Business Development Sales Representative

Lawrence McGrath

Reynoldsburg, OH ***** **************@*****.*** 614-***-****

Summary:

• Highly motivated and results-driven B2B Sales Representative with over 15+ years of experience in the finance and banking industry.

• Proven expertise in developing and maintaining strong client relationships, driving revenue growth, and delivering tailored solutions to meet the unique financial needs of businesses.

• Proven expertise in business development and Treasury Management with strong capabilities in managing, building and maintaining a book of business with a well- defined track record of exceeding goals.

• Maintained an in-depth knowledge of Financial and Banking retail consumer and small business Products/services.

• Expert in Salesforce, CRM, HubSpot and different CRM tools from various company.

• Well-defined track record of exceeding goals and well respected for excellence in team leadership and staff development in coaching and mentoring branch managers, junior business officers and consumer bankers.

• Recognized for excellent skills in needs-based selling and conducting appropriate interviews with clients to formulate sound advice.

• Exceptional abilities in cross-selling and up selling bank products and services.

• Highly regarded for generating and sustaining a robust circle of influence in which to draw referrals.

• To leverage a position with a forward-thinking organization poised for growth where he can fully utilize my numerous years of successful sales growth and new business development via various lines of businesses. Education:

• BA in Education Economics

• The Ohio State University - Columbus, OH, January 1991 to December 1991 Skills:

• B2B Sales Strategy & Execution

• Financial Product Knowledge

• Client Relationship Management

• Prospecting & Lead Generation

• Negotiation & Closing Skills

• Cross-Selling & Up-Selling

• Consultative Selling Approach

• CRM Software (Salesforce, HubSpot)

• Market Analysis & Competitive Intelligence

• Client Presentation & Pitching

• Goal-Oriented & Performance-Driven

Professional Experience:

Treasury Management Sales

Premier Bank-Dublin, OH May 2019 to Jan 2024

• Developed new client relationships - successfully developed and maintained a substantial number of profitable Public Fund customer relationships within the twelve county Central Ohio Region.

• Expert sales producer - bolstered sales growth goals by acquiring several high-profile Public Fund, Business Banking and Commercial accounts.

• Client care leader - provided consistent and customer-centric client care. Responsible for creating a bank culture of responsive customer service.

• Conduct in-depth consultations with businesses to assess financial needs, providing customized solutions, including corporate loans, treasury management, and financial planning services.

• Develop and execute targeted sales strategies to acquire new clients and expand relationships with existing accounts.

• Deliver presentations and product demonstrations to key decision-makers, showcasing the benefits of financial products.

• Financial analyst expertise - analyzed complex treasury service proposals and price models.

• Cross-selling producer - managed existing account profitability by cross-selling new services

• Proposals- prepared proposals for prospects and existing customer

• Networking- Attending annual municipal conferences in State of Ohio and met with various COI Banking Sales Development

Fifth Third Bank-Reynoldsburg, OH Aug 2018 to May 2019

• Responsible for cross selling households retail product and services.

• Use sales process and financial needs assessment to build a customer profile and identify current and future financial needs.

• Maintain an in-depth knowledge of retail consumer and small business Products and services.

• Conducted cold calling, email campaigns, and in-person meetings with potential clients to establish relationships and identify opportunities for partnership.

• Assisted in crafting and executing business development strategies that increased market share for financial services.

• Coordinated with internal departments to ensure seamless delivery of services and products to clients. Commercial Sales Manager

Bob Boyd Auto Family-Lancaster, OH May 2014 to Aug 2018

• Using the successful sales and business development skills I learned from over twenty years of banking to develop new commercial sales.

• These responsibilities include cold calling on an average of seventy various types of businesses per month to develop new sales on all lines of Ram Commercial trucks and vans. Treasury Relationship Manager III

Delaware County Bank-Columbus, OH Oct 2012 to Oct 2013

• Strong Relationship Manager - effectively functioned as relationship manager for a non-profit organizations and government entities. Consistently exceeded bank expectations.

• Rich center of influence - established and maintained producing relationships that served as a consistent source of income and referrals.

• Solid community involvement - participated in industry/trade associations and events to increase Bank’s visibility, enhancing new and existing business opportunity.

• Financial analyst expertise - analyzed complex treasury service proposals and price models.

• Cross-selling producer - managed existing account profitability by cross-selling new services. Treasury Management Sales Representative/Relationship Manager Huntington National Bank-Columbus, OH Sep 2001 to Oct 2012

• Developed new client relationships - successfully developed and maintained a substantial number of profitable Public Fund customer relationships within the twelve county Central Ohio Region.

• Expert sales producer - bolstered sales growth goals by acquiring several high-profile Public Fund, Business Banking and Commercial accounts.

• Client care leader - provided consistent and customer-centric client care. Responsible for creating a bank culture of responsive customer service.

• Financial analyst expertise - analyzed complex treasury service proposals and price models.

• Cross-selling producer - managed existing account profitability by cross-selling new services

• Proposals- prepared proposals for prospects and existing customer

• Networking- Attending annual municipal conferences in State of Ohio.

• Innovative sale producer-effectively provided cash management products and services to bank clients within the market.

• Treasury product expert - maintained current knowledge of all treasury/cash management products and services offered.

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