Relationship Representative at Wells Fargo Financial Leasing
Des Moines, Iowa Area
Relationship Representative at Wells Fargo Financial Leasing
Des Moines, Iowa Area
(Public Company; WFC; Financial Services industry)
December 2006 — Present (3 years )
• Recipient of Outstanding Achiever Award in 2008.
• Recognized for continual efforts and position growth; promoted to Level II Relationship Rep after three years.
• Successfully Manage $300mm Commercial Vendor Relationship with annual lease volume of $25mm.
• Continually Generate Revenue by optimizing business prospects; ensure satisfaction with existing clients/sales force.
• Act as specialized business consultant to clients; Pinpoint Key Buying Influences, Build Strong Relationships w/Key Buyers and learn business models to better reach unique needs/goals of each client.
• Stayed up-to-date on pertinent information concerning prospects' past, current and future needs.
• Assist in developing project management functions from long/short-term and small/medium-sized projects up to $1mm.
• Created and Implemented a Common Sales Methodology for Sales Dept. Use and Training.
• Analyze vendor relationships and make recommendations to position new and on-going business development.
• Apply business accounting and finance principles to interpret financial statements and reports.
Masters of Business Administration (MBA) , Executive Management , 2007 — 2009
Business Administration , Business , 2000 — 2002
Seasoned Triathlete
Young Professionals Connection, Greater Des Moines Partnership, 2009 Central Iowa Regional Workforce Development Board, United Way of Central Iowa Online Giving and Social Media Team.