Sean Schwartz

• Managed a portfolio of over 300 business and consumer client households, achieving consistent growth across all production metrics, including:

          -Achieved a 10% increase in deposit growth by supporting business and consumer clients with tailored treasury management solutions and actively participating in business development support.

          -Contributed to 15% loan growth by collaborating with lending partners and supporting business and consumer clients with strategic cross-selling of tailored financial solutions.

          -Achieved 20% growth in wealth management referrals by identifying business and consumer client needs and collaborating with internal teams to provide comprehensive financial solutions, enhancing overall branch performance.

• Developed new business opportunities through proactive outreach and building strong relationships with COIs, generating a steady pipeline of referrals and driving deposit and loan growth.
• Led recovery initiatives during the 2023 banking crisis, successfully regaining client trust and securing lost deposits through exceptional client service and relationship management.
• Contributed to a region-wide Net Promoter Score (NPS) of 83 through active client engagement and exceptional service.
• Facilitated relationship transitions for business clients, ensuring the smooth onboarding and integration of new treasury management products and services, contributing to long-term client retention and satisfaction.
• Completed ongoing compliance training to maintain up-to-date knowledge of banking regulations, ensuring all client interactions and financial transactions adhered to regulatory standards.

• Managed and grew client relationships, contributing to the branch's success in surpassing sales targets by 15% consistently.
• Streamlined daily banking operations, efficiently handling client service requests and facilitating seamless transactions and client maintenance processes.
• Drove branch growth through the successful sale of deposit products, credit cards, and consumer loans.

• Provided personalized product recommendations, increasing customer satisfaction and boosting sales performance.
• Recognized as Department "MVP" for Q3 2012 and awarded Top 20 Sales Award in District 46.