Katherine Nanna

Actively develop and maintain a profitable portfolio of commercial clients through strategic business development and relationship management. Cultivate consultative partnerships with businesses in the targeted market, focusing on those with annual revenues ranging from $1M to $10M. Manage a portfolio of 100 plus existing clients, delivering value-added services that ensure their satisfaction and foster long-term loyalty. Drive new client acquisition by presenting the bank's range of solutions, including deposits, cash management services, and credit opportunities of up to $3M. Partner on lending opportunities up to $25M. Conduct regular in-person visits with centers of influence (COIs) and current clients at their workplaces, promoting tailored banking solutions that align with their needs while expanding the bank's customer base. Collaborate with internal business partners across various divisions—such as Citizens Wealth Management, Home Lending, Treasury Services, and Branch Teams—to connect clients with specialists equipped to meet their financial objectives.

Actively develop and maintain a profitable portfolio of commercial clients through strategic business development and relationship management. Cultivate consultative partnerships with businesses in the targeted market, focusing on those with annual revenues ranging from $500,000 to $1M. Manage a portfolio of 100 existing clients, delivering value-added services that ensure their satisfaction and foster long-term loyalty. Drive new client acquisition by presenting the bank's range of solutions, including deposits, cash management services, and credit opportunities of up to $1M. Conduct regular in-person visits with centers of influence (COIs) and current clients at their workplaces, promoting tailored banking solutions that align with their needs while expanding the bank's customer base. Collaborate with internal business partners across various divisions—such as Citizens Wealth Management, Home Lending, Treasury Services, and Branch Teams—to connect clients with specialists equipped to meet their financial objectives.

• Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
• Maintained friendly and professional customer interactions.
• Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
• Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.

• Increased client satisfaction by providing tailored financial solutions to support their business growth.
• Participated in ongoing professional development opportunities to stay current on industry trends and best practices, ensuring optimal service for clients.
• Developed and maintained strong rapport with local economic development organizations, fostering a collaborative environment for small businesses to thrive.
• Provided expert guidance on cash management solutions for small businesses, optimizing their day-to-day operations and financial stability.

• Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
• Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
• Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
• Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.

• Handled customer relations issues, enabling quick resolution, and client satisfaction.
• Increased sales revenue by developing and implementing effective sales strategies.
• Built long-lasting client relationships through excellent customer service and consistent followups.
• Led a successful sales team by providing motivational coaching and performance-based incentives.