Dynamic banking executive with a proven track record at Bank of America, excelling in market expansion and team leadership. Expert in client acquisition and financial analysis, successfully establishing new markets and driving growth. Adept at building strong relationships and developing effective sales strategies to enhance client retention and achieve business objectives.
Established new expansion market for Bank of America, recruiting and hiring teams in Cleveland, Columbus, Cincinnati and Pittsburgh. Established prospecting plans for each team, and provided leadership to grow in each market.
Participated in the establishment of new Regional Commercial Banking Offices in Ohio to facilitate Wells Fargo Banks entry into Ohio. Developed and won new clients, recruited bankers, and managed banker teams in Cleveland and Akron.
Prospected, developed and established new commercial banking relationships across Northern Ohio. Built and developed client portfolio through direct calling, developing credit and services proposals and onboarding of clients through documentation and training.
Progessively promoted through various roles stating with NCBs Management Development Program, through Retail Branch Manager roles, Relationship Manager roles in the Business Services Group, and as Regional Manager in the Business Services Group in Cleveland, Lorain County and Ashland, Ohio.
Represented Mutual Fund and Unit Investment Trust sales to bank-owned brokerage firms across the upper Midwest