Summary
Overview
Work History
Education
Skills
Timeline
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IVAN RETIF

Bergenfield,NJ

Summary

Experienced sales professional with a successful history of driving sales and building client relationships. Proficient in identifying customer needs, providing tailored solutions, and closing deals effectively. Skilled in communication, negotiation, and problem-solving. Strong team player with a proactive approach and a dedication to achieving targets.

Self-motivated and personable professional with eighteen years of demonstrated success in management, business banking, and consultative sales. Consistent achievements as a team leader and top producer, increasing revenues, portfolios, and profits through expertise in business development, credit and treasury management solutions, and relationship building. Excellent communication and problem-solving abilities. A natural leader with a healthy competitive drive and collaborative management style. Energetic and positive. Unwavering commitment to client service and organizational vision. Will excel as a leader and team member in demanding environments that reward hard work, integrity, and results. Bilingual with fluency in English and Spanish.

Overview

19
19
years of professional experience

Work History

Senior Business Relationship Manager

CHASE
New York
01.2022 - Current
  • Develop and manage a portfolio of large profitable business clients with annual revenue exceeding ~$3MM
  • Deliver exceptional business banking solutions, tailored to meet the unique financial needs of diverse businesses.
  • Manage and expand a portfolio of approximately 120 clients in the growth/expansion stage, generating annual revenue exceeding $3 million.
  • Manage a diverse portfolio of business clients, providing tailored solutions for their cash management and deposit needs while also overseeing credit opportunities up to $15 million.
  • Support branch-based business bankers in executing substantial business credit deals, as necessary.
  • Cultivate referral networks internally by collaborating with Private Bank, Asset Wealth Management, Middle Market and One Chase to maximize partnership potential
  • Surpassed the yearly credit goal by 200% prior to mid-year in 2024
  • Praised for exemplary performance in 2024 and appointed as the representative of Market on Divisional Council.

Vice President / Small Business Banker

BANK OF AMERICA
Fort Lee, New Jersey
01.2022 - 01.2022
  • Attained an impressive 5-star performer rating for surpassing sales targets by at least 450%, solidifying my dedication to consistently deliver outstanding results.
  • Exceeded the target for credit performance sales by an exceptional margin of 650% in the Second Quarter of 2022.
  • Coached and developed Small Business Consultants and Relationship Manager Business Consultants to enhance credit performance and partnerships.

Vice President / Financial Center Manager

BANK OF AMERICA
Hoboken, New Jersey
01.2019 - 01.2022
  • Developed and executed plans in order to meet/exceed branch sales goals while maintaining an operationally efficient and compliant branch
  • Selected as the market’s Preferred & Better Money Habits champion to represent the North East Region to successfully drive market share within the student community and preferred segment
  • Designated as an RMBOS champion to successfully develop & drive small business performance
  • Consistent execution of operational excellence with three consecutive perfect audit results
  • Ranked #1 in Deposit Balance growth performance in the market in the Fourth Quarter of 2021
  • Developed and improve sales behavior performance.

Vice President / Small Business Banker

BANK OF AMERICA
North Bergen, New Jersey
01.2016 - 01.2019
  • Primarily responsible for building and managing a portfolio of small business customers with annual revenues from 250k up to 15 million
  • Recipient of the Quarter 2 and Quarter 4 Leadership award in 2017 for top sales performance in the market
  • Recipient of the Quarter 2 Leadership award in 2018 for top sales performance in the market
  • Successfully booked 9 million in credit in 2018
  • Designated mentor for new hire Small Business Bankers.

Vice President / Small Business Banker

SANTANDER
New York, New York
01.2015 - 01.2016
  • Primarily responsible for building and managing a portfolio of small business customers with annual revenues ranging from 250k to 15 million dollars
  • Successfully drove small business sales in a cluster of 4 banking centers by partnering with branch managers and their teams including joint calling efforts, coaching, and support
  • Generated 1.8 million and 3 million in booked credit and new deposit acquisition in the first two quarters of 2015, respectively
  • Successfully drove fee-generating revenue by uncovering treasury, merchant, and payroll solutions through consultative sales.

Vice President / Small Business Banker

BANK OF AMERICA
New York, New York
01.2011 - 01.2015
  • Primarily responsible for building and managing a portfolio of small business customers with annual revenues from 250k up to 5 million
  • Selected as regional council member based on top performer production to help coach and develop other small business bankers in the region
  • Recognized in 2013 and 2014 for being top 10 in delivering “one Company” based on partner referrals
  • Merchant services champion
  • Promoted to Vice president for exceeding sales performance.

Assistant Manager Associate

BANK OF AMERICA
New York, New York
01.2006 - 01.2011
  • In collaboration with the manager, responsible for overseeing all aspects of day-to-day bank operation including human resources, customer service, marketing, sales, and security
  • Ensured operational risk excellence in one of the busiest locations in the metro NY area
  • Consistently exceeded sales goal by 125 or more through highly effective coaching and motivational techniques.

Education

Bachelor of Arts in Economics -

HUNTER COLLEGE
New York, New York
01.2005

Skills

  • Workload Management
  • Forecasting
  • Revenue Generation
  • Competitive Analysis
  • Effective customer communication
  • Value Selling
  • Customer Education and Consulting
  • Relationship Building
  • New Business Development
  • Fluent in Spanish
  • Customer Relationships
  • Relationship Management

Timeline

Senior Business Relationship Manager

CHASE
01.2022 - Current

Vice President / Small Business Banker

BANK OF AMERICA
01.2022 - 01.2022

Vice President / Financial Center Manager

BANK OF AMERICA
01.2019 - 01.2022

Vice President / Small Business Banker

BANK OF AMERICA
01.2016 - 01.2019

Vice President / Small Business Banker

SANTANDER
01.2015 - 01.2016

Vice President / Small Business Banker

BANK OF AMERICA
01.2011 - 01.2015

Assistant Manager Associate

BANK OF AMERICA
01.2006 - 01.2011

Bachelor of Arts in Economics -

HUNTER COLLEGE

IVAN RETIF