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Sheldon Barrett
Mid-level Relationship Banker specializing in consumer and small business banking
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Sheldon already has a relationship with Reval, so a warm intro from us gets a much better response than cold outreach.
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About
Relationship banker selling consumer and small-business banking products, using Salesforce-driven lead prioritization and a disciplined multi-channel outreach cadence (phone/email/text) to build and deepen a client portfolio. Leverages customer behavior insights to tailor conversations and drive outcomes like warm transfers to lending specialists, and has experience integrating newly launched banking products into client discovery.
Experience
Education
Key Strengths
- Structured outbound cadence with multi-touch follow-up (call, email, text) to convert prioritized leads
- Data-driven prospecting using CRM and customer behavior insights to tailor outreach
- Effective consultative conversations leading to warm handoffs/referrals to specialists (e.g., lending)
- Re-engagement of dormant clients and channel optimization (phone outperforming email/text for reconnecting)
- Ability to operationalize new product launches by defining target audience and embedding discovery questions into client meetings
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