WES MATTHEWS
Deatsville,AL
Summary
BSBA degree in finance. commercial banking, underwriting, relationship manager, state sales manager and account executive with 15 years of experience. Specialize in client acquisition and retention, relationship management, and consistently developing innovative financial strategies that enhance credit access and financing for clients. Excels in territory and account management, driving revenue growth and client satisfaction through new sales, meticulous relationship building and problem-solving skills.
Overview
15
15
years of professional experience
Work History
Commercial Banking/Relationship Manager & Consultant
Apex Business Solutions
Montgomery, United States
07.2023 - Current
- Managing commercial banking/business relationships at Apex Business Solutions
- Developing innovative financial strategies for clients to help with credit and acquiring financing
- Meeting customers, discussing options, and acquiring new business
Account Executive/Relationship Manager
Spectrum Business
Montgomery, United States
10.2021 - 06.2023
- Acquisition, sales, and relationship management of business customers
- Managed a portfolio of new/existing business clients, and also identified potential prospects
- Overachieved in minimum production goals
- Won 'Street Fighters Award'
Account Executive/State Sales Manager
Fidelity Associates
Alabama, United States
10.2017 - 07.2021
- Managed state-wide sales and operations for Fidelity Associates
- Acquired new business weekly in a different city in the state of Alabama, Georgia, and other states
- Trained and managed new employees in surrounding states
AVP/Commercial Lender/Relationship Manager
River Bank and Trust
Wetumpka, United States
01.2015 - 05.2016
- Managed commercial loan portfolio, boosting growth
- Implemented innovative lending strategies, enhancing client satisfaction
- Mitigated risk, ensuring secure lending processes
Credit Review Officer/Lending/Compliance
PrimeSouth Bank
Wetumpka, United States
09.2009 - 12.2014
- Managed credit review processes, underwriting for all commercial loans
- Implemented, discusses all loans for compliance measures for auditors
- Prepared all loan presentations, real estate evaluations, and underwriting for state and federal auditors to review
Education
Graduate -
Alabama Banking School
Mobile, AL07.2015
Bachelor of Science - Business Administration - Finance
Auburn University
Auburn, AL05.2009
Graduate -
Edgewood Academy
Elmore, AL05-2005
Skills
- Excellent leader/teammate
- Territory management
- Strategic planning
- Account management
- Relationship building
- Product knowledge
- Client acquisition
- Problem solver
Additionalinformation - Organizations
- Leadership Elmore County - Public Relations Chairman
- Alabama Bankers Association
- Wetumpka Lion's Club
- United Way - Loaned Executive Program
- Humane Society of Elmore County & other charitable organizations
- Sigma Pi Fraternity
Timeline
Commercial Banking/Relationship Manager & Consultant
Apex Business Solutions
07.2023 - Current
Account Executive/Relationship Manager
Spectrum Business
10.2021 - 06.2023
Account Executive/State Sales Manager
Fidelity Associates
10.2017 - 07.2021
AVP/Commercial Lender/Relationship Manager
River Bank and Trust
01.2015 - 05.2016
Credit Review Officer/Lending/Compliance
PrimeSouth Bank
09.2009 - 12.2014
Graduate -
Alabama Banking School
Bachelor of Science - Business Administration - Finance
Auburn University
Graduate -
Edgewood Academy