Experience

• 

  Northway Bank

  • United States
  • Banking
  • 200 - 300 Employee

  • Vice President / Small Business Relationship Manager

    • Oct 2019 - Present

    Having completed the project of building out a successful Small Business Department and transitioning that Department from the Retail Division to the Commercial Division, I took on the role of developing the Manchester and Bedford territory in anticipation of the opening of a new branch in Bedford, NH in the summer of 2020, while also servicing my clients throughout Central and Southern NH. I have since moved back to my roots covering Concord and the Lakes Region of NH.

  • Vice President/ Small Business Banking Manager

    • Feb 2016 - Oct 2019

    Responsible for the creation and development of a new Small Business Department within the Retail Division for Northway Bank, an independent commercial bank with sixteen branches throughout New Hampshire, focusing on small businesses with $2mm or less in gross revenue and $250m or less in small business loan exposure.

• 

  Santander Bank, N.A.

  • United States
  • Banking
  • 700 & Above Employee

  • Vice President/ Small Business Area Manager

    • May 2015 - Feb 2016

    Hire, provide leadership, coach, train, and manage the performance of a staff of 9 business professionals and 41 Branch Managers engaged in relationship management for small business clients across 41 branch locations of Santander Bank in MA and NH. Manage the credit pipeline and quality of business credit applications throughout the territory. Conduct preliminary underwriting review for appropriateness. Develop and present proposals and appeals for applications to bank risk committees and boards when appropriate.Responsible for achieving sales goals through effective coaching and managing the sales processes and routines. Focus on individual accountability and in the field and office coaching. Network and leverage relationships with internal and external sales partners and local business centers of influence.

  • Vice President / Small Business Relationship Manager III

    • Jul 2014 - May 2015

    Responsible for the acquisition of new small business relationships and the growth of the current business portfolios for the Concord, Hooksett, and Manchester, NH territories. Primary focus on companies with annual revenues of 5 million and below. Support and develop the business acumen for assigned branch managers and branch staff. Conducted preliminary financial review and underwriting of small business applications. Leveraged internal and external partners and relationships including branch managers, payroll representatives, cash management officers, merchant services partners, investment representatives, residential mortgage officers, local CPAs, lawyers, real estate agents, property managers, etc. Acted as a leader within the team of 10 Small Business Relationship managers to help drive team performance. Selected for an exclusive project to work hands on with McKinsey & Company to help develop a lead generation model for new acquisitions and cross selling as well as a retrofit of Santander’s field execution routinges and tools.

  • Vice President / Branch Manager

    • Dec 2002 - Jun 2014

    Provide leadership, coach, train, and manage the performance of a staff of 4-10 to insure branch achieves sales goals across a variety of economic environments. Manage and work in branches in Braintree, Weymouth, East Milton, Needham, Holbrook, Manchester, Concord, etc. Conducted Small Business Activities in Quincy. Generate additional bank business through in-branch sales, phone sales and external business development. Manage sales culture implementing targeted sales and marketing processes in order to attain and exceed sales goals. Was recognized as a proven sales leader to step in and “fix” branches and achieve acceptable and exceptional customer service and sales goals. Exceeded assigned goals on a regular basis. Goals included Small Business DDA, Retail DDA, Deposit Acquisition, Deposit Growth, Small Business Loans, Home Equity Lines & Loans, Mortgage, Investment Sales, Merchant Services, Payroll, etc.

• 

  Santander Bank Leadership Council

  • Boston, MA

  • Board Member

    • Jul 2013 - Sep 2014
    • Boston, MA

• 

  Hooksett Chamber of Commerce

  • Director

    • Aug 2011 - Dec 2012