Branch Manager Sales

MARIA R. GAMBINO

** ********** ***** ***** *****, NY 10980

845-***-**** *******@***.***

SENIOR-LEVEL ACCOUNTING & BRANCH MANAGER

Premium Banking Wealth Management Investment Opportunities Executive senior branch manager overseeing all flagship branch and area for HSBC. Expertise in all facets of accounting, financial management, financial analysis, and controllership within a high-profile corporations. Skilled in collaborating with all members of the organization to achieve business and financial objectives. Operating highly competitive, complex, regulatory, global environment to lead branch through transformational journey in the U.S. Leader in the development and implementation of sales plans aligned with overall business targets and priorities to achieve goals. Technical proficiency in Quick Books Pro, Concierge, MS Word and Excel.

Mortgages

Lending

Strategic Planning

Wealth Management

Premium Banking

Personal Banking

Business Banking

Financial Associate

Consultative Sales

Business

Development

Sales Management

Competitive

Intelligence

PROFESSIONAL EXPERIENCE

HSBC, Forest Hills, NY 2014 – Present

VP Senior Branch Manager – Flagship Branch

Manage and oversee all operations of flagship branch, and lead area for banking institution.

Lead and supervise team business performance through acquisition, business development and client relationship retention.

Meet and exceed targeted sales and revenue goals.

Contribute to overall branch growth, performance and business development.

Ensure effective Wealth Management-led Premium Bank strategy implementation driving and growing profitable Premier, Advance and Business Banking relationships.

Implement and deliver RBWM plan, mainly structure, sales goals, profitability, performance and leads/sales prospect management.

Refer investment opportunities to advisors, and mortgage products to specialized product areas, namely Consumer Mortgage.

CITIBANK FINANCIAL CENTER – SOHO, New York, NY 2012 – 2014 Branch Manager

Achieved desired revenue, expense and service goals by developing and executing integrated sales, relationships and credit strategies aligning with area business plan.

Managed branch staff ensuring team achieved business goals.

Supported portfolio growth by identifying cross-sell opportunities, coaching team to deepen relationships and increase client acquisition.

Built referral network and relationships with both internal and external partners to drive up individual production goals with target clients and outbound sales activities.

Drove up sales through integrated segment partners, namely Commercial and Small Business, Home Lending, Financial Advisors, Citigold.

Investigated controllable loses among branch staff, provided coaching and managed performance.

Oversaw outbound sales activities, including representing Citi and building community partnerships, working with Business and Commercial Bankers, Segment Market Managers, the Market President and Community Relations. CITIBANK FINANCIAL CENTER, New City, NY

Citigold Relationship Manager, 2011 – 2012

Identified, built and fostered relationships gaining incremental wallet share of affluent segment.

Anticipated clients’ complex financial needs and offer respective solutions through products, services and tools.

Provided financial solutions to clients’ banking, credit and investment needs by working with product specialists.

Mastered referral opportunities to grow portfolio sourcing, acquiring and expanding high-value customer relationship through sale maximization and service opportunities.

Ensured clients have positive in-branch experience. Personal Banker, 2006 – 2011

Analyzed business trends in local market sectors capturing sales opportunities.

Assisted customers opening new checking, savings and business accounts, and wire funds.

Helped customers with loan applications, including personal, educational, homeowner and lines of credit.

Followed-up with customers on loan application and close loan package.

Identified and refer high net worth customers to Investment Group.

Coached financial associates to effectively identify referral opportunities. Service Officer, 2004 – 2006

Attended to customer banking needs.

Promoted and cross-sold various banking services and financial products.

Addressed customer inquiries, problems and issues.

Organized business events and monitored office inventory. MARIELLA’S RESTAURANT, New City, NY 1999 – 2004

Business Manager

Oversaw financial and daily operations.

Trained, managed and scheduled staff.

Prepared payroll and updated Accounts Receivable and Payable.

Monitored inventory and recorded stock.

EDUCATION & CREDENTIALS

Bachelor of Arts, Marketing, St. Thomas College, Sparkhill, NY, 2004 NYS Life and Health Insurance, Series 6 and 63

NYS Notary Public

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