Small Business Manager Resume Samples
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Small Business Manager Resume Samples
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RJ
R Jaskolski
Rylan
Jaskolski
137 Mertz Valleys
Houston
TX
+1 (555) 894 0928
137 Mertz Valleys
Houston
TX
Phone
p
+1 (555) 894 0928
Experience
Experience
Detroit, MI
Small Business Manager
Detroit, MI
Cole-Wilkinson
Detroit, MI
Small Business Manager
- Provide performance feedback and recommendations to improve effectiveness. Conduct annual performance reviews/appraisals
- Model and champion ADT values. Create a safe environment for the discussion and resolution of values-related issues and concerns
- Relevant background managing a regional portfolio (Agri-business)
- Business banking exposure regarded but not essential
- Mentor, develop, motivate and coach Sales Representatives. Develop team for success by regularly communicating results and job expectations. Develop performance metrics for sales teams and monitor results
- Formulate organic self-generated lead programs and train representatives in working closely with defined GOLD promoters that will enhance self-generation contribution
- Regularly participate in ride-alongs and monitor progress of new and existing representatives
Philadelphia, PA
Manager, Small Business
Philadelphia, PA
Little, Jast and McClure
Philadelphia, PA
Manager, Small Business
- Lead a high-performing team of Account Managers working directly with key accounts
- Establish team goals and work with direct reports on strategies for executing, measuring progress and sharing results
- Provide mentorship, guidance and career development to the growing team
- Work directly with cross-functional teams to increase and sustain SMB growth within the EMEA region
- Provide business analytic strength to help drive initiatives critical to ongoing growth at market and regional levels
- Drive overall operational efficiency across sales and business operations
- Represent Facebook externally with press, media and on speaking events
present
Philadelphia, PA
Small Business Market Manager
Philadelphia, PA
Mayer-Sipes
present
Philadelphia, PA
Small Business Market Manager
present
- Manage a team of Small Business Bankers (typically 4-20 direct reports) within assigned territories. This includes hiring and ongoing performance management
- Manage Business Banking Relationship Managers
- Establish priorities and lead the development of Small Business Market, sales and service, and people strategies in collaboration with segment management, ensuring optimal alignment, integration, and consistent implementation of segment and Bank goals and strategies (Retail, Business Banking, Wealth) within the Market in support of the One BMO Harris vision. Systematically identify gaps between segment strategies and collaborate with leadership to develop solutions
- Successfully partner with the Distribution and Acquisition Teams to identify and assess opportunities to accelerate growth / expansion within the Small Business Market. Assess and deploy equipment and processes to optimize the allocation of resources within the Market to support strategy execution in conjunction with both market and segment management
- Provide exceptional customer service to internal and external customers, improving customer satisfaction to achieve divisional goals to significantly increase market share
- Performs weekly visits to field focused on driving small business efforts within the Division to inspect and improve customer advocacy and customer satisfaction
- Provide coaching for portfolio management routines, sales process and prospecting activities
Education
Education
Bachelor’s Degree in Business Administration
Bachelor’s Degree in Business Administration
Hofstra University
Bachelor’s Degree in Business Administration
Skills
Skills
- Specialisation in sales
- Strong customer focus
- Extensive relationship management skills
- Extensive time management skills
- Manage the sales teams within a defined territory/region(s). Focus on selling diverse products to businesses while maximizing recurring revenue contribution and profitable installation dollars
- Implement and administer sales programs in residential consumer markets to maximize profitable opportunities
- Work closely with local ADT installation management to ensure effective completion while maximizing customer satisfaction and profitability
- Mentor, develop, motivate and coach Sales Representatives. Develop team for success by regularly communicating results and job expectations. Develop performance metrics for sales teams and monitor results
- Provide performance feedback and recommendations to improve effectiveness. Conduct annual performance reviews/appraisals
- Formulate organic self-generated lead programs and train representatives in working closely with defined GOLD promoters that will enhance self-generation contribution
15 Small Business Manager resume templates
Read our complete resume writing guides
1
Small Business Product Development Manager Resume Examples & Samples
- Seven years related experience in product management OR line experience working with products
- Professional communication skills
- Strong leadership and teamwork skills
- Ability to gather and synthesize ideas in developing and managing products
- Strong financial analysis, Project management
- Bachelor’s degree in Business, Finance, Marketing
- Demonstrated experience in Loan Portfolio performance
2
Global Small Business Banking Risk Manager Resume Examples & Samples
- Create, implement & manage mostly first-time initiatives to monitor & optimize the credit performance of SBB portfolios globally
- Support critical & increasingly complex regulatory-driven projects, including CCAR / DFAST
- Interface with Risk, Business, Finance & FCR / Audit partners at all levels (including seniors) across Citi & around the globe
- Organizing & conducting portfolio reviews for major countries
- Reviewing & making recommendations on credit programs
- Developing credit policies & evaluating credit policy exceptions
- Coordinating deliverables for systems projects, including Retail Optima
- Supporting mission-critical regulatory projects, including CCAR / DFAST, Basel & Model Management
- 3-7 years in risk management (preferably including both Commercial DM & CM), with experience in credit policy & credit program development, portfolio reviews, systems projects & regulatory matters
- Strong quantitative skills, including basic to intermediate knowledge of accounting, financial reporting, credit analytics, statistics & risk modeling
- Highly proficient in database management, including ability to work with large data sets
- Highly proficient in MS Office – (Excel, Access, PowerPoint)
- BS or BA
- Strong organizational skills in demanding environment, including ability to work independently, prioritize workload, demonstrate attention to detail & meet deadlines
- Strong written & verbal skills, including ability to communicate concisely & clearly
- Strong interpersonal skills, including ability to work in teams as well as willingness to take initiative, learn quickly & expand responsibilities rapidly
3
Risk-small Business Banking Risk Manager Resume Examples & Samples
- Manage a team to provide risk oversight on lending to small business
- Provide Policy guidance and update policy local and procedures to ensure compliance with Global Policy and regulatory requirement
- Review data and work with relevant parties to provide recommendation on underwriting criteria
- Develop and fine tune portfolio monitoring / control mechanism and actions on product offering to optimize risk/return
- Interact with Business, Credit Operations and other relevant parties to ensure smooth process is in place
- Review portfolio data for submission to meet internal and regulatory reporting requirement
- Interface with internal and external audit where necessary
- Lead the team to work with relevant parties on portfolio reporting, new system rollout, stress test, scenario planning and forecast on portfolio trend
- Provide exceptional approval on credit application where necessary
- Maintain delegation of credit authorities and monitor performance of credit officers
- At last 6-8 years’ experience in small business lending and must be familiar with business installment loans with understanding of trade products
- Knowledge in SAS preferred but not required
- Highly independent with strong self-initiation. Must be a team player as well
- Strong verbal and written communication skills. Must be Cantonese and English spoken
4
Junior Business Manager GEM Affluent & Small Markets Resume Examples & Samples
- Good interpersonal skills and strong client focus
- Independent, enjoys making hands-on, individual contributions
- High level of attention to detail and accuracy
- Team-oriented personality, cooperates constructively
5
Small Business Market Manager Resume Examples & Samples
- Provide planning, leadership and direction to a region team of employees in order to align tasks and assignments with region goals and objectives
- Establish and optimize region team integration by articulating the linkages among the accountabilities and authorities of different roles in the region and by establishing the context in which they will work collaboratively with one another to drive business results and deliver on our One Harris promise to work together effectively to help clients reach their goals
- Assess individual effectiveness of direct reports and make decisions regarding performance reviews and base and variable pay
- Provide regular coaching and feedback to direct reports, and develop individual career and/or development plans
- Make pricing / policy exceptions, as appropriate, in order to retain and win key business
- Ensure identification and reporting of transactions or patterns of activity which are suspected to be related to money laundering
- Know and adhere to banking regulations and company directives by reviewing the appropriate reference material and completing the annual compliance training courses as required in order to effectively manage risk, operational, and compliance requirements
- Preferred: MBA or equivalent + 5 - 10 years Small Business Banking Management experience
- Minimum: University degree or equivalent experience + 5 -7 years Small Business Banking manager experience
- In-depth knowledge of Bank products, Bank organization, and banking group inter-relationships
- Excellent organizational, communications, presentation, and client relationship management skills
- Solid business planning and strategic market analysis skills
- Excellent coaching and interpersonal skills
- Solid performance management and people development skills
6
Senior Manager Small Business Credit Policy Resume Examples & Samples
- Maintain, as well as research, design, develop and implement enhancements to risk related policies and procedures for the assigned products by
- Maintaining a current awareness of legislative and regulatory requirements, competitive products, delivery channels, risk policies and environmental trends related to the assigned products
- Identifying and analyzing emerging internal and industry trends, competitor positions, business needs and growth opportunities
- Identifying and analyzing operational issues and trends
- Researching, designing, developing and introducing new risk policies/procedures to address these changes, ensuring they adequately reflect the maximum trade-off between risk and return
- Regularly reviewing policies and procedures to ensure they adequately continue to mitigate risks
- Identifying/evaluating circumstances where risk policies and procedures require changes designed to reduce the Bank's risk and/or improve functionality and profitability
- Identifying/evaluating process improvements to maximize efficiency and effectiveness of risk procedures, harmonizing and streamlining policies and procedures, ensuring maximum alignment of personal lending and small business policies and procedures, ensuring the Bank's interests are protected at all times
- In partnership with Legal and Compliance, ensuring risk policy and procedure are compliant with legal, legislated and regulatory requirements
- Liaising with field support units/conducting field visits to determine the adequacy of existing risk related policies and procedures and validate and determine the impact of proposed changes
- Obtaining input from stakeholders (product groups, legal, compliance, field, etc.) on impact of proposed policy and procedure changes
- Formulating and preparing written recommendations for Executive approval
- Negotiating/obtaining sign-off on policies, procedures and their implementation from other Bank stakeholders
- Ensuring communications to the field and other impacted units are made consistent with approved policy/procedures, as required
- Reviewing and updating the appropriate policy manuals for required risk policy/procedural changes
- Reviewing, assessing and updating, as required, the Bank's training programs for Small Business lending officers from a Small Business perspective
- Ensuring approved policy and procedure enhancements leverage growth opportunities, mitigate risk and provide operational efficiencies
- Work in conjunction with Small Business product/segment groups to ensure appropriate risk policies are developed as new products and marketing initiatives are introduced by
- Participating in major projects, which impact risk and the delivery system
- Reviewing and analyzing Project Requirements documents to ensure all areas of Risk Management are appropriately considered and represented
- Assessing and negotiating risk aspects of new products under development, being cognizant that they should reflect the maximum trade-off between risk and return
- Liaising with field support units to determine the impact of new policies
- Liaising with Legal and Compliance to ensure that new products/programs are compliant with legal, legislated and regulatory requirements for the assigned products
- Assessing the risk related components of new product policies and procedures
- Review and assess predictive modelling, delinquency and product level/delivery channel reports to determine trends, identify issues. Design and develop recommendations relative to credit policies and procedures, including changes to credit scoring cut-offs where risk profile needs modification and implementation of lending controls, if appropriate. Conduct ongoing review of available analysis to determine delinquency/losses against business plan, and recommend appropriate enhancements to policies and procedures, where appropriate
- Maintain a current awareness of operational procedures, systems and issues facing the various delivery channels (branches, Call Centre, Internet) and a current in-depth knowledge of the ACE and DOC Centres operation procedures, systems, and performance results to identify opportunities to effect policy and procedural changes, identifying areas where new/enhanced policies or procedures need to be implemented to improve performance and productivity and recommending/implementing appropriate changes. Maintain lines of communication with delivery network in order to identify issues and opportunities
- Provide counsel and direction to the other Bank units/delivery channels on risk related policy/procedure/systems issues for assigned products/segments by
- Providing assistance, guidance and counsel to the field support units (branch and alternate delivery channels), field supervisory units, Shared Services- Sales Support, on matters affecting credit policy
- Responding to queries from field support units/E.O. units; providing clarification of policy and procedures; resolving issues
- Communicating the Department's policy and objectives to the field support units and providing direction and authorization on issues with policy implications
- Interpreting situations/providing direction and recommending the authorization of activities where guidelines are unclear or require interpretation
- Identifying and investigating any systemic issues and trends; determining solutions; preparing writings to Executive and ensuring approved solutions are implemented
- Participate in due diligence and risk assessment activities for new acquisitions, portfolio purchases, mergers, etc., which may be of international scope. Ensuring the portfolio under consideration reflects Scotiabank's risk appetite. Working with product groups and Transition Teams to facilitate migration of the acquired portfolio to Scotiabank
- Ensure the delivery of a high standard of customer service and foster overall customer satisfaction that is consistent with the Bank’s Service and Complaint Resolution Standards and Procedures
- Strong understanding of the Bank's credit culture and delivery systems across all delivery channels (branches, Internet, Call Centre) and centralized processing units (SAC, ACE, CAU, CRU) with a thorough knowledge of the delivery channels used for the incumbent's assigned products/segments (e.g. SPP, Franchising, Agriculture, etc.)
- Strong understanding of the competitive marketplace including competitor products, credit culture, delivery channels, processing units, etc. relative to assigned products; good understanding of economic factors relevant to assigned products
- Good understanding of current and emerging federal and provincial legislative/regulatory/compliance issues related to assigned products to ensure, in conjunction with Legal and Compliance that policies are in compliance with legislative requirements
- Good understanding of the Bank's automated systems (branches/LUCs) and credit/behaviour scoring to maximize the effectiveness of existing technology in providing competitive and effective policies to the field and ACE
- Good understanding of other personal and small business lending products keeping up-to-date on these policies/procedures/marketing initiatives to assist and support these areas as required
7
Partner Manager, Small Business Solutions Resume Examples & Samples
- Become an expert in Facebook’s solutions for businesses of all sizes
- Develop a deep understanding of the partner ecosystem
- Lead strategy, relationships, and all key initiatives related to driving partner success
- Help Marketing Partners optimize how best to use Facebook to grow and engage their customers while driving business objectives
- Deliver best in class education and sales enablement programs to accelerate partner growth
- Work cross-functionally within Facebook (product, engineering, sales, marketing, operations) to successfully develop and scale Marketing Partner programs
- Track KPIs of partner performance and recommend improvements
- Proactively resolve issues related to strategy, process, and technology
- Collaborate within Facebook to develop and implement programs to improve the partner and customer experience
8
Senior Manager Small Business Credit Policy Resume Examples & Samples
- Strong understanding of the Bank's credit culture and delivery systems across all delivery channels (branches, Internet, Call Centre) and centralized processing units, with a thorough knowledge of the delivery channels used for the incumbent's assigned products/segments)
- Strong understanding of Agriculture Lending will be an asset, since the position will have as main focus the assessment of Agriculture Policy for Canada and other sites, as required
- Good understanding of current and emerging federal and provincial legislative/regulatory/compliance issues related to assigned products to ensure that policies are in compliance with legislative requirements, in conjunction with Legal and Compliance
- Good understanding of the Bank's automated systems and credit/behaviour scoring to maximize the effectiveness of existing technology in providing competitive and effective policies to the field and the Adjudication Units
9
Senior Manager Small Business Provisions Resume Examples & Samples
- Ensures that the models surrounding the provisioning process and delinquency forecast are accurate, validated, and remain relevant for both the Bank’s needs and regulatory standards. Develops, maintains, and enhances allowance models to improve risk measurements, analysis of provisioning activity, investigation and forecasting trends, as well as supports Bank or industry initiatives
- Identifies potential data/operational opportunities, evaluates existing processes, and makes recommendations for improvement and changes to policy where necessary. Tests and implements new data sources, extracts and processes, working within existing and evolving SOX and Audit regulatory requirements
- Consolidates and ensures accurate monitoring of non-accrual loans, write-offs, recoveries, new provisions, provisions no longer required, recoveries, etc. by product and sub-product of the Small Business portfolio
- In coordination with Senior Manager Risk Analytics & Reporting, prepares monthly and quarterly reporting for Senior Management. Provides analysis of Small Business loan quality (NAL formations), provisions, closed accounts, and write-offs which support the recommendation of the Provision for Credit Losses (PCL), including comparisons to Plan targets. Ensures accurate reporting to Finance and reconciliation to Financial statements
- In coordination with Senior Manager Risk Analytics and Reporting, Supports key Small Business stakeholders with monthly and quarterly management reports for portfolio, NAL, delinquency and provision analysis to identify trends, highlight opportunities, and comply with SOX and regulatory compliance. Provides analysis and documentation as needed regarding regulatory reviews, audits, new products or systems, revisions to policies, product profitability etc
- Ensures a high standard of customer service to various stakeholders in Finance, Business Lines, Collections, other Risk areas and various E.O. support functions with timely, accurate, and relevant data and analysis for routine and ad-hoc requirements, as well as supporting the decision making process in key Small Business & Wealth initiatives
- Maintains awareness of operational procedures and current in-depth knowledge of the Special Accounts Centre and Non-Branch CAU operation. Identifies areas where new/enhanced policies or procedures need to be implemented to improve performance and productivity and recommend appropriate changes
- Solid understanding of Small Business policies and processes
- Excellent project management, end-to-end operational projects experience
- Knowledge of provisioning methodologies and excellent analytical skills
- Risk management and problem solving skills
- Organizational skills and the ability to work with multiple and often conflicting priorities
- Strong team skills and a confident and positive attitude are essential as many tasks will be project related and require extensive liaison, both internally and externally with key stakeholders
- Database software knowledge, proficiency in MS Access / SAS is preferred
- Knowledge of Small Business application systems is preferred
- An accounting designation or MBA is preferred, or 5 or more Bank/Finance related experience
10
Small Business Banking Market Manager Resume Examples & Samples
- Monitor controllable non-interest expenses and revenues of the region’s profitability to ensure both short and longer term targets are met or exceeded, working with management to leverage best practices and expense reduction opportunities
- Ensure effective control, monitoring and reporting procedures are in place and appropriately managed by direct report Branch Managers
- Monitor credit origination and credit portfolio performance / asset quality for the region’s portfolio to ensure that it is maintained at acceptable levels. (Note: This does not require the Region President to be credit qualified in all instances.)
- Develop and maintain effective relationships with regulators and auditors. Recommend to US Corporate Risk Management revisions to policy that may be required to address business, market, regulatory or legislative changes
- Preferred: MBA or equivalent + 7 - 10 years Branch Management / Business Banking experience
- Minimum: University degree or equivalent experience + 5 - 7 years Branch Management / Business Banking experience
- Expert knowledge of local market, competitive market place, and trends in product offerings
- Expert business acumen
- Skills
- Strong knowledge of financial service industry
- Excellent managerial leadership and change leadership skills
- In-depth sales and sales management skills
- Demonstrated negotiation, problem resolution and leadership ability
11
Small Business Market Manager Resume Examples & Samples
- 6-10 years of sales or sales management experience; financial services experience highly preferred
- Demonstrated skills in driving sales teams to meet goals, especially with focus on customer advocacy
- Demonstrated ability to work successfully as change agent and work in matrix organizations
- Strong partnering skills as position relies on working with multiple constituents across diverse businesses and disciplines
- Strong quantitative skills and desire to work with data to generate insights and actions
- Demonstrated ability execute in the marketplace
- California/Nevada
- Manage a team of Small Business Bankers (typically 4-20 direct reports) within assigned territories. This includes hiring and ongoing performance management
- Coaches, teaches and serves as role model for Area Directors, Branch Managers and Personal Bankers within the segment (and Retail partners in the expanded segment) on how to improve the customer experience, sales, service, processes and operations
- Implements strategies and develops sales action plans to deliver revenue, profit and improve efficiencies for the division
- Focus activities on highest potential and highest probability opportunities in prescribed market
- Executes a disciplined sales management process through inspection and coaching of Area Directors, Branch Managers, Business Bankers and Personal Bankers to be highly effective at their jobs
- The SBDSM has consistent performance management routines in place to ensure Managers and Individual Performers are held accountable for both the "how" and the "what."
- Leads a major market and is an expert on the opportunities and challenges of the Small Business customer and trade area base for that market
- Performs weekly visits to field focused on driving small business efforts within the Division to inspect and improve customer advocacy and customer satisfaction
- Develops consistent management routines to drive results, share best practices, manage performance, set clear expectations, and keep team focused on business goals
- Digests and assimilates vast communications across the Bank, sharing key messages and priorities with staff such as business strategy, customer offers, and marketing campaigns
- Establishes and maintains key relationships and business contacts within the community and targeted industry segments to create opportunities for growth
- Identifies and develops high potential employees in order to build Division bench strength or other opportunities within Citi
- Ensures operational integrity and compliance with bank policies and procedures
- Manages and controls risk, expenses and activities for Division
- Meet Division targets and identify opportunities to improve
- Effectively communicates with all partners across, up and down to optimize results
- Drives the credit process and reviews and assists Area Directors with approval for credit appeals and exception pricing decisions
- Ensures profitability targets are met
- 10+ years related business experience; 5 plus years of sales management experience; 5 plus years of business banking experience
- Demonstrated ability to lead, coach, motivate and influence a sales team. Proven track record of results
- Demonstrated ability to foster teamwork with a style of being able to influence both those in direct reporting lines as well as colleagues
- Strong knowledge of business banking segment and commercial banking products and services
- Credit trained and proficient in credit knowledge, structuring, negotiating deals appropriate to the segment
- Knowledge of banking and banking-type products
- Ability to present information that demonstrates command of the information and ability to connect with their audience
- Proven Customer Service orientation
- Strong analytical/problem solving
- Addresses issues with thoughtfulness and urgency
12
Regional Small Business Manager Resume Examples & Samples
- Act as a liaison for Business Banking and Consumer Banking, ensuring consistent communication with Regional and Market Managers; including but not limited to representing the Small Business Segment at all Business Banking & Consumer Banking Regional & Market Business Reviews
- Ability to influence partnership between the Business Banking and Consumer Banking leadership teams; using key performance metrics (i.e. NAO errors, Digital Adoption & customer penetration metrics, Deposit, Credit and Cash Management Growth) in order to foster common goals that promote teamwork
- Monitor key Small Business performance trends, with an emphasis on Digital Adoption for branch business customers within the Region and Markets, and appropriately provide feedback and recommendations to Consumer and BB Regional and Market Managers on a regular basis
- Act as the point person for all escalations related to the New Account Opening process and Small Business Client Experience; ensure escalations are monitored and responded to promptly. Partner with the Region’s Operations Manager to understand and address common errors and escalate as appropriate
- Work closely with Banker Support and the Business Account Review team to ensure a consistent support structure and provide feedback to improve the New Account Opening review process
- Support the ongoing Small Business Specialist identification process and day-to-day operations of Small Business Banking within your Region; including recommended Small Business Specialist coverage and maintaining the small business training requirements of the Region’s Small Business Specialist population
- Help ensure that all Small Business Specialist training and skill building workshops are relevant and address the specific needs of all bankers within the region
- Identify best practices/success stories and raise potential issues/enhancements which require better execution
- Bachelor’s Degree in Finance or related field
- Proven success and experience in Business and/or Consumer Banking (e.g., Business Banking Area Manager, Consumer District Manager, Small Business FSM) with knowledge of branch operations, roles & responsibilities, sales structure, and product/service offerings
- Strong communication skills - ability to communicate across multiple organization levels and develop and deliver effective messages and presentations
- Strong coaching skills - ability and desire to provide continuous guidance/support to Business Banking and Consumer Banking leadership teams
- Flexible, organized, and able to achieve results through influence management
- Demonstrate the ability to identify key trends and issues, and propose ideas/solutions for further enhancement
- Ability to prioritize, manage and execute multiple tasks and work streams
- Proficiency with branch support systems and tools including Contact Manager, Customer Assist, FSD, Retail Sales Summary, Branch P&L
13
SVP, Small Business Product Group Manager Resume Examples & Samples
- At least one week per month be on-site in Seattle at Costco headquarters working directly with the Costco Membership Manager, Costco Branding Manager and Costco Marketing Manager
- At least 2 days per month be on-site in Seattle at Visa Costco offices to align Network and Acceptance strategies with the Program
- Significant experience in Small Business Marketing disciplines including product development, price, promotions, platform and pillars; successful track record of launching a new product with a cohesive creative platform, messaging pillars and differentiated consumer positioning
- Lifecycle Product development experience including competitive analysis, framework, qualitative and quantitative research experience and ability to draw insights into next generation products, keeping the Costco Program relevant, fresh and ahead of the competition (Sam’s Club, BJ’s)
- Superior interpersonal, influence, negotiation, organization & communication skills with proven track record of ability to establish long-term Partner relationship and viewed as a trusted client advisor
- Able to manage multiple priorities with competing deadlines and lead and influence in a highly matrixed and rapidly changing environment
- Ability to create, manage and communicate strategic concepts and project statuses to executive management and Partner leadership
- In-depth knowledge of the key components of branded or retail partner card or equivalent programs
- Strong knowledge of retailer's management, operations and point-of-sale processing environments
- Previous track record demonstrating ownership of multiple successful strategic projects
- Self-starter - comfortable in high velocity, time sensitive and highly visible executive management business situations
- Passionate about innovation and knowledgeable about evolving retail and financial space, tools and experiences
- 7-10 years of experience in Product Development, Program Management, Marketing and/or Brand Management. Knowledge of credit card industry preferred
- Familiarity with P&L's and other financial and analytic data
14
Regional Small Business Manager Resume Examples & Samples
- Strategic liaison for Business Banking and Consumer Banking; ensuring consistent communication with Regional and Market Directors
- Represent the Small Business Segment at all Business Banking & Consumer Banking Region Executive & Market Business Reviews
- Support the Consumer Banking Region and Market Directors, and National Sales by driving a consistent and successful end-to-end execution of small business strategy within multiple regions
- Drive and influence partnership between the Business Banking and Consumer Banking leadership teams; using key performance metrics (i.e. NAO errors, Digital Adoption & customer penetration metrics, Deposit, Credit and Cash Management Growth) in order to foster common goals that promote teamwork
- Identify key Small Business performance trends, with an emphasis on Digital Adoption for branch business customers within the Region and Markets, and appropriately provide feedback and recommendations to Consumer and BB Regional and Market Managers on a regular basis
- Lead person for all escalations related to the New Account Opening process and Small Business Client Experience; ensure escalations are monitored and responded to promptly. Partner with the Region’s Operations Manager to understand and address common errors and escalate as appropriate
- Support the ongoing Small Business Specialist identification process and day-to-day operations of Small Business Banking within your Regions; including recommended Small Business Specialist coverage and maintaining the small business training requirements of the Region’s Small Business Specialist population
- Ensure that all Small Business Specialist training and skill building workshops are relevant and address the specific needs of all bankers within the regions
- 10+ years experience in Banking industry
- Proven success and experience in Business and/or Consumer Banking (e.g., Business Banking Area Manager, Consumer District Manager, Small Business FSM)
- Expert knowledge of branch operations, roles & responsibilities, sales structure, and product/service offerings
- Ability to interact with Executive Leaders across LOBs and clearly articulate strategy, issues, and solutions
- Strong communication skills - ability to communicate across multiple organization levels and develop and deliver effective messages and presentations with an executive presence
- Ability to identify key trends and issues, and propose ideas/solutions for further enhancement
15
Senior Manager Small Business Credit Review Resume Examples & Samples
- Proactively identify opportunities to improve Annual Review efficiency in International Banking and Canada through analytics, assessment of end-to-end processes, understanding of local particularities (e.g. regulation, products, systems, etc.) and familiarity with credit policy and process
- Develop enhanced Credit Review programs using industry best practices and leveraging customer performance information from internal systems and credit Bureaus in order to better assess the customer risk levels, reduce the need and frequency of manual reviews, implement an automated continuous monitoring of the portfolio, and produce periodic reports to be used for credit review and portfolio management
- Work with business partners in the design and creation of end-to-end process workflows and integration solutions to allow the implementation of the streamlined Credit Reviews, enhance efficiency of the process and reduce overall costs and timing requirements for the Bank
- Identify and implement systems and platforms to increase operational efficiencies related to the run of the Credit Review models, distribution of reports and monitoring of results
- Develop, maintain and communicate to management and stakeholders detailed project plans for Credit Review implementation projects to ensure all requirements and objectives are achieved
- Interact with and support cross functional and multi-country credit risk teams by demonstrating sound understanding of credit reviews policies and workflows; possess excellent project management skills, strong interpersonal and communication skills,
- Ensure that management is kept informed of all unresolved issues, areas of concern and any deviations from plans through timely and well documented reporting/communication
- Represent Global Small Business Risk in all Credit Review initiatives
- A minimum of five years of experience with a world class organization in the risk management field, with a proven track record of success in leading and implementing change in the financial services sector via the implementation of tools and processes
- Subject matter expert on credit review policies and industry best practices
- Superior understanding of the end-to-end credit review process that involves various groups (GRM, Banking, LUC, LSU, etc.)
- Expert knowledge of risk management best practices from a global perspective, particularly Latin/Central America, the Caribbean and Canada
- Very strong knowledge of Retail and/or Small Business products and business practices
- Strong communication, leadership and negotiation skills necessary to influence change
- Strong project management skills to prioritize, manage and implement a variety of competing initiatives, on a concurrent or staggered basis
- Knowledge of the Canadian and International Bank’s Small Business or Retail systems and project management methodologies is a plus
- Ability to communicate effectively in English. Fluency in Spanish is a major asset
16
Small Business Credit Scoring Manager Resume Examples & Samples
- Lead the organization though a multi-year transition for business-purpose loans up to $1MM, from subjective, Commercial Basel lending methodologies to streamlined, score-based Retail Basel treatment approaches
- Contribute to the identification of the technology requirements for automating loan account management processes for small commercial loans
- Contribute to the identification of the technology requirements for implementing the small Commercial capital model within the bank’s suite of systems
- Building internal support among LOB leaders and providing appropriate and persuasive quantitative support for multi-year transition
- Select, validate, implement, monitor, maintain, upgrade and expand use of all credit scoring models used for business-purpose loans at BMO Harris
- Deliver full range of loan portfolio management reporting and analysis, including vintage reporting. Work with lines of business to ensure that all credit performance metrics are within tolerance
- Deliver a full range of scorecard management reporting and analysis, including reporting of overrides and exceptions. Work with LOBs to ensure that all scorecard metrics are within tolerance
- Provide training in use of scoring models to all users
- Ensure that Model Risk Vetting policies are followed. Ensure that OCC regulations and guidance on model management are followed to support the effective development of credit scoring methodology
- Partner with Technology to implement scoring models and decision trees
- Act as SME on credit scoring and overall lending data in various projects and strategic initiatives throughout the Bank
- Partner with other areas of P&C US Headquarters as needed to provide data analysis, support and other assistance
- Knowledge/Credentials
17
Manager, Small Business Resume Examples & Samples
- Provide business analytic strength to help drive initiatives critical to ongoing growth at market and regional levels
- Drive overall operational efficiency across sales and business operations
- Provide mentorship, guidance and career development to the growing team
- Establish team goals and work with direct reports on strategies for executing, measuring progress and sharing results
18
Small Business Manager Resume Examples & Samples
- Specialisation in sales
- Extensive relationship management skills
- Extensive time management skills
19
Small Business Country Partner Manager Resume Examples & Samples
- Become an expert in Facebook’s solutions for businesses of all sizes and adapt recommendations quickly to suit varying partner needs
- Grow revenue, educate and lead strategic conversations with large, complex partners and agencies
- Work directly with agencies to improve the performance of their client’s Facebook Pages and advertising campaigns
- Demonstrate expertise in all matters relevant to your book of business, market or industry, including escalation and troubleshooting to resolve client issues
- Gather partner feedback to enhance current and future ad products
- Work cross-functionally within sales and other Facebook organizations to drive revenue and increase customer satisfaction through our partners
- Help drive the team’s sales strategy, operational efficiency and knowledge sharing initiatives
- Identify impactful opportunities and influence internal key stakeholders through use of data, analytics, and understanding of the market/business
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Manager, Small & Medium Business Resume Examples & Samples
- Represent Facebook externally with press, media and on speaking events
- Lead a high-performing team of Account Managers working directly with key accounts
- Driving problem solving, critical thinking, analytical and technical capabilities which will enable the department to develop deeper, more scalable solutions
- Support and lead strategic programs to grow our business through reactive and proactive service initiatives
- Work directly with cross-functional teams to increase and sustain SMB growth within the EMEA region
- Scale efforts by capitalizing on opportunities for increased effectiveness and efficiency by driving key automation and productivity initiatives
- Identify actionable insights, suggest recommendations, and influence team strategy through effective communication
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Small Business Banking Team Manager Resume Examples & Samples
- Manages and directs a team of Small Business RM's in order to attain the defined goals of a relationship scorecard. Provides tactical coaching on achieving defined goals
- Responsible and administering human resources activities, including hiring, terminations, performance management, promotes sales and service culture through coaching, guidance and staff motivation
- In addition to managerial duties, the position will be the primary contact for a portfolio of business banking clients. Focuses on client retention and growth by providing consultative advice and solutions to enhance and expand the client's entire banking relationship including deposits, loans, cash management, capital markets, wealth management, equipment leasing and trade finance
- Understands client's business practices and interprets the operational risk to the bank. Reviews client's accounts and is responsible for approving operational risks associated with the relationship; including NSF/OD's, fees and transaction items for their entire team
- Maintains and applies a thorough understanding of the Bank's credit policy, client eligibility and all necessary business practices to ensure the submission of accurate and complete loan packages. Works closely with underwriting teams to analyze and structure new credit requests, renewals and annual reviews. Obtains financial statements, tax returns and other credit information. Interviews loan applicants to interpret information regarding their business needs, earnings and repayment abilities to assist in determining if a loan is an acceptable risk
- Attains an understanding of client's objectives and strategies. Maintains a thorough understanding of business operating cycles
- Generates new business to the Bank through referrals from the assigned portfolio
- Bachelor’s Degree in Business Admin, Finance or Accounting
- Years of functional/professional experience: 5+
- Years of supervisory or managerial experience: 1+ preferred
- Good knowledge of bank systems preferred
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Area Manager, Small Business Banking Resume Examples & Samples
- Proven ability in achieving results through relationship sales and customer delivery
- Experience in developing revenue strategies to grow the business in a business lending or credit environment
- Proven depth of experience in leading, coaching, inspiring and developing relationship or sales team
- High level negotiation skills and the ability in influence positively
- Ability to think creatively along with effective self-management skills
- Ability to work independently, and also as a member of a high performing team which is extremely collaborative
- Working experience as a branch manager (managing a large team), or an experienced relationship manager who has managed large teams are preferred
- Strong preference for the candidate to be based in the market
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Small Business Client Manager Resume Examples & Samples
- Fundamental knowledge in Business Banking credit,
- 2 to 5 years of business banking experience and treasury
- Commercial Credit or Treasury/Cash Management
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Area Manager, Small Business Banking Resume Examples & Samples
- Experience in developing revenue strategies to grow the business in a business lending/credit environment
- Proven depth of experience in leading, coaching, inspiring and developing relationship / sales team
- Working experience as a branch manager (managing a large team), or an experienced relationship manager who has managed large teams in the past are preferred
- Strong preference for candidate to be based in market- South Coast NSW
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General Manager Small Business Card Resume Examples & Samples
- Small Business Card Strategy, Product and P&L
- Critical firm wide initiatives impacting Business card such as Small Business Next Generation and Chase Business Online
- Brand, Marketing and Client facing events supporting Ink and Chase for Business businesses
- Bachelors Degree required; Advanced degree is desirable
- 15+ years experience managing a P&L and business services organization from a general management perspective
- Marketing to and servicing the small business or business to business segment preferred
- Client delivery experience preferred
- Strong leadership skills with proven ability to influence change and communicate with diverse stakeholders
- Proven ability to lead across a matrixed environment – especially across multiple businesses
- Proven track record of managing a robust risk and control environment, leveraging risk and control partners along with strong processes and policies
- Strong written and oral communication skills including public speaking
- Strong relationship builder and highly collaborative
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Manager, Emerging, Small & Medium Business Resume Examples & Samples
- Supporting direct reports by participating and leading in client and prospect meetings or engaging other corporate resources as required
- Ongoing mentoring and development of sales team which includes recruiting, hiring and training new Reps on the Salesforce.com sales process
- Reporting on sales activity and forecast to senior sales management
- 7+ years of software sales experience in an individual contributor and management role, including 3+ years sales management experience
- Fluency both spoken and written in Spanish and/or Portuguese. Both preferred
- Excellent presentation and listening skills
- Must be able to thrive in a very fast paced environment
- Ability to hire and train new sales representatives
- Related Bachelors degree
- Working knowledge of the CRM space. Salesforce, the Customer Success Platform and world's #1 CRM, empowers companies to connect with their customers in a whole new way. The company was founded on three disruptive ideas: a new technology model in cloud computing, a pay-as-you-go business model, and a new integrated corporate philanthropy model. These founding principles have taken our company to great heights, including being named one of Forbes's "World's Most Innovative Company" five years in a row and one of Fortune's "100 Best Companies to Work For" eight years in a row. We are the fastest growing of the top 10 enterprise software companies, and this level of growth equals incredible opportunities to grow a career at Salesforce. Together, with our whole Ohana (Hawaiian for "family") made up of our employees, customers, partners and communities, we are working to improve the state of the world
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Manager, Small Business Service Rep Team Resume Examples & Samples
- Effective and demonstrated problem solving skills sufficient to address client and operational issues in a timely and effective manner
- Developed time and self-management skills
- Knowledge of Call Centre applications such as; Right Fax, Service Centre, Verint an asset
- Ability to translate complex content into action, both verbally and written
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Manager Small Business Resume Examples & Samples
- Manage the sales teams within a defined territory/region(s). Focus on selling diverse products to businesses while maximizing recurring revenue contribution and profitable installation dollars
- Mentor, develop, motivate and coach Sales Representatives. Develop team for success by regularly communicating results and job expectations. Develop performance metrics for sales teams and monitor results
- Provide performance feedback and recommendations to improve effectiveness. Conduct annual performance reviews/appraisals
- Formulate organic self-generated lead programs and train representatives in working closely with defined GOLD promoters that will enhance self-generation contribution
- Regularly participate in ride-alongs and monitor progress of new and existing representatives
- Hold regular sales meetings with Sales Representatives (minimally, on weekly basis)
- Interacts with all levels - from executives to installers - while engaged in problem solving and situations that require conflict resolution
- 3 to 5 years proven previous sales/sales supervisory experience
- Has a proven successful track record in consumer/residential sales or related industries working with large accounts
- Successfully developed a professional business team
- Is a passionate leader with a strong presence and recognition within a local community
- Valid driving license with clean driving record is required
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Small Business Group Manager Resume Examples & Samples
- Ensure the 5/3/1 Mark's Commercial strategic plan is implemented and executed for the Small Business Group
- Ensure Regional Sales Managers (RSMs) 1 year tactical plan is supported and executed by appropriate Small Business Group Team members
- Set clear and measureable annual and quarterly sales and Key Performance Activity targets for Small Business Group Sales Representatives
- Provide ongoing 1:1 coaching to help team members achieve the quarterly and yearly budget sales as well as expense targets
- Review all new hire performance at the 30-60-90 day intervals
- Support internal and external sales force by building profiling database
- Review the monthly “Exposure” and “Pipeline” reports with the Team Leaders to determine if any action is required with an SBG whose sales deficiency requires action
- Meet with the team members to review their performance on a quarterly basis and initiate any action if required
- Support all national sales initiatives and campaigns
- Coordinate the Bi-weekly inside sales meetings; review successes and planned actions for the next 2 weeks
- Provide communication of current events to keep staff well informed
- Recognize top sales performers and share success stories
- Provide daily guidance and coaching to SBG on bulk order pricing/embellishments and write-offs
- Deal with and resolve customer complaints that are escalated
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Lending Solutions Manager Small Business Resume Examples & Samples
- Adjudicate Retail credit requests efficiently and at an acceptable level of risk and return
- Provide high quality advice and counsel to Branch partners
- Contribute to the achievement of the National Adjudication Centre of Expertise and Branch objectives. Centre is located in Mississauga
- Demonstrated skills in financial analysis and risk assessment, using common credit evaluation frameworks (such as the five C’s) to determine credit worthiness
- Comprehensive knowledge of Small Business products, lending policies, procedures and practices
- Thorough knowledge of policies and procedures for Privacy, KYC, AML and security documents
- General knowledge of local and cross-country business news to help inform credit decisions
- Minimum of 6-10 years of relevant credit/banking/adjudication experience
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Small Business Manager Resume Examples & Samples
- Requires a Bachelors Degree in Business, Finance, Marketing or a related field
- 6+ years of business development in the banking industry, small business lending, sales or other directly related experience
- Some managerial experience required
- A combination of education and experience may meet job requirements
- Requires a considerable working knowledge of business development, sales, banking and SBA lending and bank products
- Must have strong interpersonal relationship skills
- Ability to work with various bank departments, management and clients to build strong relationships
- Ability to mentor, develop and lead a sales team
- Must have strong sales and management skills
- Exceptional organizational, problem resolution and communications skills, both verbal and written
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Manager, Small Business Market Resume Examples & Samples
- Strong and proven knowledge of sales process
- Experience in prospect outbound calling
- Proven leadership, coaching and motivation abilities
- Results oriented and analytically minded
- Strong problem solving expertise
- Excellent time management and prioritization skills
- Ability to work effectively either independently or as a team
- Knowledge of Salesforce.com tool for funnel management
- Proven ethical values
- Excellent oral and written communication. Bilingual applicants required
- One year call centre experience
- Post secondary degree
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Credit Manager, Small Business Credit Centre Resume Examples & Samples
- Optimize credit opportunities by assisting partners in adjudicating, structuring, packaging and authorizing credits
- Protect the interests of the Bank by ensuring credit is being adjudicated in accordance with assigned discretionary limits and established guidelines
- Escalate with recommendation those credit applications that exceed discretionary limits and established guidelines
- Strong credit acumen- Subject Matter Expert with knowledge of credit adjudication and analysis
- Strong knowledge of various Adjudication platforms
- Advanced knowledge of products, end-to-end processes and systems
- Ability to identify and investigate non-standard operational / reporting / process issues
- Moderate to High level of complexity in operational / reporting / process and/or analysis
- Moderate to High credit limit authorization required for credit adjudication
- Experience in adjudication of complex credit applications involving multiple step transactions / processes / activities that may involve numerous systems and range in complexity from medium to high
- Ability to identify and investigate non-standard operational / reporting / process issue
- Ability to provide training to others on best practices, processes, etc. as well as guide mentor other team members for the completion of business
- Previous adjudication experience, strong credit acumen and has experience holding credit limits in a previous role
- Experience in an exception lending environment
- Above average analytical skills, strong aptitude for problem solving, organization and planning
- Proven ability to deliver on Customer Experience goals
- Strong aptitude for risk
- Business Intelligence
- Organized, detail oriented and ability to multi task effectively
- Research
- Negotiation Skills
- Effective Communication
- Computer Skills
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Small Business Manager Resume Examples & Samples
- Implement and administer sales programs in residential consumer markets to maximize profitable opportunities
- Work closely with local ADT installation management to ensure effective completion while maximizing customer satisfaction and profitability
- Participate in recruiting activities to select and hire new Sales Representatives, as required
- Ensure adherence to current ADT policies, procedures, products, programs, pricing, budget, technologies and services through timely communications
- Model and champion ADT values. Create a safe environment for the discussion and resolution of values-related issues and concerns
- Demonstrated success in handling high dollar sales transactions and large bids
- Effectively educated consumers on products and services and success in consultative selling
- May be required to drive to work locations in the assigned territory, requiring 50-60% local travel
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Senior Manager Business Risk Optimization Small Business Banking Resume Examples & Samples
- Leading a team without authority to ensure appropriate communication, delegation and project resource support is in place to effectively deliver on key initiatives
- Continuously acquire and enhance knowledge of business/product strategies, competitive practices, market insights, risk management and other policies, technical processes and analytical tools/methodologies in order to best provide business solutions to all key constituents
- Analysis is contingent upon excellent understanding and knowledge of profit drivers, Small Business products and a comprehensive understanding of risk management principles and policies
- The role requires a high degree of collaboration across wide ranging groups and experience partnering with business owners to drive strategies
- Excellent strategic thinking, organizational, influencing and story-telling skills are critical for success
- Strong influencing, leadership, project and change management skills
- Excellent delivery capabilities, with the ability to develop and implement a project/initiative from beginning to end
- Strong visionary and planning capability with the ability to manage multiple initiatives on the go
- Clear understanding of competitive Small Business market place and environment
- Highly proficient in the use of excel with a strong analytics background with SAS and SQL skills highly preferred
- Strong communication skills are essential with clients, vendors and management
- 5+ years related experience in Risk Management roles
- Degree or MBA in business/commerce, analytics, finance, or economics
- Previous product area or business line experience highly preferred
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Senior Manager Business Transformation Small Business Resume Examples & Samples
- Supporting the Director, Business Transformation & Analytics, in the development and execution of short and long-term strategic initiatives and special projects
- Creating, delivering and executing business cases to support recommendations, aligned with strategic plans
- Performing and executing competitive market assessments and research to shape the external environment (customer, regulatory, economic, etc.), increase market position and generate customer value
- Supporting key initiatives with skills in process excellence, project management, facilitation, problem solving, accelerating transformation and value creation to drive toward required outcomes
- Applying his/her passion for growth, driving change and identifying areas of improvement across all disciplines and teams within the department and in the field
- Continuously improving both his/her skill set and of the team's processes to optimize the strategy development and communication, project management, stakeholder engagement and analytical support provided to the broader Small Business department and in the field
- Developing strong relationships with stakeholders at peer and Sr. Management levels
- Collaborating with various other internal or external teams across the Bank to deliver on key objectives as required
- Providing employee development opportunities for his/her direct report
- Ensuring appropriate communication, coaching, delegation and support are provided to his/her team member to effectively optimize productivity, engagement and long term development plans
- Continuously acquire and enhance knowledge of one self's business/product knowledge, competitive practices, and market insights
- Being able to thrive in ambiguous situations, demonstrating structured thinking/processes to simplify complexity
- Excellent organizational and project management skills and ability to handle multiple initiatives and prioritize effectively
- Excellent strategic thinking, organizational, influencing and strong presentation skills are critical for success
- Solid understanding of financial statements and P&L levers with the ability to drive sound business decisions based on analytics and reporting
- Clear understanding of competitive Small Business market place and environment
- Proficient in the use of all MS Office applications
- 5+ years related work experience in strategy development and execution and experience with strategic planning, business planning and/or strategy review processes
- Previous product area or business line experience preferred
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Field Engagement Manager Small Business Resume Examples & Samples
- Minimum of three years of sales, client, channel and/or business development experience
- Ability to collaborate with multiple levels within Concur and our partners to develop and communicate business plans
- Ability to lead by persuasion and influence rather than title or org chart placement
- Strong business acumen and executive communication skills
- Variety of experiences working with and for cloud-based software companies
- Demonstrated track record of working effectively cross-functionally internally and externally
- Familiarity with emerging FSI technologies and trends within fintech
- Prior experience working globally and regionally
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Small Business Group Manager Resume Examples & Samples
- Strategic Planning: Partnering with Division management to create a strategic plan for the Commercial Group and creating action plans to ensure the achievement of the plan including setting and tracking individualized goals for each team member in regards to production and revenue, and forecasting results for management based on existing pipelines
- Management of the Team: Monitoring and coaching performance of team members, ensuring that relationships are created and maintained, taking appropriate action to ensure goals are achieved (including sourcing deals personally if needed), while taking corrective actions if goals are not being achieved and leveraging expertise and knowledge to develop an outstanding team. Attracting, developing and coaching a successful sales team. Responsible for hiring, training, development, and handling of salary administration, performance reviews, and employee relations issues
- Portfolio Management/Revenue Generation: Lead and help development of the team’s network of clients and centers of influence with fresh prospects at any time in order to expand opportunities. Serves as an escalation point for any and all client relationships, addressing any issues and removing obstacles to ensure a smooth and beneficial transaction. Personally manages client relationships as needed or deemed necessary. Assist team with generating revenue, deposit gathering and fee production. Work with product partners on cross-sell efforts to deepen relationships and improve profitability
- Credit Quality: Ensuring the team is pro-actively monitoring the credit quality of their portfolios through timely financial statement gathering, monitoring client’s compliance with ongoing required reporting and properly analyzing financial information. Partnering with the credit team to recommend and take appropriate corrective actions as needed
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Small Business Channel Manager Resume Examples & Samples
- Manage Vendor Partner relationships to drive Sales & Revenue to meet or exceed targets
- Create, manage & drive all operational requirements/programs to enable Vendor Partners to be successful and remove obstacles (organization/systems/process, etc.) that inhibit closing Sales & booking new Revenue working across the organization
- Enable Vendor Partners to broaden their product expertise & Sales opportunities striving for expanded growth from all selling resources
- Traditional Sales Mgr responsibilities as well including Sales Forecasting, Pipeline Development & managing ROI of Vendor Partner resources
- Directly monitors and manages vendor partners as needed to help achieve monthly, quarterly, and annual sales results, other activity, and performance measures
- Develops and maintains effective business relationships, both cross functionally and with business and region teams and internal organizations, to ensure maximum effectiveness of the sales organization
- Ensures performance, budget, and contract execution crucial to operations
- An in-depth knowledge of the features, benefits and the ability to articulate it to Partners along with the value proposition
- Assisting Partners in broadening their product expertise and sales opportunities, striving for growth from all associated selling resources
- Manage/coordinate training of partners/staff on Product, Process, Systems, Competition, etc
- Escalation of any pricing, SLA or other operational or systems issues as needed
- Coordination of Partner access to Segment Marketing, Sales Ops, Order Entry, Provisioning, Customer Care, etc. resources as appropriate
- Dissemination of all communications and announcements to Partner, as necessary
- Driving product and promotions and programs
- Reading of all communications and maintaining a high level of knowledge on all products, programs and promotions
- Management of all sales & marketing incentive programs
- Associate’s degree or equivalent education and with 4+ years related experience
- Experience selling B2B voice/data/internet, as well as basic hosting, managed services, & cloud solutions to Small businesses
- Previous experience meeting and exceeding a monthly sales quota
- Strongly prefer experience selling and supporting within an indirect channel or vendor/partner based sales programs for Telecommunications agents, IT/Technology Organizations, Independent Software Vendors, PaaS, IaaS, VAR’s , or System Integrators
- Budget Management & Sales Forecasting experience
- Exceptional Problem-Solving, Organization, & Time Management Skills
- Exceptional Interpersonal and Communication Skills
- Presentation skills for both small and large groups
- MS Office Products (Word, Excel, PowerPoint etc.)
- Experience with internal CenturyLink products & systems a plus
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Small Business GTM Business Manager Resume Examples & Samples
- Providing guidance on marketing activities which includes vehicle testing, optimizations and best practices, and business strategy
- Producing a weekly BMS and presenting a read out of the results to the executive team
- Project management of key initiatives
- Ownership of consolidated testing / innovation road map
- Management of relationship, commitments and initiatives with partner marketing
- Identifying and implementing opportunities to streamline processes, reduce costs, simplify, improve performance, and share best practices
- Working with the global creative and production teams to facilitate regionally impactful creative and address out of process / unplanned needs based on the changing business environment
- Oversight of marcom assets to ensure message and content are flawlessly executed
- Address escalations to efficiently resolve issues across functions and teams
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Ace-lending Solutions Manager, Small Business Resume Examples & Samples
- Adjudicate Small Business credit requests efficiently and at an acceptable level of risk
- Provide high quality credit decisions and advice to Branch and Alternate Channel partners
- Meet the Bank's customer service standards
- Contribute to the achievement of ACE and Branch objectives
- Demonstrates positive change management skills
- Results and customer focused
- Demonstrated skills in financial analysis and risk assessment
- Thorough knowledge of Banking regulatory & compliance requirements as they relate to credit granting
- Effective communication skills in both French and English is preferred
- Adjudication of Small Business credit applications
- Experience with Lean Management principles and tools is an asset
- Strong skills at understanding & analyzing business financial statements
- Comprehensive knowledge of Banking Small Business products, lending policies, procedures and practices
- Knowledge and understanding of the Banking systems/applications, ie, Scotiaworx, etc
- Good level of computer skills, including keyboarding
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Small Business Segment Manager, Director Resume Examples & Samples
- Primarily focus on customer acquisition and retention programs
- Develop campaigns that support customer acquisition; gather and analyze results to optimize programs and financial contribution
- Own and maintain a customer initiative calendar that includes all cross enterprise activities as well as any initiatives that touch the customer segment
- Work with the sales team to ensure acquisition programs are supported with specific sales action plans; manage feedback process to apply insights to future acquisition activities
- Analyze and report on acquisition and customer growth trends, supported by customer profitability and profile insights. In addition, develop regular refresh of market opportunity of customer segment within our footprint
- Monitor trends and peer bank practices; recommend action plans from evaluation & synthesis of common themes impacting growth from syndicated and proprietary research
- Ensure business synergies by driving and monitoring alignment of goals, growth strategies, action plans and deliverables with other divisions
- Develops tailored solutions that are market based to better understand the needs of our customers
- Requires a minimum 7 of years of direct work experience in banking, focused on small business initiatives and building strategies in a financial services organization
- Must have direct work experience in developing and driving acquisition initiatives from start to finish, from recommendation to post-rollout measurement
- Strong analytics, strategic, and critical thinking and customer empathy are required
- Effective team work, interpersonal, and organizational skills is required
- A comprehensive understanding of customer preferences, product and project management practices needed
- Proven ability to interact and influence executive management
- Experience managing others
- Strong communications and presentation skills
- Requires computer skills (MS Word, Excel, Outlook and PowerPoint)
- High proficiency with Excel and PowerPoint required
- BA is strongly preferred. MBA is a plus
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Small Business Credit Center Manager Resume Examples & Samples
- Develop and manage a small business underwriting process that delivers a consistent and predictable pool of new and renewed loans that meets the banks defined risk tolerance levels for this business segment
- Deliver and manage a work flow process that consistently meets or exceeds service levels that are mutually agreed upon with Regional and Bank Presidents. Develop and manage key individual and departmental metrics required to achieve the desired levels of service
- Assist in developing a reporting package for SBG that at a minimum, provides information to the banks on
44
Small Business Manager Resume Examples & Samples
- Business banking exposure highly regarded but not essential
- Relevant background managing a regional portfolio (Agri-business)
- Phone-based communication experience preferred
45
Manager, GRS Small Business Centre Resume Examples & Samples
- Certified with l’Autorité des marchés financiers in 2A or 2C categories
- Proficient coaching, leading and performance management skills
- Proven customer service and relationship management skills
- Ability to build credibility and rapport with clients over the phone
- Very strong communication and presentation skills (listening, understanding, responding, written and verbal)
- Ability to develop and execute sales plans
- Excellent interpersonal, decision making and influencing skills
- Superior organizational skills and the ability to effectively follow through
- Effective change management capabilities
- Strong business etiquette
- Solid pension, investment, and retirement product/service knowledge
- Intermediate PC skills, including the use of Microsoft 2010 (Word, Powerpoint, Excel), and Lotus Notes
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Small Business Market Manager Resume Examples & Samples
- Facilitates necessary Market Training
- Collaborate with key business partners (including Cash Management, Merchant and Payroll representatives) to drive optimal levels of product/service cross-referral activity
- Ensure all required training is completed by team
- Drive sales results with emphasis on portfolio growth, new customer acquisition and credit
- Accountable for customer acquisition, client experience, cross-sell, activation, and retention
- Manage Business Banking Relationship Managers
- Provide coaching for portfolio management routines, sales process and prospecting activities
- BS degree in Business Administration, Finance or related field
- 12 - 15 years of experience in Sales and Relationship Management, Business Banking or Business lending
- Advanced knowledge of business credit underwriting
- Advanced understanding of business credit, deposit and cash management products and services
- Excellent communication, presentation and negotiation skills with individuals at all levels, internally and externally
- Extensive experience in hiring, developing and retaining a high performing sales team
- Outstanding ability to build relationships with customers and develop partnerships across business lines
- Prior Direct management experience required
- Proven ability to build, coach and motive teams to drive Small Business performance within a designated area
- Proven track record to successfully work with internal partners to identify coaching opportunities and driving consistent sales behaviors
- Provide exceptional customer service to internal and external customers, improving customer satisfaction to achieve divisional goals to significantly increase market share
- Strong PC skills, CRM a plus
- Strong coaching and leadership experience
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Small Business, Partner Manager, Singapore Resume Examples & Samples
- Work directly with advertisers and agencies to improve performance of Facebook Pages and ad campaigns
- Grow revenue through reactive and proactive initiatives
- Create collateral to educate and inform advertisers
- Gather advertiser feedback to enhance current and future ad products
- Develop solutions to optimize team workflows and improve team efficiency
- BA/BS degree with outstanding academic performance
- Strong problem solving and quantitative analytical skills, expertise in Microsoft Excel and/or SQL is a plus
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Small Business Solutions Manager Resume Examples & Samples
- Develop revenue generating small business client relationships by handling small business referrals from store network, partner and COI referrals. Includes determination of their needs and originating appropriate products and services
- Develop and maintain an in-depth knowledge of small business products and services as well as knowledge of competitors and competitive products. Proactively promotes and cross markets all bank products and services, including cash management/treasury services
- Develop a comprehensive understanding of client’s needs, based on the review and analysis of personal and small business financial data gathered through meetings and relationship reviews as requested by the store
- Perform small business loan renewals for loans over $50,000
- Facilitate small business credit requests from the online channel and other referral sources (example: loan by phone)
- Perform outbound telephone calling to small business prospects and customers as assigned
- Partner consistently with other internal business partners to uncover opportunities to attract new or deepen the client relationships
- Participates with local community organizations and local stores to maximize networking and relationship building opportunities in your home area
- Participates with management to plan business development opportunities (online and in market)
- Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. Follows all Bank policies and procedures, compliance regulations, and completes all required annual required or job-specific training. May be asked to coach, mentor, or train others and teach coursework as subject matter expert. Actively learns, demonstrates, and fosters the Umpqua corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate. Embraces our vision to become "The World's Greatest Bank."
- May perform other duties as assigned
- Bachelor’s degree in business or related field preferred
- Valid Driver’s License required
- 5-8 years of relevant retail banking experience or equivalent required
- Up to 5 years of relevant commercial or small business lending experience required
- Proven strong relationship management abilities, analytical and problem solving skills, strong sales skills and credit analysis skills
- Experience managing and developing relationships and ability to build those relationships
- Extensive knowledge of and experience in cash management/treasury management services and solutions
- Advanced knowledge of small business and other credit products and services that result in successfully capitalizing on all opportunities to offer the Bank’s products
- Proven track record of success and skills in developing new clients and business, including prospecting, sourcing and networking
- Advanced knowledge of business credit policies, procedures, practices, documentation and structuring small business credits, including accounting, financial statement and cash flow analysis
- Proficient with personal computer and related software packages such as Word and Excel and loan origination systems
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Small Business Client Manager Resume Examples & Samples
- Excellent phone skills and experience with phone based sales (preferred)
- Excellent sales process skills: Call preparation, execution, follow up
- Consultative sales experience (advisory vs. product sales)
- Ability to multitask and handle multiple bank systems/platforms simultaneously; Interact, Navigator, Salesforce, GUS
- Bachelor's degree in Business Administration or Finance
- Understanding of how Bank of America core systems work (credit, deposits and treasury)
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Small Business Market Manager Resume Examples & Samples
- Minimum of 3 - 5 years of sales management and coaching experience in a fast-paced, consultative sales environment within financial services
- Experience managing 18, B2B sales people
- Recognized consistently as a high-energy, positive change agent who leads by example and delivers results
- Strong financial acumen, strategic thinking skills, and client-centric perspective
- Strong, practical sales experience selling financial services solutions
- Proven leader, performance manager, coach, and business operator
- Experience with commercial lending and cash management solutions, including core treasury, liquidity, merchant and foreign exchange
- Experience with phone-based consultative sales
- Deep understanding of the Client Management Process
- Strong knowledge of Business Banking preferred; consumer/retail banking, wealth management a plus
- Voracious learner, self-starter, motivated, passionate, career-oriented, and committed to results
- Works well with both team and peers in a site environment as well as with teammates across a large geography
- Experience with wealth management for small business owners, or experience as a small business owner
- BA or BS, preferably in finance or economics
- Masters; MBA
- CFP; formerly securities and/or Insurance licensed
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Small Business Credit Performance Manager Resume Examples & Samples
- 6+ years of experience in financial analysis, structuring, (commercial, small business, business banking) underwriting and portfolio management
- Fundamental knowledge of commercial lending, business credit, deposit and/or treasury products (Bank of America product knowledge preferred)
- Strong analytical/technical skills- including financial accounting, modeling and loan structuring
- Excellent communication skills - written and verbal; able to influence/challenge and negotiate to keep all parties engaged in the process; hold others accountable without direct supervision
- Advanced Microsoft Office abilities
- If located outside Westerville, Ohio –will require 1 week in Westerville Ohio main office every month
- Quarterly market travel with partners
- Prefer someone with prior experience working with Practice Solutions (Dental and Veterinary and Medical) clients