Brendan J. Smith
McKinney
Summary
Sales, operations and customer service manager with nearly 15 years’ experience. Expertise in sales, client relationship management, finance, and insurance products. Proven ability to manage large body of clients and to respond to their needs quickly and efficiently. Demonstrated skill in developing annual reporting documents on non-traditional retirement plans, assisting clients with face-to-face and online transactions, and providing satisfactory resolutions to client issues.
Professional banking specialist with proven expertise in financial services, client relationship management, and sales strategies. Adept at fostering collaborative team environments and delivering impactful results. Skilled in financial advising, account management, and cross-selling, with strong adaptability to evolving client needs. Known for reliability and effective communication.
Overview
20
20
years of professional experience
Work History
Relationship Banker
Comerica Bank
01.2022 - Current
- Building the book of business for a brand new bank branch
- Develop client relationships with both retail and commercial bank clients
- Develop new account leads via networking.
- Identify information and services to meet customers' financial needs.
- Work with sales partners to expand existing customer relationships (credit, mortgage, merchant, & treasury services)
- Provide outstanding customer service to all who enter the branch.
Teller/Personal Banker
Wells Fargo Bank
06.2022 - 11.2023
- Support customer service engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers.
- Complete operational activities while minimizing risks under established policies
- Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization
- Receive direction from managers and exercise judgment within defined policies and procedures.
- Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions.
- Identify information and services to meet customers' financial needs.
Director of Brewing Operations
Craft & Growler Brewing Co.
03.2020 - 03.2022
- Responsible for the creation, development, and implementation of all beer recipes.
- Responsible for monthly tax reporting to the Texas Alcohol Beverage Commission (TABC)
- Daily wort production on a 3 (BBL) system.
- Milling of malted barley and wheat for wort production
- Responsible for CIP on Fermentation Vessels, Mash Tun, & Brew Kettle
- Carbonating, Kegging, & Bottling the product for distribution.
- Taproom Shift Supervisor both opening and closing duties
Assistant Brewer, Cellarman, Taproom Beertender
Franconia Brewing Co.
07.2018 - 02.2020
- Daily wort production on a 25 (BBL) system.
- Milling of malted barley and wheat for wort production
- Responsible for CIP on Fermentation Vessels, Brite Tanks, Mash Tun, & Brew Kettle
- Utilized DE, SupraDisc, & Candle Filters to ensure clarity & quality of beer.
- Carbonating, Kegging, & Bottling the product for distribution.
- Taproom Shift Supervisor both opening and closing duties
- Responsible for general cleanliness of the brewery.
Beertender & Shift Supervisor
The Thirsty Growler
05.2016 - 07.2018
- Tilling in & out of registers
- Opening & closing the bar
- Providing excellent customer service to patrons
- Expertly matching the customer's palate to the appropriate beer on tap
- Educating our customers on craft beer.
- Training new beertenders in bar operations
National Foreclosure Specialist
Carrington Title Services
09.2016 - 10.2017
- Monitor assigned foreclosure e-mail box
- Order requested abstracts from stated CTS partners and update per attorney request
- Perform quality control evaluation once foreclosure abstract is received and before completed product is sent to client
- Invoice reports as per client guidelines
- Determine if file is acceptable and take corrective action if it is not
- Monitor Vendor turnaround times for counseling and process improvements
Post Closing Specialist
Stewart Title Co.
06.2015 - 08.2016
- Act as the primary point-of-contact for all post-closing issues, with one of Stewart’s major clients.
- Respond to ad hoc requests and troubleshoot all issues in a timely and efficient manner, while providing fantastic customer service. Make corrections to mortgage documents when possible, or reach out to the borrowers and notaries to have corrections made, when necessary.
- Receive and audit executed loan packages as they come in. Follow process through to completion by handling Disburse Hold and trailing document requests.
- Have been recognized numerous times for outstanding performance and customer service by Stewart Management and our client companies.
Partner Account Manager
Intel Security Group/McAfee
01.2013 - 01.2014
- Responsible for developing new business in the SMB market in the South East Region.
- Drove sales in all verticals in the SMB market by following up with partner sales companies.
- Managed accounts with McAfee Partners by providing; marketing support, lead generation, and sales workshops.
- Proficient in the use of tools like Excel, Salesforce, and PowerPoint to manage client relationships.
- Responded to ad hoc requests from partners and direct clients quickly and efficiently, then proactively followed up with those clients to drive future sales.
Field Agent
Knights of Columbus Insurance
01.2011 - 01.2013
- Proactively managed a book of 860 clients.
- Provided financial solutions through the use of Financial Workshops to better educate my clients.
- Managed clients' life insurance needs by walking them through the insurance purchasing process and regularly following up with them to address any change in need.
Benefits Specialist
Clark Consulting
01.2008 - 01.2011
- Provided yearly reporting on non-traditional retirement plans utilizing Bank Owned Life Insurance (BOLI) such as, supplemental executive retirement plans (SERP), deferred contribution plans (DCP), supplemental life insurance plans (SLI), and many others.
- Responded and provided expedient and satisfactory resolutions to ad hoc service requests such as retirement pay-outs, beneficiary changes, discount rate changes, plan amendments, and terminations.
- Drove sales and retention through proactively following up with client banks and anticipating their growing needs.
Senior Internal Investment Sales Representative Broker Solutions Representative II
Banc of America Investment Services, Inc.
01.2005 - 01.2008
- Drove increased revenue holdings by working with bank mortgage clients to bring their investment portfolios to the bank.
- Developed strong relationships with my clients, educated them on the tools available to them and by providing timely, accurate, and satisfactory resolution to any client issues.
- Provided problem resolution for field sales personnel by using database tools and coordinating communication between field and operations personnel.
- Managed each case from inception to resolution and followed through with the field to ensure satisfactory conclusion.
- Educated both field and operations personnel on best practices to ensure similar problems did not become systemic.
Education
High School Diploma -
Bishop Hendricken High School
Warwick, RI06-1996
No Degree - Journeyman Brewer Certificate
Dallas Community College
Dallas, TX11-2017
Skills
- Relationship management
- Client relationship management
- Sales acumen
- Cash transaction processing
Accomplishments
Awarded top quarterly bonus every quarter at Comerica Bank
Awarded top tier annual bonus at Comerica Bank
Received an Outstanding on most recent annual review at Comerica Bank
Military Service
United States Navy Honorable Discharge, 1997 - 2003
Timeline
Teller/Personal Banker
Wells Fargo Bank
06.2022 - 11.2023
Relationship Banker
Comerica Bank
01.2022 - Current
Director of Brewing Operations
Craft & Growler Brewing Co.
03.2020 - 03.2022
Assistant Brewer, Cellarman, Taproom Beertender
Franconia Brewing Co.
07.2018 - 02.2020
National Foreclosure Specialist
Carrington Title Services
09.2016 - 10.2017
Beertender & Shift Supervisor
The Thirsty Growler
05.2016 - 07.2018
Post Closing Specialist
Stewart Title Co.
06.2015 - 08.2016
Partner Account Manager
Intel Security Group/McAfee
01.2013 - 01.2014
Field Agent
Knights of Columbus Insurance
01.2011 - 01.2013
Benefits Specialist
Clark Consulting
01.2008 - 01.2011
Senior Internal Investment Sales Representative Broker Solutions Representative II
Banc of America Investment Services, Inc.
01.2005 - 01.2008
High School Diploma -
Bishop Hendricken High School
No Degree - Journeyman Brewer Certificate
Dallas Community College
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