Marisa Petry
Hanover,PA
Summary
Highly motivated and engaged individual, with over 30 years’ experience in the financial service’s industry. Extensive leadership and management experience specific to the development, implementation, and oversight of retail sales and service programs, supporting a strong client experience strategy. Exceptional oral and written communication skills, along with superior organizational and project management skills. Proficient in Word, Excel, and Power Point in Windows operating system.
Overview
32
32
years of professional experience
Work History
Vice President, Director of Retail Client Engagement
PeoplesBank
York, PA
09.2014 - Current
- Direct leadership and management of all sales and service initiatives supporting the client experience for the Retail Division, including development and implementation of numerous sales and client conversation training programs, leadership and support of utilization of CRM system, and leadership of Regional Management team in achievement of sales goals
- Foster and support partnerships with other line of business leaders within the Bank, specifically business banking and wealth management, to achieve overall Bank goals and strategic plan
- Leadership & support of all client outreach initiatives through review and research of client sales and service behaviors/habits, changing market trends, and ongoing review of consumer and business products and services to support the Bank’s ability to support client needs
- Direct leadership of all product development initiatives including project oversight & planning, partnering with support teams to ensure all regulatory and technology components are achieved, and development of go-to-market strategy for implementation
- In 2023, implementation of new overdraft management program attributed to a $250,000 increase in annual revenue for the Bank
- Direct leadership and management of team responsible for all operational processes and procedures within the Retail Division, including branch audit program, branch operational and onboarding training, and branch float team
- Ongoing review and evaluation of all sales and service reporting/dashboards to support goal tracking and achievement, including household penetration and expansion
- Member of Senior Leadership Team for Bank
Market Operations & Administration Manager, Central PA Market
PNC Bank
Lancaster, PA
01.2004 - 06.2014
- Company Overview: (and predecessors)
- Direct management and oversight of branch loss prevention team and physical security for 82 branches within the Central PA Market, ensuring all internal audit requirements are completed on an annual basis
- Responsible for review of all operational policies and procedures and adherence to within the Central PA market, communicating changes and updates to all policies and procedures to the market area as needed
- In partnership with Information Technology, testing of various operational systems, including a new teller imaging system, to ensure a smooth implementation within the market
- Development and implementation of various training programs within the Central PA market, supporting branch operations, focusing on compliance and adherence to all bank branch policies and procedures
- Participation in various work groups focused on reviewing, updating, and writing branch policies and procedures due to updates to compliance rules and regulations and bank policy
- Develop and support partnership with Market Executive and Regional Managers, assuring all aspects of sales and service activities were supported by operational soundness
- In partnership with Realty Services, develop plans for new branch formats, branch renovations, and overall management of branch maintenance
- (and predecessors)
Local Market Sales Manager
PNC Bank
01.2004 - 01.2008
- Company Overview: (Hanover Bank acquired by PNC Bank)
- Responsible for overall management and achievement of sales goals for all branches within Carroll County Market
- Participation in team dedicated to reviewing and updating all policies and procedures for the bank, ensuring conciseness and consistency in all policies and procedures across lines of business
- Leadership of monthly meetings for Teller Supervisors, focused on communication of updates to policies and procedures, along with topics focused on overall leadership development
- Implemented sales tactics focused on increasing deposit and loan growth of branches
- Coached branch managers and employees around achievement of sales and service goals
- Proactive business calling to gain new business deposit and loan relationships
- (Hanover Bank acquired by PNC Bank)
Branch Manager
Farmers & Mechanics Bank
Westminster, MD
01.1998 - 01.2003
- Responsible for overall management and achievement of sales goals for branch
- Implemented & coached branch staff around designated sales market plan for branch
- Leader of regional audit team to ensure compliance with all bank policies and procedures
Training Specialist
FCNB Bank
Frederick, MD
01.1997 - 01.1998
- Develop and conduct teller & platform training for new branch employees
- Conduct meetings for designated branch positions (head tellers, platform)
- Develop and conduct acquisition training for branch positions from acquired First VA offices
- Develop and conduct bank wide Compliance training, specifically focused on BSA and AML annual requirements
- Tracking of completion of training for all bank employees
Extended Hours Manager
Taneytown Bank & Trust Co.
Taneytown, MD
01.1993 - 01.1997
- Responsible for management of teller staff during evening and weekend hours
- Opened new banking relationships for customers while looking for cross sell opportunities
- Assisted with training of new tellers to bank
- Processed customer banking transactions (cashed checks, deposits, loan payments)
Education
Bachelor of Science - Elementary Education
Mt. St. Mary’s College
Emmitsburg, MD01.1996
Skills
Performance metrics analysis
Relationship building and retention
Customer and employee rapport
Policy and procedure development
Relationship building
Presentations
Program oversight
Project Management
Operational management
Revenue Generation
Office administration
Technical Support
Operations oversight
Strategic planning
Growth planning
Staff Management
Procedure implementation
Budgeting
Business Development
References
References are available on request.
Timeline
Vice President, Director of Retail Client Engagement
PeoplesBank
09.2014 - Current
Market Operations & Administration Manager, Central PA Market
PNC Bank
01.2004 - 06.2014
Local Market Sales Manager
PNC Bank
01.2004 - 01.2008
Branch Manager
Farmers & Mechanics Bank
01.1998 - 01.2003
Training Specialist
FCNB Bank
01.1997 - 01.1998
Extended Hours Manager
Taneytown Bank & Trust Co.
01.1993 - 01.1997
Bachelor of Science - Elementary Education
Mt. St. Mary’s College