Greg Trauth

**** ********* *** **** *****, NC ***65 Cell 336-***-**** acuyzh@r.postjobfree.com

Commitment Leadership Integrity

Areas of Expertise

Sales Management

Branch Management

Strategic / Tactical Planning

SAS- 2.5 years

SQL- 2 years

Mergers / Acquisitions

Regulatory Compliance

Training & Development

Account Management

Marketing Financial Services

Business Development

Relationship Building

Operations Management

Bank Products/Services

Teller Operations

Advanced Microsoft Office Skills

Mortgage & Real Estate Lending

Loan Workout Experience

Forecasting/Planning

Data Mining/Analytics

Revenue Growth Generation

Communications

Professional Experience

Wachovia/wells Fargo Bank – Greensboro, NC 2006-present

Brokerage Associate/ Banker (2015-present)

Offer and sell financial products and services to small businesses and consumers. Engage customers and ascertain financial priorities to provided solutions to meet financial needs. Leverage in depth product knowledge assist bank in meeting all goals. Performed needs assessments and assisted customers in selection of various accounts and financial services. Developed reciprocal referral relationships with centers of influence.

Selected for Affluent Customer Investment Foundations Program

Selected for Business Captain program

Met and exceeded all key sales and service metrics

Asked to mentor and train incoming new bankers.

Store manager (2010-2015)

Oversee a team of 12 employees that executed all sales and service activities: established and achieved sales goals through effective sales management techniques. Trained, coached and mentored staff on client profiling and conducting sales meetings.

Exceeded goals and expectations in sales and service: conducted skills assessment, performance management, and developmental feedback and coaching of employees.

Turned branch around in key metrics within first six months.

Utilized consultative sales approach to define customer goals and develop solutions that cultivated strong relationships with customers.

Facilitated smooth transition for branch during key merger.

Structure and maintain a strong compliance model.

Responsible for overall delivery of superior level of customer service in customer satisfaction as well as efficiency.

Extensive budgetary and purchasing experience.

Interviewed and evaluated job applicants

licensed financial specialist (2009-2010)

advised clients with regard to financial matters. Processed all new account transactions. Performed needs assessments and assisted customers in selection of various accounts and financial services. Developed reciprocal referral relationships with centers of influence.

Consistently ranked among top 5 bankers in region.

Met and exceeded all key sales and service metrics

Asked to mentor and train incoming new bankers.

Promoted to Branch Manager in first 16 months.

Mortgage Consultant (2006-2008)

Responsible for sales and marketing of mortgage loan products. Work with bank partners to provide mortgage support and develop reciprocal relationships. Established mortgage marketing plan to perform above sales goals.

Consistently ranked among top 10 loan officers.

Presidents Club- 1 elected per job family in region

Top Cross-sell award 2007-2008

Northwestern Mutual – Greensboro, nc 2008-2009

Financial Representative

American Home Mortgage – Greensboro, nc 2005-2006

Mortgage Loan Officer

Central Carolina Bank/Suntrust – Greensboro, nc 2003-2005

Mortgage Loan Officer

Education

Master of business Administration- May 2016

Information Technology Concentration

The University of North Carolina at Greensboro

Bachelor of Arts

Liberal Studies

The University of North Carolina at Greensboro

Non Degree

Grand Valley State University - Economics

Strayer University-Information Technology

University of Michigan Flint- Finance

Certifications and Licenses

FINRA Series 6,63,65

NC Health and life insurance

SAFE REGISTERED

notary public

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