Experience

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  Inspire Federal Credit Union

  • Market Manager Community Banking

    • Apr 2024 - Present

    I am excited to announce my new role with Inspire helping both business and personal clients achieve their financial goals. This position will also allow me to be more involved with the community we serve.

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  Citizens Bank

  • Releationship Banker

    • Dec 2018 - Apr 2024

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  Comfortfood

  • FOH Manager

    • Sep 2014 - 2018

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  Wachovia

  • philadelphia, pennsylvania

  • Business Development Executive

    • Jan 2003 - Dec 2010
    • philadelphia, pennsylvania

    Generated tens of millions of dollars in new loans and deposits, consistently meeting aggressive sales targets.Managed sales process from beginning to end. To generate prospects, cold called businesses, networked with industry-related professionals to develop referral opportunities, networked in trade organizations & chambers of commerce, participated in community events, and developed referrals and new business from existing clients. Visited clients and prospects on site to present solutions. Reviewed business trends to advise clients about expected changes and structured deals to balance the clients’ needs. Prepared forms and agreements to complete sales. Partnered with internal departments to produce proposals, ensuring that proposals met funder specifications and deadlines. Developed a network of professional contacts, negotiated partnership arrangements with external vendors. Identified new sources of funding and opportunity. Identified training needs for staff then developed and delivered training modules. Created manuals, general operating procedures, templates, guides and other tools. Mentored staff when appropriate.

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  PNC

  • Philadelphia, Pennsylvania

  • Business Development

    • May 1999 - Dec 2002
    • Philadelphia, Pennsylvania

    Served as the primary relationship officer for assigned book of business, targeting at approximately 140 relationships. My primary focus was to exceed specific goals around net portfolio growth in loans and deposits along with new production in deposits, loans, cash management and total revenue. Actively prospected to generate new customer relationships. Developed a targeted center of influence list and created a detailed plan of outreach which generated referral business. Customer retention, profiling and expansion through active calling to portfolio customers for referrals while deepening and growing relationships. Actively partner with internal partners branches, investment specialist, cash management, mortgage specialist, insurance specialist. Provide specific assistance to assigned internal partners for outside joint calling, technical questions related to larger deposit and loan opportunities, etc.

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  Mellon Bank

  • Business Development

    • Aug 1996 - May 1999

    Financial relationship manager for small businesses with up to $5MM in annual revenue. Collaborated with branch staff, networking and referrals, to identify small business prospects. Solicit new Business Banking customers in assigned territory, using sales profiling process to identify needs and make product recommendations to prospects.

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  Mellon Bank N.A.

  • Sector Manager

    • Jun 1992 - Aug 1996

    Sector manager for 6 in stores banking locations