Dynamic Commercial Advisor with a proven track record at Umb Financial Corp, excelling in forecasting and proposal writing. Leveraged industry expertise and presentation skills to enhance sales strategies, achieving significant profitability growth. Adept in customer service management and operations, I've successfully mentored staff and negotiated key partnerships, driving organizational development and competitive positioning. Strategic Commercial Advisor known for high productivity and efficient task completion. Possess specialized skills in market analysis, contract negotiation, and risk management. Excel in communication, problem-solving, and strategic planning, ensuring success in navigating complex commercial environments.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Commercial Advisor
Umb Financial Corp
Kansas City, MO
06.2014 - Current
Developed and implemented commercial strategies to maximize sales and profitability.
Conducted financial analysis of potential clients, including creditworthiness assessments and cash flow projections.
Managed customer interactions to ensure satisfaction and successful resolution of disputes.
Negotiated contracts with vendors for the purchase of goods and services.
Created presentations to showcase product features and benefits in order to increase sales.
Provided technical advice on products or services that meet customer requirements.
Established relationships with key partners in the industry to identify potential opportunities for growth.
Coordinated with internal departments such as finance, legal, operations., in order to ensure compliance with applicable laws and regulations.
Participated in meetings with suppliers regarding price negotiations and contract terms.
Maintained records of all transactions related to sales or purchases made by customers or vendors.
Implemented commercial strategies established by company objectives targeting growth opportunities.
Hosted and attended community outreach events to attract new clients and extend corporate brand.
Coordinated with internal teams and external stakeholders to support business growth through development of new features.
Administrative Assistant
Catholic Community Services
Kansas City, KS
01.2000 - 01.2005
Provided administrative support to the executive team, including scheduling meetings and managing calendars.
Organized and maintained filing systems for physical and electronic documents, ensuring accuracy and confidentiality of records.
Greeted visitors in a professional manner, responding to inquiries and directing them to appropriate personnel.
Composed letters, memos, reports, emails, presentations and other written correspondence as required by management staff.
Managed incoming calls while providing information or transferring callers to appropriate personnel.
Maintained office supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies.
Ensured efficient operation of office equipment such as printers, copiers and fax machines.
Assisted with the planning of special events by arranging catering services, securing venues and ordering promotional materials.
Created travel arrangements for senior managers according to their requirements.
Coordinated mailings including sorting mail, preparing packages for shipping via courier service or postal service.
Processed invoices for payment using accounting software applications.
Entered data into spreadsheets using Microsoft Excel or other similar programs.
Prepared expense reports on behalf of executives in accordance with company policies and procedures.
Conducted research online utilizing search engines such as Google or Yahoo!.
Updated contact lists regularly when changes occur in employee status or contact information.
Handled confidential documents in an organized fashion according to established protocol.
Scheduled appointments between clients and customers and internal staff members.
Developed project plans for various tasks assigned by upper management.
Managed database systems containing customer contact information.
Answered questions from customers regarding products and services offered by the company.
Answered phone calls and emails to provide information, resulting in effective business correspondence.
Directed customer inquiries to appropriate department personnel.
Handled incoming and outgoing correspondence, including email, mail, and package deliveries, ensuring timely distribution.
Executive Vice President, Director of Corporate Communication at UMB FINANCIAL CORPORATIONExecutive Vice President, Director of Corporate Communication at UMB FINANCIAL CORPORATION