Since 2018, Patrick J Bauer has been working in Ncino, Inc 871, 871. Patrick is an experienced Senior Project Manager with over 14 years of work experience. According to Patrick's CV and work profile, Patrick has worked at more than ten places with diverse backgrounds and got various skills. Patrick J Bauer studied at the Bethel University - Mckenzie, Tn from 2013 to 2015. This person received the following certifications: Salesforce Certified Administrator and Salesforce Certified Platform App Builder. Patrick J Bauer is skilled in English. Patrick J Bauer can be found in Nashville, Tennessee – where this expert currently lives. You can search for Patrick J Bauer's contacts. We can also provide you detailed contact information upon request.
Name variants:
Pat Bauer,
Paddy Bauer,
Patsy Bauer,
Rick Bauer
Last updated Jun 12, 2024
Contact Information
Last Update
Jun 27, 2022
Email
pa**@ncino.com, pa**@gmail.com
Location
Nashville, TN
Company
Workplace
Colleagues
Work History
Senior Project Manager
6770 Parker Farm Dr SUITE 200, Wilmington, NC 28405
from Mar 2018
Product Client Solutions Consultant
Works with sales to provide consulting services to understand how prospective and existing banks operate, their challenges and vision to propose effective solutions.
Take ownership of the ...
May 2016 — Mar 2018
Account Manager - Private Client Services
165 Madison Ave, Memphis, TN 38103
Provided second to none white glove concierge banking for the 2,000 most elite C level private clients and businesses; representing $3B of First Tennessee’s portfolio.
Identified potential...
Jul 2013 — Jun 2014
Operations Manager
165 Madison Ave, Memphis, TN 38103
Coordinated the day-to-day workflow by prioritizing tasks and setting direction. Identified risks/ and gaps to make meaningful recommendations for improvement based on audits.
Promoted the...
Jul 2012 — Jul 2013
Branch Manager
303 Peachtree St, Atlanta, GA 30308
Earned 5 exemplary branch awards during tenure as branch manager for superior metric, service and sales performance.
Drove performance to the #1 in-store branch in the region.
Managed an ...
Sep 2010 — Jul 2012
Assistant Branch Manager
303 Peachtree St, Atlanta, GA 30308
Assist in and support all aspects of branch management and act as manager on duty.
Provide on-going coaching to ensure consistent delivery of superior customer service, compliance and risk...
Nov 2007 — Sep 2010
Financial Services Representative
303 Peachtree St, Atlanta, GA 30308
Identify appropriate products and services to meet the full range of customer needs
Work to gain referral business and new opportunities
Leverage internal business partners to support the...
Feb 2007 — Nov 2007
Sales Consultant
1 Dell Way, Round Rock, TX 78664
Converted inbound sales inquiry calls to sales of hardware, software, peripherals and services.
Managed small business accounts.
Discussed complex IT solutions with customers including bu...
Jun 2006 — Feb 2007
Education
2013 — 2015
upto
upto
2009 — 2011
2003 — 2006
Occupations
Executive
Senior Project Manager
IT Professional
Computer Software Professional
Counselor
Sales Specialist
Sales Support
Tailor
Senior Manager
Operations Manager
Software Developers
Advisor
Services Professional
Sales Representative
Skills
Consumer Lending
Branch Management
Loans
Retail Banking
Banking
Credit
Customer Service
Lines of Credit
Branch Banking
Credit Analysis
Loan Origination
Cross Selling
Deposits
Financial Analysis
Finance
Relationship Management
Account Management
Portfolio Management
Salesforce
Sales Management
Sales Operations
Direct Sales
Outlook
Marketing
Private Banking
Building Relationships
Manage Client Relationships
Management
Operations Management
Team Management
Crm
Conflict Resolution
Document Management
Document Processing
Outside Sales
Critical Thinking
Strategic Thinking
Big Picture Thinking
Team Leadership
Leadership
Leadership Development
Performance Metrics
Ownership
Retaining Customers
Referrals
Risk Assessment
Operational Risk
Sales Execution