Relationship Manager Customer Service

JOSH SCHERDER

************@*****.***

573-***-**** • linkedin.com/in/joshscherder/

VICE PRESIDENT – TEAM LEADER & SENIOR RELATIONSHIP MANAGER

(Senior Account Executive)

Commercial Banking Professional focused on the success of privately held businesses in the Greater St. Louis Area.

• Business Development • Market and Territory Management • Talent Management

• Marketing and Growth Strategies• Coaching for Results • Team Building for Goal Achievement • Risk Management • Family-Owned Business succession planning • Ownership exit strategies

WORK EXPERIENCE

Bank of Franklin County, Washington, MO 2020 - present

Vice President – Team Leader & Senior Relationship Manager

●Top loan producer

$12,000,000 in production

Approximately $480,000 in annualized Gross Revenue

●Target Market: Small to Middle-Market Companies

First Bank, St. Louis, MO 2019 - 2020

●Vice President – Business Development & Relationship Manager

●36 PPP loans awarded (no credit toward production)

●$9,000,000 in production, $315,000 Gross Revenue

BMO Harris Bank, St. Louis, MO 2017 – 2019

Relationship Manager

Expanded new business for lower middle market commercial banking division by identifying prospects based on BMO credit appetite and value proposition.

Delivered and optimized high-quality personal customer service to clients with annual revenues ranging from $20m - $250m.

Target Market: Middle-Market to Publicly Traded Companies (C-Level)

US Bank, St. Louis, MO 2010 - 2017

Relationship Manager

●‘Top Producer’ Award 2016

●‘Client Advocacy’ Award 2016

●‘Leadership’ Award 2015

●Increased new client outreach efficiency, resulting in improved referrals.

●Developed thoughtful, custom profitability strategies and lucrative market solutions to target clients ranging from $5m-$50m in annual revenues.

●Launched business development and marketing strategies to gain crucial client insight through personalized site visits, luncheons, and sales calls.

●Designed and executed special events for clients, including corporate gatherings, VIP events, and charity events.

●Served as team leader for underwriters, project coordinators, and document specialists.

Portfolio Manager – Middle Market

●Diligently managed renewals, annual reviews, and sales of ancillary solutions for $165m portfolio, producing $3.1m annually for 32 clients.

●Received and utilized Formal Credit Training to expand foundational knowledge and better serve clients.

●Awarded top U.S. Bank credit rating for exhibiting super credit processes and portfolio monitoring, 2011-2014.

Wells Fargo Advisors (Wachovia Securities), St. Louis, MO 2009 - 2010

Recruiter/Business Strategy Consultant

●Recruited Financial Advisors with an AUM greater than $50 Million to join the independent FiNet division on Wells Fargo Advisors.

University of Phoenix 2009 - 2014

Finance Professor -Online

Carrollton Bank 2004-2009

Commercial Analyst/Junior Underwriter

EDUCATION

Washington University, St. Louis, MO 2008

Master of Business Administration – Marketing & Finance

University of Missouri, Columbia, MO 2004

Bachelor of Science – Business Administration

PERSONAL FULFILLMENT AND SKILLS

United Way Volunteer

Delta Gamma Center for Children with Visual Impairments Volunteer

Ronald McDonald House Charities Volunteer

Connect 4 Success – Board Member

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