Aidan O'Leary
Greenland
Summary
Results-driven Account Manager with five years of banking experience specializing in small business lending, with a keen focus on equipment financing. Proven track record of proactively cultivating and managing both end-user and vendor relationships. Highly efficient, client-oriented, and adept at driving business growth through strategic relationship management and financial acumen.
Overview
7
7
years of professional experience
Work History
Account Manager
Amur Equipment Finance
02.2025 - 05.2025
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
Enterprise Program Manager III
First Citizens Bank
02.2023 - 04.2024
- Market Lead for the Southwest Region. Promoted to EPM III for consistently exceeding quarterly volume targets, while providing superb vendor and customer service for Apple's business finance program.
Enterprise Program Manager I-II
CIT Bank N.A.
03.2019 - 02.2023
- Managed Apple equipment leasing for clients, which entailed credit analysis, project management, and decision-making. Cultivated and oversaw strategic partnerships with Apple retail outlets and their corporate clientele, leveraging leasing advantages to drive growth and deliver exceptional customer satisfaction. Spearheaded cross-departmental collaboration, liaising with credit and operations teams to swiftly navigate deal challenges and maintain momentum in advancing deals through the pipeline.
Business Development Representative
Direct Capital
11.2018 - 03.2019
- Created new vendor partnerships through prospecting, leading to new business partnerships and funded deals. Elevated vendor sales through proactive education and demonstrations, showcasing how CIT's POS financial technology serves as an additional finance option for potential clients, resulting in increased business closures. Utilized Salesforce to effectively manage the sales pipeline, employing reminders, notes, and reports to stay organized and informed, ensuring proactive engagement with potential deals.
Education
Bachelor's Degree - Communication and Media
Merrimack College
Business
Manhattan College
The Bronx, NYSkills
- Business Strategy
- Communication Skills
- Program and project management
- Strategic planning and execution
- Risk management
- Cross-functional team leadership
Timeline
Account Manager
Amur Equipment Finance
02.2025 - 05.2025
Enterprise Program Manager III
First Citizens Bank
02.2023 - 04.2024
Enterprise Program Manager I-II
CIT Bank N.A.
03.2019 - 02.2023
Business Development Representative
Direct Capital
11.2018 - 03.2019
Bachelor's Degree - Communication and Media
Merrimack College
Business
Manhattan College
Similar Profiles
Dominic KnightDominic Knight
Senior Account Manager at Amur Equipment FinanceSenior Account Manager at Amur Equipment Finance
Fiona AddyFiona Addy
Funding Manager at Everyday Equipment Finance Formally Summit CreditFunding Manager at Everyday Equipment Finance Formally Summit Credit
Alan DobbinsAlan Dobbins
Vice President - Credit and Collections Officer at Simmons Bank Equipment FinanceVice President - Credit and Collections Officer at Simmons Bank Equipment Finance
Jeremy DeStefanoJeremy DeStefano
Assistant Manager/Cleaning Manager at Nik and CharliesAssistant Manager/Cleaning Manager at Nik and Charlies
Kathleen StanwoodKathleen Stanwood
Disability Claims Examiner at Lincoln Financial GroupDisability Claims Examiner at Lincoln Financial Group