Manager Customer Service

David J. Bauman

**** ********** **** ********, ** 06902 *************@*****.*** 914-***-****

Dynamic and accomplished Banking Manager with broad expertise and

comprehensive experience across the full range of commercial and consumer

services. Top level performer at leading institutions during periods of strong

growth as well as those characterized by economic challenge. Polished

professional, adaptable to changing circumstances, with a positive attitude and

the ability to make difficult decisions. Outstanding business banker with excellent

relationship building and customer service skills and a history of developing and

leading cohesive teams to surpass challenging performance targets.

Professional Experience

Doral Bank Vice President Business Development Officer, Business Banking

2013 Pres.

Responsible for building out non lending business banking capabilities.

Responsible for deposit gathering, Cash Management Sales, Community

Development. Working with lenders to expand deposit relationships added 57mm

in 2014.

Key Bank – Branch Manager White Plains, N.Y. (2010 2012)

In process of building branch into top level performer. 2012Year to date

Investment goal exceeded100%, annual audit score exceeded 95%. all sales goals

exceeded 100% for 2011. As manager I have coached branch staff which ytd has

consistently exceeded 95% customer service score on monthly basis as well as

customer retention of over 94% .

CAPITAL ONE BANK (formerly North Fork Bank) New York City

Capital One acquired North Fork Bank in 2007.

Branch Manager – New York, N.Y. (2004 – 2010)

Fully accountable for the operational success of this Tribeca branch with a focus

on commercial business and $250mm in deposits. Collaborate across functions

and levels to ensure regulatory compliance, manage risk, and develop and

implement strategies to achieve growth objectives. Manage a staff of 12 FTEs,

providing coaching and training to advance individual and team skills. Reach into

the business community through efforts designed to pursue prospects and

nurture personal relationships that lead to new business.Working closely with

Treasury Management and Lending groups, grew the deposit base 12% in 2008,

contributing to $7mm in profits.

PEOPLE’S BANK Stamford, CT

Financial Services Manager / Branch Manager (2002 – 2004)

Brought on board to direct operations at this retail bank headquartered in

Connecticut with $12 billion in assets. Managed human resources, led team to top

performance through expert guidance and training, enforced policies and

procedures focused on client care and maximizing bottom line profits and

morale. Combined numerous positions and drove down expenses.

HBSC BANK New York, NY _

Small Business Relationship Manager / Vice President (2001 – 2002)

Aggressively pursued new business development opportunities for this global

banking leader. Built and nurtured relationships through a comprehensive range

of financial services that included commercial and corporate banking, investment

banking, private banking and personal financial products. Exceeded commercial

objectives, achieving 138% of loan goals in part by assisting import/ export

businesses affected by international situations to continue operations.

Credited by senior management as a primary force in moving this branch up to

number 11 in statewide profitability rankings.

JP MORGAN CHASE New York, NY (1992 – 2001)

Developed solid business relationship management expertise through a

successful 11 year tenure.

Small Business Relationship Manager / Vice President (2001)

Promoted to develop new business and manage client relations for key business

accounts. Determined client needs, customized offerings to meet expectations

and ensure top performance; increased portfolio worth by cross selling of

products and services targeted to meet customer objectives.Consistently met or

exceeded established quarterly sales goals, providing a dramatic positive impact

on the bottom line.

Vice President, Affluent Markets (1997 2001)

Targeted prospects with $500,000+ in discretionary assets, referred through a

network of 100 officers at 35 branches. Worked directly with individuals to

determine investment goals and preferences and risk tolerance in order to create

customized financial plans.

Generated $400,000 in new annual fees through a consultative sales process

focused on investment management products, estate planning, and other related

financial products.

Coached referral partners to identify and approach prospects and trained them in

business development and retention techniques for Trust, Estate and Investment

Management business.

Created spheres of influence within the legal and accounting professions that

substantially increased referral business.

Business Development Officer (1994 – 1996)

Directed full service personal banking services within the small business sector.

expanded branch business relationships, doubling the number of customers

served each quarter. Earned Cross Leverage Award for referring a $50mm

company to Middle Market Banking

Key contributor to task force that established goals for business banking

subsequent to the Chase / Chemical merger.

Education and Credentials

Bachelor of Arts Degree BARUCH COLLEGE New York, NY

Bank Credit Training (MBA Level Program) CHASE BANK

Proficient with Word, Excel and Outlook

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