Rohan Dalal
New York
Summary
Diligent Business Banker with proven track record in managing business banking relationships. Successfully led diverse client portfolios, enhancing satisfaction and loyalty through targeted financial solutions. Demonstrated strong analytical and communication skills to drive client growth and engagement.
Overview
2025
2025
years of professional experience
Work History
Senior Business Banking Relationship Manager
Bethpage Federal Credit Union
08.2024 - Current
- Provided training and mentorship to junior team members, contributing to their professional growth in the field of business banking.
- Attended relevant networking events in the community
- Leveraged COI network to onboard new clients
- Enhanced customer retention rates through proactive relationship management strategies.
- Implemented tailored marketing initiatives to attract new business banking clients.
- Managed a diverse portfolio of commercial customers across various industries, demonstrating adaptability and versatility in addressing distinct financial requirements.
VP, Business Banker
Bank of America
10.2019 - 08.2024
- Develop a Center of Influence (COI) network by engaging in business networking and community activities; represent Bank of America in the business community, generate business leads, and close business opportunities
- Leverage networking skills to stay actively involved within the local community to create awareness and promote the banks focus on partnering with the community and providing multi-product banking solutions to the small business community
- 2023 Top Performer Q1 , Q2 and Q3 based on composite score.
- Follow up on credit referrals greater than $250M from Branch Managers and Small Business Consultants
- Credit certified in small business lending; collaborate with Branch staff and customers on preparing proper credit structure and credit packages with client revenue sizes ranging from $1MM to $20MM
- Partner with ADP and Merchant services to provide clients with varied service options.
- Conduct an average of 20 outbound dials daily and host in-person/virtual meetings with clients and prospects
- Develop and foster relationships with stakeholders across industries, including Manufacturing, Medical, Construction, Finance, and Technology
- Establish deposit growth at 1240% more than the target goal YTD, maintaining on pace for Credit card spend and Quality products.
- Partner with Merrill Lynch and Private banking to provide business banking solutions to high net worth clients.
AVP, Preferred Branch Management
First Republic Bank
01.2018 - 10.2019
- Oversaw a team of 5 bankers while establishing and achieving sales goals through effective sales management techniques
- Recruited, trained, and mentored staff on client profiling, conducting sales meetings, and closing deals
- Collaborated with Relationship Managers on Home and commercial lending yielding $2MM in Home Equity Loans and $3.5MM in Home Refinancing
- Utilized a network of COI to source new households and maintained a personal YOY growth of 146% in deposits
- Specialized in onboarding and account opening for Hedge Funds, Private Equity, and Technology Startups
- Created training materials and facilitated workshops to ensure staff was up-to-date on industry best practices.
AVP/Branch Manager
TD Bank
01.2014 - 01.2018
- Assisted Branch Managers and Lending Officers in the underwriting, analysis, and approval of commercial loan requests of up to $500M; collaborated with Financial Advisor Partner and referred over $25MM in investments
- Referred over $2.5MM in Home loans to Private banking and closed upwards of $850M in Home Equities and Mortgages
- Directed and increased the commercial loan portfolio, specializing in financial analysis and overall credit evaluation
- Partnered with Small Business and Commercial Lenders to secure $5MM+ in small business loans and referred $7MM+ in commercial loans
- Responsible for reporting on 18 branches and monitoring their revenue, expenditures, and planned vs actual reports.
Regional Consumer Lending Manager
Banco Popular
2011 - 2013
Assistant Branch Manger
TD Bank
2010 - 2011
Small Business Specialist
JP Morgan Chase
2008 - 2009
Senior Mortgage Consultant
Beneficial/HSBC Bank
2005 - 2008
Mortgage Consultant/ Team Lead
Blue Point Capital
2002 - 2005
Education
Certificate - Business And Commercial Lending
American Banker Association
01.2019
Graduate Certificate - Business Management
University of Notre Dame
Notre Dame, IN12.2015
B.B.A - Business Administration
Hofstra University
01.2002
Skills
- Growth Planning
- Business Planning
- Strategic Planning
- Business Development
- Staff Management
- Portfolio management
- Banking operations
- Credit assessment
Professional Highlights
- Awarded 9 "All Star Club" awards at HSBC Bank for consistently acting as 1 of the Top 10 producing account executives in the Eastern Region.
- Converted a non-performing bank to #1 branch within Region ending 2017 with over 101% of their anticipated goal.
- 2023 Top performer YTD based on overall composite score. On pace to finish year over 100% of goal
Languages
English
Native/ Bilingual
Hindi
Native/ Bilingual
Gujarati
Native/ Bilingual
Spanish
Limited
References
References available upon request.
Education and Training
other,other
Timeline
Senior Business Banking Relationship Manager
Bethpage Federal Credit Union
08.2024 - Current
VP, Business Banker
Bank of America
10.2019 - 08.2024
AVP, Preferred Branch Management
First Republic Bank
01.2018 - 10.2019
AVP/Branch Manager
TD Bank
01.2014 - 01.2018
Graduate Certificate - Business Management
University of Notre Dame
B.B.A - Business Administration
Hofstra University
Regional Consumer Lending Manager
Banco Popular
2011 - 2013
Assistant Branch Manger
TD Bank
2010 - 2011
Small Business Specialist
JP Morgan Chase
2008 - 2009
Senior Mortgage Consultant
Beneficial/HSBC Bank
2005 - 2008
Mortgage Consultant/ Team Lead
Blue Point Capital
2002 - 2005
Certificate - Business And Commercial Lending
American Banker Association
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