Results-driven Commercial Banking Relationship Manager with expertise in customer relationship management and regulatory compliance. Proven ability to analyze risk and optimize portfolio management, driving client satisfaction and retention.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Commercial Banking Relationship Manager
Mercer County State Bank
Sandy Lake, Pennsylvania
02.2025 - Current
Managed a portfolio of commercial banking accounts, including monitoring cash flow, analyzing credit risk, approving loans, and recommending debt restructuring plans.
Cultivated client relationships to enhance satisfaction and retention.
Developed and strengthened client relationships to support company service and business objectives.
Partnered with internal teams to optimize loan processing workflows.
Facilitated communication between clients and bank services.
Organized client meetings to discuss account performance and options.
Analyzed customer service delivery processes to recommend improvements.
Identified new customer prospects through market research and cold calling techniques.
Branch Manager
Mercer County State Bank
Hermitage, Pennsylvania
06.2019 - 02.2025
Directed daily operations of the branch, including customer service, human resources, sales and marketing activities.
Led and motivated team members to maximize performance, contributing to branch profitability.
Oversaw compliance with banking regulations and internal policies at the branch.
Monitored financial performance of the branch on a monthly basis.
Developed and implemented customer service training programs for team members.
Resolved escalated customer complaints in a timely manner.
Executed marketing initiatives to successfully promote new banking products and services.
Built relationships with local businesses to enhance community engagement efforts.
Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
Assistant Branch Manager
First National Bank Of Pennsylvania
West Middlesex, Pennsylvania
01.2018 - 06.2019
Provided leadership and direction to staff members in order to ensure efficient operations of the branch.
Supervised daily branch operations and ensured compliance with bank policies.
Monitored daily operations and supported Branch Manager in necessary duties.
Collaborated with management to create branch marketing strategies that increased local engagement.
Assisted customers with account inquiries and resolved issues to enhance customer satisfaction.
Resolved customer issues effectively in order to maintain strong customer relationships.
Responded promptly to customer inquiries or complaints, fostering positive relationships.
Executive Sales Manager
Macy's
Hermitage, Pennsylvania
06.2015 - 01.2018
Directed sales force in achieving daily, monthly, and annual sales goals.
Developed strategic sales plans that increased customer engagement and loyalty.
Managed key client relationships, fostering long-term partnerships and collaboration opportunities.
Developed long-term relationships with key decision makers at target accounts in order cultivate future opportunities.
Trained and mentored sales staff, improving product knowledge and best practices adherence.
Collaborated with inventory management to optimize stock levels for sales efficiency.
Established key metrics to monitor progress towards goals set forth by management.
Orthodontic Treatment Coordinator
Dr. Charles Gulland
Hermitage, Pennsylvania
11.2007 - 06.2015
Educated patients on treatment options and care instructions for orthodontic appliances.
Assisted in the preparation of treatment plans alongside the orthodontist team.
Facilitated communication with referring dentists to coordinate referrals for complex cases, ensuring timely and comprehensive patient care.
Coordinated patient scheduling for orthodontic consultations and follow-ups, improving appointment flow and patient access to care.
Managed patient records using dental practice management software effectively.
Gathered and reviewed patient records, data and health history to share with dentists for quick and accurate patient assessments, diagnoses and treatment.
Cultivated relationships with community referral sources, enhancing collaboration and patient referral rates.
Education
High School Diploma -
Sharpsville High School
Sharpsville, PA
06-1990
Advanced School of Banking
Pennsylvania Bankers Association
State College, PA
05-2026
Skills
Customer relationship management
Portfolio management
Financial analysis
Risk management
Risk assessment
Regulatory compliance
Team leadership
Certification
Notary Public, Commonwealth of PA, valid until November 28th, 2026