Sr Commercial Relationship Manager
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Location: Alpharetta, GA, USA
University: Niagara University
Major: Business

Sr Commercial Relationship Manager

Myles Yates
Tel:xxx-xxx-xxxx xxx-xxx-xxxx Alpharetta , Georgia 30005
Wells Fargo 11/2016- Current
Commercial Banking Relationship Manager
● Organically grew portfolio to 98MM since starting. Working with companies with rev- enues from 10MM- 150MM+
● Closed 10MM in new loans in the first 6 months
● Grown deposit portfolio to 102MM
● Interviews applicants and provides information regarding the Bank’s loan policies. ● Makes decisions on loans and terms within specific lending limits.
● Holds delinquencies to a minimum by aggressively collecting past due loans.
● Transitioned over with a 3.1M Portfolio of Business Relationships.
● Manages relationships with Commercial, Corporate, and Community Banking cus- tomers.
● Grows revenue as directed by senior management.
Fifth Third Bank 09/2014-10/2016
Business Banker II
● Cross-sells the bank’s products and services to customers.
● Builds and maintains productive relationships with people throughout the organization. ● Initiated 1.1M BLOC for assistance to furnishing the Mercedes Benz Stadium.
● Built 3 million dollar pipeline with business owners, and handling their personal fi- nances.
● Exhibited financial presentations for law firms, medical offices and large corporations. ● Drafts necessary documents and agreements.
Omni Financial Group 02/2011-09/2014
Senior Account Executive
● Evaluate customer’s information to determine product services.
● Up to date on regulations to keep clients in compliance with GAAP, SEC, and SOX. ● Closing deals with Fortune 500 companies resulting in an increase of revenue.
● Knowledgeable in bank reconciliation, budgeting, forecasting, payroll, taxes, and fi- nancial statements.
● Adheres to the rules, regulations and processes set-forth by company.

Account Executive