Todd Goldstein
*** ********* **** *****, **. ****1 215-***-**** **********@*****.***
Seeking a position within a Premier Organization
Track record of sales initiatives and leadership generating significant revenue and customer base expansion. Skilled in influencing people and outcomes. Easily establish genuine rapport with people from all walks of life. Adept at defining and communicating product/service differentiators. Manage and mentor sales team to sustainable high performance. Articulate value and build long-term, productive customer relationships. Skilled presenter to audiences ranging from executive teams to 100+ participants. Excellent ability to communicate at all levels within an organization. Honest, approachable, and effective.
Ranked in Top 10% of all Citibank Branches in the US.
Top notch Business Development Skills
Large Group Presentation skills.
Strong Verbal Skills
Knowledgeable around P & L.
Superior Time Management Skills.
Top Notch Leadership Skills.
Strong Credit Skills
Commercial Card Experience
Commercial Banking Background
Retail Bank Background
Wealth Management (High Net Worth Experience) Business Development
Consultative Sales Skills
Business to Business Acumen
Strong Closer
Excellent Cold Calling skills
Complete Understanding of the sales process
Knowledgeable around VOIP
Customer Premise Equipment around Voice & Data
WORK EXPERIENCE
WILMINGTON TRUST Wilmington, DE. August 2015 to Present ASSISTANT VICE PRESIDENT - Coordinates and oversees relationship management of clients and the day-to-day administration of assigned accounts in the Airline industry. This includes growing the trust business within that assigned industry through business development, networking, referrals as well as all administrative, operational and risk management activities for capital market transactions. Serve as main point of contact with the client and their internal and external service partners. I will administer capital market transactions that have a significant impact on the Company.
Develop a network of attorneys in the airline industry for referrals for new airplane sales.
Grow the trust business through business development activities in the airline industry
Review, develop, and deliver innovative transactions, products and/or services.
Direct the timely execution of all cash flows, fee billing, internal and external reporting, tickler processing.
Review, analyze and comment on all operative documents pertaining to assigned accounts.
Collaborate with other parties, including but not limited to attorneys, financial advisors, interested parties and alliance/service partners, to structure and close capital market transactions. PNC BANK Rittenhouse, PA. May 2014 to August 2015 Vice President/Branch Manager - Trained, coached, and managed employees. Led implementation of business development strategies and process improvements for account management and customer service, focusing on key behavior and key drivers. Responsibilities included, business development, growing the wealth management footprint and commercial credit business.
Top Ranked in Philadelphia, Delaware &South Jersey in P & L increase Year over Year.
$20 Million YOY increase for Wealth Management dollars under management.
Top Loan and Credit producing Branch in PDSJ market.
#3 ranked in Business Deposit growth in PDSJ market.
Incorporated Sales strategies that have increased household growth month over month.
Individual mentoring of my team to help them reach the next level of their career.
Ability to deal with and expand the relationships in the most affluent area in Philadelphia.
Grew Business Deposit base by $13 Million in 2015.
Credit Card Growth process duplicated throughout PDSJ Footprint. CITIBANK, N.A. Philadelphia, PA. March 2012 to May 2014. Vice President/Branch Manager – Responsibilities included, business development, community outreach, large group presentations around Credit, networking, both internally with my Citi Partners and externally with potential COI’s such as lawyers, CPA’s & high net worth individuals. In addition I managed the flagship location in Philadelphia for Citibank at 18th & Market St.
Managed a $500 Million + branch
Through Business Development with clients with revenues up to and including $5 Million grew the small business lending Book by 275%.
Worked to develop referral sources with real estate brokers that led to referrals around Mortgage Registrations that grew that business by 400% YOY and ranked my team in the top 5 nationally.
Developed Centers of Influence that helped to grow our overall Book of Business by 175% YOY.
Top 10% ranking nationally.
My process around Small Business Production was duplicated throughout the entire Mid-Atlantic Market.
Top Small Business Application producer in the Mid-Atlantic Region for 2013.
1st & 3rd quarter Citistar Winner.
3rd quarter Presidents Club Winner
TD BANK Richboro, PA. August 2007 to March 2012
Vice President/Branch Manager - Accountable for business development, relationship management, supporting business customers, and increasing market penetration and brand awareness through cold calling, joint marketing efforts, and developing strong community relationships. Hired, trained, mentored, and managed 40 employees. Cultivated and leveraged relationships with customers, local centers of influence, politicians, and community- based organizations to exceed performance goals.
Achieved the highest Customer Index Rating among 24 locations in the Bucks County region.
Developed and delivered sales presentations to C-level and key decision makers in local businesses, achieving a close rate of 50%.
Increased small business and commercial deposits by $6M, exceeding $4M goal, through business development strategies and deepening existing deposit relationships.
Exceeded assets under management goal of $6.6M by 66% ($11M) and lending goal of $2.19M by 94.7%
($4.04M).
Increased individual deposits by $5M through on-site bank days, community events, and off-site educational seminars.
Recipient of the Team Player of the Year Award, 2010.
Achieved employee retention rate of 99%.
Received recognition as Sales Blitz Manager of the Region; sales blitz strategies subsequently implemented regionally.
Bucks County Ambassador United Way Campaign; Employee of the Quarter Recognition Event Coordinator; Bucks County Sales Blitz Manager.
CITIZENS BANK Southampton, PA. February 2007 to August 2007 Vice President/Business Banking Officer – As a Business Banking Officer I was responsible for new business acquisition and expanding of existing relationships. I worked with customers up to $5MM in revenues.
Developed a network of Centers of Influence for new business generation.
Helped my 6 branches exceed the business lending goal through coaching and my own individual sales processes.
ADTEC ADVERTISING Warminster, PA. January 2003 to February 2007. District Manager Managed a sales Team throughout Pennsylvania, New Jersey, and Delaware.
Top Ranked region for sales in 2005 and 2006.
Helped create a winning environment that promoted top notch sales skills amongst my team.
Year over Year revenue increase of 103% from 2003 to 2004 as a region. VERIZON Levittown, PA. January 2000 to January 2003. District Manager – Responsibilities included supervising, mentoring, hiring & leading a team of 15 Representatives around Business Development in Print & Digital Sales.
Top Digital and Print Sales Team in 2002 in the North East Market.
35% Revenue growth Year over Year from 2001 – 2002. LUCENT TECHNOLOGIES King Of Prussia, PA. August 1995 to January 2000. Major Account Executive – Responsible for selling PBX systems with the focus being on the Financial industry specifically the banking industry as well as the Local Government Sector specifically around the local Municipalities in my assigned region. Responsibilities included networking with IT department heads, Township Supervisors & Budget Committees. Significant Networking in these industries results netted top notch numbers.
1999 Presidents Club Winner.
Consistently ranked in top 10% of all Sales Reps. ADDITIONAL INFORMATION
Dr. Pfau, “Effective Executive Speaking” for executives and sales managers. Notary License.