Experience

Patriot Bank, N.A.

• United States
• Banking
• 100 - 200 Employee

• Vice President - Manager

  • Apr 2015 - Present

  37 years of hands on experience in banking. Responsible for maintaining client relationships and new business development throughout Lower Fairfield County. Commercial & Consumer. •developing a business plan for branch •communicating and implementing business, marketing and sales plans •monitoring sales targets and budgets, and producing figures and reports •assessing lending risk •motivating staff to meet targets •understanding the needs of individual and business customers •maintaining the brand image and corporate policies •responsibility for staff supervision and training •making sure that staff follow rules and procedures to prevent fraud •dealing with any customer complaints •attending meetings or conferences •promoting the bank in the local community. Show less



Fairfield County Bank

• United States
• Financial Services
• 100 - 200 Employee

• Assistant Vice President - Manager

  • Aug 1998 - Apr 2015

  Assistant Vice President/ Senior Relationship Manager Fairfield County Bank August 1998 – April 2015 - 20 Compo Road South Over 33 years of hands on experience in banking. Responsible for maintaining client relationships and new business development throughout Lower Fairfield County. Commercial & Consumer. Consistently achieving sales goals by effectively promoting products and services while giving the client excellent customer service. Identifying opportunities for cross-selling of value-added bank products and services. Providing highly personalized services that build and strengthened customer relationships. Assisting clients in securing mortgage financing for new home purchases. Interviewing customers applying for residential real estate loans and all consumer loan requests. Managing operations and compliance of the office within the established guidelines of the organization. Supportive of the Westport Community. Member of the Westport Sunrise Rotary. Head of ticket sales for The Westport Sunrise Rotary Great Duck Race and the Westport Sunrise Rotary Annual Wine Tasting. Active with The Westport Downtown Merchants Association continuing to sit on the Board of Directors. Managing operations and compliance of the office within the established guideline of the organization. Show less