Summary
Overview
Work History
Education
Skills
Affiliations
Accomplishments
Timeline
Generic

WILLIAM BOHM

Plainfield,IL

Summary

Experienced professional with a strong background in relationship management and client engagement. Proven history of driving growth and developing long-term partnerships through excellent communication and strategic planning. Skilled in teamwork, problem-solving, and adapting quickly to changing priorities. Known for consistently delivering impactful results and creating a positive work environment.

Overview

20
20
years of professional experience

Work History

Senior Relationship Manager/ Commercial Banking

Bank of America
06.2017 - Current


  • Proficient in lending with SBA 504, 7a, Owner Occupied Real-estate, Equipment leasing, and ground up construction.
  • Established strong referral networks with internal partners such as commercial banking, private banking, and wealth management teams to identify potential new clients.
  • Streamlined processes for increased efficiency within the team, resulting in improved response times to client inquiries and requests.
  • Ensured compliance with all relevant regulations by adhering to established policies and procedures in all aspects of the role.
  • Enhanced team performance by mentoring junior relationship managers on best practices in client service, sales techniques, and product knowledge.
  • Increased portfolio growth by effectively identifying new business opportunities through market research and networking.
  • Developed new banking relationships with business prospects.
  • Actively participated in industry events and conferences to maintain a visible presence within the community, promoting the bank''s reputation as a trusted financial partner.
  • Demonstrated adaptability in responding to changes in client needs or market conditions, adjusting strategies as needed for continued success.
  • Consistently exceeded revenue targets through proactive account management and cross-selling of bank products and services.
  • Worked closely with credit analysts to ensure timely and accurate processing of loan applications, maintaining client satisfaction throughout the process.
  • Requested customer feedback to drive client satisfaction and retention while quickly remedying issues.
  • Participated in regular training sessions to continually improve skills related to client service, product offerings, sales techniques, and industry knowledge.
  • Negotiated favorable terms for clients by leveraging strong relationships with product providers and underwriters.
  • Provided timely updates on significant market events or economic news that could impact clients'' portfolios or financial strategies.
  • Maintained up-to-date knowledge of industry trends, regulatory changes, and competitor offerings to provide informed advice to clients.
  • Managed a diverse portfolio of high-net-worth clients, ensuring satisfaction and retention through personalized attention and strategic planning.

Managing Director/ Business Banking

The PrivateBank
06.2014 - 06.2017
  • Builds relationships Business clients between10mm-100mm annual revenue.
  • Specializes in establishing connections with Centers of Influence, Private Wealth Partners, and Prospects.
  • Introduces our clients to new ideas through senior-level seminars and education Programs
  • Strengthened client relationships with regular communication, timely project delivery, and high-quality services.
  • Delivered consistent revenue growth by identifying new business opportunities and expanding service offerings.

Senior Relationship Manager/ Business Banking

Wells Fargo & Company
07.2012 - 07.2014
  • Established strong referral networks with internal partners such as commercial banking, private banking, and wealth management teams to identify potential new clients.
  • Streamlined processes for increased efficiency within the team, resulting in improved response times to client inquiries and requests.
  • Ensured compliance with all relevant regulations by adhering to established policies and procedures in all aspects of the role.
  • Facilitated negotiations between borrowers and lenders, securing favorable terms for both parties involved in financing deals.
  • Expanded the bank''s client base through strategic networking, business development initiatives, and targeted marketing efforts.
  • Analyzed clients'' financial statements to identify trends, opportunities for growth, and potential areas of concern.
  • Enhanced cross-selling efforts by collaborating closely with other departments including retail banking, investment services, and wealth management divisions.
  • Managed a diverse portfolio of commercial clients, ensuring optimal financial performance and risk mitigation.
  • Collaborated with credit analysts to evaluate loan applications, making informed decisions based on comprehensive risk assessments.

Senior Relationship Manager/Business Banking

J.P. Morgan Chase
07.2005 - 07.2012
  • Grew businesses between 5mm-50mm in annual revenue.
  • Engaged with retail banking colleagues in Chase locations to foster business
  • Established strong referral networks with internal partners such as commercial banking, private banking, and wealth management teams to identify potential new clients.
  • Increased portfolio growth by effectively identifying new business opportunities through market research and networking.
  • Developed new banking relationships with business prospects.
  • Strengthened client relationships by consistently providing exceptional service and financial solutions tailored to their needs.

Education

Communications & Broadcast Journalism - Communications

Columbia College
Chicago, IL
01.1997

Skills

  • Client acquisition
  • Relationship development
  • ABL Lending
  • SBA 504 & 7a lending
  • CNI lending
  • Mergers & acquisitions
  • Treasury Management & Foreign Exchange
  • Portfolio management
  • Business development
  • Teamwork and collaboration

Affiliations

Naperville Chamber Of Commerce, Chair, 2012-2016

Accomplishments

Presidents Club award trip 2007, 2008, 2011

Pinnacle award 2016, and 2017.

Timeline

Senior Relationship Manager/ Commercial Banking

Bank of America
06.2017 - Current

Managing Director/ Business Banking

The PrivateBank
06.2014 - 06.2017

Senior Relationship Manager/ Business Banking

Wells Fargo & Company
07.2012 - 07.2014

Senior Relationship Manager/Business Banking

J.P. Morgan Chase
07.2005 - 07.2012

Communications & Broadcast Journalism - Communications

Columbia College

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