Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic

Dean Bartoli

Wantagh,NY

Summary

Results-focused banking professional with strength in strategic planning. Proactive leader with in communication and collaboration. Proficient in leveraging Consumer and Business Banking knowledge to promote Regional and National results. Adept at managing concurrent objectives to promote efficiency and influence positive outcomes.

Overview

28
28
years of professional experience
1
1
Certification

Work History

Business Banking Market Sales Executive

Capital One
Melville, NY
01.2012 - Current
  • Successfully implemented overall strategies that attracts new business, expands and retains existing relationships.
  • Successfully manage the marketing and sales operations for Business Banking across the Long Island Region
  • Provide on-going group and individual training for Business Bankers in regards to sales techniques, product knowledge, presentation skills, and SBB practices and procedures.
  • Maintain a sales culture within the Region which is consistent with corporate sales strategies and procedures.
  • Formulate and implement a business development strategy to increase new to bank customers and increase market share.

Sales Performance Executive

Capital One
New York, NY
01.2011 - 01.2012
  • Responsible for strategic planning against corporate and Business Banking objectives; portfolio management, acquisition, expansion and retention strategies.
  • Responsible for training and developing Senior Leadership Executives, consisting of 8 Group Sales Executives, 22 Market Sales Executives and 76 Business Banking Relationship Managers to achieve results across all Key Performance Metrics.
  • Successfully implemented multiple campaign and and goal setting strategies, training and development curriculum.

Business Banking Market Manager

HSBC
Melville, NY
09.2007 - 12.2010
  • Responsible for leading the Business Banking team on Long Island consisting of approximately 50 branches, 20 small business bankers and 15 business relationship managers
  • Successfully grew HSBC presence within the SME space to drive acquisition, retention, and expansion quality.
  • Developed strong partnerships with in the Commercial and Retail Banking groups to deepen relationships, increase share of wallet, and market share.
  • Delivered an exceptional customer experience by creating a brand awareness to deliver targeted customer propositions built around core products and channels.
  • Develop training, coaching, and mentoring programs to support the retail branch across business products and services.
  • Represented the Region in multiple networking and community events

Regional Sales and Service Executive

Chase Bank
New York, NY
06.1996 - 08.2007
  • Responsibilities for 32 retail branch stores with $2.6 BN assets under management.
  • Responsibilities included the integration of all Retail Segments; Small Business Financial Services, Personal Financial Services and Retail Financial Services.
  • Successfully negotiated District and Branch level sales and service goals.
  • Analyzed performance measurements for the growth and development of branch and branch personnel, including Branch/ Market / Region FTE, annual budgets and forecast for expense management.
  • Mentored and trained staff to define and exceed field sales objectives.

Education

MBA - Business Management

Adelphi University
Garden City, NY
05.1997

Skills

  • Sales Leadership
  • Process Improvement
  • Decision Making
  • Verbal and Written Communication
  • Staff Training and Motivation
  • Planning & Organizing
  • Interdepartmental Collaboration
  • Strategy Development

Certification

  • Six Sigma Certified
  • Formal Credit Trained
  • Regional Performance Manager Coach, Capital One -2019/ present
  • Diversity Inclusion and Belonging Member, Capital One, present

Accomplishments

  • Received “Top Performer” award in 2014, 2015 and 2016
  • Received " MVP" award in 2015
  • Received " Lead the Way" award in 2016
  • #1 Market Sales Executive , core business deposits, 2019

Timeline

Business Banking Market Sales Executive

Capital One
01.2012 - Current

Sales Performance Executive

Capital One
01.2011 - 01.2012

Business Banking Market Manager

HSBC
09.2007 - 12.2010

Regional Sales and Service Executive

Chase Bank
06.1996 - 08.2007

MBA - Business Management

Adelphi University

Similar Profiles

CREATE PROFILE
Dean Bartoli