Whitestone, NY, US
status: John C is seeking a career opportunity within the commercial banking sector.
Number of years experience : 20
Salary preference : $100,000 - $110,000
Number of people managed: 10-25
Security clearance : Yes
Military experience : No
Languages : English
Job Title: VP/Commercial Relationship Manager
Time Frame: Oct 2007 To present
Job Description: Manage sales & business relationships for a specific portfolio of commercial banking clients from $5 million up to $250 million in annual revenue. Proactively source and expand commercial banking customer relationships through referral opportunities and ensure customer retention. Maintain frequent interaction with centers of influence, diverse industry segments, community leaders and senior business contacts.
Job Title: AVP-Business Relationship Manager
Time Frame: May 2005 To Sep 2007
Job Description: Responsible for all business development for the retail office within Forest Hills, New York. Specific goals require booking a minimum of 8 million (MM) in commercial lending, grow commercial deposits 11.75% year over year (YOY) resulting in $10 million net new deposit growth, and generate a minimum of $100,000 in revenue to bank from investment sales (non-FDIC insured products).
Job Title: AVP-Small Business Relationship Manager
Time Frame: Sep 2003 To May 2005
Job Description: Challenged for the growth, retention, and expansion of a 425 small business client portfolio. Must develop and manage a relationship plan for each client, recommend suitable financial instruments, services and solutions resulting in a trusted advisor relationship. Solicit new small business clients through the cultivation of key referral sources, and technology generated leads.
Job Title: Wholesaler
Time Frame: Jun 1998 To Mar 2003
Job Description: Sold, marketed, and supported proprietary mutual funds, separate accounts, and variable annuity products throughout the New England territory, to registered Financial Advisors affiliated with Merrill Lynch, UBS PaineWebber, Smith Barney, Prudential Securities, Wachovia, A.G. Edwards, Morgan Stanley, and other regional industry leaders.
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