Manager Branch

Harry B. VanWormer Jr.

**** ********* **. ******* ****, NY 12065 – 518-***-****

*****.*********@*****.***

Overview

Proven manager & financial leader in the Capital District, known for driving and managing performance in a variety of business segments.

Segments include; Banking, Business Lending, Mortgage Loans, Home Equity Loans/Lines of Credit and Investment referrals.

Self-motivated and accountable individual with strong leadership skills, teamwork skills, problem solving skills and compliance record.

A consistent contributor to the Capital Region through community engagement and volunteerism efforts.

Professional Experience

NBT Bank

Latham, NY (07/15/2019-Present,)

Branch Manager II

As the leader of the Latham Team, I am the role model in providing an exceptional customer experience while promoting and offering bank products and services as they coincide with customer needs.

Ranked #13 out of 176 branches for branch production in 2019 and currently ranked #37 out of 176 for 2020

Responsible for leading, managing, mentoring and coaching the branch team to achieve sales objectives by educating our customers about products and services offered by NBT and how they can benefit their financial wellness.

Responsible for branch profitability by analyzing financial documentation provided by NBT Corporate office and ensuring the branch remains profitable by minimizing expenses such as landscaping, branch supply orders, snow removal and staffing schedules.

Responsible for outside business calls to cultivate and develop new business with NBT Bank.

Supporting bank initiatives with other bank business partners by making continued referrals to Merchant Services, Mortgage Officers, Investments and large Commercial opportunities.

Continuously conducting financial reviews with customers to assist with cash flow opportunities and debt solutions.

Working with consumer and business customers to analyze complex financial documentation such as financial statements, consumer/commercial credit reports, profit and loss statements and corporate income tax statements to assist with home equity loans, lines of credit, business equipment loans, building purchases, vehicle loans and the like.

Ballston Spa National Bank

Clifton Park, NY (10/01/2018-07/3/2019)

Branch Manager

Branch Manager responsible for the daily operations and sales of the Clifton Park Team.

Ranked #1 in profitability, loan and deposit production out of 13 branches in quarter 4 of 2018, quarter 1 and quarter two of 2019.

Responsible for outside business calls to cultivate and develop new business with BSNB.

Responsible for leading, managing, mentoring and coaching the branch team to achieve sales objectives set by BSNB, by educating our customers in products and services offered by BSNB.

Supporting bank initiatives with other bank business partners with continued referrals to Merchant Services, Mortgage Officers, Investments and Commercial opportunities.

Responsible for branch staffing and scheduling to fit the budgeted FTE model.

Conducting financial reviews with customers to find cross-sell opportunities to continue account growth, revenue goals and loan opportunities while determining solvency to ensure opportunities met customer needs.

Albany Business Review

Latham, NY (05/22/2017-09/28/2018)

Advertising Account Executive

Meeting with current and new clients to discuss their marketing strategies/advertising needs.

Top performer, growing the Albany Market’s largest account 20% in revenue from 2017-2018.

Interviewing top business leaders(clients) to formulate a campaign that meets their needs, deadline and budget.

Completed analysis and presentations with various planning and management software.

Overcame objections related to recommendations, determined best plan of action based on client’s budget.

Presenting mid and end of campaign presentations on results, ensuring we delivered and exceeded expectations.

Managing account budgets and invoices. Ensuring payments were received on time. Counseling if late and helped prepare payment plans if needed to ensure debts were paid.

Entering all information from client’s into Sales Force to ensure all team members were aware of the campaign, pricing, deadlines and follow-ups that were scheduled.

Continuing to source new business from networking events, lead lists, cold calls, warm leads and business referrals.

Continuing to self-develop through online trainings, work paid trainings and working with seasoned colleagues in other markets throughout the United States.

KeyBank

East Greenbush, NY (12/28/2013-05/12/2017)

Relationship Manager

Responsible for consumer and business lending, investment referrals and strategy implementation.

Completed analysis and presentations with various planning and Key Desktop software.

Interviewed clients and commercial clients to determine ability to pay future debts, persuading clients to refinance with Key to achieve branch sales/growth goals while saving clients' money in interest and payment amounts.

Overcame objections related to recommendations, determined solvency via current and projected cash flow.

Analyzed personal and corporate financial statements including personal and corporate tax returns, multi-year financial statements, consumer and commercial credit reports, as well as profit and loss statements.

Worked with Key’s lending settlement teams to counsel customers about their options to settle debts.

Supported the acquisition of new clients and growth of current book of business by contacting and following up on system generated leads identified through the Key Desktop platform.

Consistently executed the Key Sales process (Opportunity management, needs assessment present/pitch, fulfillment and follow up) and always looking for opportunities to deliver distinctive customer service on each client interaction.

Assisted with coaching/training/developing branch team members with sales presentation and customer service interactions.

Additional Employment

Citizens Bank – Branch Manager, Guilderland, NY 2011-2013

Journey’s - Co-Manager, Albany, NY 2009-2011

Best Buy – Operations Supervisor, Albany, NY 2007-2009

Education

Real Estate Salesperson Certification at Manfred Real Estate Learning Center, Inc. (2020)

Associates Degree in Business Administration at Hudson Valley Community College (08/2005-05/2007)

High School Diploma with Regents Honors at Greenville High School (2001-2005)

Awards

Operational Excellence 100% - Citizens Bank 2013

Top Sales Performer award, ranked 99 out of 1236 Relationship Managers at Key Bank in 2015

Top Sales Performer award, ranked 83 out of 1212 Relationship Managers at Key Bank in 2016

“Soar” award from the Albany Business Review for growing the largest account 20% in spend from their 2017 advertising campaign into 2018

Organizations & Volunteerism

Member at the Colonie Chamber of Commerce 2018-present

Regional Food Bank volunteer 2014-present

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