Sales Training
Resume:
LORI A. MARINELLI
OBJECTIVE
To expand my career by obtaining a challenging and lucrative position in the Banking industry while utilizing my professional experience gained working with principals and senior management of various business lines.
EXPERIENCE
1993–March, 2016 CITIZENS BANK/MELLON BANK
Vice President/Relationship Manager Business Banking (Commercial Banking 1996-2001)
Work directly with Senior Management of Business Banking to help drive revenue growth through direct and in-direct business development and assist team members toward meeting loan goals
Work directly with new hires to implement Sales & Support Function.
Established and implemented training curriculum for Business Banking to be used in BBU and various training modules.
Increased revenues (loans, DDA, MM, fee income) by approximately 15% each fiscal year through cold calling and professional referral network.
Work directly with new hires and implementation of BBG Sales & Support Function Specialists as well as any new projects assigned
1993-1989 EQUIBANK/Integra Bank
Assistant Vice President/Commercial Loan Officer
1986-1989 FISHER SCIENTIFIC CORPORATION
Financial Analyst/Supervisor
1986 – 1989 BANK OF NEW ENGLAND
(NE Commercial Finance)
Field Auditor Asset Based Lending
EDUCATION
1982-1986 Clarion University of Pennsylvania Clarion, PA
B.S. Business Administration (Major in Finance)
E-MAIL- ***************@*****.***
134 HUBBS LANE PITTSBURGH, PA 15236 •
CELL PHONE 412-***-****
Attachment to Resume- Lori A. Marinelli
Relationship Manager Strategic Focus
C&I and RE clients with revenues starting at $1MM up to $50 MM
Loan size up to $25MM (could go higher based upon referral source, client needs and relationship)
No geographic boundaries (Western PA; north to Erie, south to WV)
Portfolio clients included manufacturing, professional, contractors, RE, energy, retail, healthcare and non-profit
Responsible for entire relationship including all aspects of cross-sell (cash management, deposit, credit card, etc.)
Annual goals based upon “new to new” business as well as maintenance and growth of existing portfolio (“keeping the back door closed”)
Training
SalesForce (SFDC.com) trainer, program administrator and coordinator
Series 66 and Series 7 licensing (has since lapsed)
Extensive work in POWERPOINT presentations and training decks, EXCEL spreadsheets, database preparation and WEB EX usage
Responsible for Onboarding and creation of SBA Boot Camp across footprint of Citizens Bank (corporate wide training for all front-line sales personnel)
Microsoft Office Suite
1989 Formal Credit Training- Equibank
Citizens Bank- Omega Credit Training
Various Dates Mellon Bank/Citizens Bank – Cohen & Brown Sales Training
Various Dates Citizens Bank – Sandler Sales Training
DRIVE Sales Training Citizens Bank – St. Meyer & Hubbard
2014-Present NAAGL Online
2014-Present WPASGL Training
2014-Present SBA Online Training
Boards/Memberships
Junior Achievement Board Member 2008-2015
Junior Achievement Member & Facilitator – Ongoing
RDFC Loan Committee Member 2014- Present
RDFC Member 2014- Present
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