William J. Newell
Ann Arbor
Summary
Results-driven professional with expertise in networking, business development, and loan origination. Focused on driving company growth by expanding the client base and cultivating Centers of Influence. Enhances team performance through targeted coaching and effective management strategies to achieve production goals.
Overview
13
13
years of professional experience
Work History
Producer & Customer Care Service Member
Farm Bureau Insurance Agency
Livonia
08.2025 - Current
- Conducted daily outreach to prospects, increasing lead generation opportunities.
- Developed referrals through strategic networking, expanding customer base.
- Managed inbound customer service calls, ensuring timely resolution of inquiries.
Market Manager
Buckeye State Bank
Tri Village
04.2024 - 07.2025
- Manage all aspects of banking within market including sales, marketing, pricing and strategic planning
- Sourced and closed $20 million in commercial lending by 2025 through targeted outreach and relationship management.
- Managed commercial and consumer lending production.
- Business Sales including Treasury Management
- Networked and marketed within Tri Village Area to strengthen community relationships and increase brand visibility.
- Led project management initiatives, coordinating timelines and resources to ensure successful completion.
FSCM, AVP
First Commonwealth Bank
Delaware
08.2022 - 03.2024
- Built book of business in new market through COIs and networking, establishing key relationships
- Identified opportunities for Treasury, Business Insurance, Financial Advisors, and Personal Lending to expand service offerings
- Drove overall business growth by 20%.
- Customized business resiliency plan tailored to bank needs and specific market conditions
- Small business and Commercial lending up to $1,000,000.00 or $1.5 Million in exposure
- Connect with Community through DACC and other events.
Community Office Manager II, Officer
FC Bank
Columbus
05.2020 - 03.2022
- Managed and built book of business in new market through COIs and networking, expanding client base.
- Cross-presented services in Treasury, Wealth, and Private Banking to enhance client solutions.
- Trained, coached, and developed bankers and assistant managers, fostering team growth and expertise.
- Executed underwriting for all submitted deals, encompassing business and personal loans (1st mortgage).
- Customize a plan for growth in key sectors like consumer, commercial and small business lending.
- Built interactive tracking for partners and FC Branches in Teams & Salesforce.
Business Development Manager
U.S. Bank
West Chester
08.2013 - 05.2017
- Expanded book of business by managing relationships with 350+ customers.
- Led district team in delivering retail lending and investment solutions.
- Oversaw production, service, and operations of branch to ensure efficient processes.
- Trained and mentored staff to enhance their skills.
- Worked on projects surrounding e-banking, bill pay, Small business lending, Call center Breadcrumbs Conversation Guide
Education
Property & Casualty Producer License - Insurance
Kaplan University
12-2025
High-school -
Finneytown
01-2002
Skills
- Customer service
- Relationship management
- Networking strategies
- Business development
- Loan origination
- Mortgage lending
- Loan servicing
- Cash flow analysis
- Strategic planning
- Supervision and leadership
- Team management
Accomplishments
- 6 time quarterly & annual Pinnacle winner for top 5% in company
- Lead and taught multiple lending and training classes for bankers & managers
- National recognition for consumer & business lending, as well as revenue growth
- Increased production and lending everywhere I have been
Community Involvement And Charity
- Member of Multiple Chambers of Commerce
- Rotarian in Delaware County
- Served on the board of several local Non-Profits
Timeline
Producer & Customer Care Service Member
Farm Bureau Insurance Agency
08.2025 - Current
Market Manager
Buckeye State Bank
04.2024 - 07.2025
FSCM, AVP
First Commonwealth Bank
08.2022 - 03.2024
Community Office Manager II, Officer
FC Bank
05.2020 - 03.2022
Business Development Manager
U.S. Bank
08.2013 - 05.2017
Property & Casualty Producer License - Insurance
Kaplan University
High-school -
Finneytown