Brad Smitek
- Role
- Business Deposit Products Strategy and Revenue Manager at Truist
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Brad Smitek
Currently work as a Vice President & Business Deposit Products Strategy and Revenue…
Experience
Business Deposit Products Strategy and Revenue Manager
Sep 2022 — Present · Charlotte, NC, US
Managed multiple Commercial product lines which includes Commercial Interest, Public Funds MRS and Business Money Market • Involved in creating and communicating the Rising Rate Strategy for all Commercial Community Bank (CCB) products • Led the efforts to review the account analysis revenue management and forecast for all CCB • Oversaw the Annual Pricing Event for CCB to ensure appropriate pricing for all CCB products • Updated and maintained current monthly reporting metrics to Portfolio Leaders and Regional Managers • Presented on behalf of CCB the Quarterly Product Review and Current Deposit Initiatives to Truist teammates • Created a database that identifies large outflow trends per client which led to a decrease of 10% in lost clients • Used Access to create monthly presentations to executive leadership team to show current trends in CCB • Created Forecast file for all CCB product lines and worked with multiple partners to ensure accurate forecasting for up to 5 years • Trained multiple teammates to improve their Microsoft Excel and Access skills
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