Management and Sales Expert with MBA Seeks New Opportunity
1. Matthew C. Simmerson M.B.A.
5145 Lansdowne Dr. Solon, OH 44139 440-637-4606 mattsimmerson@yahoo.com
MANAGEMENT AND SALES EXPERT
Top performer with a track record of exceeding sales goals and customer service expectations. Skilled at educating customers on
banking products, branch business development, client management, and strategic planning. Expertise in cultivating and maintaining
key relationships in organizations and the community. Ability to build, train, develop and motivate a team to achieve optimal results.
Areas of Excellence
• Staff Training and Development
• Business Development
• Sales Strategies/ Tactics
• Strategic Planning
• Competitor Intelligence
• Account/Client Management
• Banking Operations
• Referral Networks
• Product Presentations
PROFESSIONAL EXPERIENCE
DELUXE CORPORATION May 2014 to Sept 2016
Field Sales Service Representative
Responsible to build, expand and cultivate relationships with bank management and frontline branch/department personnel.
Effectively communicate and demonstrate to Bank Management personnel the best practices of the Deluxe Check Program and value
our programs created for their business/commercial customers. Create and grow Deluxe Business Advantage program revenue
through effective contact and growth strategies focused on maximizing penetration of MICR product sales/orders with new bank
customers. Cultivate referral/check order opportunities with commercial service departments, business banking organizations, while
enhancing branch personnel's awareness and proficiency in generating check orders. Provide ongoing training and support as needed
on all branch utilized Deluxe platforms. Build, expand and cultivate relationships with Retail and Commercial bank management
personnel. Effectively communicate and demonstrate to bank management personnel the value Deluxe creates for their frontline
bankers and customers of the Financial Institution. Retain and grow revenue through strategic territory management. Build long-term
relationship with key decision makers and identify new business opportunities to promote sales and revenue growth. Utilize defined
procedures to maintain timely and accurate branch records & SSR Strategy in Salesforce.com, and other tool/programs/documents as
assigned.
CHARTER ONE BANK Feb 2007 to Sep 2013
Branch Manager II Officer
Build, develop, lead, coach and motivate banking team to optimize the customer banking relationship and ultimately exceed branch
goals and successful results. Accountable for maximizing branch revenues, sales, customer satisfaction, branch staffing and
minimizing operating losses. Deploy resources to optimize individual and team performance. Responsible for branch compliance with
bank policies, procedures, and operational integrity. Prioritize, manage, and communicate promotional campaigns and product
initiatives. Conduct cold calls on prospective small business customers. Maintain and develop relationships with existing small
business customers. Present banking products and services to customers to meet their financial needs. Create and manage to branch
business plan. Represent bank in local community organizations. Effectively work with business partners to achieve customer needs.
US BANK August 2006 to Feb 2007
Branch Manager
Established and met budget goals based on growing the business and on sound cost analysis. Responsible for the development and
retention of customers through effective marketing programs, business development and community involvement. Resolved
customer issues quickly and effectively. Oversaw employee compensation, promotion, discipline and termination.
Communicated business goals, objectives and company performance results; assigned work goals and performance
expectations; provided performance feedback, developmental coaching, and recognition of performance results. Developed
team to ensure excellent customer service and attainment of branch sales goals including loans, deposits, non-interest income
and overall profitability. Established, maintained and managed an effective sales environment through consistent customer
profiling, regular coaching and continuous training.
US BANK HOME MORTGAGE December 2004 to August 2006
Loan Officer
2. Originated mortgage loans, assessed applications and conducted preliminary underwriting reviews. Established referral source
relationships, developed and participated in programs to increase individual branch volume. Exceeded specific loan volume
origination goals, sold ancillary products and made referrals to other areas within US Bank. Strong working knowledge of
underwriting requirements for various loan programs.
PREMIER MORTGAGE, INC. February 2003 to December
2004
TOTAL MORTGAGE, INC. March 2002 to February
2003
Senior Mortgage Consultant
Licensed Loan Officer in the state of Ohio dealing with purchases, refinances and debt consolidations. Originated all loans in a
straight commissioned sales environment through a variety of marketing opportunities such as cold calling and networking.
Responsible for maintaining monthly quotas both personally and for a team of 12 in a fast paced, customer focused
environment.
MPOWER COMMUNICATIONS September 2001 to February 2002
Account Manager
Sold local and long distance phone lines as well as voicemail, data, cell phones, paging services and Digital Subscriber Lines to small
and medium sized business. Sold and developed products to the company-wide COSE account base that I started for the company.
Originate all loans in a straight commissioned sales environment through a variety of marketing opportunities such as cold calling and
networking. Responsible for maintaining monthly quotas both personally and for a team of 12 in a fast paced, customer focused
environment.
ADVIZEX TECHNOLOGIES April to September 2001
Account Executive
Maximized the profitable sales of all IT solution products and services represented by AdvizeX in an assigned territory. Developed
and successfully implemented a sales plan to meet and exceed assigned quota. Accurately forecasted orders and shipments on a 30-
day basis and maintained a funnel of all qualified opportunities. Pursued ongoing training and development to retain required
vendor/product certifications in computer environments.
CORECOMM TELECOMMUNICATIONS September 1999 to March 2001
Account Executive / Senior Team Leader
Sold local and long distance phone lines, voicemail, data, cell phones, paging services and Digital Subscriber Lines to small and mid
sized companies. Ranked as Number One Sales Representative for the Inside Sales Department for 2000. Ranked in top five percent
in company for percentage of sales. Sold 156 percent of yearly quota. Member of prestigious CoreClub-awarded to top Account
Executives.
PROGRESSIVE INSURANCE February 1997 to September 1999
Claims Processor II September 1997 to September 1999
Handled incoming claim calls, processed new loss forms for adjusters, educated policyholders on claim issues, assisted adjusters with
claims and operated PACMAN computer.
Insurance Counselor February 1997 to August 1997
Quoted and sold auto insurance policies in 13 states. Counseled customers on buying decisions, incorporated various sales techniques
and operated computer system for quoting rates.
EDUCATION
CLEVELAND STATE UNIVERSITY – M.B.A. James J. Nance College of Business Administration, Cleveland Ohio,
THE OHIO STATE UNIVERSITY – Bachelor of Arts in Journalism, Advertising Emphasis
Computer skills include MS Word, Excel, WordPerfect, Salesforce, ACT 2000 and Internet Research