Sales Staff

EVAN DANIELS

*** * **** ** *** York, NY 917-***-**** EvanJDaniels@gma

Apt 3FW 10036 il.com

Business Development / P&L / Relationship Management / Account Management

/ Sales Strategies / Brand Loyalty / Customer Satisfaction / Training /

Team Building

Accomplished sales leader driving and increasing revenue and market share.

Brought new energy to sales teams, consistently exceeding quotas and goals.

Managed key accounts, strengthening relationships for long-term

profitability. Turned declining territory into division leader. Trained and

mentored sales staff ensuring current product knowledge. Managed branch

office, delivering superior customer satisfaction.

Key Skills: Instincts for what will sell. Excellent communicator. Drive

"out-of-box" thinking, Win cooperation at all levels. Solid commitment to

excellence. High integrity and work ethic. Combines business insight with

strategic sales planning. Ability to influence, persuade, and close sales.

BS, Marketing, Southern New Hampshire University

SELECTED ACCOMPLISHMENTS

Generated $5MM loan revenue in six months, turning around lowest producing

branch. New England branch was not growing and sales were stagnant. Created

new sales approaches for engaging customers, implemented stronger closing

techniques, contests and incentive programs for sales staff. Increased loan

revenue significantly and became ranked among top ten in district.

Turned under-performing account executive into sales leader, boosting

individual sales $500M in 60 days. Sales executive was struggling and had

not met sales goals for six months. Mentored individual educating on

product, solicitation methods, time management, and appointment setting.

Doubled sales, growing revenue $500M and led branch in loans booked.

Conducted sales training programs, improving customer satisfaction rating

from 65% to 98%. Newly hired sales staff lacked product knowledge, not able

to quickly resolve customer issues. Identified areas of customer concern.

Designed and conducted product training courses enhancing sales force

knowledge. Enabled staff to handle client inquiries first time. Achieved

highest customer satisfaction rating in district.

Reduced Division credit application error rates from 54% to 17%. Division

credit application error rates were at an all-time high. I created a review

process/procedure, reinforced it on a daily basis, and helped implement

into other Regions.

CAREER HISTORY

Vice President / Division Business Sales Coach, 2013 to present. Coached,

mentored, and developed Branch Managers and sales staff in NY/NJ for

Commercial and Small Business Banking. Partnered with Senior Leadership to

manage and drive end results. Initiated and led Division sales campaigns

while maintaining the banks strategic initiatives. Creatively found ways to

develop business through networking, referrals, and cross selling new and

existing business clients. Business credit Go-To person <$250M. Monitor and

drive the division credit pipeline. Currently sitting on the lead team for

the Apple/IBM Small Business Mobile Innovation project.

Vice President / Branch Manager, Citi, 2011 to 2013. Recruited to drive and

expand $600MM+ deposit branch. Grew branch deposits over 10% in 2012.

Subject matter expert in small business development, credit facilities, and

deposit expansion/retention. Individually generated over $15MM in business

deposits. Turned PB on final warning into top producing PB in branch within

3 months. Achieved 100%+ against all lending goals. Hand selected for 2013

Division Leadership Council.

Vice President / Branch Manager, JPMorgan Chase, 2008 to 2011. Increased

overall sales production 128% within 30 days of first branch assignment.

Increased branch deposits in 2010 by 17%, including up 91% in business

deposit growth. Supervised over $100MM in deposits, effectively manage

branch P&L to increase branch revenue, and managed 20 staff. Heavily

involved in training and staffing, earned two National Sales Training

MVP's.

Assistant Vice President / Branch Sales Manager, HFC, 2006 to 2008.

Promoted to manage branch sales office, achieving sales goals and expense

control according to branch standards. Evaluated productivity levels and

profit opportunities. Generated over $8MM in new loans within first 6

months. Hired and trained sales staff, ensuring positive business

development. Directed $50MM budget and five staff.

Senior Account Executive, HFC, 2005 to 2006. Provided financial services

including mortgage and auto refinancing, consumer loans, and home equity

loans to perspective clients seeking a well-rounded product wrapped up with

exceptional customer service.

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