Summary
Overview
Work History
Education
Skills
Key Achievements
Timeline
Generic

Matthew Greenly

Denver

Summary

Results-driven sales leader with 15+ years of experience driving revenue growth through consultative, relationship-based selling. Proven track record in B2B and B2C environments delivering six- and seven-figure sales, exceeding quotas, and expanding client portfolios. Adept at understanding complex customer needs, translating them into tailored solutions, and managing full sales cycles—from prospecting to close. Skilled at leveraging CRM tools, data insights, and strategic partnerships to accelerate pipeline growth and client retention. Seeking to bring this expertise into a software sales environment to help organizations maximize adoption, value, and ROI.

Overview

7
7
years of professional experience

Work History

Wealth Management Consultant

US Bank
02.2023 - Current
  • - Managed a $100M+ portfolio of high-value clients, delivering personalized financial and investment solutions while uncovering cross-sell opportunities in tech-driven banking platforms.
  • - Consulted with clients on complex products, translating needs into tailored solutions—mirroring enterprise software sales methodologies.
  • - Partnered with internal specialists to design holistic strategies, ensuring long-term account retention and expansion.

Business Banking Specialist

US Bank
02.2020 - 01.2023
  • - Generated new business through targeted prospecting, cold outreach, and referral networks, consistently exceeding acquisition goals by 20%+.
  • - Designed and implemented marketing campaigns that increased adoption of digital banking and payment platforms by 15%.
  • - Negotiated corporate credit card programs and merchant services agreements, leveraging a consultative, solutions-based approach.

Private Client Banker

J.P. Morgan
07.2018 - 01.2020
  • - Delivered tailored product recommendations in credit, investments, and banking technology, helping clients optimize operational efficiency.
  • - Consistently ranked among top performers for client satisfaction and sales conversion rates.
  • - Maintained Series 63, Series 6, life insurance licenses, and NMLS certification to expand product offerings and compliance.

Education

Business Studies

American River College
Sacramento, CA

Skills

  • SaaS & Technology Sales
  • B2B Consultative Selling
  • New Business Development
  • Account Management & Growth
  • Strategic Prospecting & Lead Generation
  • Contract Negotiations & Closing
  • CRM Management (Salesforce, HubSpot)
  • Customer Success & Retention
  • Pipeline Development & Forecasting

Key Achievements

  • - Consistently exceeded annual revenue targets by 15–25% through strategic prospecting and value-driven selling.
  • - Led initiatives that resulted in a 15% year-over-year increase in digital platform adoption.
  • - Recognized for top client satisfaction ratings in multiple roles across two major financial institutions.

Timeline

Wealth Management Consultant

US Bank
02.2023 - Current

Business Banking Specialist

US Bank
02.2020 - 01.2023

Private Client Banker

J.P. Morgan
07.2018 - 01.2020

Business Studies

American River College

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Matthew Greenly