Manager Sales

CITIBANK, N.A. - JAN **** to Present

Citibank - Branch Manager/Vice President

- Retail Bank manager supervising a staff of 9 employees

- Deposit base consists of 70% commercial/30% residential

- Branch deposits exceed $200MM

- Training of staff on salesforce for various tracking of products and

services

CitiMortgage

Salesforce.com - Subject matter expert for salesforce training, a sales

tracking software upgrade.

Home Lending Consultant, interactive with Real Estate Attorneys and title

companies on behalf of clients/prospect residential mortgages.

City National Bank - Treasury Services/Business Developer 10/2010-9/2011

- Develop /grow deposit base for specific industries related to real

estate

Financial Intermediary Representative (10/06 - 2010)

Training- subject matter expert for staff training of Siebel for

departmental employees across the country

Relationship management of companies within the categories of: Money

Managers, Insurance companies, Real Estate companies/Real Estate Management

companies, Exchange companies and Title/Abstract companies. This

specialized unit is a segment which covers a national territory. Job

responsibilities include improving the overall operating efficiency of

these types of companies through specialized solutions specific to each

industry.

. Increased overall liabilities over 10% per year.

. Sold various Treasury products working with Cash Management partners.

. Produced portfolio annual revenue by 10% per year.

. Increased assets by 10% per year.

Area Manager (06/04 to 09/06)

Commercial Banking Group area manager covering portions of Long Island

with a team of nineteen Relationship Managers responsible for business

development.

Responsibilities include growth of core goals in assets, liabilities,

leasing and cash management. Expansion of business network through

organizational involvement and CPA/Attorney client referrals.

. Taught fiscal management approach to develop client business and COI

event planning for Attorney's, CPA's and Real Estate professionals.

. Training of staff on all new and enhanced online conversion systems

including sales tracking for business development purposes.

Group Vice President/Healthcare Regional BD Officer (10/01 to 06/04)

Responsibilities include increasing market share within the healthcare

industry through the utilization of specific product services and

healthcare related programs. Seek out and develop relationships with

medical societies, law firms and CPA firms who maintain a large medical

client base, which enables me to significantly impact business development

through the tri-state area.

Supervisory duties include healthcare training of key branch employees as

specialists to support the healthcare growth initiative.

Training included responsibility for overseeing the development of 64

branches, which includes supervising approximately 150 employees.

Created a database referral resource for business clients, which includes

medical professionals.

Instrumental in the development of a Healthcare Resource Book.

Instructor/teacher of business development techniques, which includes how

to develop business, centers for referral resources, following the sales

process etc. for all types of business and not exclusively for the

healthcare industry.

Writer of seminars for business development purposes.

Vice President/Branch Manager (01/88 to 10/01)

Supervised/trained a staff of 25 while maintaining complete overall

responsibility for branch management and image. Responsible for adherence

to existing legislation, bank policies and procedures, service and staff

development. Established a positive climate to achieve corporate

objectives. Maintained the existing client base through a needs based

selling approach.

Responsibilities included asset, liability and fee income growth.

Received annual recognition for branch sales growth.

Business development of trading area by conducting ongoing branch meetings

that brought in CPA's and Attorneys on a monthly basis for seminars that

added value to their practices. Developed referral relationships with

these significant resources, which increased assets, liabilities and fee

income.

Corporate Training/Subject Matter Expert (01/78 to present - on-going)

Worked in the Corporate Training Department as an instructor and continued

my training responsibilities to date within my various positions as

follows:

Efficiency experts to simulate staff reductions through attrition, working

with outside vendors hired by the bank to assist in FTE expense reduction.

Business development classes to Commercial Relationship Managers in Small

Business segment.

Taught Siebel sales management tracking system via bank webinar for

business call reports, new accounts, product cross-sells, lead generation

for clients/prospects and centers of influence including Attorney and CPA

leads.

Product training for retail and commercial bank products.

Teller Training in a classroom setting using online teller system specific

to bank (responsibilities included; hiring/training/placing and performance

management).

Branch on-line system enhancement training in a classroom setting defined

as new account and online maintenance.

Automated on-line expense reporting system via webinar.

Policy and Procedure writing.

Sales Force software training

EDUCATION

Consumer Bankers Association

Graduate School of Retail Bank Management

7/02

AS Degree Banking - Suffolk Community College

6/01

Management School for Career Development

5/99

Stroble Associates for Accounting Studies

5/99

Buck Bierley seminars for business development

1/90

LICENSES

New York State Life and Health Insurance

Series 7

Series 63

Notary Public

Real Estate Agent License

References

Susan Ring, 1st VP/Assistant Director

Astoria Federal Savings

One Astoria Federal Plaza

Lake Success, NY 11042-1085

(w) 516-***-****

Michael S. Brady, Esq. attorney at law

Suffolk County Bar Association

150 Broadhollow Road

Melville, NY 11747

(w) 631-***-****

Thomas Linehan, SVP

Citibank -Financial Intermediaries

750 Washington Blvd

Stamford, Ct. 06901

(w) 203-***-****

Summary

I strongly believe that I would make an excellent candidate for this

position based upon my licenses and years of experience in banking since

1978.

During my career I have been through several major conversions and am well

aware of the effect both positive and negative.

Additionally, I've mentored many co-workers on all different levels from

senior management to non-management and my interaction have been

outstanding in any forum including classroom, webinar as a subject matter

expert and one-on-one training.

It is my desire to see people succeed which I have the ability and energy

to accomplish this task. I welcome this opportunity

Contact this candidate