Summary
Overview
Work History
Education
Skills
Websites
Timeline
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Thomas Stewart

Charlotte,NC

Summary

Hardworking Relationship Manager proficient at devising personalized solutions to meet all types of business customer demands. Positive and upbeat team player and clear communicator with demonstrated success over 10 years of relationship management experience.

Overview

13
13
years of professional experience

Work History

Business Banking RM II VP

PNC Bank
Charlotte, NC
10.2021 - Current
  • Effectively acquires, manages and grows profitable account relationships with complex business customers that have annual gross sales from $5MM up to $35MM in annual revenue
  • Ensures the overall success and growth of an assigned portfolio by deepening relationships of existing customers and through the acquisition of new customers
  • Continually partners with existing customers in order to fully understand their businesses, goals, strategies and challenges
  • Proactively assesses their financial needs for the purpose of formulating a business plan and delivering and effective variety of financial products and services in order to help the customer succeed financially
  • Performs effective financial analysis and underwriting in the area of credit, cash flow and collateral
  • Effectively partners with other Bankers and lines of business to deliver the full complement of Wells Fargo products and services
  • May structure and complete straight forward secured and unsecured business loans.

BUSINESS BANKER AVP

Wells Fargo
Charlotte, NC
03.2017 - 10.2021
  • Effectively acquires, manages and grows profitable account relationships with complex business customers that have annual gross sales from $1MM up to $5MM in annual revenue
  • Ensures the overall success and growth of an assigned portfolio by deepening relationships of existing customers and through the acquisition of new customers
  • Continually partners with existing customers in order to fully understand their businesses, goals, strategies and challenges
  • Proactively assesses their financial needs for the purpose of formulating a business plan and delivering and effective variety of financial products and services in order to help the customer succeed financially
  • Performs effective financial analysis and underwriting in the area of credit, cash flow and collateral
  • Effectively partners with other Bankers and lines of business to deliver the full complement of Wells Fargo products and services
  • May structure and complete straight forward secured and unsecured business loans.

Sales Manager East Region AVP

Wells Fargo
Charlotte, NC
07.2014 - 03.2017
  • Leading a dynamic sales team in providing payroll and other small business solutions to small business owners throughout the Eastern United States
  • Lead a team of call center representatives tasked with covering the entire east coast of the United States
  • Responsible for recruitment, extensive product and sales training, coaching and career development of sales consultant
  • Provide product education to branches via store huddles, need assessment evaluation and partner coordination
  • Developed and implemented sales strategies to increase market share.
  • Created and presented monthly reports to management on sales performance.
  • Analyzed data to identify trends in customer behavior and develop plans accordingly.

Outbound Small Business Specialist

Wells Fargo
Charlotte, NC
07.2012 - 07.2014
  • Provided small business solutions to customers including but not limited to payroll, human resources, retirement services, insurance, time and attendance
  • Run area huddles to educate specialist on BPS product and services
  • Develop relationships with partners to provide best in class options and services to our customers.
  • Evaluated current systems used by small businesses in order to recommend suitable upgrades or replacements.
  • Performed market research activities aimed at understanding customer preferences better.

OPERATIONS MANAGER

TARGET DISTRIBUTION CENTER
07.2011 - 07.2012
  • Managed day-to-day operations of 20 team members in the inbound department of the distribution center
  • Engaged leader responsible for ensuring maximum productivity of the inbound team
  • Responsible for training and development of team members
  • Creating a positive work environment and growth and development of team members
  • In conjunction with other team leads, put together daily logistical plan to ensure maximum output of the distribution center
  • Adjusted daily plan to overcome obstacles yet still meet per hour and daily productions goals
  • Heavily involved in coaching and training ensuring team-members understand all aspects of the position and how to achieve individual, team and DC goals.

Education

Master of Business Administration -

Strayer University
12.2010

Bachelor of Science - Sports Medicine

University of Florida
05.1995

Skills

  • Superior Business Development and Prospecting Skills
  • Excellent sales and communication skills
  • Excellent customer service skills
  • Excellent leadership, recruiting and coaching skills
  • Business analysis
  • Strong cognitive skills, financial and quantitative analysis
  • Ability so self-manage and work independent of supervision
  • Cash Flow Analysis
  • Client Relationship Building
  • Sales Leadership
  • Market Research
  • Customer Prospecting

Timeline

Business Banking RM II VP

PNC Bank
10.2021 - Current

BUSINESS BANKER AVP

Wells Fargo
03.2017 - 10.2021

Sales Manager East Region AVP

Wells Fargo
07.2014 - 03.2017

Outbound Small Business Specialist

Wells Fargo
07.2012 - 07.2014

OPERATIONS MANAGER

TARGET DISTRIBUTION CENTER
07.2011 - 07.2012

Master of Business Administration -

Strayer University

Bachelor of Science - Sports Medicine

University of Florida

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Thomas Stewart