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Rufus C Byrd
**** ** ****** ***** ******, Port Saint Lucie 34986 772-***-**** adyk9u@r.postjobfree.com Summary of Qualification
Knowledgeable professional with a talent for identifying clients’ needs with tailored solution. Able to gain the confidence of others and represent their interest. Extensive experience in leadership, customer service, management, sales, and education. Proven effectiveness in leading, training, hiring, managing, motivating and developing colleagues in the financial industry. Consistent top performer has resulted in millions in outstanding, revenue generation, and large deposit growth. My objective is to obtain a leadership position where I have the opportunity to lead, motivate and drive results. I am seeking an opportunity to lead by example, motivate and develop a team, to exceed goals, manage product line to increase revenue, and increase profitability.
Experience
VP, Commercial Banker II Seacoast Bank 2022-2023 Responsible for business development with a focus on attracting new relationships for a two county region with a concentration on new business growth. Network and sign businesses with annual revenues above $1 million. Increase loan outstanding, core deposits, and revenue by promoting new and existing products/services to expand the relationship of our existing and potential clientele.
2023 YTD production 3 loans $4,325,005, pipeline $7,458,403
2023 YTD production deposit $1,823,584 pipeline $8,597,189
2023 YTD production treasury management $3,483.00 revenue pipeline 7 pending proposals
2023 YTD production wealth referrals 3 referrals, SBA 4 referrals
Designed “Lunch and Learn” series for COI to generate revenue
Created targeted calling campaigns with partners
Designed internal client review days to generate revenue.
2022 review met all expectations.
VP, Commercial Loan Officer Marine Bank and Trust 2021-2022 Responsible for business development with a focus on, attracting new relationship, expanding current client relationship, and relationship manager for business banking from, St. Lucie Co out to Okeechobee Co. Increase loan outstanding, core deposits and revenue by promoting new and existing products/services to expand the relationship of our existing and potential clientele. Established relationship with center of influence both internally and externally. Execution of branch sales action plans, concentrating on product knowledge, coaching, internal business development and relationship management.
2022 mid-year review exceeds expectation.
2022 YTD production 10 loans $5,863,180, approved not closed $4,854,364.00, pipeline
$18,213,500
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2021 annual review consistently exceeds expectation.2021 production 6 loans $9,548,950, SBA 1 loan $1,852,220
Recognized for COI building and strong relationships across multiple lines of business.
Regular source of knowledge for peers.
Designed “Lunch & Learns” series for COI’S to generate revenue. VP, RMLM, Commercial Loan Officer TD Bank 2019-2021 As a RMLM, (relationship manager less than million) I was responsible for a 4-county region, consisting of 8 branches, small business development with a concentration on new business growth, portfolio management, and relationship manager for business banking clients. Network and sign businesses with annual revenues above $1million, prospecting and developing new client relationships, while retaining and growing existing relationships. Utilize consultative selling skills to understand the liquidity, payments, and cash-flow needs of business owners, guiding them toward financial solutions.
2020 top ten in the state for PPP loan underwriting phase 1 and 2
2019 annual review meets expectation
ERBG Veterans representative for the East Coast of Florida.
Expand the sales strategy with creative outside calling plans, strong community involvement, and inside calling efforts.
Responsible for the commercial lending for Indian River, St Lucie, Okeechobee, and Highlands counties.
Designed “Lunch & Learns” series for COI’S to generate revenue.
Create targeted calling campaigns with branch partners to expand current client relationships and obtain new business
Engage in daily, weekly, and monthly coaching sessions to develop team as well as ensuring profitability and company growth.
Enhanced client experience by quickly and effectively identifying needs, solving problems. VP, CLIENT ADVISOR, WEALTH MANAGEMENT PNC 2013-2019 I deliver a financial peace of mind to families across generations, through a detailed discovery process. I merge what I know, with what I know about my clients to understand, articulate, and measure success. In any stage of their life, whether addressing a life event or realizing opportunities. I have the knowledge, resources, experience and focus to bring about successful outcomes.
Advisor Track Certified.
ERBG Veterans representative.
Wealth Management development for 10 traditional banking centers.
Year End Reviews 2017-2015 Meets All Expectation 2014 Exceeds All Expectation.
Coordinate & Collaborate sales & service, fulfillment with other lines of business.
Improved sales performance & prospecting by conducting research. Page 3
Experienced in prospecting, call plans, white board preparations, credit terms and negotiations.
Enhanced client experience by quickly and effectively identifying needs, solving problems.
2017 Top 10 in Wealth Management footprint with 21 million AUM closed.
YTD 113% to grand total, 170% new fee goal, loan production3.25 million, PNCI 33k in revenue.
New Clients 8 with a goal of 12, 75% to goal.
Designed internal document review days that generated revenue.
Market liaison for CPA’S, Attorneys, and all other centers of influence for three counties.
Designed “Lunch & Learns” series for COI’S to generate revenue.
Responsible for the “Wealth Build Out” of Martin, St Lucie and Okeechobee counties.
Designed “Lecture Series” for Mass Affluent Communities that generated revenue. Education
B.S. HOWARD UNIVERSITY
Major: Chemistry
Athletics: Athletic Academic All American two sports. Honors
UNITED STATES MARINE CORPS
USMC Honor Grad Parris Island SC. Enlisted meritoriously promoted. USMC Distinguished military graduate, Commandants list. Volunteer Work
Christmas Toy Drive, Wounded Warriors, Untied Way, Special Olympics, Hands Clinic, TC Hospice. References
References available by request.