
Aaron Gilson

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About me
Senior Relationship Officer and Vice President at UMB Bank
Education

Bellevue University
2002 - 2004MBA Business Administration
University of Nebraska-Lincoln
1996 - 2001BS Finance
Experience

U.S. Bank Insurance and Investments
Dec 1996 - Mar 2004•Managed 111 branches in 4 states for a Fortune 500 Company.•Managed the #1 producing district and 3 out of the top 5 out of 160 districts. • Executed strategic marketing, sales, financial, and operational plans for my territory. Duties included training, demonstrating proper selling techniques, motivation, relationship development, establishing partnerships, product knowledge, and situational leadership. • Held various positions during my tenure at U.S. Bank (Teller, Sales Assistant, and Personal Banker). Show less
District Sales Manager
Aug 2001 - Mar 2004Universal Banker
Feb 1999 - Aug 2001Sales Assistant
Jan 1998 - Jan 1999Universal Teller
Dec 1996 - Dec 1997

Allied Solutions LLC
Apr 2004 - Jan 2007Regional Vice President• We provided financial/lending/insurance products to banks and credit unions.• Develop relationships with potential bank and credit union clients and successfully secure accounts with these clients to market our programs and services in an assigned territory (Nebraska, Kansas, and Missouri).• Create, implement, and manage client marketing/business plans that optimize the growth of client revenue.• Assess business opportunities and initiate new client relationships using business-to-business sales techniques.• Partner with clients to view and analyze financial statements and identify areas for fee-income or expense reduction.• Address client training and product needs through development and implementation of client needs, analysis, consultations with client contacts, and presentation of business needs assessments, which result in expanded opportunity and revenue.• Transferred personal sales skills, client management expertise, and marketplace knowledge to other regional team members to assist with meeting of regional sales objectives.• Managed customer relationships on an individual and group basis.• Used relationship management and business development experience techniques to advise our clients.• Presented our solutions using in-person visits, phone calls, webinars, social gatherings, and conferences. Show less

College of Saint Mary
Jan 2005 - nowAdjunct Professor
University of Phoenix
Jan 2005 - Dec 2015Adjunct Professor
GILSON CONTRACTING, LLC
Jan 2006 - nowOwner-Licensed Residential General Contractor-Licensed Residential and Commercial Inspector-Commercial Draw Inspections, Residential Draw Inspections, Progress Inspection Reports, Construction Inspections, Construction Progress Monitoring, and Construction Draw Inspections

TSI Incorporated
Feb 2007 - Jul 2008Sales and Marketing Manager• Manage and lead a sales team that sells contract manufacturing (electronic) and engineering services domestically and internationally for an ISO 9001: 2000 registered firm.• Direct responsibility for managing customers and involvement with all customers.• Development and presentation of financial information to bankers, board of directors, managers and the president as it related to sales and marketing.• Monthly, quarterly, and annual sales forecasting.• New customer prospecting and development.• Development of all company literature, sales information, brochures, website, and advertising.• Develop a sales and marketing plan in relationship to the company business plan.• Develop and manage new and existing relationships with our clients and prospects.• Responsible for managing a sales budget.• Develop relationships with prospects to promote our companies services. Show less

US Bank
Jul 2008 - Mar 2012Vice President and Relationship Manager• Manage government, public sector, municipal and non-profit client relationships in a two state area for the 5th largest commercial bank in the nation.• Grows revenue as directed by senior management by successfully prospecting for new business and retaining and expanding existing customer relationships for a Fortune 500 Company.• Sourcing prospects for depository and lending relationships, credit underwriting and analysis.• Providing consulting advice regarding cash management activities and the use of Treasury Management tools, selling appropriate bank products and services to those prospects and clients.• Identifies and successfully capitalizing on cross-sell opportunities and making appropriate referrals to other business lines.• Develops and implements a plan for sourcing prospects and developing new customer relationships• Manages assigned customer relationships and brings in appropriate specialists as needed.• Manages overall customer and portfolio profitability.• Develops and implements relationship strategies for building deeper relationships by satisfying customer needs through a full array of loan, deposit, cash management, asset management, investment and other appropriate bank products and services Show less

UMB Bank
Mar 2012 - Mar 2013Assistant Vice President, Business Banking Officer• Responsible for developing a profitable portfolio of business clients.• Call on existing and prospective customers to match their business needs with appropriate financial products.• Represent the company at community events and work closely with non-profit organizations.• Individually produce growth in revenue and net income by meeting or exceeding goals of selling business products and services including credit (loans and lines), depository accounts, treasury management, wealth management, and card solutions products to new and existing business customers.• Collaborate with various divisions within the bank to develop relationships with multiple referral sources and Centers of Influence located throughout the targeted market.• Work in conjunction with Operations and MIS to support Business Banking products and services. Show less

Wells Fargo
Apr 2013 - Feb 2020Vice President and Treasury Management Sales Consultant• Responsible for the development and retention of Treasury Management Business for the states of Nebraska and Kansas.• Partner with relationship managers and lenders in a consultative selling role.• Develop and execute a strategic strategy to retain and penetrate existing relationships by promoting treasury solutions.• Develop sales plans and analyze customer needs for key accounts and prospects.• Responsible for developing a profitable portfolio consisting of both existing clients and prospects.• Perform various cold-calling, networking, and business development activities to attract new clients. • Deployed effective sales strategies, leveraged technology for business development, and sold proprietary software.• Promoted collaborative environment by sharing market intelligence, trends, and insights to customers, prospects, and internal partners.• Used APIs seamlessly for payment automation, account reconciliation, and receivables automation. Show less

First Westroads Bank
Feb 2020 - Jul 2021Vice President, Business Development Officer, and Treasury Management Consultant• Generate new commercial loans/lines, deposits, and Treasury Management relationships• Manage and execute the Treasury Management goals of the bank• Manage the Merchant Services program • Serve on the Marketing Committee

Solo Stove
Sept 2020 - nowAutorized Solo Stove Dealer
Northwest Bank
Jul 2021 - Jan 2024Commercial BankerBalanced multiple priorities to nurture and expand client relationships while managing portfolio of commercial banking accounts. Generated B2B business through prospecting via phone calls, e-mails, meetings, LinkedIn, networking, and referrals. Generated new loans and sold Treasury Management products to generate fee income.

UMB Bank
Jan 2024 - nowSenior Relationship Manager, Vice PresidentBalanced multiple priorities to nurture and expand client relationships while managing portfolio of commercial banking accounts. Generate B2B business through prospecting via phone calls, e-mails, meetings, LinkedIn, networking, and referrals. Generate new loans and sell Treasury Management products to generate fee income.
Licenses & Certifications

Insurance Producer's License-Life Insurance & Annuities, Property & Casualty, and Sickness, Accident & Health
Nebraska's Insurance Department
Leadership Nebraska (Class 9)
Nebraska Chamber of Commerce and Industry
Notary Public
State of Nebraska
In-Person Electronic Notary Public
State of Nebraska
Integrity Selling
Integrity Solutions
Talking Small Business With Small Businesses
Clarity Advantage Corporation
Leadership Omaha (Class 34)
Greater Omaha Chamber
Miller Heiman Sales Training
Miller Heiman Group, A Korn Ferry Company
Challenger Sales Training
Challenger
Residential Building Contractor (Class C)
International Code Council
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