Adaptable professional with 19.5+ years of experience and a proven knowledge of branch operations, consumer credit, and commercial banking. Aiming to leverage my skills to successfully fill the Regional Retail Sales Manager role at your company.
Overview
25
25
years of professional experience
Work History
Regional Sales Manager
1st Source Bank
South Bend
02.2020 - Current
Manage 20 Branch locations in the Central region with 16 direct reports.
Directed regional sales strategy to enhance market penetration and client engagement.
Cultivated relationships with key clients, fostering long-term partnerships and trust.
Analyzed market trends to identify growth opportunities and inform sales tactics.
Mentored junior sales staff, providing guidance on best practices and performance improvement.
Collaborated with marketing teams to develop targeted campaigns that align with client needs.
Oversaw implementation of CRM systems, optimizing customer relationship management processes.
Expanded market share within the region by identifying growth opportunities and collaborating with cross-functional teams.
Achieved regional sales objectives by coordinating sales team, developing successful strategies, and servicing accounts to strengthen business relationships.
Developed a successful sales team through rigorous coaching, performance management, and ongoing training.
Organized regular sales meetings, providing comprehensive updates on market trends, competitor analysis, and new product developments.
Banking Center Manager
1ST SOURCE BANK
South Bend, IN
04.2014 - 02.2020
Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.
Examine, evaluate, or process loan applications.
Oversee the flow of cash or financial instruments.
Recruit staff members and oversee training programs.
Network within communities to find and attract new business.
Coordinate the approval or rejection of lines of credit or commercial, real estate, or personal loans.
Prepare operational or risk reports for management analysis.
Evaluate data pertaining to costs to plan budgets.
Personal Banker
KEY BANK
Mishawaka, IN
01.2013 - 04.2014
Refer customers to appropriate bank personnel to meet their financial needs.
Answer customers' questions, and explain available services such as deposit accounts, bonds, and securities.
Compile information about new accounts, enter account information into computers, and file related forms or other documents.
Inform customers of procedures for applying for services such as ATM cards, direct deposit of checks, and certificates of deposit.
Perform teller duties as required.
Insurance Agent
AMERICAN FAMILY INSURANCE
Granger
05.2001 - 11.2012
Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance or specialized policies such as marine, farm/crop, and medical malpractice.
Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
Customize insurance programs to suit individual customers, often covering a variety of risks.
Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.
Education
Bachelors - General Studies Minors in History and Geology
BALL STATE UNIVERSITY
Muncie, IN
05-1999
Skills
Sales leadership
Customer service
Strategic planning
Business development and planning
Relationship selling
Training and mentoring
Sales initiatives and techniques
Partnership development
Effective multitasking
Territory management
Timeline
Regional Sales Manager
1st Source Bank
02.2020 - Current
Banking Center Manager
1ST SOURCE BANK
04.2014 - 02.2020
Personal Banker
KEY BANK
01.2013 - 04.2014
Insurance Agent
AMERICAN FAMILY INSURANCE
05.2001 - 11.2012
Bachelors - General Studies Minors in History and Geology