Sales Management

Norman Weekes

Castro Valley, CA

Phone: 510-***-**** http://www.linkedin.com/in/normanweekes E-Mail: ******@*********.*** A business professional with excellent transferable qualifications in relationship management, sales, consulting and business collaboration. Advanced communication, consultative, interpersonal and public speaking skills. Proficient in mentoring, social media and territory management. Skills Summary

Demonstrated track record in

relationship prospecting and

cultivation

Exceptional presentation and

communications skills

Highly organized and detail

oriented

Self-starter with ability to

handle multiple priorities

Strategic thinker and sought

after advisor

Mentoring, training and

encouraging high school

students

Business development and

pipeline forecasting

Financial reporting and

analysis

People and team oriented

professional

Experience

JPMorgan Chase, Business Relationship Manager 6-13-1/15

Grew portfolio profit of business clients with revenues of .5 million to $20 million and $250,000 in loan exposure.

Developed new business through referrals, prospecting and increasing portfolio share of wallet.

Deepened relationships by understanding the business and helping business owners achieve their objectives. Citibank, N.A., Personal Banker 3/12-2/13

Assessed client objectives through consultation and implement financial solutions to achieve their goals.

Educated clients about financial products, creative money management tools and banking options. Wall Street Wizards, Financial Literacy Instructor, Organizational Advisor 3/11-12/12

Developed and co-designed introductory financial literacy presentation customized for inner city teenagers.

Conducted analysis for founding director to assess potential for organizational growth. Mentoring Center, Finance Committee Member 5/11-4/15

Interpret financial trends and numbers using accessible narrative to build board members capacity to make sound fiscal decisions.

Monitors and reviews revenues, expenditures and cash flow. Recommends and contributes ideas for fundraising, internal controls and coherent financial reports. Lead on replacement hire of Mentoring Center financial consultant. BUILD, Youth Mentor 9/10-6/11

Trained, motivated and mentored five low-income freshman high school students in the entrepreneurial college prep program of BUILD. Facilitated group activities, individual coaching and discussions regarding future possibilities.

Taught the fundamentals of business management, organizational roles and communication skills in classroom presentation and group situations.

1

WestAmerica Bank, Financial Sales Officer 9/08-11/09

Increased client retention by developing deeper relationships with most profitable commercial banking clients in branch portfolio.

Actively prospected for new clients and expanded existing relationships within existing portfolio. Processed and tracked loan renewals and new loan requests.

Wells Fargo Bank, California Business Banking

Business Deposit Consultant 4/06-9/08

2006 deposits 111% of goal

Acquired new customers by self sourcing opportunities to implement cash management efficiencies. Established internal and external partnerships to develop new acquisition channels. Business Relationship Manager 12/04-4/06

Primary point of contact for sales, service and retention within a portfolio of the most profitable small business clients with complex deposits and credit based needs.

Increased retention through proactive problem solving client consultations.

Effective collaboration earned Wells Fargo Institutional Brokerage Best Partner Award. Business Associate-California Business Banking 9/04-12/04

Promoted to California Business Banking group as project point person in creation, selection and assignment of portfolio build for implementation of internal business banking portfolio redesign.

Completed portfolio build out and assignments ahead of schedule. Education and Training

State University of New York at Oswego

Double Major: Bachelor of Arts in Communications, Bachelor of Arts in Psychology Foundation Center -Proposal Writing Basics, Prospect Research 101, Your Board and Fundraising, Fundraising strategies for new nonprofits, Introduction to Corporate Giving, Nonprofit Finance Fund-Money & Mission, Shockproof Credit Basics, BBI Building the Ultimate Business Banker, Financing the Closely Held Business, Selling to the Closely Held Business, Financial Foundations, RMA: Unlocking the Power of Financial Statements. 2

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