Bio
Experience
-
Wells Fargo
-
United States
-
Associate Personal Banker
-
Mar 2024 - Present
-
United States
-
-
-
Cambridge Trust Company
-
Manchester, New Hampshire, United States
-
Vice President
-
Apr 2023 - Sep 2023
-
Manchester, New Hampshire, United States
Relationship Manager/ Deposit and Treasury Services
-
-
-
Bangor Savings Bank
-
Manchester, New Hampshire, United States
-
Vice President, Senior Relationship Manager
-
Mar 2020 - Mar 2023
-
Manchester, New Hampshire, United States
As a Sr. Relationship Manager, I provide the world's best customer experience by building relationships with business owners to grow and achieve their financial goals. By working closely to understand their cash flow and deposit needs, I am able to recommend lending and bank services to help their business succeed.
-
-
-
Bank of New Hampshire
-
Manchester, Bedford, Concord, Hillsborough, Antrim & Claremont NH
-
Vice President, Corporate Cash Management & Business Development Officer
-
Jan 2015 - Mar 2020
-
Manchester, Bedford, Concord, Hillsborough, Antrim & Claremont NH
As the Corporate Cash Management Officer for the Manchester, Bedford, Concord, Hillsborough, Antrim & Claremont NH area, I coordinate & facilitate the sale and delivery of loans, deposits and treasury management services to businesses. Working closely with business owners, enables me to build a strong relationship to fully understand their cash flow needs and make recommendations to help their business succeed.
-
-
-
Citizens Bank
-
Manchester & Bedford NH.
-
Vice President
-
Dec 2001 - Jan 2015
-
Manchester & Bedford NH.
I have been in banking for over 25 years. I have held various positions which include managing an IRA department for 10 years, Branch Manager and Business Banking Officer. As a Business Banking Officer, I work with business owners who's revenues range from $1MM to $10MM in assets. By profiling the prospect or customer, I access their business needs and provide them with a recommendation in regards to accounts, lending, payroll services, credit card processing, cash management needs and a variety of other banking products & services. Providing the client with a Dedicated Business Banking Officer, enables the business owner to focus on their business and know that their business banking needs are being met.As a Branch Manager, I developed a team to meet/exceed sales goals, provide outstanding customer service and provided career development & coaching.
-
-
-
RBS
-
Raymond NH, Portsmouth NH.
-
Vice President-Business Banking Officer
-
2001 - 2006
-
Raymond NH, Portsmouth NH.
I began my career with Citizens Bank as a Branch Manager. As a Branch Manager I coached & mentored my team to provide them with best practices and coaching to meet & exceed their sales goals. I worked closely with both external & internal partners to build a referral source and attended a number of networking events to be involved in the community. As a coach, I met regular with my staff both one on one & as a team to provide new techniques, product knowledge, customer feedback & sales goal achievement.
-
-
-
Bank of America
-
Manchester NH
-
VP/Branch Manager
-
1999 - 2001
-
Manchester NH
As a Branch Manager, I coached & mentored my staff to help them meet & exceed not only their sales goals but those of our branch. Working closely with internal & external partners enabled the team to expand their knowledge and learn best practices to help them succeed. I conducted regular coaching sessions & team meetings to build the skill set and confidence of each team member. Customer service was a huge focus and making sure the customers were satisfied & happy was critical to our success.
-
-
-
BankBoston/BayBank/NFS Savings Bank
-
Manchester NH
-
VP/Branch Manager
-
1995 - 1999
-
Manchester NH
Branch Manager - coached & mentored team of bankers & tellers to exceed sales goals, deliver outstanding customer service and career development.
-
-
Education
-
1981 - 1983Mount Washington College
AS, Business -
1978 - 1981Proctor High School
Yes, Business
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Banking and Financial Services”
Need a custom project? We'll create a solution designed specifically for your project.
References
Community