Teri Thomas
- Role
- Next Step Financial Wellness Relationship Manager at Regions Bank
- Location
- Baton Rouge, LA, US
- LinkedIn followers
- 500 followers
About Teri Thomas
Top National Producer in financial services with extensive experience developing and…
Experience
Next Step Financial Wellness Relationship Manager
Apr 2014 — Present
Growing deposits through the Next Step Financial Wellness Program by developing new business opportunities through outbound calling efforts. Provide advice, guidance and education in the workplace. Actively work prospect leads from relationship managers and business bankers. Responsible for outbound calls & scheduling appointments with existing business relationships and prospecting for new business through cold calling efforts. Provide relationship management with…
Skills
- Beta Testing
- Strategic Marketing
- Credit
- Commercial Banking
- Public Relations
- Relationship Management
- Loans
- Strategic Planning
- Ability to Represent Company in a Polished and Professional Manner
- Excellent Presentation Skills
- High Energy and Positive Attitude
- Financial Analysis
- Banking
- Access
- Account Management
- Business Development
- Experience Selling to or Managing Relationships with Corporate Clients
- Sales
- Ability to Coach High Quality Sales and Service Interactions
- Databases
- Human Resources
- Extensive Experience with Customer Contact and Ongoing Customer Relationships
- Retail
- Coaching
- Testing
- Management
- Strong Organizational and Time Management Skills
- Marketing Strategy
- Sales Management
- Crm
- Leadership Skills in Sales and Service Process
- Operations Management
- Portfolio Management
- Strong Business Development and Prospecting Skills
- Knowledge of Commercial and Retail Banking Products and Services
- Public Speaking
- Strong Partnership, Teamwork, Communication and Interpersonal Skills
- Customer Relationship Management
- Financial Services
- Market Analysis
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