David Gersch
Peachtree City,Ga
Summary
Accomplished banking professional with over 25 years of experience in financial services. Demonstrated expertise in banking services, client relationship management, and business development. Proven track record of driving revenue growth, enhancing customer experiences, and ensuring regulatory compliance. Adept at leading teams, streamlining operations, and fostering trust-based client relationships. Skilled in identifying opportunities to expand market presence and improve operational efficiency.
Overview
11
11
years of professional experience
Work History
Assistant VP-Private Banking
Peapack-Gladstone Financial
04.2023 - Current
- Develop new relationships externally through client referrals and networking events. Manage the retention and expansion of existing relationships through a contact strategy by responding to incoming calls, emails and faxes to provide ongoing review of clients’ needs to ensure expanding of financial services
- Collaborate with cross-functional teams, and partnership activities to drive sales initiatives, ensuring a cohesive and effective approach to client service and business development
- Lead, train, and foster team building with members, ensuring compliance with internal and regulatory requirements, and driving efforts to increase new business
- Analyze complex issues, and coordinate with internal departments to resolve client concerns efficiently
Relationship Manager
Signature Bank / Flagstar Bank
04.2017 - 04.2023
- Managed all aspects of client relationships from initiation, diligent follow-up, effective communication for ongoing maintenance, ensuring seamless service delivery
- Partnered closely with business teams to cultivate and nurture lending relationships, bolstering sales, and providing crucial support in timely loan processing
- Strengthened existing client relationships through proactive engagement by pursuing additional business opportunities with ongoing Network Events
- Applied perceptive problem-solving skills to analyze client concerns with through research and close collaboration with internal teams to resolve issues promptly and efficiently
Financial Service Market Manager
People’s United Bank
01.2014 - 01.2017
- Led daily branch operations, managing staff performance and ensuring strict adherence to the bank's policies and regulations
- Delivered exceptional customer service while optimizing operational efficiency
- Analyzed financial data financial data to identify emerging trends and develop strategic growth initiatives to enhance the bank's overall performance
Skills
- Business Growth Strategy
- Relationship Building Expertise
- Leadership and Development
- Effective Decision Making
Timeline
Assistant VP-Private Banking
Peapack-Gladstone Financial
04.2023 - Current
Relationship Manager
Signature Bank / Flagstar Bank
04.2017 - 04.2023
Financial Service Market Manager
People’s United Bank
01.2014 - 01.2017
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