Branch/operations Management
Resume:
RICHARD G. ROBERTS, JR.
North Brunswick, NJ 08902
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PROFESSIONAL EXPERIENCE:
NEW MILLENNIUM BANK, New Brunswick, NJ (Dec 2000–Nov 2008)
Vice President, Branch Manager (2000-2007)/ BSA Officer (2007-2008)
Overall responsibility for the operation of main branch of community-based Commercial Bank
(FTE 8) with customer service and account retention priorities; initiated follow-up calls on qualified leads from all sources; responsible for development and implementation of policy and procedure in Branch and Compliance matters; assisted SVP Operations in new product development, staff training, and compliance; assisted Senior Lender and staff in new business development efforts; served as coordinator for branch personnel on policy and procedural issues
Appointed as BSA Officer in Dec 2007, built risk assessment database for use in Bankers Toolbox (BAM) and was responsible for CIP, CDD, EDD, CTR and SAR preparation and filing, and related policy development and staff training; improvement in BSA was specifically noted in NJDOBI Exam at Sept 2008
SUMMIT BANK, Piscataway, NJ (1997-2000)
Vice President, Branch Manager
Overall responsibility for the operation of a $70MM Class 4 (on scale of 5) retail branch; customer service, sales, and business development responsibilities
Three-time Member of President’s Club for success in achieving branch sales goals
UNITED NATIONAL BANK, Somerset, NJ (1995-1997) Successor by merger to New Era Bank)
Vice President, Branch Manager
Responsibility for operation of retail branch; Commercial and Personal Lending authorities and business development responsibilities
NEW ERA BANK, Somerset, NJ (1991-1995)
Vice President, Branch Manager
Managed $115MM retail office of community bank; coordinated program activities, recommended, formulated, and communicated policies and procedures; maintained regulatory compliance in all areas; served as Security Officer for loss control
CITY FEDERAL SAVINGS BANK, various locations (1981-1990)
Assistant Vice President, Branch Manager
NATIONAL STATE BANK, various locations (1974-1981)
EDUCATION: BS, University of Scranton, PA
American Institute of Banking
BSA Boot Camp 2008
Various BSA, AML, and Security seminars
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