Maria Vivona-Palumbo

• Develop and retain client's by providing outstanding service along with banking products, treasury management solutions and lending opportunities.
• Maintain a $26 million portfolio. Average revenue $5 million.
• Partner with CRE, C&I, and SBA Departments to expand client relationship.
• Partner with Branch Managers to develop new business on a weekly basis.
• Participate in Community Events, Trade Shows, Chamber Events, etc. on a weekly basis.
• Maintain and build close relationships with customers through regular contact and visits.
• Generate new business and referral clients in partnership with financial advisors and branch team.

Developed and maintained a book of SBA clients in the NY/NJ metropolitan area with over $17 million in closed loans.

Partnered with the Credit, Closing and Legal departments on a regular basis .

Developed a relationship with COI's (CPAs and Attorneys) to build a solid network of referrals.

Participated in Trade Shows that showcased my product offerings and service to gain exposure i.e. CPA Convention, Mortgage Shows, etc.