Sales Manager
Resume:
DAVID C. WHITELAW
**********@*****.***
PROFESSIONAL EXPERIENCE
HSBC 2005-present (#1 Forbes Top 2000 Largest Companies)
. Inside Sales Director/Premier Relationship Manager (03/09 - Present)
. Inside Sales Manager (10/06 - 03/09)
. Sr. Account Executive (2005 - 10/06)
Inside Sales Director, Premier Relationship Manager
. Serve in two capacities: as Inside Sales Director and Premier
Relationship Manager.
. Managed team of 12 B2B and B2C Representatives of business and premier
banking services
. Successfully achieved 206% to YTD goal in overall controllable
contribution; on track to achieve 315% to goal.
. Drove fastest YoY growth in US company rankings for fortune 2k and mid
market 2k B2B markets
. Attained 110% YTD goal in Premier Account openings and 120% to goal in
Mortgage Sales.
. Met and exceeded established goals in ensuring full utilization of the
customer relationship management system in interacting with affluent
clients and matching them with product and services in order to maintain
long-term, valuable relationships.
. Oversee, manage, coach and participate in branch development,
expansion and management of consumer and business account
relationship, concentrating efforts to meet customer needs.
. Aggressive in identifying customers with additional profit potential
and in developing action plans to expand relationships, both in
products and investments/insurance.
. Administer semi-annual reviews of over 600+ affluent clients to
identify and meet additional needs and further relationships.
. Create an interactive, multi-task team environment to ensure client
needs are addressed in a timely manner.
. Market the HSBC brand and products to the public and employees of HSBC
in a low penetration market, while ensuring growth and recognition of
branch and brand.
. Conduct presentations on a weekly basis, promoting products and
services to groups of 10-60 people.
Inside Sales Manager
. Advanced Branch ranking to highest sales per account executive in state,
second in Western U.S., in first quarter, 2008, and all of 2007, by
focusing on staff retraining and creating standard operating procedures
for improved office efficiency.
. One of few offices in Western U.S. to achieve two (2) Million-Dollar
months new money sales Jan & Mar 2007: 357% of goal.
. Advanced Branch ranking from lowest standing in 2006 to #1 ranking in
District in 2007 by streamlining application-to-close process and
creating new ways to attract new business.
. Manage $75mm+ portfolio of 900+ accounts with industry leading
customer service accounting for extremely low payoffs.
. Supervise District Auto Refinance Program, responsible for nine
offices;
. Manage two of seven regionally-monitored Accelerated Management
Trainees;
. Manage Branch P & L including profitable growth, credit quality,
and expense control;
. Responsible for retention of customer base and collection
activities;
. Lead and develop an effective team through communication,
performance management, development plans and
reward/recognition practices, thus accounting for office ranking
increase of over 200 out of 235 spots, regionally:
. Analyze Branch performance to identify trends, problems and
opportunities;
. Develop and implement solid action plans for achievement of
branch objectives;
. Motivate team to achieve consistent daily work effort on
phone sales and result-driven accountability.
. Promoted to Inside Sales Manager, Consumer & Business Sales. Directly
responsible for $75mm portfolio, October, 2006. Promoted to
management of second office effective December, 2007.
Sr. Account Executive
. Fast-tracked for Inside Sales Manager and promoted in 2006. Directly
responsible for $65mm portfolio. Fastest promoted account executive
to Inside Sales Manager in Division history.
. Eleven time HSBC consumer lending Golden Triangle Award Winner.
. Highest new money as Senior Account Executive, exceeding goal by 410%
in one month; ranked one of the top sales account executives in U.S.
HSBC consumer lending;
. Awarded Circle of Excellence Award and trip to Mexico, one of two
SAE's out of 300 in the division.
. Promoted to Senior Account Executive effective September, 2005, after
only four months with Company, normally a 12-24 month process.
. Averaged over 275% of goal, 2005; awarded Shooting-Star award winner
for exceeding six-month goal in first two months.
Best Buy 2003-2004
Sales Department Head, Reno, Nevada
. Promoted to Department Head after only three months with company.
. Topped regional sales record second month on job.
. Exceeded goal by average of 507%.
EDUCATION
University of Nevada-Reno, Reno, Nevada
Business Administration 2002
PERSONAL Married; two children
AFFILIATIONS/COMMUNITY SERVICE
Habitat for Humanity:
Great Basin Institute
Rebuilding Together
Junior Achievement
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