Summary
Overview
Work History
Education
Skills
Certification
Awards
Languages
Timeline
Generic

Manan Patel

Franklin Park,NJ

Summary

Profile Summary: Experienced professional with a successful career in banking, business development and administration Excel at interfacing with others at all levels to ensure organizational goals are attained. Proactive approach has resulted in capturing numerous accounts and expanding client base. Possess excellent interpersonal, analytical, and organizational skills. Excel within highly competitive environments where leadership skills are the keys to success. An effective manager with the skills necessary to direct, train and motivate staff to its fullest potential. Forward-thinking business banking professional well-versed in the needs of various type of companies. Knowledgeable about banking practices, regulatory standards and available products and services. Good relationship-building, communication and program management abilities.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Business Banking Branch Manager III , VP

PNC Bank
12.2022 - Current
  • Develop tactics to increase assets and profitability within a territory throughout
  • Implement innovative marketing principles and promotional sales events for commercial projects to further support financial growth
  • Counsel high net-worth individuals and corporate clients with regard to investment opportunities, risk analysis, and monetary returns
  • Cross-sell banking services and products to clientele
  • Participate in community events to position the bank as a leader within the territory
  • Managed the sales cycle for the branch and exceeded in achieving goals along side with branch manager guide and coaching
  • Lead the branch with Customer satisfaction survey
  • Coaching staff and assisting business owners with the business sales and hitting goals
  • Awarded circle of excellence a prestige award given for achieving branch goals and our of 400 employees in PNC Bank footprint.
  • Exceeded in Goals set for the Business Banking center branch for the year 2023 and current.
  • Established prospect clients by outreach and referrals from the existing business clients.

Branch Manager II

PNC Bank
05.2020 - 12.2022
  • Assessed employee performance and developed improvement plans.
  • Maintained friendly and professional customer interactions.
  • Implemented service improvements to enhance sales cycle.
  • Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
  • Met with existing clients and prospects through personal calling efforts and other contacts to discuss business needs.
  • Assisted in planning portfolio growth through development of business plans in alignment with departmental budget and consistent with overall objectives.
  • Referred customers to other banking departments for specialized services.
  • Cross-sold credit cards, loans and other bank products.
  • Handled Business Client by building rapport with them and also winning their trust to establish relationship and win business.
  • Exceeded Branch goals every year for Business banking and also referring Business clients back to other partners for cross sell.

Business Banking Assistant Branch Manager

PNC Bank
03.2018 - 05.2020
  • Trained and developed new team members in alignment with branch service standards and objectives.
  • Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
  • Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
  • Demonstrated knowledge of branch financial products, loans and lines of credit.
  • Conducted weekly staff meetings to motivate staff members, address concerns, and questions, plan improvements and evaluate progress toward goals.
  • Collaborated with tellers, universal bankers and personal bankers to exceed sales goals.
  • Directed promotion and brand loyalty efforts to build direct relationships with customers.
  • Wrote and administered employee performance reviews to monitor customer service and personal sales of 10-member team.

Branch Financial Sales Consultant II

PNC Bank, NA
04.2012 - 03.2018
  • Prepared customer and ATM cash and change orders.
  • Applied knowledge of banking products and services to meet customer needs and enable customers to achieve financial goals.
  • Completed special actions like account transfers, stop payments and dispute investigations.
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Cross-sold bank products and services to meet customer needs and provide options.
  • Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
  • Followed up with customers to gather feedback and provide additional assistance.
  • Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
  • Expanded client base by promoting new financial products.
  • Networked to identify potential new clients and expand geographic territories.

Branch Financial Sales banker I

PNC Bank
01.2010 - 04.2012
  • Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
  • Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
  • Discussed financial options with clients and provided informed suggestions.
  • Compiled and analyzed data to determine approaches to improve sales and performance.
  • Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
  • Networked to identify potential new clients and expand geographic territories.

Sr. Customer Service Rep

TD Bank
09.2007 - 10.2010
  • Resolved customer service issues using company processes and policies and provided updates to customers.
  • Responded to customer calls and emails to answer questions about products and services.
  • Learned and maintained in-depth understanding of product and service information to offer knowledgeable and educated responses to diverse customer questions.
  • Escalated issues to proper supervisors when standard processes were not effective.
  • Made calls to individual Customer 10 per day
  • Responded to customer calls and emails to answer questions about products and services
  • Resolved customer service issues using company processes and policies and provided updates to customers

Education

Bachelor’s Degree - Accounting and Business Admin

Raritan Valley Community College
2006

Skills

  • Banking Standards
  • Employee Performance Reviews
  • Team Coaching
  • Small Business Products
  • Customer Networking
  • Professional Relationships
  • Excellent Team Leadership
  • Interpersonal Communication Skills

Certification

  • Notary

Awards

  • Market All star for year 2016 CNJ in TOP Personal Banker in Sales and Revenue
  • Market All star for Year 2019 for Branch performance in sales
  • Market All star for Year 2022 for Branch Performance in Sales.
  • Circle of Excellence Award achieved for TOP Branch Performance in 2019 with top 400 Employees in USA
  • TOP Investment Producer for the Branch performance in year 2022


Languages

Gujarati
Native or Bilingual
Hindi
Native or Bilingual
English
Full Professional

Timeline

Business Banking Branch Manager III , VP

PNC Bank
12.2022 - Current

Branch Manager II

PNC Bank
05.2020 - 12.2022

Business Banking Assistant Branch Manager

PNC Bank
03.2018 - 05.2020

Branch Financial Sales Consultant II

PNC Bank, NA
04.2012 - 03.2018

Branch Financial Sales banker I

PNC Bank
01.2010 - 04.2012

Sr. Customer Service Rep

TD Bank
09.2007 - 10.2010

Bachelor’s Degree - Accounting and Business Admin

Raritan Valley Community College

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Manan Patel