Summary
Overview
Work History
Skills
Timeline
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JORGE A BARRETO

Levittown,New York

Summary

Relationship manager with significant achievements in generating revenue and driving profitability in multiple lines of business in money centers regional banks. Expertise in aggressively marketing integrated financials solutions to acquire high-end small business, middle market client, high net-worth and consumer mass market clients, while expanding relationships and retaining current clients. Proven track record in new acquisition, market share growth and operational integrity. Strengths include solid communication, , team-player, well organized, self-motivated, effective management and strong interpersonal skills. Fluent in Spanish. Visionary leader with proven track record in steering organizations toward success through strategic planning and effective management. Skilled in building cohesive teams, driving innovation, and enhancing operational efficiency to achieve business objectives. Demonstrated ability to transform challenges into opportunities, resulting in significant impact on company growth and profitability.

Overview

20
20
years of professional experience

Work History

Vice President Senior Managing Director

Webster Bank
Queens, NY
04.2018 - Current
  • Selected to be part of a new start-up venture accountable for proactive acquisition and growth of new and existing relationships of high-net-worth business clients, consumer and private banking products and services including credit-related solutions and traditional banking services
  • Responsible for developing and maintaining commercial and business clients to generate high quality of new deposits and commercial loans from clients to achieve and exceed specific goals
  • Manage a portfolio of 300+ commercial and business accounts with annual sales revenues from $2.5 million to $50
  • Million who require financial services and lending products to meet they sales needs
  • Meet with existing and new customers through personal calling efforts and other form of contacts to discuss business needs and recommend ways in which I can help to provide business solutions to all their financial needs
  • Proactive approach to retain and deepen existing relationships through profiling and offering new financial solutions to meet the clients’ growing needs
  • Other related to branch staff training and coaching and career development and career path
  • Collaborate with branch partners to successfully achieve goals, build customer relationships, and deliver customer service
  • Acquire new and complex business and consumer accounts and retain existing customers through consultative selling and long-term relationship building

Vice President Store Manager

TD Bank
New York, NY
07.2010 - 04.2018
  • Responsible for hiring, training, and coaching a team of twenty associates to open a new location
  • Responsible for developing and maintaining commercial and business clients to generate high quality of new deposits and commercial loans from clients to achieve and exceed specific goals
  • Manage a portfolio of 175 commercial and business accounts with annual sales revenues from $2.5 million to $35
  • Million who require financial services and lending products to meet their needs
  • Noted for forming exceptionally strong relationships, providing leadership, direction to meet and exceed commercial and small business goals
  • Meet with existing and new customers through personal calling efforts and other contacts to discuss business needs and recommend ways in which I can help to provide business solutions to all their financial needs

Vice President Senior Market Manager

North Fork Bank
New York, NY
08.2007 - 07.2010
  • Key member of the management team responsible for a top-tier branch in the NYC market
  • Responsible for developing and maintaining the company's commercial and business clients to generate a high quality of new deposits and business loans from clients to achieve and exceed specific production goals
  • Provide an elevated level of customer service to commercial and business clients and manage the banking relationship
  • Manage a portfolio of 100 to 600 business clients with annual sales revenue from $1.0 million to $70.0 million who require financial services and lending products to meet their needs while focusing simultaneously on increasing revenue and improving service
  • Noted for forming exceptionally strong relationships, providing leadership, direction, and spirit to meet and exceed individual and branch goals
  • Meet with existing customers and prospects through personal calling efforts and other contacts to discuss business needs and recommend ways in which the bank can help to provide business solutions to all their financial needs

Vice President Branch Manager

HSBC BANK
New York, NY
01.2005 - 08.2007
  • A key member of the management team responsible for a top-tier branch in the NYC market
  • Responsible for opening new branch in NYC
  • Hire, develop and maintain staff
  • Identify and secure new business opportunities
  • Strategize and implement marketing plans to develop new revenue resources
  • Responsible for developing and servicing high-end small businesses and complex accounts resulting in P&L growth
  • Responsible for new commercial client acquisition focused upon deposit gathering and loans from $350,000 to $4 million
  • Provide a prominent level of customer service to business clients and manage their banking relationship
  • Manage P&L associated with the business portfolios, including loan pricing and pay/return decisioning
  • Manage a portfolio of 100 to 500 business clients with annual sales revenues from $2.5 million to $20 million who require financial services and lending products to meet their needs
  • Focus simultaneously on increasing revenue and improving service
  • Noted for forming exceptionally strong relationships, motivating staff, providing leadership, direction, and spirit to meet and exceed individual and branch goals
  • Achieved 181% incremental growth increase

Skills

  • Portfolio optimization
  • Targeted marketing
  • Forecasting
  • Resource allocation
  • Strategic planning
  • Corporate communications

Timeline

Vice President Senior Managing Director

Webster Bank
04.2018 - Current

Vice President Store Manager

TD Bank
07.2010 - 04.2018

Vice President Senior Market Manager

North Fork Bank
08.2007 - 07.2010

Vice President Branch Manager

HSBC BANK
01.2005 - 08.2007

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