opportunities and expanded customer base in collaboration with branch employees and frequent interaction with customers.
  • In addition, briefed the team regularly on best practices related to real estate principles, rules, and regulations related to property acquisitions.
  • Coached team members with regards to sales and service in an effort to meet or exceed sales and service goals on a monthly and annual basis.

JPMorgan Chase

Business Development Advisor
07.2016 - 06.2019

Job overview

    • Private Client lending advisor tasked with assisting high net worth families with their lending needs for 3 Dayton area branches.
    • Proactively solicit new business opportunities with existing clients through the relationship review process.
    • Streamlined existing systems and processes by closing obsolete and ineffective mechanisms and engaging in programs that have proved to be consistent in achieving reliable outcomes.
    • Learned client's financial objectives and provided comprehensive financial guidance and planning.
    • Located areas of improvement and proposed corrective actions that met challenges and leveraged growth opportunities.
    • Compiled data for estimates, while applying financial principles and regulations.
    • Selected Career Benchmarks
    • My sales team met or exceeded goals consistently.
    • Was successful in getting a partner to President's Level 2 years in a row.
    • Twice recognized as a CHASE Relationship Builder Champion.
    • Relied upon as an effective team leader.

US Bank

Lending Development Officer
03.2015 - 07.2016

Job overview

    • Responsible for growing 4 retail branches and their financial sales, marketing, and customer service.
    • Responsible for increasing business development, evaluating and consulting customer's financial needs, improving customer experiences, the process flow, and sales operations that improved the bottom line.
    • Developed and implemented operational strategies for the sales department significantly improving the business process.
    • Achieved growth and sales target by successfully managing the sales team.
    • Actively monitored key performance metrics of the sales team, identified challenges, and created new solutions applying proven problem-solving techniques.
    • Selected Career Benchmarks
    • Favorable Reviews.
    • Asked To Be Assistant Sales Manager.
    • Established Key Productive Relationships and Partnerships.
    • Ensured Customers Experience Was Great.

PNC Bank

Senior Business Development Officer
02.2013 - 03.2015

Job overview

    • Established strategies and key action items that helped to increase the client base and reach full profitability and development in accordance with the Bank's mission and values.
    • Utilized strong problem-solving and communication skills to suggest a change in workflow to increase the efficiency of service.
    • Set and achieved challenging goals; demonstrated persistence and overcame obstacles; measured self against standard of excellence; took calculated risks to accomplish goals.
    • Achieved strategic sales objectives by competent consumer contact and market requirements analysis.
    • Experienced in market evaluation and process flow.
    • Experienced in credit analysis, menu selling, evaluating risk, quoting insurance, and cross-selling.
    • Achieved exceptional customer retention and satisfaction while identifying cost savings resolutions and retaining the bottom line and margins.
    • Selected Career Benchmarks
    • Revered As A Valuable Team Member.
    • Met Or Exceeded Goals.
    • Established Innovative Marketing and Networking Strategies to Acquire Key Partnerships.
    • Provided Great Customer Experience.

FMBC

Vice President Of Operations
12.1997 - 02.2013

Job overview

    • Part of the senior management team
    • The successful sales manager that built productive teams.
    • Analyzed sales statistics to develop a continuous improvement strategy and took steps to employ new strategies.
    • Developed marketing plans to achieve annual sales and profit objectives.
    • Drove all efforts to amplify revenues by providing exceptional service that generates new business opportunities.
    • Managed financial operations, that included insurance services, benefit design, and investments.
    • Through innovative management and sales strategies, training, goal setting, and accountability, the company was recognized as 'One of the Fastest-Growing' companies in the Dayton region.
    • Analyzed complex scenarios and using creative problem-solving skills, turned those challenges into profitable opportunities.
    • Selected Career Benchmarks
    • Streamlined operations that decreased expenses by 20%.
    • Implemented New Product Lines that Increased Revenues by 35%.
    • Established Innovative Marketing and Networking Strategies to Acquire Key Partnerships.
    • Introduced & Provided New Technologies that Improved Production & the Customer Experience.
    • Developed strategic plans that aligned with organizational goals, ensuring long-term growth and sustainability.
    • Championed employee development programs to enhance skills, increase retention rates, and build a high-performance workforce.
    • Implemented comprehensive risk management plans to mitigate potential challenges or disruptions in operations.
    • Drove sustainable growth and profitability by staying current with industry trends and adapting operational strategies accordingly.

Education

The Ohio State University (The Max M. Fisher College of Business) Columbus, OH

Management and Leadership

University Overview

Wright State University

Bachelor of Science, Finance and Financial Services

University Overview

Skills

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Timeline

Business Development Manager
GCG Automation & Factory Solutions
03.2022 - 03.2024
Business Development Manager
Mortgage 1
01.2021 - 03.2022
Outside Sales Manager
Boord Henne Insurance
06.2020 - 01.2021
Business Development Manager
Partners United Financial
06.2019 - 06.2020
Business Development Advisor
JPMorgan Chase
07.2016 - 06.2019
Lending Development Officer
US Bank
03.2015 - 07.2016
Senior Business Development Officer
PNC Bank
02.2013 - 03.2015
Vice President Of Operations
FMBC
12.1997 - 02.2013
The Ohio State University (The Max M. Fisher College of Business)
Management and Leadership
Wright State University
Bachelor of Science, Finance and Financial Services
Rob P.Business Development