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Duwayne Upton

Duwayne Upton

CLIENT SUCCESS | CUSTOMER EXPERIENCE | ACCOUNT MANAGEMENT | OPERATIONS

Talent
DallasMember since August 30, 2026
Client Relationship ManagementCustomer SuccessCustomer ExperienceAccount ManagementBusiness DevelopmentSales & RetentionProblem ResolutionTeam LeadershipCoaching & MentoringOperations ManagementProcess ImprovementStakeholder CommunicationProject CoordinationConflict ResolutionCritical ThinkingAdaptabilityMicrosoft OfficeRemote Collaboration
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Client Relationship ManagementCustomer SuccessCustomer ExperienceAccount ManagementBusiness Development

About

Experienced client services and business professional with a background spanning banking leadership, sales management, mortgage and real estate, customer relationships, operations, and team development.

Former Regional Vice

President and Branch Sales Manager who built long-term client relationships, coached teams, improved service processes, supported business growth, and resolved customer issues in high-accountability environments. Known for professionalism, sound judgment, clear communication, adaptability, and a results-oriented approach. Seeking a remote client success, customer experience, account management, or corporate customer-service role offering an opportunity to apply extensive relationship and leadership experience while building current corporate experience.

Experience

Vice President - UPTON MORTGAGE & REAL ESTATE GROUP - Arlington, TX

(1999-07)

Manage client relationships, sales activity, business operations, and day to day priorities within a mortgage and real estate organization.

  • Build and maintain trusted relationships with clients, referral partners, and business stakeholders through responsive service and effective communication.
  • Coordinate multiple transactions and projects while meeting deadlines, resolving issues, and maintaining attention to detail.
  • Evaluate customer needs, identify solutions, and guide clients through complex processes from initial contact through completion.
  • Adapt quickly to changing market conditions, technologies, software applications, and business requirements.
  • Apply sound judgment and critical thinking to troubleshoot problems and make timely decisions.
  • Manage competing priorities independently while collaborating with clients, partners, and other professionals to achieve successful outcomes.

Branch Sales Manager - NationsBank - Dallas, TX

(1997-03 - 1999-07)

  • Led branch sales and client-service teams in achieving quarterly business and performance objectives through coaching and performance management.
  • Developed sales initiatives designed to strengthen customer engagement, retention, referrals, and business growth.
  • Managed key client relationships, identified customer needs, and recommended appropriate banking solutions.
  • Oversaw daily branch operations while maintaining compliance with company policies, procedures, and regulatory standards.
  • Trained and coached employees on sales techniques, banking systems, customer-service standards, and relationship development.
  • Partnered with upper management to analyze performance metrics and refine sales and service strategies.
  • Mentored team members and addressed performance opportunities to strengthen branch results.

Regional Vice President, Branch Management - First State Bank of Austin - Austin, TX

(1992-06 - 1997-02)

  • Directed regional banking strategies focused on customer engagement, satisfaction, business development, and operational performance.
  • Developed and maintained relationships with key clients and community stakeholders to support business growth.
  • Oversaw operational efficiency across branches and implemented streamlined processes to improve service delivery.
  • Led cross-functional teams and community outreach initiatives while balancing customer, employee, and business priorities.
  • Analyzed market trends and customer preferences to support strategic planning and business decisions.
  • Facilitated organizational change and helped teams adapt to shifting market dynamics and customer needs.
  • Mentored direct reports and fostered a culture of accountability, professional development, and service excellence.

Education

Bachelor of Arts - Business Communications - University of Texas at Arlington

Banking coursework: Bank Operations, Retail Branch Management, Consumer Lending, General Banking - American Institute of Banking

Skills

CLIENT SUCCESSCUSTOMER EXPERIENCEACCOUNT MANAGEMENTOPERATIONS

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