Shanna James, MBA
Sr. National Sales Executive at Trellance- Claim this Profile
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Topline Score
Bio
L.A. Smith
Shanna is the type of employee you’d like to clone. She has the prized ability to find the right prospects and build the right relationships. Shanna always has the clients’ best interests at heart and works hard to make sure their projects are a smooth success. Shanna came into a business she was not totally familiar with. But she learned it quickly and accurately. She did that by asking questions, asking the right questions and actually listening to the responses - an invaluable skill that transfers to the field when determining a client’s needs. Of the many people I have worked with over the years, Shanna is a stand out. She keeps a positive attitude even in the most trying of situations and doesn’t shrink from challenges. Shanna’s a great addition to any team and I consider myself fortunate to have worked with her.
Greg Wempe
Establishing yourself as a trusted advisor is a challenge. It's so much more than product knowledge; it's building relationships, asking the right questions to identify needs, tightly linking your solution to those needs, and doing it with the client's best interest at heart. The results of becoming a trusted advisor are endless, both for the individual and their employer. Clients with a trusted advisor buy more, sing your praises to other prospective clients, advocate on your behalf, tell you the honest truth... it just keeps going. Shanna is not only able to establish herself as a trusted advisor, but do so quickly, and maintain deep relationships with her clients long after the initial transaction takes place. Every client she brought into the Kasasa family could be counted on as a long-term, raving fan client... the exact type of client any business desires. I cannot speak more highly of Shanna James and her ability to build relationships with the right prospects and clients and leverage those relationships to the betterment of all involved.
L.A. Smith
Shanna is the type of employee you’d like to clone. She has the prized ability to find the right prospects and build the right relationships. Shanna always has the clients’ best interests at heart and works hard to make sure their projects are a smooth success. Shanna came into a business she was not totally familiar with. But she learned it quickly and accurately. She did that by asking questions, asking the right questions and actually listening to the responses - an invaluable skill that transfers to the field when determining a client’s needs. Of the many people I have worked with over the years, Shanna is a stand out. She keeps a positive attitude even in the most trying of situations and doesn’t shrink from challenges. Shanna’s a great addition to any team and I consider myself fortunate to have worked with her.
Greg Wempe
Establishing yourself as a trusted advisor is a challenge. It's so much more than product knowledge; it's building relationships, asking the right questions to identify needs, tightly linking your solution to those needs, and doing it with the client's best interest at heart. The results of becoming a trusted advisor are endless, both for the individual and their employer. Clients with a trusted advisor buy more, sing your praises to other prospective clients, advocate on your behalf, tell you the honest truth... it just keeps going. Shanna is not only able to establish herself as a trusted advisor, but do so quickly, and maintain deep relationships with her clients long after the initial transaction takes place. Every client she brought into the Kasasa family could be counted on as a long-term, raving fan client... the exact type of client any business desires. I cannot speak more highly of Shanna James and her ability to build relationships with the right prospects and clients and leverage those relationships to the betterment of all involved.
L.A. Smith
Shanna is the type of employee you’d like to clone. She has the prized ability to find the right prospects and build the right relationships. Shanna always has the clients’ best interests at heart and works hard to make sure their projects are a smooth success. Shanna came into a business she was not totally familiar with. But she learned it quickly and accurately. She did that by asking questions, asking the right questions and actually listening to the responses - an invaluable skill that transfers to the field when determining a client’s needs. Of the many people I have worked with over the years, Shanna is a stand out. She keeps a positive attitude even in the most trying of situations and doesn’t shrink from challenges. Shanna’s a great addition to any team and I consider myself fortunate to have worked with her.
Greg Wempe
Establishing yourself as a trusted advisor is a challenge. It's so much more than product knowledge; it's building relationships, asking the right questions to identify needs, tightly linking your solution to those needs, and doing it with the client's best interest at heart. The results of becoming a trusted advisor are endless, both for the individual and their employer. Clients with a trusted advisor buy more, sing your praises to other prospective clients, advocate on your behalf, tell you the honest truth... it just keeps going. Shanna is not only able to establish herself as a trusted advisor, but do so quickly, and maintain deep relationships with her clients long after the initial transaction takes place. Every client she brought into the Kasasa family could be counted on as a long-term, raving fan client... the exact type of client any business desires. I cannot speak more highly of Shanna James and her ability to build relationships with the right prospects and clients and leverage those relationships to the betterment of all involved.
L.A. Smith
Shanna is the type of employee you’d like to clone. She has the prized ability to find the right prospects and build the right relationships. Shanna always has the clients’ best interests at heart and works hard to make sure their projects are a smooth success. Shanna came into a business she was not totally familiar with. But she learned it quickly and accurately. She did that by asking questions, asking the right questions and actually listening to the responses - an invaluable skill that transfers to the field when determining a client’s needs. Of the many people I have worked with over the years, Shanna is a stand out. She keeps a positive attitude even in the most trying of situations and doesn’t shrink from challenges. Shanna’s a great addition to any team and I consider myself fortunate to have worked with her.
Greg Wempe
Establishing yourself as a trusted advisor is a challenge. It's so much more than product knowledge; it's building relationships, asking the right questions to identify needs, tightly linking your solution to those needs, and doing it with the client's best interest at heart. The results of becoming a trusted advisor are endless, both for the individual and their employer. Clients with a trusted advisor buy more, sing your praises to other prospective clients, advocate on your behalf, tell you the honest truth... it just keeps going. Shanna is not only able to establish herself as a trusted advisor, but do so quickly, and maintain deep relationships with her clients long after the initial transaction takes place. Every client she brought into the Kasasa family could be counted on as a long-term, raving fan client... the exact type of client any business desires. I cannot speak more highly of Shanna James and her ability to build relationships with the right prospects and clients and leverage those relationships to the betterment of all involved.
Credentials
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Licensed Property & Casualty Resident Adjuster
State of GeorgiaFeb, 2019- Nov, 2024 -
Licensed Property & Casualty and Life & Health Insurance Agent
State of GeorgiaFeb, 2009- Nov, 2024
Experience
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Trellance
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United States
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Financial Services
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100 - 200 Employee
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Sr. National Sales Executive
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May 2022 - Present
Trellance is the leading provider of data analytics and business intelligence solutions, professional services and consulting for credit unions. The company’s solutions and services, together with the patented common data model of its signature M360 product, are used by credit unions to find actionable insights, improve member experience and achieve portfolio growth. Founded in 1989, Trellance is headquartered in Tampa, Fla. and serves more than 1,500 organizations throughout the United States. Trellance is the leading provider of data analytics and business intelligence solutions, professional services and consulting for credit unions. The company’s solutions and services, together with the patented common data model of its signature M360 product, are used by credit unions to find actionable insights, improve member experience and achieve portfolio growth. Founded in 1989, Trellance is headquartered in Tampa, Fla. and serves more than 1,500 organizations throughout the United States.
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Ken Smith, Inc.
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United States
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Security and Investigations
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1 - 100 Employee
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VP, Regional Director
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Jul 2020 - May 2022
KSI provides banking equipment, including security, surveillance, and access control systems to financial institutions. We are a DMP Dealer and an NCR Channel Partner. KSI offers everything your financial institution needs for your retail operation from ATMs/ITMs to alarms, installing and servicing everything we sell. KSI provides banking equipment, including security, surveillance, and access control systems to financial institutions. We are a DMP Dealer and an NCR Channel Partner. KSI offers everything your financial institution needs for your retail operation from ATMs/ITMs to alarms, installing and servicing everything we sell.
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Kasasa
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United States
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Financial Services
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200 - 300 Employee
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VP, Regional Director of Sales
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May 2018 - May 2020
Primary responsibility is establishing new relationships and promoting the Kasasa value proposition to financial institutions across the state of Georgia, with the objective of securing "win-win" contractual relationships for Kasasa products and services. ★ Generate trusting and leverageable relationships with C-level executives ★ Discover buyer motivations and implement "best action" account plans ★ Segment, target, and actively penetrate financial institutions that are the right fit ★ Network with strategic alliance partners ★ Deliver strategic, creative, and compelling presentations for retail banking solutions Show less
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Evans Simpson and Associates
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United States
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Insurance
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1 - 100 Employee
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Account Representative - South Texas Territory
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Jul 2016 - Jul 2017
★ Actively develop, execute and manage all business development and account portfolio management requirements for the financial institution partner offering creditor placed insurance, collateral tracking, blanket VSI and mortgage coverage in addition to other financial services.★ Implement development strategies to close new business.★ Engage in extensive networking opportunities through local chapter meetings, trade shows and industry events to establish/nurture critical relationships.★ Remain abreast of trends and changing regulations as related to the industry. Show less
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Sales Support Specialist | Trainer
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Jun 2008 - Jul 2016
★ Managed an account portfolio consisting of 225+ banks and credit unions in Georgia, North Carolina, South Carolina, Alabama, Mississippi, Louisiana and Florida.★ Managed a 67% increase in assigned accounts, expanding corporate confidence through the implementation of new insurance programs and resolving issues prior to escalation.★ Presented formal and informal, group and one-on-one training sessions for new clients and ongoing instruction for existing clients. Audiences consisted of operations staff, C-level suite, and everything in between.★ Prospected and solicited new business, and expanded existing business lines through referral opportunities, cold calling and relationship management.★ Networked with financial institutions and participated in industry events. Show less
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Synovus
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United States
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Financial Services
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700 & Above Employee
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Business Banker Relationship Manager
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2004 - 2008
★ Maintained confidentiality, security, policy implementation, employee oversight and efficient delivery of top-rated customer service. ★ Rapid advancement from teller to bank officer to assistant branch manager, to business banker in one of the highest transaction volume branches (2nd/17) in a highly commercialized traffic area. ★ Managed 10 direct reports- a team of winners consisently awarded for sales results. ★ Introduced new business development strategy reaching builders and developers, and capturing new construction lending borrowers. ★ Promoted brand awareness through community involvement in charitable and civic organizations. Show less
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Education
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Brenau University
Master of Business Administration (M.B.A.), Leadership Development -
Emmanuel College
Bachelor of Science, Religious Studies -
Emmanuel College
Associate of Arts, Music Performance