Dan Nelson
Business Banker | Connector | Client Focused | Experienced
- Role
- Senior Business Banking Relationship Manager at Chase
- Location
- Fort Lauderdale, FL, US
- LinkedIn followers
- 500 followers
About Dan Nelson
Work Cell:(754) Service Team:(877) does a banker get so frustrated within his own industry that he is ready to toss aside his entire career?Don\'t get me wrong, I loved my customers, my team, and my community, it’s just that being perceived as “just another banker” in town was infuriating. My customers had a different banking experience, I knew they did, but the message wasn’t getting out the front door.So, I dedicated myself to figuring it out. After extensive research with books, blogs, podcasts, seminars, lectures, clients, coaches, mentors, etc, etc, etc, I quickly realized something important. The reason everyone saw me as “just another banker,” was because I was sounding like “Just another banker”.That’s when I asked my customers what they loved about working with me. They appreciated that I built needs-based relationships, centered entirely around determining and understanding what they were about. In other words, my best customers felt like I “GOT” them, and gave them better solutions as a result. By understanding this process, I was able to communicate my REAL VALUE in language that helps the customer FEEL important, and have CONFIDENCE I was making a difference for their business. The philosophy is not a “one-size-fits all” approach but rather is tailored to offer unique and creative solutions to the clients’ needs.These ideas of dedication and understanding carry through to my community as well; networking and volunteering with local schools, government entities, small business and non-profit groups is rewarding and continues to be one of the ways I can give back to the community, connect with others and share who I am and what I do.Let\'s connect:There are so many things about you that I would love to know, feel free to start a conversation. I build relationships with people by using my experience and resources to take a personal stake in their business challenges. If we are not already CONNECTED, send me a request and let’s set up a 15 minute Virtual Coffee to learn more about each other.It will be the best part of my day.Chase - Business Banking200 S. Pine Island Road, Suite 102Plantation, FL Key Words:#bankingindustry #banking #business #businessbanking #cash #cashflow #cashmanagement #commercialbanking #commercialfinance #cre #economics #economy #entrepreneur #equipment #finance #linesofcredit #investing #investmentproperties #investmentproperty #loans #merchantservices #money #networking #realestate #realestateinvestor #sba #smallbusiness #treasurymanagement
Experience
Senior Business Banking Relationship Manager
Sep 2023 — Present · Fort Lauderdale, FL, US
Business Relationship Manager with a focus on New Client Acquisition (ACQ)Serving businesses from $5MM -$50MM+Lending ranging up to $20MM+Personal Skills: Marketing • Sales • Financial Services • Customer Relationship Management (CRM) • LeadershipBusiness Skills: Commercial Lending · Relationship Management · Cash Management · Lines Of Credit · Banking · Commercial Banking · Credit · Loans · Small Business Lending · Treasury Management
Education
Bakersfield College
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
1995 — 1997
University of La Verne
Bachelor of Science - BS, Business Administration
2000 — 2004
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