Lead the Relationship Manager 1 team for the New England South Region with direct responsibility for five Market Managers and 53 RMs. The RM1 segment works with businesses between $500,000 and $5,000,00 in annual sales.
My team works is responsible for managing an existing customer portfolio that maintains $1B in deposits and $183M in loan outstandings. The team is focused on the retention and expansion of customer relationships through exceptional service delivery and bringing value added solutions to the business owners.
The team also partners closely with the Retail, Wealth, Mortgage, Citizens Merchant Services, Foreign Exchange and Paychex to deliver solutions to our customers.
Recognized as the top RM1 Director for Sales Performance in 2016.
Led the sales and service efforts for 96 retail branches in New York City, Long Island, Westchester, the Hudson Valley, Albany and Philadelphia with six Regional Managers and 650 branch colleagues.
My team partnered closely with Business Banking, M&T Securities, M&T Mortgage and Commercial Banking to deliver an exceptional customer experience and provide financial solutions to consumers and business owners.
Played a key leadership role in developing the business banking skill set of Branch Managers in the Retail organization and the business deposit product set.
Successfully led the Market to grow deposit and loan balances and drive P&L growth in each of the seven years.
Region executive responsible for the business banking segment up to $10 million in annual sales in New York City, Westchester, Connecticut and New Jersey with deposit balances of $2.8 billion and loan outstandings of $450 million.
Through six Team Leaders we managed 85 Business Bankers who delivered deposit, cash management and lending services to their managed portfolio customers.
Worked closely with partners in Retail Banking, Chase Investment Services, Middle Market Banking and Chase Mortgage to deliver superior service and customized solutions to our customers.
Responsible for leading the retail branch networks in both Norther New Jersey (1996 - 1998) and Northern Westchester County in New York (1998 - 2001) to deliver an exceptional customer experience and achieve revenue goals.
Managed up to 23 direct reports and 350 total colleagues who were focused on delivering both consumer and business solutions to customers in the markets we served.
Developed strong partnerships with Small Business Financial Services, Chase Investment Services and Chase Mortgage to deliver strong financial results and bank leading customer experience scores.
Responsible for the sales management of the 170 retail branch network in Westchester and Rockland counties in New York, Fairfield County in Connecticut and Northern New Jersey.
Partnered closely with six District Managers to provide sales management and marketing support to help deliver financial solutions to both consumer and business customers.
Liaison with Consumer Marketing and the various product segments to provide front line feedback in the development of sales campaigns and initiatives to drive sales productivity.
Began my career as a Management Trainee in Retail Banking.
Progressed through the retail branch network to Branch Manager within four years.
Promoted to District Sales Manager in 1992 supporting 21 branches in Southern Westchester County.
Chosen to lead the Managing Local Markets program for the Retail Bank partnering with Action Systems to help develop a customer profitability segmentation model.
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