
Business Banking Specialist at Wells Fargo
Portland, Oregon Area

Business Banking Specialist at Wells Fargo
Portland, Oregon Area
I am a "Make it Happen Now" kind of leader. My goal is to master "Results Through Relationships!" Everything important in a profitable business is done through relationships. Strong long-term relationships come from establishing trust. I believe I can build trust instantly and then it grows from there. (Covey talks about this concept in his book "Speed of Trust.") I like to ask questions and then listen to the unique needs of my customers. When people trust me they seek my expert advice with regard to their business and especially their financial and banking needs resulting in very satisfied customers. Again, it is all about "Results Through Relationships!"
Effective Execution, Value of Teaming and Synergy, Organization Change Leader, Negotiation, Union Negotiation, Purchasing Management, Financial Analysis, Business Plans, Mission, Vision, Core Values, Theory and Reality of Leading Through Values, First Mover, Strategic Planning, Speed Networking, Professional Connector, Result's Relationship Networking
(Public Company; WFC; Financial Services industry)
September 2009 — Present (3 months)
(Privately Held; Banking industry)
February 2007 — February 2009 (2 years 1 month)
• Responsible for business and personal relationships resulting in “Raving Fan’s” with over $9 million dollars in new deposits.
• Worked cross-functionally with the commercial, real estate, and mortgage loan teams resulting in over $25 million dollars of new loans and lines of credit.
• Worked closely with the executive team on bank strategy and increasing deposits, perceived value, and customer service.
• Managed approximately 18 strategic relationships with business owners and leaders in the local community resulting in many great referrals.
(Construction industry)
August 2006 — February 2007 (7 months)
Business Development Manager for a world-wide specialty contractor
• Hired and managed 15 new craftsmen to complete new projects generated.
• Recruited and interviewed several prospective employees.
• Increased branch bids/sales by $6.2 million in the local and national regions.
• Built a new strategy for the industrial and commercial maintenance markets.
• Championed innovative strategies with the union making national in-roads.
• Implemented new strategies with successful execution.
(Construction industry)
September 1998 — July 2006 (7 years 11 months)
Business Development/Purchasing/Fleet Manager for national specialty contractor
• Increased sales from $3.8 million to over $8 million annually, bidding significantly more.
• Purchasing/Procurement of over a million dollars annually and negotiating agreements saving an average of 30% to 35% on annual spending.
• Directed and implemented strategic plan for re-creating the mission and core values.
• Responsible for purchasing, fueling, maintenance and repair of 40 vehicles.
M.B.A. , Business Leadership and Management , 2005 — 2007
B.A. Business Management and Organizational Leadership , Business Management and Leadership , 1995 — 1997
Arts and Sciences , Foundational Requirements for Business , 1992 — 1994
Watching my boys play football, Horseback riding with my favorite daughter, going to the beach with my wife!
Co-Chair for the General Advisory Committee for Evergreen and Battle Ground, WA School Districts; Mayors' and Community Leaders' Prayer Breakfast