Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
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Robert  Gearing

Robert Gearing

Ontario

Summary

Business Development and Relationship Management professional with experience driving revenue growth, managing client portfolios, and developing strategic partnerships within financial services. Proven ability to generate leads, manage sales pipelines, conduct consultative presentations, and collaborate cross-functionally to close opportunities. Experienced in CRM systems, outbound prospecting, and account development.

Overview

8
8
years of professional experience
1
1
Certification

Work History

MSR V

SchoolsFirst FCU
06.2025 - Current
  • Serve as a trusted advisor specifically supporting 450 school districts in the state of California with personalized account management, loan solutions, investment options, and financial education
  • Provide expert guidance on credit union products tailored to educators' unique needs, including retirement planning and education loans
  • Handle complex transactions and resolve escalated Member inquiries with professionalism and compliance
  • Mentor junior team members to enhance branch service delivery and compliance adherence
  • Lead financial literacy workshops and campaigns targeted at school employees to improve financial wellness
  • Lead meetings with educations on school campuses
  • Consistently exceed sales, referrals, and Member satisfaction goals through consultative relationship management

MSR III

SchoolsFirst FCU
08.2022 - 06.2025
  • Manage Portfolio of Member accounts, identifying cross-sell and upsell opportunities to drive product adoption and revenue growth
  • Conduct proactive outreach via phone and email to develop pipeline opportunities and increase engagement
  • Educate clients on financial products, delivering consultative presentations tailored to client needs
  • Owned opportunities from initial inquiries through application processing and funding coordination
  • Collaborate with Partners (Autoland, Mortgage, IT, Financial Advisors) to advance deals and close solutions
  • Utilize CRM systems to track interactions, manage pipeline visibility, and document sales activity
  • Support with branch growth initiatives and contribute to team performance goals
  • Assist with onboarding and training initiatives to enhance product knowledge across team members

Relationship Manager II

NuVision Federal Credit Union
07.2021 - 08.2022
  • Developed and maintained strategic client relationships to drive long- term retention and product expansion
  • Generated new business through outbound calling and follow- up campaigns
  • Conducted financial needs assessments and recommended tailored solutions
  • Coordinated cross-functional support to resolve client concerns and advance opportunities
  • Managed daily account activities while balancing strategic planning and sales execution
  • Represented the credit union at community engagement events to promote services and increase brand awareness

Customer Service Representative

Wells Fargo
06.2018 - 08.2021
  • Delivered consultative sales presentations on banking and lending products
  • Processed and guided loan applications through approval stages
  • Maintained compliance while managing high volume transactional activity
  • Built strategic financial plans for client based on individual goals
  • Partnered with mortgage and lending officers to structure customer solutions
  • Leveraged internal systems to track customer engagement and sales performance

Education

Business Management Degree In Sales And Marketing

DeVry University
Chicago, IL
06-2024

Business Essentials Certificate In Finance

DeVry University
Chicago, IL
06-2023

Skills

  • Business Development
  • Pipeline Management
  • CRM Systems
  • Outbound Prospecting
  • Lead Generation
  • Sales Presentation
  • Account Planning
  • Cross-Functional Collaboration
  • Microsoft Office (Excel, Word, Outlook, and PowerPoint)
  • Valid US Drivers License

Certification

  • Public Notary for the state of CA (2024-Current)

Languages

English
Full Professional

Timeline

MSR V

SchoolsFirst FCU
06.2025 - Current

MSR III

SchoolsFirst FCU
08.2022 - 06.2025

Relationship Manager II

NuVision Federal Credit Union
07.2021 - 08.2022

Customer Service Representative

Wells Fargo
06.2018 - 08.2021

Business Management Degree In Sales And Marketing

DeVry University

Business Essentials Certificate In Finance

DeVry University
Robert Gearing