Overview
Work History
Education
Skills
Websites
Leadership And Community Service Experience
Hobbies and Interests
Timeline
Generic

William Hoffmann

Binghamton,NY

Overview

8
8
years of professional experience

Work History

Commercial Relationship Manager

NBT Bank
04.2022 - Current
  • Conducted regular account reviews to identify cross-selling opportunities and deepen client relationships further.
  • Coordinated closely with credit analysts to ensure accurate risk ratings were assigned to each borrower in the portfolio.
  • Enhanced commercial loan portfolio quality by conducting thorough credit analysis and risk assessments.
  • Achieved sales goals for loan and fee growth for three years while maintaining credit quality.

Relationship Manager

M&T Bank
05.2018 - 03.2022
  • Participate in the Bank's RMDP training program learning credit analysis, sales and proprietary product knowledge
  • Manage a portfolio of over $175,000,000 in outstanding debt
  • Develop new relationships for the commercial banking team
  • Conduct continuous credit monitoring reviews of outstanding debt in accordance with regulatory standards
  • Interact with committees and credit officers to manage risk while serving customers credit needs.

PMD Financial Advisor

Merrill Lynch Pierce Fenner & Smith Inc.
02.2017 - 04.2018
  • Closely monitor the market conditions to advise clients on the most beneficial options based on their goals and current standings
  • Analyze and assess client portfolios to provide accurate data and potential of short/long term growth
  • Manage daily operations for the team to track growth and financial data for best practice strategic plans
  • Present to Bank of America PMD Management Team on personal goals and business plans.

Branch Member Account Specialist

Visions Federal Credit Union
06.2016 - 01.2017
  • Reviewed and streamlined credit union financial processes for two branches to improve overall business performance
  • Executed sales of credit union accounts to new clients to increase monthly revenue
  • Maintained confident knowledge of product and client profiles to make suggestions to meet their needs while also fulfilling the financial expectations of the credit union.

Education

Bachelor of Science - Financial Economics

Binghamton University, State University of New York
Binghamton, NY
05.2016

Skills

  • Portfolio Growth
  • Risk Management
  • Business Development
  • Commercial Real Estate Underwriting

Leadership And Community Service Experience

  • Broome Leadership Institute, Interact with various members in the community in an effort to gain a better understanding about the many facets of life in Broome County, Cultivate relationships with young leaders who are passionate about the future social/economic growth of the community, Organize and execute a community service project to raise awareness and funds to benefit selected organizations in Broome County
  • Endicott Toastmasters, Advance public speaking skills while in a structured environment, Confidently present projects, speeches and evaluations to members in Broome County and across New York State, First Place winner in District "Speech Evaluation" Competition Fall 2017
  • Junior Achievement - Economics for Success, Educate 35 middle school students on the topics of personal finance in a friendly and easily understood manner, Construct and execute weekly lesson plans surrounding the proper curriculum in order fully engage the students
  • Southern Tier Young Professionals - Chamber of Commerce Legislative Committee - Young Professional's Alliance
  • Board Involvement - SUNY Broome Foundation Board, GiGi's Playhouse, Greater Binghamton Chamber of Commerce Government Affairs Committee

Hobbies and Interests

Independent study of the Stock Market, Reading, Lacrosse, Golf, Competitive Weightlifting, Piano, Bowling

Timeline

Commercial Relationship Manager

NBT Bank
04.2022 - Current

Relationship Manager

M&T Bank
05.2018 - 03.2022

PMD Financial Advisor

Merrill Lynch Pierce Fenner & Smith Inc.
02.2017 - 04.2018

Branch Member Account Specialist

Visions Federal Credit Union
06.2016 - 01.2017

Bachelor of Science - Financial Economics

Binghamton University, State University of New York

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William Hoffmann