Milena Bosak
Hewitt
Summary
Dynamic VP with a proven track record at Spencer Savings Bank, excelling in client relationship management and business development. Achieved significant growth in commercial loans while fostering strong partnerships. Expert in strategic implementation and team collaboration, driving results through consultative sales and effective coaching. Committed to delivering tailored financial solutions.
Overview
17
17
years of professional experience
1
1
Certification
Work History
VP/Small Business Lending Relationship Manager
Spencer Savings Bank
Elmwood Park
06.2024 - Current
- Generated and developed new business relationships with accountants, public agencies, attorneys, and Chambers of Commerce.
- Cultivated referrals from branch network for business-related products and services.
- Supported assigned branches in business development activities through active participation in meetings.
- Delivered comprehensive Small Business Banking solutions tailored to client financial needs.
- Followed sound risk management protocols and adhered to all regulatory requirements.
- Prospected new business opportunities with centers of influence, prospects, and existing clients.
- Executed a disciplined relationship development process to maintain long-term partnerships.
- Managed day-to-day credit processes, ensuring profitability and credit quality per SSB’s policy.
VP/BBC Manager
PNC Bank
Wayne
01.2022 - 01.2024
- Lead all aspects of branch performance including revenue and customer loyalty.
- Branded sales process to achieve sales targets by acquisition and share-of-wallet growth of consumer and business households and through collaboration with eco-system partners.
- Increased new HH by 10% annually for business and consumer.
- Achieved business banking results through business development and community involvement activities resulting in 3MM closed commercial loans.
- Coached consultative selling to drive results and enable customer financial well-being.
- Owned understanding of balance sheet and income statement.
- Lead effective problem resolution, making banking easy for customers and staff.
- Drove the employee experience by acquiring and retaining talent and effective onboarding, coaching and development.
- Managed operational, human capital, reputational and business risk.
- Exercised leadership, authority and sound decision making to mitigate sales practice risk.
VP/Market Manager
Valley National Bank
Totowa
01.2008 - 01.2021
- Lead a team of 15 direct reports within multiple retail offices totaling $155MM in deposits that executed all sales activities; established and achieved sales goals through effective sales management techniques.
- Recruited, trained, and mentored staff on client profiling, conducting sales meetings, and closing deals.
- Exceeded goals and expectations for 2021 by the following percent; Q1-17%, Q2- 36%, Q3-25%, Q4-37%.
- Closed $39MM in commercial loans for 2021 and 56 treasury management products.
- Conducted skills assessment, performance management, development feedback, coaching of employees and sales force.
- All associates averaged 150% of personal scorecard goals with an average customer satisfaction survey rating of 94.6%.
- Utilized consultative sales approach to define customer goals and develop solutions that cultivated strong relationships with clients.
Education
Harvard FinTech Certificate -
06.2025
MBA - Business Administration
University of Phoenix
01.2023
Bachelors of Science - Business Management and Marketing
University of Phoenix
01.2022
Associate of Arts - Healthcare Management
University of Phoenix
01.2018
Associate of Science - Registered Nurse
Poland
01.1994
Skills
- Client relationship management
- Business development
- Account management
- Sales strategy
- Strategic implementation
- Data analysis
- Market research
- Project management
- Team collaboration
- Budget oversight
- Referral networks
- Competitive intelligence
- Vendor relations
- Personnel management
- Product presentation
- Financial modeling
Affiliations
- [Professional Organization 1]
- [Professional Organization 2]
Certification
- [Relevant Certification 1]
- [Relevant Certification 2]
References
Available upon request.
References
References available upon request.
Timeline
VP/Small Business Lending Relationship Manager
Spencer Savings Bank
06.2024 - Current
VP/BBC Manager
PNC Bank
01.2022 - 01.2024
VP/Market Manager
Valley National Bank
01.2008 - 01.2021
Harvard FinTech Certificate -
MBA - Business Administration
University of Phoenix
Bachelors of Science - Business Management and Marketing
University of Phoenix
Associate of Arts - Healthcare Management
University of Phoenix
Associate of Science - Registered Nurse
Poland
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