Deborah Jacobson
Sebastian,USA
Summary
Experienced financial services business development professional with over 30 years of industry experience. Proven track record in strategically addressing business, product, and technical challenges while effectively executing sales and business development objectives. Skilled in cultivating, training, motivating, and leading top-performing teams to achieve professional growth and surpass targets consistently. Possess deep knowledge and adeptness in articulating intricate details about financial products and services to a wide range of stakeholders.
Overview
2025
2025
years of professional experience
Work History
Business Banking Relationship Manager
PNC Bank
01.2024 - 01.2025
- Oversaw a portfolio of 150 business clients generating $1M–$5M in revenue, ensuring strategic relationship management and service excellence.
- Designed and executed growth strategies through cross-functional partnerships, enhancing client value propositions and expanding service utilization.
- Achieved a 7% increase in portfolio revenue within 12 months by identifying upsell opportunities and deepening engagement with high-potential accounts.
Senior Branch Manager
PNC Bank
01.2022 - 01.2024
- Led and coached a team of 7 in daily branch operations, exceeding sales targets by 10% through performance optimization and goal alignment.
- Elevated client satisfaction scores by 20% by implementing proactive engagement strategies and championing a service-first culture.
- Boosted branch productivity by refining staff management practices, including conflict resolution, performance evaluations, hiring, and payroll training aligned with company protocols. Resulting in 40% lift in annual revenues.
Senior Branch Manager
Kearny Bank
01.2017 - 01.2021
- Grew branch assets 54%, from ($39M to $60M) by proactively identifying and pursuing new business development opportunities and ensuring continued client experience and retention of all existing relationships.
- Drove brand awareness and market outreach while supporting and cultivating partnerships by leveraging podcast, Boardwalk Talk NJ, to highlight local businesses.
- Coached and developed staff to achieve their goals by utilizing strengths and developing weaknesses.
Branch Manager
Shore Community Bank
01.2016 - 01.2017
- Grew branch revenue by 15% through share-of-wallet growth of consumer and business households.
- Built and led a high-performing team of Universal Bankers to proactively achieve sales targets and customer loyalty.
- Originated home loans, developed teams via coaching and mentoring to originate and increase client pipelines.
Branch Manager
PNC Bank
01.2015 - 01.2016
- Increased Gallup Customer Satisfaction Survey score from 3.69 to highest possible score of 5.00 by focusing on enhancing the client experience.
- Championed and trained staff to leverage innovative sales processes that achieved targets and grew customer loyalty. Recruited, hired, trained, coached, and developed branch team members. Drove revenue increases by creating successful relationships with merchants and investment partners.
- Increased staff sales performance 75% by managing sales expectations.
Product Relationship Market Manager
TD Bank
01.1996 - 01.2015
- Directed 6–15 managers across consumer lending, mortgage, and relationship banking; increased customer satisfaction scores by 35% by reengineering mortgage processes.
- Designed and executed strategic plans to increase retention and revenue; boosted mortgage sales by 42% through targeted business development strategies.
- Oversaw underwriting pipelines and service outcomes for store-originated consumer loans; resolved escalations and maintained accuracy in regional production.
Junior Consumer Lender
TD Bank
- 01.2009
- Various roles prior to 2009
Customer Service Representative and Store Supervisor
TD Bank
- 01.2009
- Various roles prior to 2009
Skills
- Strategic portfolio oversight
- Financial deal design
- Banking processes management
- Risk mitigation
- Problem-solving skills
- Analytical problem-solving
- Strategic business development
- Collaborative team development
Accomplishments
- PNC Bank Market Leadership Council Member
- Co-Chair, Hispanic Market Counsel
- TD Bank "Performance Wow" Awards Winner
- Co-Founder, Boardwalk Talk NJ Podcast
- Co-Founder, Trailblazers Networking Group
Websites, Portfolios, Profiles
LinkedIn Profile
Timeline
Business Banking Relationship Manager
PNC Bank
01.2024 - 01.2025
Senior Branch Manager
PNC Bank
01.2022 - 01.2024
Senior Branch Manager
Kearny Bank
01.2017 - 01.2021
Branch Manager
Shore Community Bank
01.2016 - 01.2017
Branch Manager
PNC Bank
01.2015 - 01.2016
Product Relationship Market Manager
TD Bank
01.1996 - 01.2015
Customer Service Representative and Store Supervisor
TD Bank
- 01.2009
Junior Consumer Lender
TD Bank
- 01.2009
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