Scott Ferguson
Middletown
Summary
Versatile senior relationship manager with several years of experience networking with stakeholders of companies such as vendors, customers and clients. In-depth knowledge of crm practices, risk analysis and business process improvement. Well-versed in forging strategic partnerships to drive revenue and acquire customers. Collaborative individual focused on increasing market share and exceeding client needs.
Overview
15
15
years of professional experience
Work History
Vice President, Relationship Manager
ACBB
Remote
05.2023 - Current
- Managing, growing and retaining a portfolio of bank clients, asset sizes $400mm and up.
- Additional acquiring new bank and credit union clients via COI’s and outbound efforts.
- Met and exceeded revenue sales goals each year – 70% of goal in half year of 2023, 110% of goal in 2024 and 135 of goal in 2025.
Senior Small Business Development Officer
Wells Fargo
Red Bank
12.2018 - 04.2023
- Acquisition role focused on Small Business size prospects $5m to $20mm annual gross sales.
- Conduct thorough cash-flow focused conversations with each customer.
- Highly proficient at uncovering needs for ACH, Wires, Desktop Deposit, Positive Pay and Fraud Filter.
- In 2022, earned 20 new Treasury Management relationships.
- Polished communicator, highly organized and laser focused on following up to finish tasks in a quick and efficient manner.
Vice President - Sales
On The Mark Payments
Clark
01.2018 - 12.2018
- Assigned 3 community banks, consisting of 15 branches in total.
- Partner with 15 branch managers to set up sale blitzes, joint cold calling and strong referral program.
- Coaching branch associates on how to uncover Merchant Services opportunities.
- Consistently meeting and exceeding weekly metrics for new account acquisition.
- Have referred 6 deposit relationships back to branch partners resulting in $200k in commercial deposits.
Business Development Officer, Assistant Vice President
New Jersey Community Bank
Neptune City
03.2017 - 12.2017
- Utilize an aggressive calling strategy to schedule appointments with prospective business customers.
- Developed innovative strategies to cross sell additional products and services.
- Provided detailed sales activity reports weekly to Bank Administrator and CEO.
- Working existing book of business to uncover additional opportunities with existing clientele.
- $350k in commercial deposits, $500k in commercial loans, 12 new Business DDA.
Branch Manager, Assistant Vice President
Santander Bank
Aberdeen
05.2015 - 03.2017
- Implemented new security behaviors to ensure high protection of customer data.
- Coached team to consistent behaviors focused on driving in traffic.
- Show coach staff on best practices branch customer service scores over 100% under my leadership.
- Lead branch team to $8mm booked in consumer lending in 2016.
Senior Multi Branch Banker
Capital One Bank
08.2012 - 05.2015
- Participated in numerous BOA’s (Branch Operational Assessment’s).
- Encouraged a positive, customer centric culture amongst associates.
- Appointed as an “Interim Branch Manager” in 2013.
- Lead Toms River Branch to 4 out of 5 KPI’s from November 2014 through May 2015.
Personal Banker
JPMorgan Chase
Ocean Township
12.2010 - 08.2012
- Making recommendations on financial products that best meet customer’s specific needs.
- Utilize cold-calling to locate potential clients as well as build rapport for future business.
- Providing an outstanding customer experience to every customer, every time.
- Deepening relationships with existing clientele as a result of quality conversations.
Skills
- Managing a book of business in addition to acquiring new clients
- I’m a strong communicator
- Like to work freely and not be micro managed
Timeline
Vice President, Relationship Manager
ACBB
05.2023 - Current
Senior Small Business Development Officer
Wells Fargo
12.2018 - 04.2023
Vice President - Sales
On The Mark Payments
01.2018 - 12.2018
Business Development Officer, Assistant Vice President
New Jersey Community Bank
03.2017 - 12.2017
Branch Manager, Assistant Vice President
Santander Bank
05.2015 - 03.2017
Senior Multi Branch Banker
Capital One Bank
08.2012 - 05.2015
Personal Banker
JPMorgan Chase
12.2010 - 08.2012