LADONNA SIMON
Crofton,Maryland
Summary
Results-driven Business Banker with over 15 years of experience in the banking industry, specializing in fostering strong relationships with local businesses. Adept at understanding the unique financial needs of small to medium-sized enterprises and providing tailored banking solutions to support their growth. Expertise includes commercial lending, cash management, and business development. Known for a client-focused approach, excellent communication skills, and a deep understanding of the local market, consistently achieving business growth targets and customer satisfaction. Proven track record in driving revenue growth while maintaining high standards of service and integrity.
Overview
9
9
years of professional experience
Work History
Vice President Business Banking Relationship Manager
M & T Bank
04.2022 - Current
- Proactively managed a portfolio of over 70 business banking clients, including small and medium-sized enterprises across various industries
- Regularly conducted in-depth reviews of client accounts to assess their financial health and anticipate their evolving needs
- Implemented targeted retention strategies, including regular touchpoints, client appreciation events, and personalized financial review which led to a portfolio retention rate of over 98% and significant revenue growth
- Successfully originated and underwrote business loans, including term loans, lines of credit, and commercial real estate financing, contributing to a significant increase in the bank's lending portfolio
- Consistently met or exceeded revenue targets by identifying new business opportunities, cross-selling bank products, and expanding existing client relationships
- Monitored and managed credit risk within the portfolio, ensuring compliance with the bank's risk policies and regulatory requirements
- Actively involved in local community initiatives and business organizations to enhance the bank’s visibility and support local economic development
- Extensive COI network to include CPAs, attorneys, and CRE Brokers.
Vice President of Business Development
FVCbank
04.2017 - 03.2022
- Cultivated and managed a portfolio of over 150 local business clients, focusing on providing tailored financial solutions to meet their unique needs
- Provided strategic financial advice to small and medium-sized businesses, helping clients navigate complex financial challenges and optimize their banking solutions
- Achieved consistent year-over-year growth in loan and deposit portfolios by identifying and pursuing new business opportunities within the local community
- Played a key role in expanding the bank’s footprint in the region by establishing relationships with key local businesses and community organizations
- Developed strategic partnerships with local real estate developers, legal firms, and CPAs to drive referral business
- Actively participated in local business events, chamber of commerce meetings, and charity functions to enhance the bank's visibility and community engagement.
Branch Manager/Development Officer
Cardinal Bank
01.2016 - 04.2017
- Lead efforts to promote the bank’s products and services, including checking and savings accounts, loans, mortgages, and investment products
- Developed and executed branch-level marketing strategies to attract new customers and retain existing ones
- Collaborated with other bank departments, such as commercial lending and wealth management, to cross-sell products and services to meet clients’ financial needs
- Drove the branch’s sales performance by setting clear targets for the team, providing sales training, and tracking progress
- Encouraged a sales-oriented culture focused on meeting client needs Oversee the daily operations of the branch, managing a team of tellers, customer service representatives, loan officers, and other branch staff
- Provided coaching, training, and performance evaluations to ensure high levels of employee engagement and productivity
- Established branch performance goals in line with the bank’s strategic objectives
- Monitored and drove team performance to meet or exceed targets in areas such as deposit growth, loan origination, and customer satisfaction
- Built and maintained positive relationships with community organizations, local businesses, and residents to strengthen the bank’s reputation and community ties.
Education
Bachelor of Science - Accounting
Monroe College
New Rochelle, NY06.2011
Skills
- Team Leadership
- Relationship Building
- Decision-Making
- Critical Thinking
- Complex Problem-Solving
- Strategic Planning
Affiliations
- Arlington Virginia Chamber of Commerce, Membership Development Committee
- Rotary Club of Arlington, Board Member-Image Chair
- Bridges to Independence, Committee Member
- Leadership Center Arlington for Excellence, 2019 Graduate
References
Available upon request
Timeline
Vice President Business Banking Relationship Manager
M & T Bank
04.2022 - Current
Vice President of Business Development
FVCbank
04.2017 - 03.2022
Branch Manager/Development Officer
Cardinal Bank
01.2016 - 04.2017
Bachelor of Science - Accounting
Monroe College
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