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Experienced Senior Leader who collaborates with organization leaders to effectively align with and support key business initiatives. Builds and retains high performance teams by hiring, developing and motivating skilled professionals. Dynamic and reliable with over 12 years of banking, consulting, and sales management experience.
Managed team of Executive Strategists who support both new and existing business sales as the go-to strategic resource. Create, refine, and deploy scalable tools to better identify/segment markets to improve close rates and maximize revenue. Develop and deliver strategy proposals to executive management teams in order to communicate overall value proposition of BancVue's solution.
Served as the consultative expert on all company products supporting the Regional Sales Directors to accelerate closing activity in their pipelines. Provide ongoing coaching and support to sales to help refine their product knowledge and sales processes. Actively managed pipeline with Senior Management Team.
Led a team of consultants who work with the executive teams of community banks and credit unions on retail product strategy. Created and implemented a road map for methodologies, tools, and insights needed to increase the value to clients.
Established LPO and managed a de novo portfolio of Commercial & Industrial and Commercial Real Estate facilities for clients with revenues up to $200MM by developing and leveraging new and existing relationships in Texas and surrounding states.
Manage the acquisition, retention, and expansion of assigned client portfolio with revenues up to $20MM. Responsible for the direct management and production of business deposit, credit facilities, and cash management products for four financial centers to increase profitability of each banking center.
Accountable primarily for the acquisition and portfolio management of Small Business clients with revenues up to $10MM in the Austin de novo market.
Responsible for the acquisition, expansion, and retention of a portfolio of Small Business clients with revenues up to $10MM.