Prepare, present, and implement annual property budgets, including capital expenditure budgets, or review, authorize, and monitor such budgets prepared by others.
January 12, 2023
Monitor, on an ongoing basis, information concerning client financial performance, condition, and industry trends to determine that any credit exposure is at an acceptable risk, and priced accordingly.
February 07, 2023
Create strong partnerships with internal colleagues, provide FINRA supervision, auditing, reporting and results for team relative to assigned financial budget.
February 22, 2023
Active and visible community and industry involvement to broaden and leverage relationship networks, referral sources and continually deepen knowledge of trends, practices, services and the competitive landscape.
March 03, 2023
Demonstrated experience in developing new and successful business initiatives and the ability to coordinate relevant services to incorporate customer programs and offerings.
April 11, 2023
Drive cross-functional alignment with sales, global marketing, social marketing, content marketing, digital marketing, 3rd party telemarketing agency, public relations, events, solution marketing, portfolio marketing and marketing operations to implement a unified go-to-market approach.
April 16, 2023
Provide Team Leads and RMs support, ongoing feedback, coaching and direction in client and prospect business development, through weekly individual sales meetings, team meetings and joint calling efforts with team members to elevate individual and team performance/results.
April 18, 2023