Elmer James Zimmerman IV

• I manage a diverse portfolio of 250 high value business customers across various industries, demonstrating adaptability and versatility in addressing distinct financial requirements.
• Strengthened client relationships by providing personalized financial solutions and expert advice.
• Improved portfolio performance by monitoring risk factors and conducting periodic reviews.
• Collaborated with credit analysts to expedite loan approvals, ensuring timely access to funds for clients.
• Provided training and mentorship to junior team members, contributing to their professional growth in the field of business banking.

• Managed a large portfolio of high-revenue SMB accounts where I conducted meetings to discuss current financial products and strategic financial planning
• Achieved over 90% on customer satisfaction surveys and 150% on quarterly sales goals
• Upsold additional lending products and cross-sold peripheral products including cards, international payments, and AP automation
• Created analytical framework for identifying and developing financial growth opportunities helping customers grow on average 12%

• Managed portfolio of customers in the mid market space acting as main point of contact
• Assisted customers with onboarding and product setup to foster successful adoption and usage.
• Created customer support strategies to increase customer retention.
• Collaborated with internal partners to cross sell and upsell additional products
• Conducted periodic user training sessions to support customer understanding and product feature utilization.

• Evaluated customer needs and proposed specific benefits options that aligned with the company's business goals
• Completed evaluations of providers to check service options and coverage plans against competitors
• Effectively delivered value proposition leading the team with a30% conversion rate hitting an average of112% to goal
• Walked customers through theinsurance integration platform to maximize organizational benefits and maximize customer retention

• Managed relationships with 25+ high-net-worth business customers in assigned portfolio and self-generated accounts
• Leveraged networking meetings and COI's to generate new accounts, bringing in averaging of 125% to goal in deposit dollars
• Attended local gatherings and networking events as a bank representative to establish community relations and generate potential customer leads
• Consistently achieved in the top 5% of business bankers bringing in an average of 100k in loans per month with an average customer satisfaction score of over 90%