William Andrew Flores Cox
Summary
Dedicated Relationship Manager with multiple years of experience in the financial services industry. Built and developed client relationships in both commercial and private banking capacities, providing exceptional customer service using an effective consultation process to provide tailored products and solutions to meet each client's goals, with the utmost professionalism. Extensive experience analyzing financial statements and conducting research to offer tailored solutions to effectively meet client needs. Strong grasp of risk management strategies, and deep understanding of commercial lending practices. Eager to apply my educational and professional background toward becoming a valued member of SouthState Bank.
Overview
9
9
years of professional experience
Work History
Account Executive
DMS
Birmingham
07.2023 - Current
- Attended networking events to build relationships with potential customers.
- Cultivated relationships with key decision makers through regular client visits and follow-up calls.
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
- Provided timely customer service support to resolve any issues quickly and efficiently.
- Maintained accurate records of all sales activities using CRM software systems.
- Developed and implemented a comprehensive sales plan to increase revenue in assigned territory.
Market Research Associate
Premier Wealth Management
Baton Rouge
06.2019 - 06.2023
- Led strategic account planning processes that developed performance objectives and financial targets for key clients in the petrochemical and healthcare sectors.
- Gained extensive experience in collecting and evaluating market data, managing client databases, and developing business strategy.
- Conducted market data gathering and analysis to identify customer behavior, competition, and potential business growth areas.
- Monitored industry trends and implemented new, more accurate marketing metrics.
- Devised processes for using research data to identify and capitalize on advertising opportunities.
Relationship Banker, ABM
IBERIABANK
Baton Rouge
05.2017 - 06.2019
- Developed comprehensive financial plans for commercial and institutional clients, helping them reach their short- and long-term fiscal goals.
- Advised clients by utilizing comprehensive knowledge of banking solutions.
- Executed operational activities such as domestic and international wire transfers, applications for credit-based products, and the opening of new depository accounts.
- Designed and implemented customized plans based on client goals, growth objectives, and risk tolerance.
- Cultivated strong cross-departmental collaborations to ensure POA knowledge.
- Monitored financial market trends to provide timely and relevant financial advice to clients.
- Managed the process of opening various financial accounts while ensuring compliance requirements were met.
- Identified and pursued new business opportunities through targeted outreach and networking.
- Developed and maintained a portfolio of high-value clients, achieving high levels of client satisfaction and retention.
- Led office team to top regional market in depository account and loan growth for three consecutive quarters.
- Led the market in referral opportunities to both the Wealth Advisor (IWA) and Mortgage divisions for two quarters.
- Asked to be Assistant Branch Manager, successfully executing all expected responsibilities.
Summer Intern
Stifel
Baton Rouge
04.2016 - 09.2016
- Designed Excel templates for tracking financial metrics and key performance indicators.
- Tracked expenses systematically, compiling them into reviews for management.
- Investigated diverse options for debt financing from various banks.
- Attended client meetings with senior advisors to discuss their objectives, and develop appropriate solutions.
- Developed forecasting models for strategic planning.
Education
Bachelor of Science - Business Management, Minor: Finance
Louisiana Christian University
Pineville, LA05-2017
High School Diploma -
The Dunham School
Baton Rouge, LASkills
- Client Relationship Management
- Strategic Business Development
- Credit Analysis
- Consumer & Commercial Lending
- Microsoft Office Suite
- Data Modeling & Analysis
- Effective Communication
- Client Presentations
- Team Collaboration
- Problem Resolution
- FIS Core Banking
- HubSpot (CRM)
- Financial Analysis
- Networking
- Market Research
- Active Listening
References
References available upon request.
Timeline
Account Executive
DMS
07.2023 - Current
Market Research Associate
Premier Wealth Management
06.2019 - 06.2023
Relationship Banker, ABM
IBERIABANK
05.2017 - 06.2019
Summer Intern
Stifel
04.2016 - 09.2016
Bachelor of Science - Business Management, Minor: Finance
Louisiana Christian University
High School Diploma -
The Dunham School
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