Senior Private Banking Executive - HNW Relationship & Compliance
Resume:
January 2014 – October 2021
JOSEPHINE GALLO
Stirling, NJ 07980 908-***-****
*****.*********@*****.*** linkedin.com/in/josephine-gallo-a07b9921a PROFESSIONAL SUMMARY
Dedicated and meticulous Vice President & Banking Executive with over 20 years of leadership experience in the New Jersey financial sector. Expert in high-net-worth relationship management, private banking operations, and large-scale team leadership. A bilingual professional (English/Italian) known for unwavering integrity, meticulous regulatory compliance, and a "white-glove" approach to client service. Proven track record in driving revenue growth while maintaining the highest standards of operational excellence.
CORE COMPETENCIES
Private Banking & Wealth Planning
Lending & High-Net-Worth Service
Team Management (13+ associates)
Risk Mitigation & Regulatory Compliance
BSA/AML Audit Standards
Financial Modeling & P&L Oversight
Bilingual Proficiency (Italian)
Advanced Conflict Resolution
PROFESSIONAL EXPERIENCE
PEAPACK PRIVATE BANK & TRUST Boonton, NJ
Retail Private Banker, Vice President
Cultivate deep, trust-based relationships with key client households, providing concierge-level service that consistently drives measurable increases in client satisfaction. Utilize financial modeling techniques to evaluate client balance sheets and cash flows to provide expert advisory on liquidity and debt-to-equity ratios. Deliver holistic financial guidance across deposit, lending, and wealth planning verticals, ensuring alignment with complex tax and estate planning goals. Maintain meticulous adherence to all banking regulations, ensuring 100% compliance for a high-value private banking portfolio.
FISERV Berkeley Heights, NJ
Client Services Manager
Managed a team of 13 telephone associates supporting clients utilizing Portico software in the Credit Union sector.
Spearheaded resolution strategies for client escalations regarding system outages and complex case management.
Collaborated with recruiting teams and participated in hiring panels to select and onboard high-quality talent.
TD BANK Randolph, NJ
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September 2004 – August 2013
Assistant Vice President, Store Manager
Directed all branch operations and led a diverse team of 11 employees to meet and exceed regional sales and revenue goals.
Oversaw consumer lending production for the region, ensuring strict quality and compliance standards.
Facilitated daily team huddles, debriefings, and one-on-one coaching sessions to streamline workflows and improve operational efficiency.
PNC BANK New Jersey
Vice President, Branch Manager
Directed daily operations and sales strategy for a high-volume retail branch, consistently achieving top-tier ratings in customer service and operational audits. Managed a diverse team of financial associates, focusing on professional development and internal promotions to strengthen the branch talent pipeline. Ensured strict adherence to Bank Secrecy Act (BSA) and Anti-Money Laundering (AML) protocols, maintaining a culture of compliance and risk awareness. EDUCATION
Bachelor of Arts in Sociology (Minor in Business Management) College of Saint Elizabeth, Convent Station, NJ
LANGUAGES
English: Native Proficiency Italian: Bilingual Proficiency (Writing and Speaking)
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