Sarah Mayfield

Experience

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  Edward Jones

  Aug 2009 - Dec 2009

  Financial Advisor Trainee

  Completed extensive training in becoming an Edward Jones Financial Advisor.▪ Created and implemented a door to door marketing campaign to secure prospective buyers of financial services.▪ Identified clients needs and proposed solutions to address their inquiries.

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  Arise Virtual Solutions Inc.

  Jan 2010 - Jan 2011

  Self-Employed

  Managed a virtual call center from my home. Cross selled products when appropriate. Escalated calls when necessary to upper management. This employment aided me for the year I was displaced out of work from the financial services industry due to a relocation.

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  JP Morgan Chase Bank N.A.

  Jan 2011 - Jun 2015

  Responsible for business development and relationship management for small to medium size business clients.▪ Responsible for growing and managing a portfolio of Business Banking relationships. Responsibilities include the acquisition of new business through active calling on existing clients to solicit referrals and calling on targeted prospects. ▪Consult with clients to identify product and service solutions that meet the financial needs of the client and will benefit their business. ▪ Acquire business through prospecting assigned territory, working with centers of influence, and through existing client relationships.▪ Expand and retain relationships – I profile new and existing commercial clients to ensure cross-sell of deposits, credit, and other bank products. Follow up on all business accounts to ensure the full opportunity has been captured. Show less

  • Senior Relationship Banker II

    Nov 2014 - Jun 2015

  • Vice President Branch Manager

    Apr 2013 - Nov 2014

  • Assistant Vice President Business Banker

    Jan 2012 - Apr 2013

  • Personal Banker - Small Business Specialist

    Jan 2011 - Jan 2012
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  Mayfield Consulting LLC

  Jun 2015 - now

  Managing Member

  Small business consulting, marketing strategies, tax preparation, bookkeeping, financial advice