Adrian Springer

*** ********* **

Lowell, MA **850

617-***-****

adtefj@r.postjobfree.com

EXPERIENCE

Bank of America

Small Business Client Manager, Assistant Vice President

**** - *******

● Developed client relationships, managed portfolio of business clients and prospects with annual revenues of $500K to $10MM

● Evaluated and analyzed the client’s financial and operating strategies, recommended alternatives or additional services resulting in $6MM in lending opportunities in 2021 and $12MM in lending opportunities in 2022.

●Onboard new clients, managed basic training of services, facilitated meetings for complex training with the treasury team.

● Prospecting and generating new business, focusing on enhancing existing relationships, and upgrading thru referrals from field bankers, Merrill Lynch Advisors, Private Bankers, mortgage officers and Financial Centers.

● Promoted customer loyalty by supervising a client portfolio composed of treasury management and credit clients to ensure sales, revenue, and retention goals are met.

● Uncover complex credit needs including conventional, SBA and, Practice solutions lines, loans and, commercial real estate.

● Cross-sell bank products including deposit accounts, credit cards and various online services.

● Lead bi-monthly virtual presentations to financial center teams to instruct and inform them on new small business offerings and how to present them to our clients.

● Lead team of field bankers thru goal setting and client / prospect review

● Worked closely with lending partners to perform Joint reviews of credit applications.

● Work with clients to collect financial packages for conventional and SBA lending

●Acted as client advocate, regularly followed up with clients to insure that services were working as expected and fixed or escalated any issues.

Impact Photography

Freelance / Event Photographer

2001 - Present

●Portrait photos of couples, families and Children.

●Event photos of weddings, parties and sporting events.

●Product photos for food, technology and jewelry

●Retouch images using Adobe Photoshop

●Manage social media accounts

●Use digital cameras, tripods and various lighting.

Citizens Bank

Business Banking Relationship Manager, Assistant Vice President 2016 – 2017

● Develop consultative relationships with small business clients with annual revenues ranging from $500K - $5MM

●Understand client’s needs, provide value added solutions, manage portfolio of existing customers and drive new commercial customer relationships

.

●Maintain strong market knowledge and develop, retain and expand relationships with centers of influence.

●Meet with clients to discover credit needs

●Monthly in person presentations of small business solutions to branch staff

US Trust, Bank of America Private Bank

Client Sales and Service 2012 - 2016

●Part of 3-member teams supporting and managing over 100 relationships consisting of high-net worth individuals whose combined assets exceed $2BN

● As client’s first point of contact I resolved a variety of complex client issues to maintain customer relationships efficiently, helping to improve year over year client satisfaction scores for 3 straight years.

● Maintains opportunity pipeline for expanding existing client relationships, as well as tracking targeted prospects for new relationships.

●Sourced leads for sales team using Google, Wealthengine, and COI sources which resulted in a $5MM relationship in 2013 a $10MM relationship in 2014 and $8MM in 2015.

●Provide background research and assistance with sales presentations to new prospects to the private bank wealth management group

EDUCATION

Wentworth Institute of technology 1997

Cambridge College 2017

SKILLS

Portrait Photography

Fitness Photography

Food Photography

Adobe Photoshop

Certifications

Scrum Master

UX Design (In process)

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