Experience

Fidelity Cooperative Bank

• United States
• Financial Services
• 100 - 200 Employee

• Retired

  • Oct 2018 - Present

• Vice President / Branch & Business Development Manager

  • Oct 2014 - Sep 2018

  Fitchburg, Ma • Responsible for relationship management. Maximize business deposit relationships, promote products and services to best meet the business needs of customers. • Develop strong internal relationships referring appropriate products to investment, commercial and mortgage departments . • Promote and cross-sell products and services as appropriate to customer requirements. • Coach and mentor branch employees in the relationship management ideas and processes. • Design Branch Sales… Show more • Responsible for relationship management. Maximize business deposit relationships, promote products and services to best meet the business needs of customers. • Develop strong internal relationships referring appropriate products to investment, commercial and mortgage departments . • Promote and cross-sell products and services as appropriate to customer requirements. • Coach and mentor branch employees in the relationship management ideas and processes. • Design Branch Sales Action Plans to ensure branch meets or exceeds volume goals. • Provide overall leadership in motivating staff in product and service knowledge and selling techniques. • Ensure sound and compliant branch operations.



Rollstone Bank & Trust

• Assistant Vice-President/Regional Branch Manager

  • 2010 - Oct 2014

  Leominster, MA •Successful Regional Branch Manager of two branches with a combined deposit base of $54 million. Managed two branches for 3 years with a staff of 12. Increased branch deposit base by 350%. •Effectively manage staff performance to ensure that excellent, efficient, accurate and professional service is provided to the customer. Received “Exceeds Expectations” on 3rd party branch audits. Work closely with Commercial, Investment and Mortgage departments resulting in over $10 million in consumer… Show more •Successful Regional Branch Manager of two branches with a combined deposit base of $54 million. Managed two branches for 3 years with a staff of 12. Increased branch deposit base by 350%. •Effectively manage staff performance to ensure that excellent, efficient, accurate and professional service is provided to the customer. Received “Exceeds Expectations” on 3rd party branch audits. Work closely with Commercial, Investment and Mortgage departments resulting in over $10 million in consumer loans. •Met or exceeded Officer goals for New Business Checking, Deposit Balances, New Consumer Checking, Electronic Banking Products, Consumer Loans and Wealth Management referrals. •Efficiently managed the profitability of the branches by driving sales of deposits along with loan products. Most recently awarded Top Seller of a bank-wide 9 week sales promotion. •Trained and developed staff to achieve individual sales and career goals. Instrumental in the promotion of 6 employees to Assistant Manager and Branch Manager positions. •Crossed trained staff to become multi-functional between team roles as well as two branches seamlessly. •Worked through a major branch construction/renovation while maintaining excellent service for our customers.

• Branch Manager

  • 2007 - 2010

  Leominster, MA •Responsibilities included providing management and direction to branch staff, managing branch operations to ensure customers’ needs were met, and increasing branch deposit base. •Managed branch sales activities by establishing sales goals and activities to attain new customer relationships and retain existing relationships. Major strength sales goals. Worked directly with Consumer Loan Officer to increase loans over 285%. •Developed staff through ongoing coaching sessions, to ensure… Show more •Responsibilities included providing management and direction to branch staff, managing branch operations to ensure customers’ needs were met, and increasing branch deposit base. •Managed branch sales activities by establishing sales goals and activities to attain new customer relationships and retain existing relationships. Major strength sales goals. Worked directly with Consumer Loan Officer to increase loans over 285%. •Developed staff through ongoing coaching sessions, to ensure that all are personally committed to consistently exceeding customer expectations every time, everywhere. •Planned, directed and controlled branch operations and security, ensuring that established policies and procedures were followed and delegated responsibilities to staff as needed to meet branch objectives. •Licensed Insurance Sales Professional in whole life, term insurance and annuities.



Fitchburg Savings Bank

• Assistant Branch Manager

  • 2006 - 2007

  Leominster and Fitchburg, MA •Managed operational functions including loss control, compliance, customer retention and audit standards; supervised, coached and developed Tellers and Head Tellers regarding policies, procedures, products, systems and banking transactions. •Determined customers' financial services needs and made appropriate referrals. Contacted prospective customers to present information and explain recommended services, resulting in highest sales bank-wide. •Drew upon a strong knowledge of branch… Show more •Managed operational functions including loss control, compliance, customer retention and audit standards; supervised, coached and developed Tellers and Head Tellers regarding policies, procedures, products, systems and banking transactions. •Determined customers' financial services needs and made appropriate referrals. Contacted prospective customers to present information and explain recommended services, resulting in highest sales bank-wide. •Drew upon a strong knowledge of branch operations, regulatory compliance, and bank policy and procedure; led and developed branch Teller staff to meet customer service needs and fostered an environment in which all employees could excel in a team environment. •Met or exceeded all Assistant Manager Goals. •Reviewed and approved compliance required reporting.

• Teller/Head Teller

  • 2004 - 2006

  Leominster, MA •Processed transactions such as withdrawals, deposits, payments and check cashing. Controlled vault and completed daily reports. Responsible for counting and handling large amounts of money. •Supervised Teller staff, assisted customers with any problems and maintained customer satisfaction. •Identified sales opportunities and referred the customer to the appropriate department.