Sheila Hagerty
Fullerton,CA
Summary
A highly efficient professional with almost 20 years experience in the financial service industry. Motivated by a passionate drive in delivering the best experience with every client.
Demonstrated management, support and retention of an extensive client portfolio with annual revenues of $5 million to $100 million.
Leverages collaboration skills to build productive partnerships across all lines of businesses
Extensive knowledge of banking options including treasury management products with the ability to identify opportunities, exceed expectations and drive revenue.
Strong effective communication skills with the ability to influence high net worth clients, understand and recommend tailored solutions to meet client's priorities
Ability to develop new business opportunities and provide end to end comprehensive guidance by uncovering their business priorities and matching them with financial solutions
Foster strong relationships with teammates, business partners and leadership through teamwork and best practices
Overview
10
10
years of professional experience
Work History
Commercial Account Manager
CommerceWest Bank
10.2022 - Current
- Develops strong relationships with clients, identifies problems and proactively implement solutions
- Deepens a portfolio of commercial clients by identifying needs and engaging internal partners to implement solutions
- Provides support on commercial clients accounts with an in-depth understanding of the clients priorities and continuously enhance the relationship
- Directly responsible for client onboarding and retention of high net worth relationships
- Operations including proper documentation, practicing customer due diligence and KYC to help mitigate financial, operational and reputational risk
- Fostering partnership with internal partners to help uncover client needs and propose alternative ways of banking
- Take ownership of client feedback and acts with a sense of urgency to exceed expectations
- Monitored and analyzed financial, statistical and operational data trends.
Small Business Banker
Bank of America
01.2021 - 09.2022
- Collaborated with partners on best practices and customized treasury solutions
- Consistent 5 star performance while exceeding business goals including credit and deposit growth
- Strong and effective communication skills with the ability to influence high net worth clients
- Met with existing clients and prospects through personal calling efforts and other contacts to discuss business needs.
- Maintained up-to-date knowledge of competitors' products.
- Assisted in planning portfolio growth through development of business plans and consistent with overall objectives.
- Update client profiles and performed customer due diligence with KYC to ensure compliance
- Demonstrated management of an extensive client portfolio while adhering to policies and procedures
Small Business Consultant
Bank Of America
06.2019 - 12.2020
- Generated revenue through partner referrals
- Demonstrated consistent 5 star performance while exceeding financial center goals
- Mapped current business and operational processes and recommended areas for improvement.
- Strong communication skills with the ability to influence clients
- Mapped process activities to identify shortfalls and propose options to rectify operational inefficiencies.
- Proven knowledge to stay ahead of the curve with changing business trends and translate those trends into business opportunities
- Experience with outbound calling and effectively scheduling appointments
Relationship Manager
Bank Of America
02.2015 - 05.2019
- Implemented banking services for clients while collaborating with internal partners
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Identified opportunities to deepen client relationships
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
Sales Associate
Nordstrom
10.2012 - 02.2015
- Received recognition for being #1 in sales in product lines and #1 in establishing new credit accounts
- Achieved “Pacesetter” sales status for exceeding sales benchmarks
- Provided positive first impressions to welcome existing, new and potential customers.
- Solved customer challenges by offering relevant products and services.
- Engaged with customers to effectively build rapport and lasting relationships.
- Increased sales by offering advice on purchases and promoting additional products.
- Implemented up-selling strategies such as recommending accessories and complementary purchases to boost revenue.
- Completed orders and organized product deliveries to meet customer timetables.
- Grew sales and boosted profits, applying proactive management strategies and enhancing sales training.
- Applied security and loss prevention training toward recognizing risks and reducing store theft.
Education
Bachelor's degree - Communications
Silliman University
Philppines06.1992
Skills
- Structure, organization and time management
- Ability to prospect and target opportunities with focus on quality and provide tailored solutions to fit the need
- Exceeding standards in client satisfaction and retention
- Operationally sound and exercises compliance to help mitigate financial, operational and reputational risk
- Fostering partnerships and collaboration with internal teams to provide solutions and best strategies
- Passionate drive in delivering the best experience with every interaction
- Excellent communication skills , detail oriented, able to multi-task in a fast pace environment, adapt to frequent changes,
- Always taking the initiative, quick learner and creative problem solver
Additional Information
Recognition, Community Involvement , Employee Networks
- Pinnacle Award , March 2019, the highest honor bestowed to top performers of the organization
- Diamond Award , March 2018, for delivering exceptional results in serving clients, teammates and the company
- Various volunteer events e.g. Choc Children's Hospital and St. Mary's Homeless Shelter
- Bank of America Employee Networks
Timeline
Commercial Account Manager
CommerceWest Bank
10.2022 - Current
Small Business Banker
Bank of America
01.2021 - 09.2022
Small Business Consultant
Bank Of America
06.2019 - 12.2020
Relationship Manager
Bank Of America
02.2015 - 05.2019
Sales Associate
Nordstrom
10.2012 - 02.2015
Bachelor's degree - Communications
Silliman University
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