Experience

HomeStarr Realty
• United States
• Real Estate
• 100 - 200 Employee
• Realtor

  • Nov 2018 - Present


KeyBank

• United States
• Banking
• 700 & Above Employee

• Branch Manager

  • Sep 2016 - Dec 2018

  Provided both tactical and strategic leadership for the branch spanning all day-to-day operations, client and internal issue resolution and overall performance. Assisted in transitioning the bank from First Niagara to Key Bank. Trained, coached and cultivated a team of five employees including two tellers and three bankers. Prepared quarterly projections and ensured attainment of all business development, revenue and customer service targets. Additionally, assisted the district in facilitating calling clinics in support of various company initiatives and mentored other branches’ personnel via weekly conference calls. Show less



Santander Bank

• United States
• Financial Services

• Branch Manager III AVP

  • Sep 2013 - Aug 2016

  Led and cultivated a team of five bankers and tellers, with responsibility for the operations, performance and service quality. Developed talent through role playing, one-on-one training and other tactics. Coached new bankers in the district on lending and investment sales strategies, presentations and related skills. Served as the primary business banker at the branch. Led and cultivated a team of five bankers and tellers, with responsibility for the operations, performance and service quality. Developed talent through role playing, one-on-one training and other tactics. Coached new bankers in the district on lending and investment sales strategies, presentations and related skills. Served as the primary business banker at the branch.



First Niagara Bank

• United States
• Financial Services
• 700 & Above Employee

• Branch Manager AVP

  • Nov 2012 - Sep 2013

  Lead and managed overall sales performance of the branch to reach productivity and growth goalsManaged conversion of service requests to salesGenerated sales personally to drive growth in small business and/or consumer relationshipsDrove sales through consistent profiling, cross-sell and follow-up activitiesDrove utilization of CRM to document customer interactions, sales activities, facilitate follow-up and forecast sales resultsEnsured delivery of exceptional customer service behaviors to create advocacy and earn the right to expand relationshipsEnsured and promote personal ownership by all branch employees of customer issues through resolutionFostered a branch environment that inspires, motivates, challenges ,supports and provides recognition for exceptional performance.Managed individual performance of branch staff through prescribed management routines, using required tools as necessary. Show less

• Personal Financial Associate

  • Nov 2011 - Nov 2012

  Motivate, guide and show coach team members.Identify and provide the appropriate financial solutions which lead to maximum retention rates, growth and increase profitability of 25% year over year.



JP Morgan Chase

• Architecture and Planning
• 1 - 100 Employee

• Business Banker

  • Jan 2011 - Dec 2011

  Responsible for the business deposit/credit portfolio management and growth for North Brooklyn branch. I directly managed 150 premier relationship clients with over $45 million in assets by increasing their cash flow and minimizing their expenses. Motivated, coached and advised on sales practices and cross selling tactics to 14 personal bankers and tellers on daily basis.

• Personal Banker

  • Jan 2010 - Jan 2011



Prudential Financial

• United States
• Financial Services
• 700 & Above Employee

• Financial Services Associate

  • Jun 2008 - Jan 2010

  Grew clientele base by 112% within 12 months, by creating and implementing successful, marketing campaigns, cold calls, canvassing initiatives and direct mailings. Cross-sold financial service products, such as Life Insurance, Annuities, Long Term Care and Retirement Planning. Researched and analyzed market trends and stayed abreast on target markets in order to cultivate new relationships Grew clientele base by 112% within 12 months, by creating and implementing successful, marketing campaigns, cold calls, canvassing initiatives and direct mailings. Cross-sold financial service products, such as Life Insurance, Annuities, Long Term Care and Retirement Planning. Researched and analyzed market trends and stayed abreast on target markets in order to cultivate new relationships



JPMorgan Chase

• United States
• Investment Management

• Personal Banker

  • Aug 2005 - May 2008

  Ranked 49 out of 8500 bankers nationwide, based on excellence in sales and the production of an annual average of $8 million in Business Loans and Business Lines of Credit. Established a new customer base and expanded an existing customer base by 100% (40% walk-in traffic, 30% cross-selling and 30% referrals), in addition to generating in excess 250 new business checking accounts. Performed various banking functions, such as teller activities, vault functions, opening/closing of branch, handling safe deposits, processing and boarding DDA lines of credit and review of credit card applications. Show less