roderick smith

* Point of contact responsible for creating the strategy to acquire events for the firm * Successfully leveraged personal network to create seminar opportunities to help firm get exposure * Developed and strengthened existing relationships with partners to maximize sales of Living Debt Free books, DVDs and seminars. * Achievements * º Created the Community Outreach Department to give the firm exposure and help maximize earnings potential.

* Develops sales plan that is aligned with overall business targets and priorities to achieve goals * Supports business and individual client portfolio growth by identifying cross-sell opportunities * Coaches staff to effectively identify and perform sales and referral activities * Inspires and creates a motivating environment through coaching and morning huddles * Ensures partners are integrated into the branch team as appropriate * Achievements * º 123% Client Excellence goal against a goal of 88% * º 231% of 60 day validation goal against a goal of 100% * º 249% of Home Equity goal against a goal of 100% * º 244% of Small Business goal against a goal of 100% * º 103% of Total Checking Account goal against a goal of 100%

* Ensured adherence to operational requirements; investigated controllable losses among branch staff; coached and managed performance on decisions and processes used. Monitored and adhered to operational controls, including legal, corporate and regulatory policies and procedures to ensure safety and security of customer and bank assets. * Key Contributions: * Accomplished 343% of 60-day Validation goal. * Obtained 129 Checking Accounts with a quarterly goal of 83 checking accounts. * Achieved 121% of lending goal

* Effectively sold and cross sold retail banking products * Excelled in providing outstanding customer service to clients and prospects * Managed client portfolios * Deepened and enhanced client relationships * Developed and maintained relationships with partners to achieve sales goals * Provided a broad base of financial and credit services with the goal of acquiring 100% of the customer’s business * Achievements * º 174% across all sales metrics against a goal of 100% * º 306% of quarterly package penetration against a goal of 100% * º 140% in Daily Solutions against a goal of 100%

* Led overall operations of the store to ensure consistent achievement of all performance goals. Shared in-depth knowledge about products and systems, modeled behavior, coached the team to success and used initiative and sound judgment to manage the store’s budget and lead the store to achieve projected results. * Key Contribution: * Strategically led team to obtain 126 Personal Checking accounts exceeding the monthly goal of 30. * Based on a monthly goal ranging from 10 to 15 Wachovia at Work Checking Accounts: achieved the highest water mark meeting up to 230% of goal. * Achieved a high watermark of 266% out of a monthly Small Business Checking Account goal of 8. * Obtained 471 Core Solution based on a monthly goal of 338.

* The Financial Center Manager manages the administration of sales, service, operational efficiency, risk applications, internal control and HR management activities to meet bank objectives for the branch. Actively develops a branch culture in which quality and continuous improvement on performance accountabilities are understood and utilized by all employees. Ensures the team is focused on the acquisition of new business and personal relationships and the retention and expansion of existing relationships. * Key Contributions: * Earned Area Most Valuable Team award for October 2015 and June 2016 also earned the Area Top Branch Teller Client Solutions award April, May and June 2016 * Exceeded Investment (309%), Small Business (124%), Customer Lending (125%), Credit Card (588%), Deposit (130%) and Core Solutions (110%) goals. * Ranked #1 in Investments out of 212 branches; earned 100% Client Experience rating. * Increased Sales from 34% to 131%. * Directs, leads and coaches to superior sales and service behaviors to drive performance results