Resume

Sign in

Sales Training

Location:
Verona, Pennsylvania, 15147, United States
Posted:
January 11, 2017

Contact this candidate

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- acx76e@r.postjobfree.com

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



Contact this candidate