Sage Linzer
Satellite Beach,FL
Summary
Senior executive leader with a proven track record of driving strategic initiatives and delivering impactful results. Expertise in fostering team collaboration and effectively navigating complex organizational challenges to enhance operational efficiency and promote a culture of collaboration. Skilled in strategic planning, financial management, and operations oversight. Valued for reliability, adaptability, and results-oriented approach. Committed to making a positive difference in the lives of team members and stakeholders through effective leadership, development, and support.
Overview
21
21
years of professional experience
Work History
Senior Vice President Senior Relationship Leader
Cypress Bank & Trust
07.2024 - Current
- Responsible for market analysis and industry trends, positioning iterative change as needed to capitalize on opportunities
- Drive business development initiatives targeting small to medium-sized businesses recommending relevant financial products and services that meet their specific needs.
- Manage client relationships, including complex problem resolution, complaint handling, and ensuring high standards of client service in line with the bank’s core values.
- Evaluate, negotiate and manage all bank vendor relationships
- Lead and foster collaboration across all business lines, ensuring a cohesive approach to client service and operational efficiency.
- Responsible to achieve targets for growth and profitability, managing expenses, and generating fee income and the developing full product suite and go to market strategy footprint wide
- Lead, coach and train all Relationship Managers, and Client Service Specialist
Senior Vice President Small Business Team Leader
Truist
01.2021 - 07.2024
- Design, develop, and implement a new Business Banking Model created to improve performance, increase efficiency, and create differentiated best in class client experience.
- Co-manage 84 FTE Focus on Deposit acquisition and retention, Loan & Line acquisition, Treasury and IRM revenue. 23 - 30 Direct FTE
- Developed manage and lead the digital lending business banking application process and appointment scheduling tool for Truist.com.
- Responsible for the design and implementation of process and procedure manual, incentive plan, quality assurance, compliance and IRM partnership processes for new LOB.
- SME for migration process for both the Commerical and Retail Banks, establishing small business as a bridge to manage process within each division following the completion of 2.3B rev migration.
- Teach coach and train teammates in sales, cash conversion communication, business acumen, lending, deposit structuring and holistic business banking client engagement, delivering a differentiating client experience.
- 2023 Team production: #1 Team companywide 175% TG producing 6.28MM in NBR Details include :1043 loans for 44.5MM/ 4,561 Deposits for 69MM/ 1,869 Business cards for 934K NBR/ 391 IRM for 606K in NBR
Group Vice President Business Banking Team Leader
Truist
01.2019 - 2021
- Responsible for the management and retention of the HSTI BBRO team and portfolio
- 12 Direct FTE ~2.3B in deposits and ~700MM in Loans amongst 17M Business relationships
- Exceeded retention and performance goals maintaining profitability pre and pos migration.
- Lead change agent, guiding team through the largest bank merger in the past decade
- Designed and Managed systems and process to care for AML/KYC project requirements imperative to the federal regulatory approval of the MOE 2019
- Led annual portfolio migration process for business banking ,commercial and retail banks to position home of best fit for clients
- Act as Integral part of the design, build and implementation of several new business models focused on the engagement and profitability of business relationships. The Branch Coverage Model, Business lending Solutions and Small Business Direct
Vice President Business Banking Relationship Officer
SunTrust Bank
01.2011 - 2019
- Business Banking Ro Cluster Lead 2017-2018: Lead a team of
- Led 9 Ro’s focused on sales productivity, workflow and engagement.
- SunTrust Banks Inaugural Business Banking Leadership Council Graduate
- Developed and implemented an onboarding manual for all business banking new hires.
- Finalist in SunTrust Banks Gauntlet competition 2015 introducing new, client retention, prospecting and cross sell tool
- Consistently with in the top 5 Business Banking Relationship Officers companywide exceeding performance expectations.
- 2017/2018/2019 Gold Performance Winner
Branch Hub Manager
Enterprise Rent A Car
01.2005 - 01.2009
- Responsible for every facet of business including personnel management, sales, budgeting, marketing, growth, profitability accounting, logistics.
- Led a training hub that effectively developed dozens of successful Branch Managers
- Increased profitability 15% or more annually at every office managed consistently
- Awarded the number one branch manager in the South Florida region in all four core areas of the business fiscal year 2007 and 2008: (Growth, Profitability, Customer Service, Employee Retention)
- Highest net sales of intangible products out of 25 offices in region
Assistant Vice President Business Banker
Fifth Third Bank
01.2009 - 01.2011
- Extensive Retail and Business Banking training over 12 months’ time.
- Exceeded goals and expectations becoming one of the top 3 BB’s in the region in 2010 & 2011
- Developed the foundations of cash flow conversation to uncover opportunities that help small business
- Top TPS & Merchant Sales officer in the region
- Utilized partnerships to deepen client relationships focusing on delivering a holistic banking experience
Education
Bachelor of Science - Marketing and Management
Arizona State University
Yield and Supply Chain Management
Bermuda College
Economics and Finance
Mesa Community College
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Skills
- Transformational leadership strategist
- Team development and engagement
- Client relationship, portfolio management and retention
- Sales strategy development, implantation and management
- Project management
- Strategic implementation and planning
- Mergers and acquisitions
- Financial acumen
- Commercial Lending
- Cash flow management
Timeline
Senior Vice President Senior Relationship Leader
Cypress Bank & Trust
07.2024 - Current
Senior Vice President Small Business Team Leader
Truist
01.2021 - 07.2024
Group Vice President Business Banking Team Leader
Truist
01.2019 - 2021
Vice President Business Banking Relationship Officer
SunTrust Bank
01.2011 - 2019
Assistant Vice President Business Banker
Fifth Third Bank
01.2009 - 01.2011
Branch Hub Manager
Enterprise Rent A Car
01.2005 - 01.2009
Yield and Supply Chain Management
Bermuda College
Economics and Finance
Mesa Community College
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Bachelor of Science - Marketing and Management
Arizona State University
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