Yvette R. Fuelling
Celina
Summary
Experienced professional with more than 20 years of experience emphasizing sales. 14 years of banking experience in Investments, Private Banking and Lending Highly customer-centric with excellent relationship building skills and ability to cross sell all Lines of Business. Self confident, organized, motivated and versatile. Bring creativity, enthusiasm and positivity to all business endeavors, with value added approach.
Overview
20
20
years of professional experience
Work History
Vice President Commercial Loan Officer
Citizens National Bank Of Bluffton OH
07.2023 - Current
- Evaluate and approve business loan and retail loan applications
- Interview clients, analyze financial data and create customized loan packages.
- Prepare loan proposals and present to senior loan committee for approval
- Collaborate with Retail, Treasury Management and Wealth Department to cross sell products to support clients
Worklife Specialist
First Financial Bank
10.2021 - 07.2023
- 4th Quarter Sales Specialist Award Recipient
- 260 Net New Accounts through commercial relationship connect and presentations to employees
- Drove sales through relationship and suggestive selling, communication of promotional items and specials
- 2022 accomplishments: 101 Referrals, 12 Business Banking Loans, 17 Credit Cards, 11 Mortgages (inc. 1M Mortgage) 1 Treasury Management referral, over 50 consumer lending referrals.
Business Banker
First Financial Bank
10.2020 - 10.2021
- Networking and collaboration
- Responsible for 3M in small business funding in 6 months (PPP not included)
- Provided coaching and service to 7 branches in Northern Ohio
- High success rate with introduction of clients to internal business partners to deepen relationships and deliver specialized solutions namely Wealth, Emerging,
- Work Life, Mortgage, and Merchant Services referrals
- Analyzed business tax returns and financial statements to verify if met underwriting guidelines for loan packages
- Maintained database of prospects through cold calling, networking with business owners, and working closely with internal departments
- Developed relationships with customers, suggested suitable bank services, and met banking needs.
CurrentOwner/Instructor
En Pointe Dance Studio
09.2008
- Developed and built business from start up to generate 6 figure sales
- Established a strong 100+ count customer base
- Increased sales year over year
- Produced 80% of all new business through referrals
- Fostered excellent relationship with referrals by building trust and rapport with customers
- Hired, trained and supervised instructors, providing guidance in customer relations, and focused tools and techniques for classes
- Directed marketing and promotional plans based on industry and operational knowledge to develop new revenue streams
Financial Advisor
Thrivent Financial
08.2010 - 08.2011
- Maintained consistent contact with clients to quickly identify changes in their financial status and recommend new products
- Consistently prospected new leads and capitalized on business opportunities to increase the overall client base
- Prepared investment performance reports, financial summaries and income projections to educate clients about the state of their finances
- Recommended strategies for helping clients improve their cash management, investment planning and other areas to achieve their financial goals
- Satisfied customers by delivering efficient and expert service for all Life Insurance and Financial needs.
Sales Coordinator and Assistant
04.2004 - 04.2010
- Obtained Life & Health Insurance License OH, Series 6, Series 7, Series 66 and Series 63
- Supported 11 Fixed Annuity Platform Representatives and 3 Financial Advisor to reach annual sales goals.
- Kept detailed records of sales and customer information in CRM software, updating database regularly to maintain top-notch service.
- Improved productivity by increasing customer communication and responding to feedback.
- Compiled client profiles and entered information into operating system.
- Maintained long-term relationships with high net-worth clients.
- Conducted trades at client request.
Education
Bachelor of Science - Organizational Leadership
Wright State University
Celina, OH2008
Skills
Relationship Building
Networking and Collaboration
Team Building and Leadership
Time Management
Timeline
Vice President Commercial Loan Officer
Citizens National Bank Of Bluffton OH
07.2023 - Current
Worklife Specialist
First Financial Bank
10.2021 - 07.2023
Business Banker
First Financial Bank
10.2020 - 10.2021
Financial Advisor
Thrivent Financial
08.2010 - 08.2011
CurrentOwner/Instructor
En Pointe Dance Studio
09.2008
Sales Coordinator and Assistant
04.2004 - 04.2010
Bachelor of Science - Organizational Leadership
Wright State University
Similar Profiles
TONI SHIRLEYTONI SHIRLEY
BRANCH EXECUTIVE at BONVENU BANK (FORMERLY CITIZENS NATIONAL BANK)BRANCH EXECUTIVE at BONVENU BANK (FORMERLY CITIZENS NATIONAL BANK)
Marcie BurlesonMarcie Burleson
Consumer Operations & Loan Servicing Team Lead at Citizens National BankConsumer Operations & Loan Servicing Team Lead at Citizens National Bank
Lisa BrownLisa Brown
Retail Branch Manager at Citizens National BankRetail Branch Manager at Citizens National Bank
Kylie RingoKylie Ringo
Volunteer at Hope Fellowship ChurchVolunteer at Hope Fellowship Church
Shemar HubbardShemar Hubbard
Premises Technician at AT&TPremises Technician at AT&T