Mark Spiegel
Summary
Results-oriented banking professional with 20 years experience in sales and bank branch management including general bank operations, risk & controls and financial performance. Experienced in developing and implementing community involvement programs and services to grow the business. Exceptional organizational, analytical, coaching, and managerial skills. Demonstrated ability to lead, motivate & influence others to adapt to change. Executive Committee member for the Lymphoma & Leukemia Society in 2009 and a member of Southern NV SHRM (Society for Human Resource Management) in 2013.
Overview
19
19
years of professional experience
Work History
Vice President, Branch Manager
Citibank Tropicana Branch
01.2021 - Current
- Responsible for leading a diverse financial center team in achieving business goals by maximizing customer satisfaction, sales, and revenue, while minimizing customer attrition, operational losses, and employee turnover.
- Oversee branch operations including all risk & controls.
- Trained, coached & mentored employees daily to align their skills effectively to achieve company objectives.
- Demonstrated proficient leadership skills to motivate employees and build competent teams.
- Hired and managed employees to maximize productivity while training staff on best practices and protocols.
- Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
- Assessed employee performance and developed improvement plans.
- Conducted cash and key audits for controls and compliance.
- Assisted with daily cash and ATM balancing.
- Assisted clients with issues or requests and mentored employees on customer service techniques.
- Monitored performance and completed mid year and annual performance appraisals for branch staff.
- Oversaw branch operations and workflow for accuracy & consistency.
- Complied with established internal controls and policies.
- Developed strategic plans for day-to-day financial operations.
- Maintained scheduling for branch to keep shifts appropriately staffed.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
Vice President, Branch Manager
Citibank REMOTE ROLE
03.2020 - 01.2021
- During COVID worked remotely due to health concerns.
- Assisted the branch and staff remotely to prepare Horizon Ridge branch for closure.
- Demonstrated proficient leadership skills to motivate employees and build competent teams working remote.
- Hired and managed employees to maximize productivity while training staff on best practices and protocols.
- Clarified roles, responsibilities and expectations for staff.
- Collaborated with senior management & branch partners to develop strategic initiatives and long term goals.
- Identified opportunities to improve business process flows and productivity.
- Identified and resolved issues between employees, promoting better collaboration
Vice President, Branch Manager
Citibank Horizon Ridge Branch
03.2016 - 03.2020
- See current role
Vice President, Branch Manager
Citibank Decatur Branch
02.2014 - 02.2015
- See current role
Senior Relationship Manager - Citi @ Work
Citibank
10.2012 - 02.2014
- Las Vegas/Henderson Area
- Citi at Work is an outside sales & marketing program aimed at managing existing and acquiring new companies for Citibank to partner with to offer discounted financial services to the companies employees, often seen as an extra benefit to the company
- Managed 100+ companies in the Citi at Work portfolio to start and built that portfolio to over 300 companies in less than 12 months
- Proactive in the community for networking opportunities (SNHRM, Employee Network, Corporate Wellness Productions, Chamber of Commerce, etc.)
- Worked with area bank partners such as branch staff, commercial banking, mortgage division, personal wealth management and branch management to cross promote services and present value proposition at seminars.
- Gain buy in from and influence branch partners that Citi at Work can help drive production and help branch exceed scorecard goals.
- Attended branch meetings/huddles to seek branch referrals for prospects for Citi at Work.
- Attended and presented the value proposition to the branches at manager meetings with area director.
- Attended banker sales meetings/training events to further demonstrate the value to their clients and the results to their compensation plan.
- Launched local marketing programs within the group to encourage participation and increase productivity.
- Met with HR/key decision makers at companies to present what Citibank has to offer (employee benefits, promote direct deposit to lower company payroll cost).
- Consistently exceeded minimum goal of three onsite appointments per week (table setup at company).
- Worked with branch partners to schedule bankers attendance at onsite events.
- Coached bankers on how to drive production at events.
- Worked closely with area director to align with area goals.
- Achieved #2 in the country in 2013 by exceeding goals over 200% to goal.
- Due to corporate restructuring & realignment of regions/areas, moved back to branch manager role to remain in Las Vegas.
Vice Principal, Branch Manager
Citibank Maryland Pkwy Branch
10.2009 - 10.2012
- See current role
Branch Manager
Citibank Henderson Branch
04.2007 - 10.2009
- See current role
Personal Banker
Citibank Summerlin Branch
08.2005 - 03.2007
- Provide a full range of banking services to individual customers & businesses, emphasizing on personal financial counseling, lending and customer service
- Maintain and deepen customer relationships with consumers & businesses
- Develop strategies to grow the client base and implement sales plans to target prospects while referring opportunities to partners when appropriate
- Resolve customer complaints and utilize service transactions to create sales/referral opportunities
- Maintained friendly and professional customer interactions
- Coach tellers & new associates to effectively identify referral and cross sell opportunities
- Achieved personal production goals by expanding existing relationships and acquiring new business, also achieved Citistars (Top 1%) annual trip in 2006
- Promoted to FCMIT (Financial Center Manager in Training) 6-month training program for management.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- 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.
- Promoted financial products by maintaining excellent service offering knowledge.
- Followed up with customers to gather feedback and provide additional assistance.
Financial Advisor
American Express Financial Advisors
08.2004 - 07.2005
- Responsible for prospecting clients, appointment setting, and maintaining a book of business
- Analyzing financials, gain trust; recommend specific needs bases products, Prepare comprehensive financial plan and present to clients
- Establish and maintain key relationships and business contacts within the community
- Manage all aspects of practice from client contact, administration, and time management
- Expand client base through referrals, outside acquisition
- Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop a financial plan.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
Education
High School Diploma -
Patchogue-Medford High School
Medford, NY1992
Skills
- Business Development
- Financial Optimization
- Branch Operations
- Legal Considerations
- Client Relationship Management
- Financial Advisement
- Cash Handling
- Sales Expertise
- Customer Satisfaction
- Branch Management
- Teller Transactions
- Financial Services
- Personal Coaching
- Interpersonal Skills
- Risk Mitigation
- Internal Audits
Timeline
Vice President, Branch Manager
Citibank Tropicana Branch
01.2021 - Current
Vice President, Branch Manager
Citibank REMOTE ROLE
03.2020 - 01.2021
Vice President, Branch Manager
Citibank Horizon Ridge Branch
03.2016 - 03.2020
Vice President, Branch Manager
Citibank Decatur Branch
02.2014 - 02.2015
Senior Relationship Manager - Citi @ Work
Citibank
10.2012 - 02.2014
Vice Principal, Branch Manager
Citibank Maryland Pkwy Branch
10.2009 - 10.2012
Branch Manager
Citibank Henderson Branch
04.2007 - 10.2009
Personal Banker
Citibank Summerlin Branch
08.2005 - 03.2007
Financial Advisor
American Express Financial Advisors
08.2004 - 07.2005
High School Diploma -
Patchogue-Medford High School