Robert Thomas

About Robert Thomas

My professional career has been in the Banking Industry for the past 30 years. I have held roles in virtually every facet of Retail and Commerical Banking from the Teller Line to Senior Management. I have experience in starting two Banks, establishing vendors, creating new business sources, business development, sales management, commercial and consumer lending, credit management, loan committees and special projects. These positions have given me a 360 degree view as to relationship management and prospect and customer development. Specialties: Bank Management, Sales/ Marketing, Team Building/Training, Prospect Development, Lending and Credit Administration Experience, Product Management, Vendor Relationship Management, Client Strategic Planning, Outbound Servicing Strategy, Presentations, Regulatory Compliance and Client Problem Solving.

Experience

1. Market Executive - Charlotte Area

   Allegacy Financial

   Dec 2023 — Present · Charlotte, NC, US

Education

• Lees-McRae College

  N/A, General Studies

  1976 — 1978

• Myers Park High School

  HS

  1973 — 1976

• Appalachian State University

  BS, History/Business

  1978 — 1981

Skills

• Retail Banking
• Team Building
• Refinance
• Cross Selling
• Commercial Banking
• Executive Management
• Mortgage Banking
• Networking
• Residential Mortgages
• Banking
• Credit
• Management
• Risk Management
• Loan Origination
• Consumer Lending
• Project Management
• Commercial Lending
• Loans
• Portfolio Management
• Cash Management
• Employee Training
• Underwriting
• Credit Analysis
• Business Development
• Small Business Lending
• Creative Strategy
• Insurance
• Financial Analysis
• Mortgage Lending
• Credit Risk
• Relationship Management