Jeanne D Martin

Bank at Work Program Manager, VP

Pittsfield, MA |Oct 2022 - Current

Responsible for the entire network and overall program performance of the Workplace Banking program, identifying strengths and areas for opportunity, and developing a strategic plan for enhancements and increasing sales and activity performance. Development of strategic initiatives to drive new household acquisition and cross-sell opportunities. Build bench strength throughout the organization. Strong focus on engaging colleagues through training, coaching, and recognition.

• Form and maintain strong relationships throughout the network, including Commercial and Business Banking, Retail and Consumer Banking, Investment and Insurance Services, Mortgage Lending, and support partners to drive new household growth and deepen existing client relationships.
• Plan, execute, and implement onsite Financial Wellness educational seminars, benefit fairs, and individual consulting.
• Provide training, coaching, and resources for colleagues on features and benefits of the program, as well as the end-to-end process and procedure.
• Developed reporting to identify trends, goal achievement, and gaps to be addressed.
• Created resource guide for all colleagues and online learning modules to enhance skill set and referral activity.
• Implemented partnership with GreenPath Financial Wellness to develop training curriculum and content for educational seminars.
• Construction of SharePoint site to include newly created marketing, best practices, training resources, and operational procedures.

Responsible for overall program performance, development of strategic initiatives to drive new household acquisition and portfolio retention. Strong focus on implementation of process and program enhancements and engaging colleagues through training and coaching cadences.

• Form and maintain strong relationships throughout the network with various lines of business to drive sales and referral activity, joint calling efforts, and deepen client relationships
• Plan, execute, and implement onsite Financial Wellness educational seminars and employee enrollment and benefit fairs across our footprint
• Provide coaching and resources for field on features and benefits of the program as well as end to end process and procedure
• Attain goal assumptions as defined by the Bank At Work P&L
• Analysis of reporting to identify trends and goal achievement
• Created resource guide for all colleagues and online learning modules to enhance skill set and referral activity
• Created Financial Wellness library designed for various demographics and industry type
• Lead team of 4 Relationship Managers to desired performance with a strong focus on upholding organizational culture and values
• Successfully piloted ITM and Video Banking project which was later implemented in the Branch network
• Develop strategic plans to enhance employee benefits, rewards, and financial wellness education

Responsible for achievement of deposit and loan acquisition and retention, cross-sell ratios, operational excellence and employee development. Duties include overseeing all daily branch functions and overall customer experience.

• Acquire, integrate, and optimize new and existing business customer relationships through outside calling efforts and community involvement.
• Serve as a partner to all lines of business for effective customer acquisition, onboarding full relationship, and retention.
• Grow portfolio of assigned loans and deposits.
• Relied upon to assist the Regional Manager with various initiatives, including improving client experience, overall sales performance, and client and colleague satisfaction.
• Managed staff scheduling, hiring and training processes.