Summary
Overview
Work History
Skills
Affiliations
Languages
Timeline
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Beatrice Romao

Bayville,NJ

Summary

Visionary and Transformational retail leader with extensive experience at driving revenue growth and expanding market presence through strategic partnerships and building high performing teams. Proven expertise in human resource management, ethical leadership, and known for adaptability to changing environments and leveraging data driven insights and collaborative approaches to enhance revenue and operational efficiencies.

Overview

22
22
years of professional experience

Work History

Market President of Retail

TD Bank NA
08.2003 - Current
  • Successfully lead a region of 123 stores, achieving year over year growth in deposits, wealth, and lending portfolio by consistently delivering top tier performance centered on advice based guidance and channel choice and integration. Market is leader in revenue generation, efficiency ratio and core growth.
  • Created a leadership framework for the network and scalable strategies to drive a unified approach to customer experience and fueling business growth while allowing for local flexibility and community needs.
  • Executed scalable development programs to create bench strength for long term success. Most notably delivered the highest number of promoted team members in any one market and improved retention rates.
  • Enhanced employee engagement through consistent communication, transparent performance evaluations, and high level of field engagement.
  • Fostered collaboration with key stakeholders increasing salesforce effectiveness through development and accountability of our operating rhythm and model, and increasing our revenue per FTE by 8%.
  • Established strong working relationships with key clients and COIs through effective account management practices that prioritized clear communication and timely resolution of issues.
  • Leveraged historical and predicative analytics for long term store position planning. Coordinated major capital projects with real estate and marketing team on store renovations and next generation transformations.
  • Championed diversity and inclusion efforts, leading to a more dynamic and effective workforce increasing participation rates with BRGs and community engagement.

Regional Sales Director

TD Bank NA
04.2018 - 04.2019
  • Boosted regional sales by implementing targeted marketing strategies such as new to bank campaigns, focused drives, and creating tools to support the value proposition
  • Assess sales performance, identifying gaps and developing team member capabilities to improve sales effectiveness and execution while leveraging new tools supporting the Market President to #1 ranking.
  • Led sales strategies and guided goal setting and methodology to simplify enhance how goals are allocated
  • Act as liaison between center and field ensuring alignment with organizational priorities.
  • Supported Regional President during Metro Business Reviews and collaborated to implement continuous improvements throughout the 252 locations across the Metro.

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Retail Market Manager

TD Bank NA
06.2007 - 02.2018
  • Effectively managed budget allocations and resources, adjusting for optimal position planning and FTE complements to achieve business objectives.
  • Adapted quickly to changes in consumer behavior, adjusting marketing tactics accordingly for continued success in the marketplace.
  • Increased market share within assigned territory by developing strategic partnerships with local businesses.
  • Championed continuous improvement initiatives within the team, fostering an environment that encouraged ownership and best practice sharing.
  • Collaborated with other departments to ensure seamless execution of company-wide initiatives at the store level.
  • Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
  • Coach and mentor leaders to enhance business development, leadership and communication skills. Manage 20 stores with over $2.0B in deposits.
  • Develop a network of COIs and referral sources to achieve sales goals, expand existing relationships and build the TD Brand in the marketplace.
  • Leverage partners across business lines and secure resources necessary to develop strategies to win business, maintain operational integrity, and get things done.
  • Promote the brand and increase visibility by participating in, and assisting the leadership in executing networking events, community events and chamber events with high levels of exposure.
  • Lead market level project teams to enhance the people capability and build for the future and develop recruitment plans.

Skills

  • Industry expertise
  • Sales management
  • Strategic leadership
  • Corporate social responsibility
  • Stakeholder Engagement
  • Relationship building and Team Development
  • Change Leadership

Affiliations

  • NJ Retail Banking Committee
  • State Board Member of Junior Achievement of NJ

Languages

Spanish
Native or Bilingual
English
Native or Bilingual
Portuguese
Native or Bilingual

Timeline

Regional Sales Director

TD Bank NA
04.2018 - 04.2019

Retail Market Manager

TD Bank NA
06.2007 - 02.2018

Market President of Retail

TD Bank NA
08.2003 - Current
Beatrice Romao