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Click here or scroll down to respond to this candidateCandidate's Name
Windermere, FL /PHONE NUMBER AVAILABLE /Candidate's Name @outlook.com /LINKEDIN LINK AVAILABLESUMMARY AND PROFILESVP PROGRAM MANAGEMENTStrategic Program Management New Business Development Sales ManagementA visionary and Strategic Executive with over a decade of exceptional leadership in the banking and business development sectors. Well-versed in heading comprehensive digitization initiatives, enhancing operational efficiency, and driving significant revenue growth across prestigious financial institutions. Repeated success in vendor management, process optimization, and team development, culminating in the successful delivery of cost-effective, high-quality services and solutions. Proven track record in fostering sales cultures, achieving outstanding sales performances, and managing comprehensive branch operations with a keen focus on compliance, risk management, and customer satisfaction.Areas of expertiseDigital Transformation & Digitization Project Management Strategy Staff Recruiting & MentoringCompliance & Risk Management Customer Service Excellence Consultative Selling & SaaSRevenue Generation & Growth Key Account Management Credit Risk AnalysisTeam Building & Development Finance BudgetingCareer HighlightsDevised and executed sales strategies to maximize product sales, produced 120+ new acquisitions per month and surpassed desired objectives for the branch.Achieved and maintained 100% client service scores month over month, thus increasing customer retention rates.Maintained new business deposit accounts to sell other banking solutions regarding merchant services, process business loans, increase sales, and meet mortgages.Promoted and serviced a $150M portfolio and surpassed $1.8M in sales by 32%.PROFESSIONAL EXPERIENCEBNY MELLON, ORLANDO, FLSENIOR VICE PRESIDENT of CORPORATE SERVICES2023 - PresentDirect the full implementation of mail and document digitization across the US, integrating advanced equipment and optical character recognition to support digital mail solutions. Coordinate efforts in automating digital scanning programs, directly contributing to enhancing BNY Mellon and LOB work streams. Steer the delivery of high-quality, cost-efficient mail, distribution, and document services, focusing on continuous improvement and operational excellence. Analyze operational processes and performance, recommending and implementing solutions to drive efficiency and productivity.Implemented a scalable digital mail solution, resulting in the seamless transition to full digitization by late 2022, enhancing operational efficiency and client service quality.Spearheaded the management and measurement of vendor performance across the US, achieving significant improvements in service delivery and operational costs.Simplified RFQ, RFI, and RFP processes, leading to improved profitability and enhanced internal client experience through strategic vendor selection and management.Enhanced operational processes and performance by identifying and implementing continuous improvement solutions, significantly reducing risks and operational issues.Created and executed a comprehensive project management strategy for Mail Operations projects, which improved vendor spend analysis and introduced new, cost-effective services.ONE FLORIDA BANK, ORLANDO, FLVICE PRESIDENT BRANCH OPERATIONS MANAGER2022 - 2023Developed a strong sales team and culture with consistent execution of sales and management processes. Delivered team sales performance through weekly proactive goal setting, activity planning, execution, and follow-up. Directed all branch functions, including lending operations, operations HR, and legal compliance.Devised and executed a marketing plan focused on winning new client relationships and expanding existing relationships while focusing on driving continual improvement in the portfolio and new production revenue growth.Coached team members on skills needed to analyze, evaluate, and mitigate credit risk and to lead others on credit requests by utilizing advanced knowledge of credit fundamentals and internal credit policies.Managed top talent acquisition, development, performance, and morale to drive key business initiatives.Guaranteed that all branch personnel adhered to all laws and regulations and bank policies.Developed branch-level production goals, budgets, and operating plans to achieve them.RELATIONSHIP VELOCITY, ORLANDO, FLVICE PRESIDENT OF BUSINESS DEVELOPMENT2021 - 2021Grew revenue by evaluating and reporting on key metrics and offering guidance related to best practices. Secured and retained new and existing customers by optimizing operational efficiency, improving redundancy and flexibility, and delivering higher availability through appropriate insights and feedback. Identified and mitigated potential risks of proposed deals and agreements by coordinating with credit, underwriting, marketing, and senior management.Maximized sales and ensured business success by identifying and establishing a productive and long-lasting pipeline of referral sources and direct clients.Utilized effective organizational growth skills to ensure the smooth flow of business processes and operational efficiencies while implementing new client execution and development strategies.Updated processes to meet business targets and combined bid management into core sales functions for providing strategic direction and reducing friction in the sales process.Examined consultative selling and needs to highlight value in enterprise software and SaaS.PNC BANK, ORLANDO, FLVICE PRESIDENT & BRANCH BUSINESS CENTER MANAGER2019 - 2021Oversaw execution of branch regulations as per bank procedures, internal controls, and risk management policies. Trained teams to meet sales and boost customer satisfaction by supervising client prospects. Facilitated by networking with the leadership team and staff to identify internal/external communications activities and solutions. Possessed sufficient data on champion operational, human capital, reputational, and business risk management. Hired and coached new employees to grow the business.Improved branch deposits by 46% and loan generation by 32% while attaining sales targets and customer loyalty through the development and implementation of the PNC brand sales process.Enhanced cash flow and profitability by collaborating with small- to mid-sized businesses and forming financial solutions to meet needs by acquiring in-depth business knowledge.Directed individual and team sales and referrals while administering compliance with internal controls, operational procedures, and risk management policies.Maintained new client relationships and enhanced trust between existing personal and business banking relations while leading daily banking operations, such as deposits, loans, investment, and other product lines.Pioneered career path framework through leadership development projects for new hires, mid-career, and tenured employees.Exceeded set goal by 126% and more each quarter by heading region in new business client care acquisition.Supported new merchant acquisition in the region by realizing 200%+ to goal month-over-month.Upgraded 63% in new business account acquisition from the previous year in the region.BANK OF AMERICA, ORLANDO, FLVICE PRESIDENT & FINANCIAL CENTER MANAGER II2011 - 2018Protected banking center against criminal and fraudulent operations and unnecessary risk by following prescribed security controls. Utilized effective human resources management skills for staffing, observing performance appraisals, suggesting promotions, providing salary recommendations, and handling terminations. Cultivated relations with local financial center partners while determining monthly sales and organizing weekly sessions with banking center staff.Progressed net new consumer analyzing account volume 67%, business acquisitions 84%, and credit cards 90%.Honored as top branch manager for increasing deposit balances 67% YoY while receiving an award of Top Manager for the region in Customer Service at 98.9% to goal in 2018.Improved associate contact rate by 12% and increased future appointment bookings by 25% through development programs.Managed end-to-end talent management processes, such as hiring, onboarding, and sales closures, while forming and developing associates in the sales process.Surpassed sales quotas and met 100% of targets by adhering to policies and explaining organizational objectives.Assured customer satisfaction and achievement of banking center goals by guiding personal bankers and CSMs.Supervised overall branch assets, such as vault and contents and large transactions that required manager approval and examined the team & overall performance.ADDITIONAL EXPERIENCEChase Card Services, Regional Sales Manager B2B /Sales Performance Manager /Sales Team ManagerEDUCATION AND OTHERSUniversity of Phoenix, Orlando, FLMaster of Business Administration, FinanceUniversity of Phoenix, Orlando, FLBachelor of Science, Management |
