Accomplished banking professional with a robust history at PNC Bank, excelling in roles from Branch Management to Private Client Group Relationship Manager. Demonstrated expertise in business development and operations management, driving significant revenue growth and team performance. Skilled in analytical thinking and relationship building, consistently achieving beyond set targets through strategic planning and execution.
* Managed priorities through planning and execution to drive all aspects of branch performance.
* Drove business banking results primarily through business development and community involvement activities.
* Built a high performing team through the attraction, on-boarding, coaching and development of branch team members.
* Grew branch revenue through acquisition and share-of-wallet growth of consumer and business households.
* Consistently inspected, supported and coached the branded sales process to proactively achieve sales targets and customer loyalty.
* Responsible for Branch risk process through proper oversight and adherence to regulatory, security and audit requirements.
* Trained and coached team members with operational/risk activities and monitored adherence to policies and procedures.
* Developed client relationships through needs based conversation while delivering product solutions that benefited both the client and the bank.
* Managed/grew relationships for existing and prospective business and retail clients.
* Used outbound calling strategy for setting appointments to grow client’s share of wallet.
*Used line of business partnerships and client referrals to build pipeline of new customers.
* Worked with a defined book of affluent bank clients, managing their portfolio of banking, credit, and investment needs.
* Responsible for growth in both size and revenue.
* Utilized a holistic approach to identify each client’s needs and collaborate with partners throughout PNC for advice.
* Leveraged PCG conversation to grow share of wallet and deepen the client’s relationship with the bank.
* Used Eco partners in joint calling and prospecting efforts to bring new customers to the bank.
* Educated branch staff about the PCG program to have a strategy for client acquisition.
* Series 6 and 66 licenses were acquired as prerequisites.
* Prospected, qualified and sold payment systems and support services for business clients.
* Analyzed financial statements to create client specific proposals.
* Negotiated deals to maintain profitability/mitigate risk for the bank and client.
* Developed and maintained relationships with clients. Identified client needs and recommended appropriate services.
* Responded to existing client inquiries on internal products, services and credit card processing activities for the industry.
* Interfaced with various sales channels to facilitate the prompt referral of leads beyond the target market.
* Collected, managed and reported on sales statistics.