Senior Relationship Banker - M&T Bank - Kearny, NJ
(2024-10 - 2026-05)
- Built and maintained long-term relationships with personal and business clients by identifying financial needs and recommending tailored banking solutions.
- Consistently exceeded sales and service goals through proactive client outreach and referrals.
- Managed a portfolio of high-value clients while strengthening customer retention through personalized financial consultations.
- Mentored and supported new team members while promoting a collaborative, high-performance branch environment.
- Recognized for exceeding customer satisfaction, sales performance, and relationship-building objectives while contributing to overall branch growth.
- Assisted branch manager with all operational needs of branch along with employee management.
Branch Experience Manager - BCUJ - Franklin Lakes, NJ
(2022-01 - 2024-08)
- Led daily branch operations to ensure exceptional customer service, operational excellence, and achievement of business goals.
- Monitored branch performance metrics, implemented strategic action plans, and ensured consistent achievement of sales and service goals.
- Assisted in planning and implementing promotional campaigns to support sales and business growth.
- Strengthened community relationships through networking, business development, and participation in local outreach initiatives to expand the branch's customer base.
- Resolved escalated customer issues promptly while maintaining high customer satisfaction and loyalty.
- Communicated underwriting decisions and conditions to internal stakeholders while providing exceptional customer service throughout the lending process.
Branch Manager - PNC Bank - Carlstadt, NJ
(2019-10 - 2022-01)
- Directed all aspects of branch operations, leading a high-performing team while driving sales, operational excellence, and exceptional customer experiences.
- Developed and strengthened relationships with small business owners, commercial clients, and community partners to expand the branch's business banking portfolio and increase market share.
- Consistently achieved or exceeded branch goals for deposits, loans, business accounts, revenue, customer acquisition, and cross-selling of banking products and services.
- Recruited, coached, mentored, and developed 4 branch employees, fostering a high-performance culture focused on sales, customer service, accountability, and professional growth.
- Monitored branch performance through sales metrics, operational reports, and key performance indicators, implementing action plans to improve productivity and profitability.
- Oversaw branch cash operations, audits, security procedures, and operational controls to minimize risk and ensure regulatory compliance.
Assistant Branch Manager - PNC Bank - Hackensack, NJ
(2019-01 - 2019-10)
- Assisted in managing daily branch operations while ensuring excellent customer service and efficient workflow.
- Supported the Branch Manager in achieving sales, service, and financial goals through coaching and team leadership.
- Built strong relationships with consumer and business banking clients by identifying financial needs and recommending appropriate banking products.
- Supervised branch staff, provided training, and monitored performance to ensure operational excellence.
- Resolved customer concerns promptly while maintaining high levels of customer satisfaction.
- Oversaw cash handling, vault operations, audits, and daily balancing to ensure accuracy and minimize risk.
Branch Sales Associate - PNC Bank - Carlstadt, NJ
(2016-08 - 2019-10)
- Assisted customers with opening accounts and identifying the best banking products and services.
- Met sales goals through referrals and cross-selling loans, credit cards, and other financial products.
- Resolved customer questions and account concerns in a professional and timely manner.
- Supported branch operations and collaborated with team members to deliver an excellent customer experience.
- Maintained knowledge of banking products, services, and regulatory requirements.
- Hosted regional conference calls to communicate company updates, goals, and performance expectations.
