Open To Work
Thomas Leboffe
New Windsor,NY
Work Preference
Summary
Accomplished Relationship Manager with a proven track record in cultivating client loyalty and enhancing satisfaction through excellent communication and financial acumen.
Dynamic professional with extensive experience in relationship management and business development. Skilled in analyzing financial opportunities and implementing risk management strategies to drive growth and optimize client engagement.
Overview
38
38
years of professional experience
4
4
years of post-secondary education
Work History
Relationship Manager
Webster Bank
Jericho, NY
01.2022 - Current
- Cultivated strong relationships with clients, enhancing customer satisfaction and loyalty.
- Analyzed client portfolios to identify opportunities for growth and risk mitigation.
- Facilitated financial planning meetings, guiding clients through investment strategies and product offerings.
- Collaborated with cross-functional teams to streamline processes and improve service delivery.
- Analyzed creditworthiness of commercial loan applicants to ensure compliance with lending guidelines.
- Developed tailored financial solutions for small to mid-sized businesses to meet their unique needs.
- Collaborated with clients to assess financial conditions and recommend appropriate loan products.
- Reviewed loan applications, ensuring accuracy and completeness of documentation before approval processes.
- Monitored existing loan portfolios, identifying risks and implementing strategies for risk mitigation.
- Conducted market research to stay updated on industry trends and competitive lending practices.
- Participated in community outreach initiatives to promote awareness of available commercial lending services within the local market area.
- Enhanced credit quality by performing thorough financial analysis and due diligence for loan requests.
- Provided excellent service throughout the entire origination process from initial inquiry to closing while maintaining compliance standards outlined in company policies and regulations.
Vice President of Business Development
TD Bank
Newburgh, NY
01.2015 - 10.2021
- Led strategic partnerships to enhance market presence and drive revenue growth.
- Developed and implemented business development strategies aligned with organizational goals.
- Conducted market analysis to identify new opportunities and emerging trends.
- Collaborated with cross-functional teams to streamline processes and improve client engagement.
- Implemented strategic initiatives to drive sales growth and improve profitability.
- Trained and mentored staff on compliance regulations and best practices.
- Analyzed financial reports to identify trends and inform decision-making processes.
- Cultivated relationships with local businesses to expand client base and increase referrals.
- Coordinated community outreach programs to promote financial literacy among clients.
- Identified new business opportunities through market research and networking events, driving revenue growth for the institution.
- Managed assigned loan portfolio for retention, growth and credit.
- Collaborated with underwriters and credit analysts to ensure accurate risk assessment of potential clients.
- Increased loan portfolio growth by developing and maintaining strong relationships with commercial clients.
Managing Director
Sterling National Bank
Monroe, NY
05.2011 - 01.2015
- Led strategic initiatives to enhance customer engagement and retention across banking products.
- Directed cross-functional teams to optimize operational efficiency and streamline service delivery.
- Implemented risk management frameworks ensuring compliance with regulatory requirements and industry standards.
- Fostered a culture of innovation by mentoring staff and encouraging collaborative problem-solving approaches.
- Analyzed market trends, identifying growth opportunities that informed product development strategies.
- Developed training programs for staff to improve product knowledge and sales techniques.
- Conducted regular audits of branch operations to maintain compliance with internal policies and external regulations.
- Examined customer loan applications for loan approvals and denials.
- Optimized staff productivity through effective scheduling, task delegation, and performance monitoring.
- Boosted branch revenue through targeted marketing campaigns aimed at attracting new clients and retaining existing ones.
Education
Attended - Finance
Rowan University
Glassboro NJ 09.1981 - 06.1985
Skills
- Relationship building
- Client relationships
- Relationship building and management
- Excellent communication
- Client engagement
- Team leadership
- Financial acumen
Timeline
Relationship Manager
Webster Bank
01.2022 - Current
Vice President of Business Development
TD Bank
01.2015 - 10.2021
Managing Director
Sterling National Bank
05.2011 - 01.2015
Attended - Finance
Rowan University
09.1981 - 06.1985