Sandra Fochi
Glenwood Landing,NY
Summary
Experienced senior level management professional with excellent employee development, customer service and analytics skills coupled with more than 30 years of knowledge. Confident and successful hands-on decision maker who reflects the understanding of strategies and goals of the organization. Highly effective and comfortable giving engaging presentations to clients to drive new business, expand accounts and establish brand profile. Expertise spans all facets of banking, sales, audits, reporting, customer relationships, compliance, administration and operations. Excellent team builder and leader of initiatives that result in improved revenues. Adept at promoting excellence and quality improvement encouraging employee involvement at all levels of the organization.
Overview
16
16
years of professional experience
Work History
Market Manager II
Valley Bank
Port Washington, NY
06.2021 - 11.2022
- Liaised between senior management and front-line team members to implement effective changes and revitalize market growth.
- Networked in market to build partnerships and connections with prospects.
- Coached sales team members in effective selling strategies and closing techniques.
- Traveled to customer sites to demonstrate products, answer questions and close contracts.
- Collaborated with upper management to implement continuous improvements and exceed team goals.
- Prepared and implemented strategic growth plans for territory based on company goals and expectations.
- Hired, supervised and coached 12 employees on sales strategies to optimize performance.
- Made strategic and successful decisions by documenting and tracking sales activities with Salesforce.
- Built relationships with customers and community to establish long-term business growth.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
Store Manager, VP
TD Bank NA
08.2012 - 01.2021
- Lead sales and service strategies to increase profitability and ensure operational soundness of the branch.
- Coached sales associates in product specifications, sales incentives and selling techniques, significantly increasing customer satisfaction ratings.
- Promoted team collaboration, performance and efficiency by fostering healthy environments focused on mutual success.
- Provided leadership and direction to grow team portfolio and increase revenue.
- Managed 12 employees successfully in fast-paced environment through proactive communication and honest feedback.
- Applied performance data to evaluate and improve operations, target current business conditions and forecast needs.
- Identified opportunities to improve business process flows and overall productivity.
- Reviewed performance data to monitor and measure productivity, goal progress and activity levels.
- Assessed employee performance and developed improvement plans.
- Met with customers to assess needs and propose customized solutions.
- Regional Team Lead for lending, customer experience and employee experience.
- Identified and capitalized on community business opportunities with effective networking.
- Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
- Top performer nominee 2019
- NMLS licensed
Store Manager, AVP
Wachovia Bank A Wells Fargo Company
12.2010 - 08.2012
- Managed retail banking store with 10 employees.
- Supervised sales, service and operational soundness of the store.
- Inspected and developed new sales techniques to increase customer base.
- Coached employees to meet daily, monthly and quarterly goals through action plans, accountability and coaching.
- Identified and capitalized on community business opportunities with effective networking.
- Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent and skill set.
- Assessed employee performance and developed improvement plans.
Regional Bank Private Banker
Wells Fargo
01.2010 - 12.2010
- Conducted product and sales analysis to provide new and existing high net-worth clients with financial solutions needed to achieve short and long term goals, using daily money management, lending, and investment services.
- Utilized various referral sources and obtain new customers to maximize business.
- Mentored and coached new salespeople designed to get new hire’s acclimated and ready to be the best sales associates possible.
- Developed strategies to increase sales for area market through new sales techniques and coaching sessions with upper management partners and sales team.
- Partnered with Wealth Management and Financial Advisors to provide a full platform of financial and estate planning to high net worth clients.
- Series 7, 63, Life and Health licensed
Senior Financial Specialist/Market Leader
Wachovia Bank NA
10.2006 - 01.2010
- Mentored and coached new salespeople designed to get new hire’s acclimated and ready to be the best sales associates possible.
- Mentored lower producing team members to increase sales by executing action plans and coaching and development plans.
- Conducted product and sales analysis to provide new and existing high net-worth clients with financial solutions needed to achieve short and long term goals, using daily money management, lending, and investment services.
- Generated comprehensive financial strategies to help build, protect, and preserve business using various sales and managerial techniques.
- Developed a strong knowledge of the principles of business through sales, marketing and managing products and staff.
- Exceeded monthly sales goals.
- Achieved sales awards monthly and annually in deposits, investments, lending and service for 2006-2010.
- Series 6, 63, Life and Health licensed
- 2008 and 2009 Top Performer Award Volunteer Efforts
Education
Finance
Skills
- Targeted marketing
- Relationship building and retention
- Team leadership and coaching
- Training and Development
- Business Development
- Sales professional
- Detail-oriented
- Self-motivated professional
- Critical thinking
- Computer proficiency
- Customer service
- Risk management
- Outstanding communication skills
- Profit and loss accountability
Affiliations
Gold Coast Business Association Executive Board -Treasurer 12/19-12/22
Harbor Child Care Treasurer 9/13-9/14 Board President 9/14-4/16, Board Member 11/2020- Present
North Shore High School PTSO Executive Board - Treasurer 9/19-8/2020
Glenwood Landing SCA Executive Board - VP of Fundraising 6/19-6/2020
New Castle Business Association Treasurer 12/14-12/15
Timeline
Market Manager II - Valley Bank
06.2021 - 11.2022
Store Manager, VP - TD Bank NA
08.2012 - 01.2021
Store Manager, AVP - Wachovia Bank A Wells Fargo Company
12.2010 - 08.2012
Regional Bank Private Banker - Wells Fargo
01.2010 - 12.2010
Senior Financial Specialist/Market Leader - Wachovia Bank NA
10.2006 - 01.2010
New York Institute Of Technology - , Finance