Private Banker

CAROL ENGLAND

Cell: 702-***-****

Email: *****.*******@*******.***

PROFESSIONAL PROFILE

Results oriented banking professional with progressive relationship management, business development, and sales success. Possess strategic vision and the ability to deliver consistent results. Goal-oriented with proven track record of successful revenue growth and profitability. Ability to source, advise and retain relationships with high net worth individuals, C-level executives, and business owners. Consistently demonstrate and deliver superior client experiences. Strong organizational and managerial skills, coupled with attention to detail and expertise to manage multiple projects. Track record of sales achievement and awards.

CORE COMPETENCIES

• Trusted advisor to decision makers • Relationship/portfolio management

• Delivering on superior client experiences • Proactive and driven towards results

• Management, and sales discipline • Good technical aptitude

PROFESSIONAL EXPERIENCE

U.S. BANK, Wealth Management Las Vegas, NV

Vice President, Banking Relationship Manager 7/2007-Present

Results: Q4 2007 – ranked 10th Nationwide in new deposits, Q2 2008 – ranked 5th Nationwide in new deposits, 2008 - 245% Deposit Goal, Jan 2009 – ranked 5th Nationwide in new deposits

Market lead banker. Manage $85MM portfolio of high net worth individuals, families and their professional practice or business. Source, develop, and manage deposit, credit, trust and managed asset relationships. Responsible for underwriting and approving acceptable consumer and commercial risk and credit analysis, structuring credits, making credit pricing and approval recommendations, and minimizing loss exposure. Support and exceed standards for portfolio management ensuring revenue growth, compliance with banking regulations, policies and procedures, credit quality and credit policy requirements. Provide high touch customer service.

BANK OF AMERICA, Franchise Banking Las Vegas, NV

Vice President, Franchise Business Development Officer 12/06-7/07

Results: Ranked #3 in the nation

Won market share for Bank of America’s startup Franchise Banking channel. Sourced multiple unit franchise owner/operators for credit and treasury management solutions. Reviewed and analyzed loan transaction packages for preliminary deal discussion in accordance with risk guidelines.

CITIBANK , Commercial Banking Group Ft. Lauderdale, FL

Vice President, Commercial Relationship Manager 4/02-12/06

Results: 2002 – 97%, 2003-100%, 2004-101%, 2005-198%

Sourced and originated credit facilities: term loans, lines of credit, SBA, CRE, letters of credit, and leasing to small to mid-market companies ($10-50MM). Determined credit quality by analyzing financial statements, performing research and credit analysis. Prepared deal summaries to include company profile, deal points, risks and mitigants. Acquired new deposit, investment, and treasury relationships.

CITIBANK , Retail Banking Ft. Lauderdale, FL

Vice President, Financial Center Manager 9/00-4/02

Results: Increased branch P&L profitability by 9%. Increased sales productivity 25%. Lowered account attrition by 3%. Increased business deposits by 18%.

Managed $200MM financial center P&L with a team of 4 bank officers and 10 support staff ensuring compliance, timely and accurate loan processing/implementation, deposit growth and exceeding sales goals.

ADDITIONAL RELEVANT EXPERIENCE

Assistant Vice President, Business Banking Officer - Wells Fargo Bank

Cash Management Assistant - Union Bank of California

United States Army - Sergeant, Communications & Intelligence

LICENSE, TRAINING AND EDUCATION

Wealth Management for Private Bankers, Cannon Financial Institute

Power Prospecting, Franchise Financing, Treasury Management

Omega Credit Training

Moody’s Advanced Cash Flow Analysis

Life, Health and Variable Annuities License

Credit Training for Business Development Officers, Consultative Selling

Problem Solving, Managing Global Accounts, Global Account Sales

SPIN Training, Negotiating Major Accounts, Time Management

University Of Maryland & Golden Gate University - Business

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