Summary
Overview
Work History
Skills
Accomplishments
Timeline
BusinessAnalyst

Deborah Jacobson

Sebastian,FL

Summary

Strategic banking leader with 30+ years of experience driving revenue growth, team performance, and customer satisfaction across regional and branch-level roles. Proven success in revenue growth, loan production, compliance, and leveraging tools like Fiserv and Microsoft Suite.

Overview

29
29
years of professional experience

Work History

Business Banking Relationship Manager

PNC Bank
07.2024 - 07.2025
  • Managed a portfolio of 150 business clients with revenues 1M-5M.
  • Developed strategic plans to grow portfolio and revenue growth by partnering with partners to increase value add to clients.
  • Increased portfolio revenues by 5% in 12 months.

Sr Branch Manager

PNC Bank
05.2022 - 07.2025
  • Lead a team of 7 employees in day to day operations exceeding sales targets by 10%.
  • Increased client satisfaction surveys to highest satisfaction levels by consistent engagement to client experience.
  • Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.

Sr Branch Manager

Kearny Bank
09.2017 - 12.2021
  • Grew branch 54% ($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

PNC Bank
04.2016 - 03.2017
  • Increased Gallup Customer Satisfaction Survey score from 3.69 to highest possible score of 5.00 by focusing on and 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.


Previous Experience

TD Bank
03.1996 - 12.2015

Product Relationship Market Manager,
Achieved sales increase of $38M over goal by developing and executing sales challenges and contests to
motivate employees.
Regional Consumer Lender Manager,
Achieved $45.6M over plan for consumer loan production by creating and implementing sales initiatives.
Junior Consumer Lender
Customer Service Representative
Teller Supervisor

Skills

  • Coaching and Mentoring
  • Branch Operations & Compliance
  • Optimizing Customer Satisfaction
  • Organizational Strategy Development
  • Loan Production Expertise
  • Efficient Task Management
  • Revenue Growth Strategy Development

Accomplishments

PNC Bank Market Leadership Council

Co-Chair Hispanic Market Counsel

TD Performance Wow Awards Winner

Co-founder ~ Boardwalk Talk NJ Podcast

Co-founder ~ Trailblazers Networking Group

Timeline

Business Banking Relationship Manager

PNC Bank
07.2024 - 07.2025

Sr Branch Manager

PNC Bank
05.2022 - 07.2025

Sr Branch Manager

Kearny Bank
09.2017 - 12.2021

Branch Manager

PNC Bank
04.2016 - 03.2017

Previous Experience

TD Bank
03.1996 - 12.2015
Deborah Jacobson