Odette B. Dayans
Senior Managing Director, District Manager at First Republic Bank- Claim this Profile
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Bio
Credentials
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California State Life & Disability Insurance License #0B49913
California Department of Insurance -
FINRA Series 6 – Registered Representative
FINRA -
FINRA Series 63
FINRA -
NMLS # 888818
Nationwide Mortgage Licensing System -
Notary Public in California
California Secretary of State
Experience
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First Republic Bank
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United States
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Banking
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700 & Above Employee
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Senior Managing Director, District Manager
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Jun 2009 - Present
• Effectively managed a team of 55 professionals while managing a $6 billion deposit franchise spanning across six office locations. • Managed and grew a DeNovo Office to $1 billion in total deposits. • Managed and grew a personal portfolio to over 1200 households (business and consumer) with balances exceeding $400 million in total deposits. • Led sales, service and business development efforts in achieving targets in the categories of deposits and client relationship growth, client retention, revenue and overall market share. • Initiate proactive outreach to both high-value clients and non-clients, diligently seeking out potential opportunities to foster customer relationships and drive growth. • Engaged in discussions and provided recommendations on a comprehensive range of lending products, encompassing personal loans, home equity lines of credit, residential loans, and commercial loans. Show less
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Bank of America
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United States
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Banking
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700 & Above Employee
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Senior Vice President - Market Manager SF-Peninsula
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2008 - 2009
• Responsible for business expansion by deepening relationships, identifying cross-sell opportunities, and increasing client acquisition. • Developed strategic processes, partnerships and routines that enabled the Premier Banking and Investment teams to meet their clients’ personal financial goals and expectations. • Responsible for leading and developing 27 client managers within the Bay Area with assets over $4 billion. • Led a highly ranked sales team within the financial services industry. • Managed overall sales, client satisfaction and operational performance in collaboration with BAI teammates. Show less
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Citi
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United States
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Financial Services
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700 & Above Employee
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Senior Vice President Area Director
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Mar 2003 - Mar 2008
• Led 13 diverse financial center teams within San Francisco with assets over $4 billion and overseeing 147 employees. • Developed strategic partnerships with internal lines of businesses serving high net worth and service professionals. • Established and maintained key relationships and business contacts within the community and targeted industry segments to create opportunities for growth. • Responsible for increasing client acquisition and maximizing customer satisfaction, while minimizing customer attrition, operational losses, and employee turnover. Show less
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Vice President - Financial Center Manager
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Sep 1993 - Mar 2003
· Manage and direct all sales efforts and operations of the Stonestown Center with a deposit base of over $140 million and staff of 14 employees. · Develop, communicate and implement sales strategies that produce and sustain income stream for the Financial Center through new sales and cross sales of the full product array (financial services, residential loans, consumer loans, business loans, and consumer and commercial savings and checking products). · Maintain branch expenses within operating budget and efficiency standards while ensuring a satisfactory audit rating and high level of customer service. · Recruit, interview, hire, train and evaluate employee performance based on “Five Star” standard. · Supervise activities of branch staff to ensure adherence to policies and procedures; minimize branch risk exposure, and comply with all applicable laws and regulations. Show less
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Consultant
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Sep 1992 - Sep 1993
· Advise high net worth individuals to enhance the efficiency of their business operation. · Develop and implement human resources and customer service procedures. · Strategize and developed direct marketing programs to increase sales. · Structured and coordinated seminars to increase profitability. · Debriefed clients and assessed their marketing and advertising requirements. · Advise high net worth individuals to enhance the efficiency of their business operation. · Develop and implement human resources and customer service procedures. · Strategize and developed direct marketing programs to increase sales. · Structured and coordinated seminars to increase profitability. · Debriefed clients and assessed their marketing and advertising requirements.
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Education
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San Francisco State University
BS, Business Administration Concentration in General Management -
Wharton School of Business Leadership & Management Certifications