Giancarlo Simonetti
NJ
Summary
Analytical and highly adaptive client relationship and sales leader leveraging advanced skills in strategic planning, sales and marketing practices, and team leadership to drive retention strategies and revenue growth initiatives. Adept at translating customer feedback into actionable business solutions, motivating teams to meet key deliverables. Implement best practices, improve processes, and meet evolving client needs, driving the success strategy to deliver a positive customer experience.
Overview
20
20
years of professional experience
Work History
Branch Manager/Service Excellence Manager
Valley National Bank
Wayne, NJ
11.2019 - Current
- Drive the customer success strategy to deliver a positive experience throughout the consultative sales process in management of customer accounts
- Lead a team of 3 to identify potential new customers by developing custom Salesforce reports and importing sales leads
- Proactively engage with customers to assist in meeting product needs and service requirements
- Utilize CRM system to efficiently organize customers, leads, and sales activities, enhancing productivity
- Build a productive team through hiring top talent, training and mentoring, 1 on 1 coaching, skills development, and motivating through positive reinforcement and trust, resulting in location consistently exceeding 100% of quarterly sales goals
- Execute team sales meetings for goal setting, communication on best practices and bank policies, and coaching on customer-focused sales processes, improving productivity and increasing achievement of team’s quarterly sales targets by 30%
- Championed improvements and automated processes, selected to participate as member of the bank’s first Catalyst Group and Design Thinking Team
- Foster trusted advisor customer relationships to identify specific needs and deliver the best products and solutions, consistently scoring over 90% in customer feedback surveys, and expanding commercial deposits by 120%
- Promoted cost saving strategy, collaborating with team to design a power point presentation and step by step roadmap on process to reduce paper costs, presented to CEO and senior leadership team.
Financial Advisor
Merrill Lynch Wealth
New York, NY
03.2017 - 10.2019
- Demonstrated strong financial planning and analysis skills to deliver financial advisory guidance and support to multiple clients, recommended tailored solutions to meet specific challenges, and assisted in the financial decision making process
- Imported sales leads into Salesforce to identify prospective clients, and conducted analysis of ever changing competitive landscape and market trends to offer expert data-driven advice
- Drove digital marketing programs combining Salesforce and LinkedIn Sales Navigator, acquiring over $3.0M in assets under management within the first year
- Facilitated training and mentoring to financial advisors and support staff to ensure appropriate utilization of CRMs and knowledge of digital marketing practices.
Investment Consultant
Sterling National Bank
New York, NY
01.2015 - 03.2017
- Demonstrated deep understanding of economic trends and behaviors to deliver strong performance, multiple customer success stories, and continuous guidance, ensuring a high return on investments
- Researched, identified, and analyzed emerging financial opportunities, performed risk assessments, and expanded revenue through expert financial forecasting and projection analysis
- Built trusted advisor client relationships in management of accounts, delivering data-driven insights to promote financial growth
- Cultivated retention of high net worth client relationships and identified new business opportunities, resulting in reversal of a negative revenue trend, and an increase of deposits by $8.0M
- Accelerated staff productivity through cultivation of a positive work environment, and increased customer satisfaction through improvement of service standards.
Team Lead
National Debt Relief
New York, NY
01.2012 - 01.2015
- Executed full sales cycle from leads generation to close and managed thousands of leads utilizing Salesforce.com, increasing efficiency of sales data analysis, sales forecasts, and management of customer pipeline
- Consistently followed up with prospects and delivered compelling presentations of offerings and benefits
- Demonstrated high productivity, organizational skills, and quality customer relations to deliver an outstanding sales record, receiving an award from the “Million Dollar Club” four times
- Motivated a diversified sales team through coaching, skills development, positive leadership, and encouraging a culture of teamwork and collaboration.
Vice President, Business Development Officer
HSBC Bank USA
New York, NY
02.2002 - 12.2011
Education
Associate of Arts -
Queensborough Community College of The City University of New York
Salesforce Admin Certification
Skills
- Customer Experience
- Customer Success Strategy
- Sales & Marketing
- Product Portfolio Management
- Business Development
- Client Account Management
- Relationship Management
- Creative Problem-Solving
- Design Thinking
- Process Optimization
- Financial Services
- Risk Management
- Salesforcecom
- Data Management
- User Experience
- End User Training
- Call-Center Environment
- Motivational Speaking
Timeline
Branch Manager/Service Excellence Manager
Valley National Bank
11.2019 - Current
Financial Advisor
Merrill Lynch Wealth
03.2017 - 10.2019
Investment Consultant
Sterling National Bank
01.2015 - 03.2017
Team Lead
National Debt Relief
01.2012 - 01.2015
Vice President, Business Development Officer
HSBC Bank USA
02.2002 - 12.2011
Associate of Arts -
Queensborough Community College of The City University of New York
Salesforce Admin Certification
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