Experience

Volpe Enterprises, Inc.
• Construction
• 1 - 100 Employee
• Accounting Manager

  • Jan 2022 - Present

Truist
• United States
• Financial Services
• 700 & Above Employee
• Branch Leader III

  • Aug 2018 - Aug 2021


First Citizens Bank and Trust Company, Inc.

• United States
• Financial Services
• 400 - 500 Employee

• AVP, Retail Sales Manager

  • Oct 2014 - Apr 2018

  Responsible for leading the retail consumer and small business efforts of the bank and ensuring the success of First Citizens across all lines of business through collaboration with partners to generate sales and referrals. Execute on a sales and business plan, coach sales associates to improve performance, and represent First Citizens in the community. Overall responsibility for the delivery of superior customer service, operational integrity, and adherence to bank policy as well as all Federal and State regulations. Demonstrate and apply the standards of We’re on it that support the bank’s core values of service, accountability and common sense in day-to-day performance. Credit Risk Management - Responsible for management of loan portfolio for officers within the unit ensuring allintains an in depth knowledge of consumer and small business credit policies and procedures Sales Performance and Leadership - Conducts one-on-one performance reviews, ensuring performance action or development plans are in place, followed up and modified as needed - Regularly reviews branch performance gaps and opportunities, using observations, best practices and tips to improve and enhance team performance - Responsible for the attraction, retention, development and deployment of human resources within the unit - Prepares and participates in bank and branch meetings, goal setting sessions and group huddles - Ensures the standards of We’re on it and Customers First in every customer interaction, adding value to the customer experience and helping to maintain satisfactory branch/hub survey results - Maintains an in depth knowledge of ancillary services, deposit products and consumer and small business lending products. Understands the basics of commercial and private Show less



Charter One Bank

• United States
• Financial Services
• 1 - 100 Employee

• Loan Officer

  • Jul 2014 - Oct 2014

  Meet with customers to determine best products and procedures for each customers specific needs. Stay in constant contact with the customer throughout the loan process and ensuring that all aspects of the loan process are smooth.Analyzing customers credit, financial risk, and property evaluations to determine best suitability for the customer's lifestyle. Constant training and education of different loan programs available and up to date on all new products on the market.Specializing in new build construction; knowledgeable in process of custom homebuilding and different steps that are associated with building a new home. Show less

• Banking Branch Manager

  • Jul 2012 - Aug 2014

  RBS Citizens Financial Group evolved from the fifth-largest bank in the smallest state in the U.S. into its position today as one of the 15 largest commercial banking companies in the country. Embodies the credo of Simple.Clear.Personal to promote upfront and honest bankingAccountable for maximizing branch revenues, sales, customer satisfaction, branch staffing, and minimizing operating losses. Deploys resources to optimize individual and team performance. Responsible for branch compliance with bank policies, procedures, and operational integrity. Maintains and develops relationships with new and existing small business customers. Creates and manages to branch business plan. Represents bank in local community organizations. Conducts performance reviews for staff. Coaches and trains staff. Selected Achievements:• Recognized as emerging leader for the #1 scorecard ranked region in the bank• Managed 2 branches each with a deposit base of greater than 100 million and finished 156% to goal fiscal year 2013• Transitioned branch to Profit/Loss accounting and instituted a universal branch platform preparing Citizens for IPO in 2015 Show less



First Niagara Bank

• United States
• Financial Services
• 700 & Above Employee

• Assistant Branch Manager

  • Aug 2010 - Jul 2012

  First Niagara consistently “Pushes the Shopping Cart”. Expanding into new markets to serve several states with a “hometown community feel” District checking champion leading to multi Area wins for the Erie area, Supervises and facilitates monthly call days. Staffs and Manages a branch of nine employees. Trained regional champions on new products and ran several campaigns. Responsible for establishing and succeeding branch goals. Selected Achievements:  Promoted to larger branch within first 2 months with company  Ran weekly conference call reporting district quotas and was invited to regional and company rap sessions as high performer  Sent to Connecticut and New York to train new employees on First Niagara core Values or Passion, Creativity and Expertise Show less



Wachovia Bank

• United States
• Banking

• Senior Licensed Financial Specialist

  • Jan 2007 - Mar 2010

  Wachovia Bank merged with Wells Fargo to become one of the largest financial institutions. Total in house banking to fulfill all the client's fiscal needs. Oversee all sales and business development functions, including new product rollouts, key account management, customer relationship development, loan funding and underwriting, and investment and retirement planning. Hold P&L and budget responsibilities. Provide cross-functional team training, coaching, and mentoring. Strong focus in cross-selling techniques and securing total relationship Selected Achievements: Instrumental in complete turnaround of under-performing sales team; set higher expectations and instituted individual team-member accountability resulting in 125% revenue increase year over years. Met or exceeded all quotas throughout tenure, averaging more than $7.5 million in annual revenue and earnings multiple company awards in recognition of performance. Consistently developed strong, sustainable relationships with clients, community partners, and executive decision makers of client companies. Show less



J P Morgan Chase

• Italy
• Banking
• 1 - 100 Employee

• Licensed Personal Banker

  • Aug 2005 - Jun 2007

  In charge of developing and training new branches and staff in Chicago market. Passed series 6, 63 and insurance exams as registered member of FINRA. Profiled clients thoroughly to determine proper products and satisfy needs. Audited teller cash drawerss and vaults as platform member. Selected Achievements: Aided in development of marketing new build branches for Chicago region. Part of merger team to pilot new platform procedures and train other personal bankers on integrated policies Influenced partner revenue and improved teller referrals through continual communications and recommendation efforts with team members. Show less



AT&T

• United States
• Telecommunications
• 700 & Above Employee

• ASSISTANT STORE MANAGER

  • Jan 2001 - Dec 2005

  At&t Wireless is the second largest cellular company with over 82 million customers nationwide and revenue upwards for 49 billion in 2008 Transitioned through four mergers and promoted within first year to lead sales. Ran six separate kiosks in Pennsylvania and reported directly to regional manager. Was responsible for opening/closing duties, scheduling, promotional marketing, and design merchandise placement. At&t Wireless is the second largest cellular company with over 82 million customers nationwide and revenue upwards for 49 billion in 2008 Transitioned through four mergers and promoted within first year to lead sales. Ran six separate kiosks in Pennsylvania and reported directly to regional manager. Was responsible for opening/closing duties, scheduling, promotional marketing, and design merchandise placement.