DANIELLE COVINGTON
NY
Summary
Highly organized and motivated Account Executive with demonstrated track record of building relationships with clients, developing successful sales campaigns, and managing teams of account managers. Skilled in financial analysis, customer service and problem-solving. Experienced in coordinating activities with various departments to achieve strategic objectives.
Overview
2025
2025
years of professional experience
1
1
Certification
Work History
Account Executive Vice President
Amalgamated Bank
10.2018 - Current
- Responsible for managing corporate client portfolios across diverse industries, e.g Foundations, political, and private sectors
- Partner with bankers in demonstrating Treasury banking platform to win business
- Oversee financial and operational risk of client portfolio
- Developed solid partnerships across risk and control partners, compliance, lending, and operations to coordinate execution and resolve project issues
- Support senior managers to roll out strategic initiatives and project implementation pertaining to client onboarding and portfolio management
- Utilized CRM to collect, organize and manage sales data and customer information
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements
- Resolved customer complaints by offering creative solutions and incentives
- Increased profitability within accounts by cross-selling additional products
- Attended various networking events to identify sales opportunities and build relationships
Branch Service Manager AVP
Amalgamated Bank
06.2008 - 10.2015
- Responsible for the overall operations of the branch
- Develop and Manage the sales process in the branch office
- Approve transactions, authorizations, and exceptions and adjustments
- Assure bank records, reports and operations are accurate and timely
- Participate in Branch networking, community and CRA activities
- Communicate product and service features and benefits in a clear and compelling manner
- Attend Networking event with intents to grow core deposits
- Perform Bank at Works and Financial Seminars as community outreach to strengthen relationships
- Managed staff scheduling, hiring and training processes
- Directed daily operations of the branch, including customer service, human resources, sales and marketing activities
- Conducted regular performance reviews for all employees in the branch
- Ensured compliance with established policies, procedures and regulations governing banking operations
- Participated in community events to promote brand awareness
- Identified opportunities for process improvement initiatives within the branch
- Facilitated weekly meetings with staff members to discuss progress on current initiatives
Assistant Branch Manager, AVP
Astoria Bank
- Directed daily operations for the retail bank, including branch sales, business development, customer service, and risk analysis
- Organize and lead the monthly sales meetings along with the Branch Sales/Service Manager
- Acquired new business through business development activities of referrals, networking, and prospect calling
- Ensured compliance with Audit and Operational regulations and guidelines
- Responsible for ensuring the branch team stays in Compliance with Federal Laws and Regulations, prepares team for Bank and Regulatory audits, and ensures Compliance retention
- Notary Public
Education
Nassau Community College
Garden City, NYSkills
- Risk analysis
- Account management
- Account analysis
- Relationship building and management
- Financial product sales
- Staff management
- Financial services
- Client relationship management
Certification
Notary Public
- Certified Treasury Professional (CTP) - Association for Financial Professionals.
- Notary Public
Timeline
Account Executive Vice President
Amalgamated Bank
10.2018 - Current
Branch Service Manager AVP
Amalgamated Bank
06.2008 - 10.2015
Assistant Branch Manager, AVP
Astoria Bank
Nassau Community College
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