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Title Real Estate Business Banking
Target Location US-FL-Fort Lauderdale
Email Available with paid plan
Phone Available with paid plan
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Candidate's Name
Street Address  NE 5th Ave.Fort Lauderdale, FL Street Address
PHONE NUMBER AVAILABLEEMAIL AVAILABLEProfessional SummaryPayments sales professional with extensive experience in Real Estate Capital, Private, and Business Banking markets, and a reputation for proactively working with internal and external partners to expand client relationships and generate revenue. Work ExperienceKeyCorp Fort Lauderdale, FL (October 2021-Present) AVP Regional Cash Management Advisor Private & Business BankingExpand, strengthen, and maintain the Business and Private Banking client portfolio in the Northeast Ohio Market through KeyCorp cash management solutionsFinished #1 in Business Banking among all regions in consecutive years for overall revenue generated exceeding 1MM and 200% to goalFacilitate detailed discussions to advise my client portfolio on improving cash flow process and educating on fraud mitigationPresent cash management enhancements and initiatives internally to educate partner lines of business. Huntington National Bank Elyria, OH (November 2018-September 2021) AVP Treasury Management Payments Advisor II, Business BankingManage and retain a portfolio of over 150 clients with revenue up to 20 million annuallyAcquire new clients through improved banking relationship via lending, deposit, cash management and payment automation servicesMeet with existing portfolio of clients to continuously assess overall banking relationship and ongoing cash management needs to target inefficiencies and recommend solutions to improve procedures KeyCorp Cleveland, OH (February 2013-November 2018) Real Estate Capital Payments Advisor-Loan Servicing and Asset Management (LSAM)Manage LSAM portfolio of clients at 120% of annual revenue goal while growing book of business in clients, revenue, and deposit balances in each of the past 5 yearsPerform process reviews to identify inefficiencies within clients cash management procedures and recommend solutionsCollaborate with line of business partners to develop new strategies and business processes to grow revenue and improve client efficiency and experienceCoordinate the training of all new hires in areas of Risk Management, Beneficial Ownership, Deposit Account Control Agreements, Agent/Third Party Relationship Documentation, Product Information Senior Inside Sales Payments Advisor-Small Business (2011-2013)Improved efficiencies for small business clients through implementation of KeyBank payment and Cash Management solutions Bank of America Cleveland, OH (January 2008  2011) Existing Customer Account Management-Credit Analyst/LenderUnderwrite, process and investigate client credit portfolios for approval on existing lines with +100k lending EducationGraduate of Notre Dame College South Euclid, Ohio (2005-2007) Bachelor of Arts: MarketingThiel College Greenville, Pennsylvania (2003-2005) Major: Business CommunicationComputer SkillsMicrosoft Office, Adobe, Tableau, and Treasury Management Platforms

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