William Taroli
Athens,Alabama
Summary
Relationship-focused banking executive combining wealth management, commercial lending, and financial planning expertise. Known for analyzing client needs, structuring solutions, and managing complex portfolios across deposit, loan, and advisory services. Brings strong risk awareness, executive reporting skills, and a steady record of growing client value in fast-paced environments.
Overview
1
1
Certificate
22
22
years of professional experience
Work History
Vice President / Sr. Banker
PNC Bank
Decatur, Alabama
12.2024 - 09.2026
- Led PNC Bank client relationships across commercial and financial service portfolios.
- Secured first place in branch revenue generation in branch revenue three times during employment.
- Attained highest banking production during specified years banking production in 2024 and 2026.
- Evaluated credit requests and facilitated underwriting processes, ensuring informed lending decisions for PNC Bank.
- Coordinated risk management activities and followed PNC Bank compliance standards.
- Prepared financial analyses and executive summaries for PNC Bank leadership.
- Partnered with internal teams to deliver PNC Bank banking solutions.
- Refinanced current debt to improve clients' financial well-being.
- Conducted weekly outreach calls to 50-100 new and current clients, fostering strong relationships and identifying potential needs.
- Provided tailored financial planning support, enhancing client satisfaction and retention.
Vice President, Relationship Manager
AAFMAA WEALTH MANAGEMENT
Fayetteville, NC
12.2021 - 12.2023
- Identified and pursued new business opportunities, resulting in expanded client base and revenue growth.
- Managed and nurtured long-term client relationships to enhance client satisfaction and loyalty.
- Managed high-net-worth member relationships through personalized wealth management conversations.
- Solution Delivery: Recommending and implementing appropriate financial products and services to meet client needs.
- Financial Analysis: Analyzing client portfolios and market conditions to provide informed advice.
- Delivered tailored investment strategies through AAFMAA Wealth Management advisory services, aligning solutions with client objectives.
- Developed financial plans aligned with military families' retirement and investment goals.
Vice President / Branch Manager
PNC Bank
Birmingham, Al.
02.2019 - 02.2022
- Led branch staff to improve team performance through targeted training and support.
- Hiring, training, and supervising branch staff, fostering a positive and productive work environment, and managing performance.
- Managed branch operations to maintain service quality.
- Executed business development initiatives to attract new customers and increase market share.
- Developing and implementing strategies to meet sales targets, attracting new customers, and retaining existing ones.
- Addressed customer needs to ensure a positive experience.
- Monitored compliance with policies and regulations, reducing potential risks to branch operations.
- Ensuring compliance with company policies, industry regulations, and legal requirements.
- Analyzed data to identify trends and areas for improvement.
- Preparing reports on branch performance, analyzing data, and identifying areas for improvement.
- Build a positive presence for the branch and the company within the local community.
- Led client relationship management across banking portfolios and service channels.
- Reviewed financial statements to support loan structuring and approval decisions.
- Partnered with relationship managers on treasury, deposit, and cash solutions.
- Developed strategic plans for growth, retention, and account expansion.
- Guided cross-functional teams through policy updates and process improvements.
- Developed and executed strategic plans to support the vision of the organization.
- Identified problems and implemented solutions to better streamline operations.
- Created effective communication strategies between management team members and employees at all levels of the organization.
- Implemented process improvement procedures that resulted in cost savings across the board.
- Provided oversight of all departments in order to ensure smooth operation of daily activities.
Vice President, Relationship Manager
PNC Bank
Athens, AL
12.2015 - 12.2018
- Identified and attracted new clients while nurturing relationships with existing ones to enhance overall portfolio value.
- Enhanced client portfolio by attracting new clients while ensuring satisfaction of existing ones.
- Understanding clients' financial goals, risk appetite, and long-term objectives.
- Advising clients on appropriate banking products and services, including loans, deposits, investments, and other financial solutions.
- Developing and nurturing strong, trust-based relationships with clients to become a trusted advisor.
- Pursued and secured new business opportunities by effectively promoting financial products and services.
- Identifying and pursuing opportunities to generate new business for the bank through sales of financial products and services.
- Addressing client inquiries, resolving issues, and ensuring high levels of customer satisfaction.
- Compliance and Risk Management:
- Adhering to bank policies and procedures, managing risk, and ensuring compliance with relevant regulations.
- Working with other departments within the bank to provide comprehensive financial solutions for clients.
- Managed high-net-worth member relationships through personalized wealth management conversations.
- Strengthened member trust through responsive communication and disciplined relationship management.
- Collaborated with cross-functional teams across multiple departments to ensure successful product launches.
- Developed and implemented strategies that improved customer satisfaction and strengthened client loyalty.
- Strengthened member trust through responsive communication and disciplined relationship management.
- Collaborated with cross-functional teams across multiple departments to ensure successful product launches.
- Developed and implemented strategies that improved customer satisfaction and strengthened client loyalty.
Vice Presiden, Commercial Lending - Eastern Region
Northwest Banc Shares, Inc.
Lancaster, PA
12.2013 - 12.2015
- Developed and maintained long-term business relations with high-profile, high-net-worth corporations generating revenue between $10 and $25M.
- Facilitated growth of corporate banking by targeting under-served businesses in the area.
- Direct team members to deliver an exceptional client experience. Maintain & enhance book of business of complex and sophisticated clients.
- Collaborated cross-functionally with credit analysts to streamline the underwriting process.
- Develops and maintains internal and/or external partnerships to drive new revenue, acquisition and growth.
- Assess competitive markets; meets with and educate partners to position the value capabilities.
- Led strategic planning for Northwest Banc Shares banking operations.
- Strengthened customer relationship strategies to enhance client engagement and loyalty across financial services.
- Collaborated with senior leaders on risk management initiatives.
- Identified problems and implemented solutions to better streamline operations.
- Monitored regulatory compliance across banking activities.
- Coordinated executive reporting and board presentations.
- Maintained relationships with key stakeholders by attending meetings and responding promptly to inquiries or requests for information.
- Collaborated with executive team members on major decisions regarding company-wide initiatives.
- Oversaw human resources functions such as recruitment, employee relations, training and benefits administration.
- A progressive move from private net-worth to corporate net-worth clients.
Vice President Banking Advisor II
PNC Bank
Lancaster, PA
12.2009 - 12.2013
- Retained and grew client assets through direct collaboration and communication with clients and centers of influence.
- Established new client relationships through targeted networking, prospecting, and referrals.
- Led client relationship reviews across banking portfolios and service priorities.
- Conducted detailed analytical research and assessment; consulted with clients on matters of tax, estate and financial planning.
- Directed credit analysis for loans, renewals, and borrower risk decisions.
- Reviewed financial statements, cash flow, and collateral for lending requests.
- Coordinated with product, operations, and sales teams on client solutions.
- Guided senior stakeholders through strategy, service issues, and account planning.
- Monitored portfolio exposure and escalated risks to PNC leadership.
- Developed and executed strategic plans to support the vision of the organization.
- Identified problems and implemented solutions to better streamline operations.
- Collaborated with executive team members on major decisions regarding company-wide initiatives.
- Partnered with compliance teams to support regulatory requirements and controls.
- Implemented process improvement procedures that resulted in cost savings across the board.
- Maintained relationships with key stakeholders by attending meetings and responding promptly to inquiries or requests for information.
AVP, Private Client Group - Relationship Manager
PNC Financial Services
Swarthmore, PA
12.2007 - 12.2009
- Effectively grew banking and investment relations for a targeted group of high-profile clients through detailed profiling, consultative selling and client management.
- Expanded book of business through strategic partnerships with centers of influence and client referrals.
- Achieved high client satisfaction scores by delivering tailored solutions and exceptional service.
- Collaborated with PNC business banking, investments and wealth management teams to capitalize on sales opportunities.
- Facilitated sale of an account in excess of 20 million.
- Supported credit, risk, and underwriting documentation for assigned portfolios.
- Prepared executive presentations and status updates for leadership review.
- Monitored workflow queues to maintain service quality and deadline adherence.
- Trained staff on PNC systems, procedures, and operational expectations.
- Developed and implemented team efficiency program titled, Strength In Numbers
- Assessed existing processes for effectiveness and proposed improvements.
- Mitigated business risks through frequent threat assessments and proactive action plans.
- Coordinated activities between departments to maximize efficiency of resources.
- Liaised with leadership teams to drive initiatives and contributed to weekly policy change meetings.
AVP /Senior Financial Analyst
Wells Fargo
Haverford, PA
12.2004 - 12.2009
- Analyzing costs and expenses, identifying areas for cost reduction, and developing cost-benefit analyses for potential projects.
- Performed cost analysis to identify potential savings.
- Developed budgets and financial plans.
- Performed market research to inform strategic decisions.
- Staying informed about market trends, economic conditions, and industry developments to make recommendations.
- Supported senior leadership by reviewing and prioritizing strategic initiatives.
- Collaborated with upper management to create long-term business plans.
- Monitored compliance to uphold company policies and legal requirements.
- Ensuring compliance with relevant laws, regulations, and company policies.
- Executed timely resolutions for issues and ensured follow-up actions.
- Escalated issues to leadership and tracked follow-up actions
- Facilitated communication between internal stakeholders regarding project updates and changes.
- Working with other teams, such as marketing, sales, and operations, to provide financial insights and support business decisions.
- Promoted collaboration among departments to support business goals.
- Coordinated activities between departments to maximize efficiency of resources.
- Managed documentation for audits, controls, and governance reviews
- Assisted process improvements across Wells Fargo procedures and controls
- Mitigated business risks through frequent threat assessments and proactive action plans.
- Created and maintained a positive working environment through effective leadership practices.
- Supported Wells Fargo risk reviews and policy compliance for business operations
- Provided guidance, support and direction to subordinates in order to achieve organizational goals.
- Facilitated communication between internal stakeholders regarding project updates and changes.
- Executed timely resolutions for issues and ensured follow-up actions.
Education
MBA - Business Administration
Drexel University, Le Bow College of Business
05-2010
Dual Bachelor's - BA, Philosophy
University of Scranton
01-2004
Bachelor of Science - Sociology
University of Scranton
01-2004
Some College (No Degree) - French Language And Literature
Universite' of Paris - Panthon La Sorbonne, French Grammer
Skills
- Financial accounting knowledge
- Financial modeling proficiency
- Excel financial analysis
- Risk assessment
- Ability to work independently and as part of a team
- Sales strategy
- Market expansion
- Client outreach
- Strategic alliances
- CRM systems
- Analytical problem-solving
- Communication presentation
- Ability to work independently and as part of a team
- Client engagement
Certification
- PA Bankers Association School of Commercial Lending
- PNC Bank Annual Service Award Private Client Group
Affiliations
- Member, American Bankers Association
- Member, Risk Management Association (RMA)
- Fundraiser, United Way Campaign
- Member, Executive MBA Alumni Board, Drexel University
Timeline
Vice President / Sr. Banker
PNC Bank
12.2024 - 09.2026
Vice President, Relationship Manager
AAFMAA WEALTH MANAGEMENT
12.2021 - 12.2023
Vice President / Branch Manager
PNC Bank
02.2019 - 02.2022
Vice President, Relationship Manager
PNC Bank
12.2015 - 12.2018
Vice Presiden, Commercial Lending - Eastern Region
Northwest Banc Shares, Inc.
12.2013 - 12.2015
Vice President Banking Advisor II
PNC Bank
12.2009 - 12.2013
AVP, Private Client Group - Relationship Manager
PNC Financial Services
12.2007 - 12.2009
AVP /Senior Financial Analyst
Wells Fargo
12.2004 - 12.2009
MBA - Business Administration
Drexel University, Le Bow College of Business
Dual Bachelor's - BA, Philosophy
University of Scranton
Bachelor of Science - Sociology
University of Scranton
Some College (No Degree) - French Language And Literature
Universite' of Paris - Panthon La Sorbonne, French Grammer