Christopher Lionti
Fairfield,NJ
Summary
Strategic Sales Leader who effectively manages business strategy objectives. Demonstrates leadership skills by interacting professionally and empathetically with partners, prospects, and clients. Adept at identifying clients' wants and needs while managing multiple projects both locally and nationally.
Overview
21
21
years of professional experience
Work History
Head of CIB US Treasury Sales, Managing Director
Royal Bank of Canada, RBC
New York, NY
03.2023 - Current
- Responsible for the ground-up development of RBC Clear's US cash management sales efforts by leading a team of national sales officers.
- Collaborate with Corporate and Investment Banking to develop and execute a go-to-market strategy across 11 industry verticals.
- Partner with product and technology during solution development to build a digital-first, cloud-based platform in collaboration with a host of advisory clients.
- Develop, monitor, and analyze financial and performance metrics to evaluate effectiveness relative to business goals.
- Regularly recruit, train, and coach rising talent while promoting mobility and growth within the organization.
- Regularly analyze the business, evaluating strengths, weaknesses, and opportunities as RBC's product suite and market share grow.
Regional Treasury Sales Leader, Executive Director
JPMorgan Chase & Co, Commercial Bank
New York, NY
12.2019 - 03.2023
- Responsible for the growth of our treasury payments business by leading a team of sales officers across the northeast segment.
- Collaborate with banking and credit leadership to formulate and execute a market strategy to effectively driving customer/prospect penetration.
- Create tailored business development plans for strategic market opportunities.
- Develop, monitor and analyze performance metrics to evaluate effectiveness relative to key metric performance and goals
- Partner closely with product, service, and implementation teams to enchase the end to end client experience
- Regularly recruit, train, and coach rising talent to help promote mobility and growth within the organization
- Prepare and present annual business plan to leadership identifying strength, weaknesses, opportunities, and threats to the business.
- Build a forward looking weighted pipeline forecast to help effectively budget for annual sales targets
Treasury Sales Manager, Vice President
JPMorgan Chase & Co, New Jersey Middle Market
New York, NY
01.2015 - 12.2019
- Responsible for driving the development of new business with a designated portfolio of prospects and clients, as well as developing strategic account plans and executing them in coordination with the Middle Market Bankers
- Understanding our clients' & prospects business environments, strategies, and industry to better determine their requirements, identify potential new business opportunities for JP Morgan Treasury Services and provide the appropriate solution
- Northeast TS associate lead managing training, mentorship, revenue realization, among other projects
- Northeast TS/Asset Based Lending lead spearheading the partnership between credit and treasury, as well as act as NE point to review out going TS/ABL structure/pricing pitches
- Manage the northeast sponsor portfolio and associated portfolio companies
- Manage and automate the national roll out of a standardized treasury relationship review template
- Partner with Technology to Test/pilot new product functionality
Treasury Sales Officer, Associate
JPMorgan Chase & Co, Commercial Bank, New Jersey Middle
New York, NY
01.2013 - 01.2015
- Worked with treasury officers to drive new profitable business, as well as developing and executing strategic account plans in coordination with the Middle Market Bankers
- Understood the competitions' capabilities, gaps, and how to position JP Morgan Treasury Services against them
- Analyzed in-depth client treasury statements and worked with the client coverage team on both new business development and client risk management
- Working closely with the coverage team to drive efforts to expand existing business with current clients
- Lead all new client on-boarding’s, and leverage the appropriate partners needed to make the client experience as smooth and seamless as possible.
Senior Client Service Officer, Associate
JPMorgan Chase & Co, Financial Institutions Group
New York, NY
01.2010 - 01.2013
- Primary relationship consultant and daily point of contact for a portfolio of high profile complex hedge funds and private equity clients on a global scale for the Financial Institutions Group in Corporate Client Banking
- Responsible for the execution of numerous crucial aspects of a fund’s onshore and offshore administration, including client on boarding, tax compliance, AML requirements, account opening, and funding
- Interface with the client and various internal partners, across all line of business to coordinate and facilitate client needs globally
- Mentor and train new hire employees on our daily policies, processes, and procedures.
Personal Banker
JPMorgan Chase & Co
01.2009 - 01.2010
- Establish and maintain positive client relationships
- Provide knowledgeable recommendations on managing and growing client assets
- Generate new business through presentation of bank products to clients, and follow-up.
Financial Advisor
Metropolitan Life Insurance Company
01.2008 - 01.2009
- Analyze client information, and prepare different financial options best suited to individual client needs
- Provide clients with information and recommendations on new and existing products and services
- Develop and maintain relationships with clients.
IT Contingent
Royal Communications, Goldman, Sachs & Co
01.2004 - 01.2008
- Resolution of physical disconnects and reconnects of trading and non-trading workstations in a timely and efficient manner
- Installation of patch-to-patch connectivity, post-move desk side level one support
- Communication with key account relationships on a daily basis regarding troubleshooting, technical support, and large-scale project management.
Education
Bachelor of Arts - Business Management, Finance
St. Francis College
05.2008
Skills
- Team Leadership, Training and Development
- Talent Management and Staffing
- Budgeting and Financial Management
- Executive Leadership
- Compliance and Regulations
- Strategic Planning and Execution
- Business Development
- Effective Communicator and Public Speaker
Additional Information
- Series 6, Series 63, Life, Accident, and Health insurance license (Expired as of December 2012)
Timeline
Head of CIB US Treasury Sales, Managing Director
Royal Bank of Canada, RBC
03.2023 - Current
Regional Treasury Sales Leader, Executive Director
JPMorgan Chase & Co, Commercial Bank
12.2019 - 03.2023
Treasury Sales Manager, Vice President
JPMorgan Chase & Co, New Jersey Middle Market
01.2015 - 12.2019
Treasury Sales Officer, Associate
JPMorgan Chase & Co, Commercial Bank, New Jersey Middle
01.2013 - 01.2015
Senior Client Service Officer, Associate
JPMorgan Chase & Co, Financial Institutions Group
01.2010 - 01.2013
Personal Banker
JPMorgan Chase & Co
01.2009 - 01.2010
Financial Advisor
Metropolitan Life Insurance Company
01.2008 - 01.2009
IT Contingent
Royal Communications, Goldman, Sachs & Co
01.2004 - 01.2008
Bachelor of Arts - Business Management, Finance
St. Francis College
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