Patrick Balque
Relationship Manager, Capital One Business Cards & Payments | Dallas, Texas
- Role
- Relationship Manager, Business Cards & Payments at Capital One
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
About Patrick Balque
Accomplished management professional with expertise in several areas of banking operations oversight and building strong client relationships, which includes development of strategic operational plans for financial institutions. A multi-faceted leader with outstanding business acumen that has demonstrated the ability to build an efficient sales team that consistently delivers exceptional, world class service. Versed in developing and implementing strategic operating and marketing plans designed to drive long-term profitability, regional operations efficiency and market share. Skilled in analyzing business needs and creating effective solutions that result in maximized efficiency and increased revenue. Possess Six Sigma management philosophy knowledge. Bilingual/conversant in Spanish Technology Project Integration U.S. Air Force Officer (Veteran) Business Lending Performance Metrics Product Cross-Selling Group 1 License Licensed Nursing Facility Administrator (LNFA)Leadership TrainingFundamentals of Six Sigma Situational Leadership and Influencing Power Certified Orientation Facilitator Check 21 Loan Solutions Small Business Community Reinvestment Act Taleo Human Resources Information Systems Code of Ethics Anti-Money Laundering Bank Secrecy Act Information Protection Money Services Business SOFTWARE KNOWLEDGE Salesforce MS Word MS Excel MS PowerPoint MS Visio Hyperion Essbase Query Tool3270 Mainframe NCR ImageMark Transaction Manager 4.2 Peregrine Incident Management Reporting. Currency Transaction Reporting Large Currency Reporting Taleo Talent Management for HR Professionals
Experience
Relationship Manager, Business Cards & Payments
Oct 2016 — Present · Dallas, TX, US
Learn about local small businesses and their purchasing needs and behavior- Analyze the small total business spend to identify additional opportunities to leverage the Spark card- Assist the business with incorporating the Spark card into their purchasing platform and bookkeeping software- Teach them that their Spark card can be the primary vehicle in their buying cycle- Reinforce the value proposition of the Spark card- Follow up on small business referrals from existing client base- Initiate and participate in educational and/or networking events- Establish relationships with Centers of Influence in order to engage with the local small business community- Drive incremental charge volume on the Spark card with both existing clients and new clients- Ability to secure appointments directly with clients and new prospects- Ability to work virtually in a fast paced environment- Compliant in all client activities and follow up through use of SalesForce.com * Exceeded goal ** 20•••00% to Goal Club ** 20•••00% to Goal Club ** 20•••00% to Goal Club ** 20•••00% to Goal Club ** 20•••00% to Goal Club ** 20•••00% to Goal Club ** 2019 Purveyor of Excellence Recipient ** Recognized during 2019 National Meeting for Outstanding Customer Engagement and Relationship Building
Education
Liberty University
Doctor of Strategic Leadership - DSL, Executive Leadership and Business, General (in progress)
Midwestern State University
Masters, Public Administration
St Philip's College
Nursing Home Administration
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