Account Manager

• prospecting and running presentations to business owners or Financial Institution (FI) Partners
• explaining value proposition to clients via Atlas CRM and Salesforce
• upselling current clients on Heartland products and services
• maintaining regular communication with the Financial Institutions District Manager
• visiting assigned FI branch locations to maintain and build trusted partnerships
• fostering strong relationships and ensuring alignment with branch goals

Business Banking Relationship Manager

Territory Manager – Shockwave Medical