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Customer Service Business Banker

Location:
Palm Springs, CA
Posted:
January 31, 2023

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Resume:

Banker ~ Relationships Manager ~ Branch Manager

Dynamic and results-driven Seasoned Banking Manager with 25+ years of experience with strong focuses on building profitable partnerships, sales and team development. Proven ability to develop a strong staff, create effective marketing campaigns, and the ability to work collaboratively with team members to deliver outstanding services, achieve and exceed organizational goals. Core Competencies include:

Sales

Building Strategic Relationships

Performance Management

Critical Thinker

Effective Communication Skills

Dependable

Talent Acquisition

Ambitious

Proficient in Microsoft Office

Leadership

Problem solving

Team Development

Professional Experience

Citibusiness Senior Relationship Manager, Vice President ~ Citigroup, N.A. ~ New York, NY 02/2009- 07/2014

Oversaw the opening of a new branch, within 6 months acquired 70 accounts and balances of $75MM.

Deepened the relationship with existing clients that resulted in a 30% referral base for new clients.

Conducted quality place of business visits (POB) per week to clients and to prospects.

Built a referral and prospect pipeline via networking.

Leveraged Lead Management System (LMS) on a weekly basis that led to 55 leads, 30 contacts and 3 new accounts.

Partnered with other areas of the bank to build sales (cash management, merchant services,).

Organized seminars and in-branch events.

Participated in community events to develop strategic relationships. Accomplishments: Built a portfolio of business clients to $218MM dollars with 200 business clients. Vice President, Branch Manager ~ Capital One Financial ~ New York, NY 08/2005-02/2009

Opened a DeNovo branch and managed a sales staff of nine employees.

Participate on the panel of 3 organizations; SEEDCO, SMALL BUSINESS ADMINISTRATION and COMMUNITY REINVESTMENT.

Responsible for the overall management and profitability of the branch.

Organized an effective sales team that delivered superior customer service.

Networked and formulated sales strategies.

Maintained staffing levels, performance appraisals and sales coaching. Accomplishments: Built the branch to $55 MM in 3 years. $10MM in DDA/Time Deposit Account

(business and personal) and $45MM in State and City Funds. Senior Small Business Banker ~ Bank of America ~ New York, NY 01/2005– 08/2005 GNS

GEORGE N. SCHOLOMITI

1752 Sand Canyon Way Palm Springs, CA 92262

917-***-**** ~ adu1vq@r.postjobfree.com

Managed existing client relationships to retain and enhance current business portfolio of $100 MM while providing exceptional customer service.

Provided exceptional customer service to each customer that resulted in additional business.

Facilitated the attainment of branch sales and service objectives for both retail and businesses. Accomplishments: Recognized as the #2 Business Banker in the district for cross sales and investment referrals and the number #1 Business Banker for customer service. Senior Business Banker ~ Citigroup N.A. ~ New York, NY 03/2000- 01/2005

Responsible for the management of an assigned portfolio, ($95MM).

Developed strategic relationships, maintained and expanded the business.

Met with existing clients to discuss business and provide business solutions for all of their financial needs.

Assisted in the portfolio growth through the development of a business plan.

Maintained up to date knowledge of competitors products and pricing in my assigned region.

Analyzed DDA profitability and outlined strategies to bring unprofitable accounts back to profitable status.

Communicated lending decisions to clients.

Served as a representative in various civic and community functions.

Key driver of margin growth in the branch through balanced performance.

Brought in $8 million dollars in loans working with lawyers and accountants.

Brought in $4 million dollars in new money.

Accomplishments: #1 Business Banker for customer service for 4 consecutive years. #2 Business Banker in the downtown district in cross selling and investments referrals for 4 consecutive years. Education/Licensures

Pratt Institute ~ New York, NY ~ Bachelor of Fine Arts

LICENSING ~ Life and Health Insurance

Series 6/63



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