Terrance Walton II
Atlanta
Summary
Relationship Oriented B2B sales leader with 7 plus years of progressive experience connecting businesses with solution based assets, and consulting based on B2B business models. Confident in partnering with business clients & leaders to understand their unique needs in order to advise them on innovative solutions. Track record of driving consistent revenue growth via the acquisition of new accounts and expanding current accounts. Committed to team development & contributing to life-long learning driving team success.
Overview
7
7
years of professional experience
Work History
Account & Portfolio Manager
Automotive Finance Company
10.2021 - Current
- Collaborate with cross-functional teams to gather and analyze business requirements, ensuring alignment with company culture and values
- Out-performing month to month sales goals and exceeding quarterly goals
- Proactively communicated changes in market conditions that warranted adjustments within portfolios, minimizing potential losses or missed opportunities.
- Identified and capitalized on emerging market opportunities, leading to substantial portfolio growth over time.
- Facilitated portfolio performance review and implemented new strategies.
- Streamlined reporting procedures for greater efficiency in communicating portfolio updates to clients.
- Mentored junior team members, sharing knowledge on portfolio management techniques and fostering professional development.
Customer Experience Banker & Account Representative
Huntington National Bank
09.2019 - 07.2021
- Handling day-to-day financial transactions; along with improving the functionality of customer accounts
- Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.
- Increased sales with execution of full sales cycle processing from initial lead processing through conversion and closing.
- Maintained current knowledge of evolving changes in marketplace.
- Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
- Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
- Implemented new CRM software to streamline client communication and data management, improving overall efficiency.
- Resolved client disputes professionally, contributing to enhanced brand reputation and client trust.
- Managed high-value accounts, ensuring personalized service that resulted in maintained balances and satisfied clients.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
Mobile Sales Expert
T-Mobile
03.2018 - 07.2019
- Focusing on the Un-Carrier experience to make sure our customers receive a world-class mobile service
- Completing personal and team sales goals
- Facilitated informative workshops for new mobile technology releases, increasing product knowledge among clientele.
- Developed strong rapport with customers and created positive impression of business.
- Listened to customer needs and desires to identify and recommend optimal products.
- Utilized CRM software proficiently to track customer interactions and schedule follow-ups accordingly.
- Achieved sales targets by staying updated on the latest mobile products and trends.
- Balanced multiple responsibilities simultaneously, including product demonstrations, order processing, and inventory maintenance.
- Delivered exceptional customer service for positive client experiences and repeat business.
Education
Bachelor of Arts - Business, Concentration in Management
State University of New York College At Buffalo
Buffalo, NYSkills
- Retaining & Managing existing company relationships
- Excellent analytical skills
- Logical and structured thinking
- Creative in problem solving
- Ability to read and analyze business reports
- Ability to analyze market trends
- Profitability optimization
- Portfolio lifecycle management
- Monitor and assess performance of implemented solutions
- Experienced in Salesforce
- CRM Platform
- Equity valuation
- Client relationship management
- Client interfacing
- Client relations
Awards
- Incubator Club (Small Business Development), 2016
- Directors Club, 2020 (1st & 2nd Quarter)
Personal Information
Title: Relationship Specialist | Sales & Account Management
Timeline
Account & Portfolio Manager
Automotive Finance Company
10.2021 - Current
Customer Experience Banker & Account Representative
Huntington National Bank
09.2019 - 07.2021
Mobile Sales Expert
T-Mobile
03.2018 - 07.2019
Bachelor of Arts - Business, Concentration in Management
State University of New York College At Buffalo
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