Wendy Simpson
Bonne Terre,MO
Summary
Business development professional with a strong track record in revenue growth and partnership expansion. Expertise in building high-value relationships, delivering tailored financial strategies, and collaborating with senior stakeholders to drive integrated solutions that enhance client satisfaction and support business objectives.
Overview
13
13
years of professional experience
Work History
Private Client Manager
Bank of America
06.2021 - Current
- Championed business development initiatives targeting high-net-worth prospects, resulting in multi-line revenue growth.
- Built and sustained trust-based relationships with high-net-worth clients through strategic advisory and proactive engagement.
- Structured complex credit strategies to address sophisticated client needs, securing high-value deals.
- Generated new business inflows across all product lines, ensuring sustainable growth.
- Partnered with Merrill Consumer Banking, Corporate & Investment Banking, and Business Banking to deliver integrated solutions.
- Drove digital adoption to enhance client experience and streamline sales processes.
- Applied advanced conflict resolution and critical thinking to influence decision-making in challenging client situations.
Senior Small Business Banker
Bank of America
12.2017 - 06.2021
- Enhanced client relationships by delivering tailored financial strategies and engaging with executives, leading to improved client satisfaction and retention.
- Conducted full credit and financial analyses to support lending decisions and close profitable deals.
- Partnered with internal teams to expand product offerings and drive revenue growth, contributing to overall business performance.
- Developed and managed a high-performing pipeline through targeted prospecting and strategic relationship development, resulting in increased client acquisition.
Small Business Consultant
Bank of America
05.2016 - 12.2017
- Conducted credit analyses and loan summaries to facilitate business lending and secure financing opportunities.
- Established relationships with prospects through advisory conversations and ongoing support.
- Managed client-facing activities, providing credit support and treasury management services.
Personal Banker
Bank of America
07.2014 - 05.2016
- Consistently exceeded sales goals across loans, credit cards, and deposit products.
- Cultivated strong client relationships that enhanced long-term retention and facilitated cross-sell opportunities.
- Utilized consultative sales strategies to create detailed customer profiles and recommend customized banking solutions.
Sales & Service Specialist
Bank of America
10.2013 - 07.2014
- Resolved customer inquiries, identifying and pursuing cross-sell and upsell opportunities.
- Achieved team performance metrics by leveraging product knowledge and fostering customer relationships.
- Assisted customers with account inquiries and product selections.
- Educated clients on banking products and services to enhance their experiences.
- Processed transactions accurately while ensuring compliance with company policies.
Education
General Studies
Mineral Area College
01-2002
Skills
- Enterprise sales
- Credit structuring
- Financial Analysis
- Prospecting strategies
- Relationship Building & Retention
- Relationship management
- Strategic thinking
- Conflict Resolution and Negotiation
- Global expertise
LICENSES & CERTIFICATIONS / ACHIEVEMENTS
- Series 7 & 66
- Certified Exit Planning Advisor (CEPA)
- Accelerated Programs Completed:, Conflict Resolution, Advanced Credit Training, Critical Thinking & Decision-Making
- Pinnacle Award Winner
References
- Chris Klein: CFO 1st Phorm/ Supplement Superstores Phone: 314-775-5432
- Jeremy Briggs: SVP Regional Sales Manager- Bank of America Practice Solutions Phone: 314-607-3021
- John Reed: SVP Regional Sales Director- WM Banking Bank of America Merrill Lynch Phone: 636-219-1136
Timeline
Private Client Manager
Bank of America
06.2021 - Current
Senior Small Business Banker
Bank of America
12.2017 - 06.2021
Small Business Consultant
Bank of America
05.2016 - 12.2017
Personal Banker
Bank of America
07.2014 - 05.2016
Sales & Service Specialist
Bank of America
10.2013 - 07.2014
General Studies
Mineral Area College