LISA SHANE
Vancouver, WA 98662 [pic] **********@*****.***
Summary of Qualifications
. Highly motivated and energetic Small Business Specialist with over 8
years of sales experience and over 5 years of management experience in
the banking industry.
. Primary responsibilities to cold call in areas to develop profitable
new business account relationships.
. Contributes to the profitability and growth of Business Banking by
building, developing, and managing new and expanded client
relationships with small business customers
. Especially skilled at developing and managing client relationships. A
proven record of meeting and exceeding individual and team sales
goals.
. Results-oriented Business Specialist who can meet organizational goals
through effective leadership, critical planning and decision making.
. Possess excellent negotiation and financial analytical skills
Professional Experience
Small Business Specialist Wells Fargo Bank
2008-Present
. Received 'Production' awards for exceeding sales goals and being the
top sales officer in the Region for Wells Fargo Bank
. Cold calling/canvassing small businesses in Washington exchange areas,
focusing on acquiring new customers
. Make presentations and proposals for service to prospective clients
while utilizing sales techniques in order to close sales
. Maintain a solid understanding of all the major product groups and
applications
. Perform the role of a trusted advisor, consultant and market industry
expert responsible for production success in meeting all aggressive
sales goals by reaching out and cold calling on new small business
owners.
Branch manager IV Sterling Savings Bank 2004 - 2008
. Successfully manage over $30M in deposit balances and $13M in
consumer/commercial loans. Increased branch size from Branch III to
Branch IV.
. exceeded assigned sales goals through outside sales, incidental
activity to outside sales, and other activities. Contributes to the
profitability and growth of the branch by building, developing, and
managing new and expanded client relationships with small business
customers
. Manage all sales and service activities to include hiring, training,
motivating and developing an enthusiastic team to achieve branch
goals.
Professional Experience - Continued
. Actively involved in the north Portland community. Coordinated
funding for March of Dimes for the last two years for the Portland
Area.
. Supervise branch operations and ensuring that company policy and
regulatory compliance is met.
Branch Manager US Bank 2001 - 2004
. Received 'Pinnacle' management award for meeting or exceeding all
branch goals.
. Performed financial consulting services while maintaining branch
manager duties.
. Establish, maintain and manage a dynamic and competent sales
environment through consistent customer profiling, regular coaching
and continuous training.
. Manage the branch staff, including employee compensation, promotion,
discipline and termination. Communicate business goals and objectives,
performance expectations and recognition of performance results.
. Establish and meet budget goals based on growing the business and on
sound business analysis, taking continuous action to control costs
while maintaining high quality performance and increasing bank
profitability.
Accomplishments
. Successfully Developed profitable new business account relationships
and increased profitability from existing accounts.
. Pinnacle Manager Award for meeting/exceeding sales goals for Branch
and district area.
. Helped gather and grow deposit relationships for regional area in
Sterling Savings bank by obtaining new clients through cold calling
events
. Numerous awards for meeting/exceeding branch and individual goals.