Summary
Overview
Work History
Education
Skills
Hobbies and Interests
Community Engagement And Board Memberships
Timeline
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Takla Awad

Apollo Beach,FL

Summary

Results-driven banking executive with extensive experience in commercial lending, branch management, sales development, and strategic growth initiatives. Proven track record of increasing loan and deposit portfolios, optimizing branch operations, and leading high-performing teams. Adept at financial analysis, risk management, and regulatory compliance. A dynamic leader dedicated to customer service excellence and business development.

Overview

24
24
years of professional experience

Work History

Vice President, Florida Division Manager

Trustco Bank Corp
Glenville, NY
11.2024 - 02.2025
  • Led and managed Florida's 51 branches, overseeing operations for over 160 employees
  • Directed sales performance, business development, and customer service initiatives across the division
  • Recruited, trained, and mentored branch managers to drive a high-performance sales culture
  • Developed and executed strategic growth plans, resulting in a $20 million increase in the net loan portfolio and a $40 million increase in the net deposit portfolio
  • Monitored market trends and competitor activity to identify new business opportunities
  • Ensured compliance with regulatory requirements and internal policies across all locations

Assistant Vice President, Commercial Lending

Trustco Bank Corp
Glenville, NY
04.2022 - 11.2024
  • Managed and grew a diverse commercial loan portfolio, increasing total assets by $25 million
  • Built strong relationships with high-value commercial clients across New York and Florida
  • Analyzed financial statements, assessed risk, and structured loan solutions tailored to business needs
  • Negotiated complex loan agreements and provided strategic financing solutions to large commercial customers
  • Proactively managed credit risk through in-depth financial analysis and market assessments
  • Ensured compliance with banking regulations, balancing risk exposure with business growth objectives

Regional Sales Officer

Trustco Bank Corp
Glenville, NY
03.2019 - 03.2022
  • Led a team of Cluster Managers across Upstate NY, Downstate NY, and Berkshire, MA, driving sales growth and customer engagement
  • Developed and implemented sales initiatives, including a mortgage promotion generating $4 million in new sales within two weeks
  • Boosted core account growth by 120%, mortgage growth by 50%, and deposit growth by 28% in the region within six months
  • Negotiated a third-party agreement for merchant services, generating $300,000 in revenue within the first year and establishing a sustainable income stream that contributed to the bank's long-term growth

Head of Training, Sales Development & Quality Control

Trustco Bank Corp
Glenville, NY
04.2016 - 02.2019
  • Oversaw training programs for 150+ bank branches across three regions, identifying and addressing key training needs
  • Implemented Cornerstone Learning Management System to streamline training deployment and performance measurement
  • Developed and launched key training programs, including a three-day sales training course, a new hire onboarding program, and professional certification tracks
  • Spearheaded the transition of manual exams to electronic format, improving efficiency and test coverage

Regional Bank Administrator

Trustco Bank Corp
Glenville, NY
07.2013 - 03.2016
  • Managed operations for 65+ branches, overseeing lending, product sales, customer service, and security
  • Ranked #1 lender in 2014 by the Albany Business Review
  • Led contract negotiations for check and merchant services, optimizing cost efficiency and profitability
  • Analyzed liquidity trends and performance indicators to drive strategic loan and deposit growth
  • The 'Trusty' Club Savings Account is now exceeding $40 million in deposit growth

Regional Assistant Vice President

Trustco Bank Corp
Glenville, NY
01.2011 - 06.2013
  • Oversaw operations of 32+ branches, ensuring alignment with corporate strategies and objectives
  • Analyzed performance metrics to inform strategic initiatives and drive revenue growth
  • Spearheaded online banking initiatives and the launch of the 'Trusty' Club Savings Account to enhance customer engagement

Regional Senior Officer

Trustco Bank Corp
Glenville, NY
01.2008 - 01.2010

Regional Officer

Trustco Bank Corp
Glenville, NY
01.2007 - 01.2008

Sales Development Manager

Trustco Bank Corp
Glenville, NY
01.2007 - 12.2007

Branch Manager III, II, & I

Trustco Bank Corp
Glenville, NY
01.2003 - 12.2007

Assistant Branch Manager

Trustco Bank Corp
Glenville, NY
01.2002 - 12.2002

Teller

Trustco Bank Corp
Glenville, NY
01.2001 - 12.2001

Education

Master of Business Administration -

University at Albany
05.2018

Bachelor of Business Administration -

Alexandria University
06.1997

Skills

  • Microsoft Word
  • PowerPoint
  • Excel
  • Financial Analysis
  • Risk Management
  • Sales Strategy
  • Fiserv-Signature
  • Encompass Mortgage Systems
  • Cornerstone Learning Management System

Hobbies and Interests

  • Traveling
  • Soccer
  • Volleyball
  • Photography
  • Pickleball

Community Engagement And Board Memberships

  • Youth Service, St. Rewis Coptic Orthodox Church, Wesley Chaple, FL
  • Treasurer & Head of Finance Committee, Northeastern Association for the Blind, 2012, 2022
  • Committee Member, Capital District Builders and Remodelers Association, 2012, 2022
  • Board Member & Treasurer, St. Mary and St. George Coptic Orthodox Church, 2010, 2023
  • Youth Leader, St. Mary and St. George Coptic Orthodox Church, 2005, 2023
  • Board Member, Habitat for Humanity Berkshire, 2011, 2013

Timeline

Vice President, Florida Division Manager

Trustco Bank Corp
11.2024 - 02.2025

Assistant Vice President, Commercial Lending

Trustco Bank Corp
04.2022 - 11.2024

Regional Sales Officer

Trustco Bank Corp
03.2019 - 03.2022

Head of Training, Sales Development & Quality Control

Trustco Bank Corp
04.2016 - 02.2019

Regional Bank Administrator

Trustco Bank Corp
07.2013 - 03.2016

Regional Assistant Vice President

Trustco Bank Corp
01.2011 - 06.2013

Regional Senior Officer

Trustco Bank Corp
01.2008 - 01.2010

Regional Officer

Trustco Bank Corp
01.2007 - 01.2008

Sales Development Manager

Trustco Bank Corp
01.2007 - 12.2007

Branch Manager III, II, & I

Trustco Bank Corp
01.2003 - 12.2007

Assistant Branch Manager

Trustco Bank Corp
01.2002 - 12.2002

Teller

Trustco Bank Corp
01.2001 - 12.2001

Master of Business Administration -

University at Albany

Bachelor of Business Administration -

Alexandria University
Takla Awad