Senior Account Executive

• May 2017 - Present

-2022 Q2 Top Selling SAE Award -CTD -11MM in Career Gross Sales (Hardware and SaaS) -Top Grossing AE in 2021 -Calling prospects or current clients in the construction and real estate industry -Answering inbound sales calls and qualifying prospects -Managing inbound leads -Providing web demos and webinars to potential prospects -Utilizing a CRM to manage accounts -Contacting our existing client base to uncover new opportunities -SaaS -2022 Q2 Top Selling SAE Award -CTD -11MM in Career Gross Sales (Hardware and SaaS) -Top Grossing AE in 2021 -Calling prospects or current clients in the construction and real estate industry -Answering inbound sales calls and qualifying prospects -Managing inbound leads -Providing web demos and webinars to potential prospects -Utilizing a CRM to manage accounts -Contacting our existing client base to uncover new opportunities -SaaS

Senior Banker-Greensboro

• 2015 - 2017

Interacted with and assist customers with various financial products and transactions in a retail banking environment. Worked tirelessly to provide them answers to their questions, unique, custom-tailored financial solutions and world class customer service. Key Accomplishments: Performed required duties & support related to branch operational activities & financial services. Increased the speed and efficiency of banking operations. Transformed in to a world class salesperson through coaching and learning many different sales & marketing techniques. Generated new sources of revenue through value added interactions with new and/or existing customers. Formed a personal relationship with all customers and worked to uncover hidden sales potentials & customer needs. Closely monitored all current & former customers to ensure they were still benefiting from the products in which they were currently enrolled

Senior Banker IV -Raleigh

• 2013 - 2015

Uncovered potential sales and financial opportunities for each customer. Marketed and advertised new products as well as existing, staple products. Achieved customer and banking center goals while continually improving customer satisfaction scores. Key Accomplishments: Championed customer satisfaction initiatives throughout the quick resolution of issues. Regularly interacted and participated in discovery and problem solving sessions with each customer. Ensured all laws, procedures & policies of the bank were upheld to the most current standards. Periodically audited these policies & procedures to prove their efficacy. Discovered the needs and requests of customers when identifying banking products that will meet and exceed their financial goals. Far exceeded customer expectations in all categories. Utilized customer interactions as a potential sales & upgrade potential. Capitalized on these opportunities while maintaining trust & open communication with customers.

FINRA Registered Licensed Senior Client Associate-Connecticut Division

• 2012 - 2013

Regularly interacted with clients and uncovered hidden potential and sales opportunities within their accounts. Investigated insurance products and fit the client with the best policy that met and exceeded their financial goals and expectations. Key Accomplishments: Attended client prospecting events and community outreach events to identify and secure new business opportunities. Directly impacted revenue by on-boarding new accounts. Prospected leads through various techniques including cold calling, walk-in traffic and qualified referrals. Converted a large number of qualified leads in to new clients. Answered all client questions and provided feedback as quickly as possible. Followed the escalation procedure when handling and resolving complex problems.

FINRA Registered Licensed Banker with NMLS Status-New York Metro Division

• 2008 - 2012

Proactively reviewed client information and set up a list of questions and identified their financial goals. Explored all Chase options when seeking to satisfy and grow their current financial position. Key Accomplishments: Forged strong relationships with a variety of specialists including loan officers, financial advisors and business bankers. Directed the appropriate banking customer traffic to these specialists when appropriate. Marketed and sold insurance products, including valuable life insurance policies. Demonstrated the benefits of insurance and matched the customer with the correct level of coverage based on their current and projected situation. Earned Top 10 Award for monthly growth in revenue out of 1000 bankers.(Dec 2009)

Registered NMLS Senior Mortgage Lender-Empire Division (NY)

• 2003 - 2008