Mar 2024 – Dec 2025 · 1 yr 9 mos · New York, United States · Remote

Nov 2019 – Mar 2024 · 4 yrs 4 mos · New York, United States

Apr 2015 – Aug 2019 · 4 yrs 4 mos · Connecticut

Feb 2014 – Apr 2015 · 1 yr 2 mos

• Implemented efficiency changes to a new branch that decreased total FTE and transitioned new positions that increased production, decreased expenses and improved operations.
• Improved overall satisfaction 26 basis points from 74% to 100% From February- June.
• Grew deposits and investments 12 percent from (-3%) in February to 9% in June by incorporating coaching and guidance to branch staff.
• Achieved 100% risk assessment by Improving branch security and operations and coaching staff on BSA, AML, and KYC policies.
• Achieved 100% overall customer satisfaction in quarter 1 and quarter 2 of 2014
• Recognized in quarter 2 2014 for top branch in security and controls.

Jan 2010 – Feb 2014 · 4 yrs 1 mo

• Managed Profit and Loss and educated the concepts of Profit and Loss to develop staff knowledge. Grew branch profits by 17% in 2012 while decreasing expenses by 1% from the prior year.
• Acquired new household relationships while minimizing attrition of households. In the year 2012, acquisition rate was 4.8% higher than the prior year, bringing the total acquisition rate to 6.3% for the year 2012.
• Grew book of business by improving sales performance in deposits and investments. Coached individual bankers on deepening relationships with existing customers which led to an increase in consumer deposits of 21%.
• Utilized action plans geared towards specific behaviors for individual bankers. Increased branch bankers’ sales production by 13.7% in 2012.
• Proactively engaged in meeting and greeting new and existing customers by utilizing Branch Manager Involvement in banker’s customer interactions.
• Utilized morning huddles, coaching to self-discovery, and partner meetings to increase deposits, investments, revenue, and acquisition. Increased branch performance level rank from 272nd out of 329 branches in January 2012 to 20th out of 329 branches in December.
• Increased appointments for branch’s Financial Advisor by proactively building and deepening relationships with premier customers. Increased investment sales by 21%, ending the year 2% higher than peers.

Aug 2004 – Jan 2010 · 5 yrs 5 mos · Greater New York City Area

• Acquired new household relationships through cold calling efforts, referrals, and sales activities. Increased acquisition by 150% year over year, leading the district in new accounts. Recognized by organization in annual sales conference in Albany, NY 2005-2009.
• Increased deposit and investments by actively coaching bankers on sales products and effective communication skills with clients. Increased deposits and investments by 133% year over year through increased banker/client interactions.
• Managed 5 sales goals in the branch including consumer checking, business, checking, loans, customer service, and deposit balance. Took branch from achieving 0 of 5 goals to achieving all 5 sales goals after taking over the branch in 2005.
• Achieved Operational Satisfaction with a 98% risk assessment in overall bank operations, including BSA, cash controls, and regulatory understanding.

Aug 2002 – Aug 2004 · 2 yrs · Greater New York City Area

Sep 2001 – Aug 2002 · 11 mos · Greater New York City Area