Nancy Williams
Temecula
Summary
Accomplished VP, Sr Business Banker and Branch Manager with a proven track record in business development and team leadership. At Banner Bank, I spearheaded initiatives that significantly enhanced client capital acquisition and fostered a culture of professional growth. Expert in relationship building and critical thinking, I consistently exceed sales targets through innovative strategies and effective sales calling.
Overview
27
27
years of professional experience
Work History
VP, Sr Business Banker
Banner Bank
07.2022 - Current
- Provided expert guidance on business financing options, helping clients secure necessary capital for growth.
- Coordinated with various departments to ensure seamless delivery of banking services across all channels.
- Led training sessions for junior bankers, fostering a culture of continuous learning and professional development.
- Developed customized lending solutions to meet the unique needs of small businesses and entrepreneurs.
Business Performance Advisor
Insperity
05.2021 - 07.2022
- Set and achieved company defined sales goals.
- Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
- Maintained up-to-date knowledge of industry trends for informed decision-making during client interactions.
VP, Branch Manager
Union Bank
07.1998 - 08.2020
- Increased sales revenue by developing and implementing effective sales strategies.
- Built long-lasting client relationships through excellent customer service and consistent followups.
- Led a successful sales team by providing motivational coaching and performance-based incentives.
- Organized regular sales meetings to review progress, share best practices, and set achievable targets for continued success.
- Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
Education
Bachelor of Science - English
Portland State University
PortlandGraduate Level Banking Course Work -
Pacific Coast Banking School
SeattleSkills
- Team leadership
- Relationship building
- Decision-making
- Critical thinking
- Business development
- Results-driven
Timeline
VP, Sr Business Banker
Banner Bank
07.2022 - Current
Business Performance Advisor
Insperity
05.2021 - 07.2022
VP, Branch Manager
Union Bank
07.1998 - 08.2020
Bachelor of Science - English
Portland State University
Graduate Level Banking Course Work -
Pacific Coast Banking School
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