Shawn Schreiner
Castle Rock
Summary
Dynamic and results-driven Business Banking Manager with over 10 years of experience in relationship acquisition, expansion, and retention. Proven track record in managing and growing business banking portfolios, exceeding sales goals, and leading high-performing teams. Expertise in strategic planning to drive deposit and loan balance growth. Skilled in training and coaching business banking teams to achieve financial growth and operational excellence.
Overview
12
12
years of professional experience
Work History
Manager of Business Banking Sales
Ent Credit Union
07.2021 - Current
- Directed business banking sales operations, achieving 150% of account goal by cultivating profitable relationships with businesses with sales sizes of $1MM to $10MM.
- Managed a $38MM portfolio across the northern region, increasing deposits and loans by 30% within 18 months.
- Led team to achieve $8MM growth in the first four months, and closed $6MM+ in consumer/business lending in 2021.
- Boosted loan production by 810% in the first 7 months by developing comprehensive training programs on sales techniques and product knowledge.
- Built and maintained a strong external referral network (COI) and maintained visible market presence.
Assistant Branch Manager
Canvas Credit Union
01.2021 - 07.2021
- Led branch staff to exceed production goals by 120% for loans, deposits, and checking accounts for seven consecutive months.
- Provided coaching and performance feedback to ensure exceptional service and client satisfaction.
Project Manager/Assistant GM
Anchor Roofing
04.2020 - 11.2020
- Prospected new customers through daily door-to-door sales and managed production from start to finish.
- Negotiated 50+ contracts, achieving over $600K in sales in just four months.
Business Banking Officer
West Gate Bank
04.2015 - 05.2020
- Acquired $15MM in new business deposit relationships within two years.
- Developed strategic business partnerships to expand the referral network, leading to sustained bank growth and profitability.
- Implemented and led the Omaha market business development plan, achieving targeted growth goals.
Marketing Sales Representative
Silver Leaf Resorts
01.2013 - 07.2013
- Consistently ranked in the top 3 for monthly sales of resort vacation packages.
- Managed the sales process from lead generation to closing, ensuring all required paperwork was completed accurately.
Education
Business Administration - Marketing
University of Nebraska
Lincoln, NE01.2012
Skills
- Business Development & Relationship Management
- Financial Statement Analysis
- Strategic Planning & Sales Leadership
- Regulatory Compliance & Risk Management
- Team Building & Talent Acquisition
- Client Acquisition & Retention Strategies
- Proficient in MS Office Suite: Outlook, Word, Excel, PowerPoint
Personal Information
- Willing To Relocate: Anywhere
- Authorized To Work: US for any employer
Timeline
Manager of Business Banking Sales
Ent Credit Union
07.2021 - Current
Assistant Branch Manager
Canvas Credit Union
01.2021 - 07.2021
Project Manager/Assistant GM
Anchor Roofing
04.2020 - 11.2020
Business Banking Officer
West Gate Bank
04.2015 - 05.2020
Marketing Sales Representative
Silver Leaf Resorts
01.2013 - 07.2013
Business Administration - Marketing
University of Nebraska
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