Duwayne Upton
CLIENT SUCCESS | CUSTOMER EXPERIENCE | ACCOUNT MANAGEMENT | OPERATIONS
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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
