Accomplished professional with over 10 years of sales and leadership experience across industries including finance, healthcare, manufacturing, and hospitality. Specialize in providing excellent client service, managing daily operations, allocating budgets, reducing costs, and ensuring revenue growth. Demonstrated ability to formulate advanced technology solutions that meet business needs. History of effectively leading staff and collaborating with multiple stakeholders to achieve and exceed organizational objectives.
• Expert in Commerical Banking/Lending
• Proven track record in process redesign and formulating/implementing organizational solutions with positive ROI.
• Thrive in dynamic environments requiring a strong strategic, analytic, quantitative, and operational focus.
• Fluent in Italian
Relationship Manager II AVP @ As a Relationship Manager I am responsible to deliver on the Beneficial Promise “As a leader in the community, Beneficial is passionate about educating, inspiring and motivating people to take action to do well”.
ESSENTIAL FUNCTIONS:
•Educates customers to do the right thing financially
•Establishes relationships with all lines of business partners to cross promote a fully comprehensive suite of all financial products and services
•Drives and achieves all business goals which will deepen relationships with customers; finds creative venues to meet goals and objectives
•Seeks out a leadership role within the Community which supports meaningful projects and organizations; becomes the dual Beneficial Community Business Leader and Beneficial Relationship Manager
•Promotes the brand by ensuring Beneficial’s participation in all local events; instills community spirit and teamwork by engaging the staff and other business partners in participating in community activities
•Champions the Beneficial culture of “Think like a customer and act like an owner” From August 2014 to Present (1 year 3 months) Ardmore, PAFounding Partner @ Founding Parter of Three Brothers Publishing, LLC. Publishing company specializing in children's books and toys.
www.theghoulonthestool.com From January 2014 to Present (1 year 10 months) Gladwyne, PABranch Manager @ • Spearhead all functions and supervise staff of branch.
• Maximize branch revenues, sales, customer satisfaction, branch staffing, and minimize operating losses.
• Deploy resources to optimize individual and team performance to achieve quarterly goals.
• Ensure branch compliance with bank policies, procedures and operational integrity.
• Prioritize, manage and communicate new quarterly promotional campaigns and product initiatives.
• Conduct cold calls on prospective small business customers via phone or by blitzing businesses. Schedule minimum of 5 appointments per week with decision makers. Exceeded business goals each quarter (Q3 – 2012 = 103%; Q4 = 113%; Q1 2013 = 126%; and Q2 = 149%).
• Intervene when customer issues arise to resolve problem and ensure ongoing client satisfaction and bank loyalty.
• Maintain and develop relationships with hundreds of existing small business customers.
• Create and implement branch business plan. Build partnerships across various business lines to deepen relationships with clients. Partners include CCO Mortgage, Premier Banking, Business Banking, CCO Investments, World Pay, and Paychex.
• Represent bank in local community organizations such as BNI international and the Chamber of Commerce,
• Coach staff and provide regular training and professional development opportunities.
Achievements
• Hired to turn around underperforming branch. Exceeded sales goals each quarter.
• Achieved green audit in August 2012 and award for 100% operational effectiveness YTD in 2013.
• Oversaw customer care for entire Main Line region. Ensured all cases of customer complaints were appropriately resolved through proper channels. From 2012 to August 2014 (2 years) Assistant Branch Manager; 2010 – 2012; Personal Banker/Business Banker; 2007- 2010; @ • Provided operational, service and administrative leadership for financial center team.
• Achieved sales and audit goals in collaboration with financial center manager.
• Ensured outstanding operational and administrative control and service delivery to approximately 5000 clients per month.
• Administered operational integrity and control in financial center, developed action plans to improve operational controls, mitigated losses, and provided superior client experience.
• Ensured integrity by implementing Management Self Assessments (MSA).
• Oversaw audit and compliance activities in Financial Center within required timeframes.
• Managed account opening process, coordinated calendars, completed paperwork, and prepared financial center audits.
• Organized traffic flow and conceptualized/delivered solutions to clients including correct banking packages, debt consolidation, business lending, mortgage refinancing, plus savings and financial plans.
Achievements
• Supervised/maintained compliance with operational controls (legal, corporate and regulatory procedures) to ensure safety and security of customer and bank assets.
• Established and implemented clear, consistent leadership and communication process to financial center regarding all operational matters.
• Earned designation as one of top sellers in Philadelphia market in the Personal/Business Banker position. From 2006 to 2012 (6 years) Abington, PAOrder Processing Coordinator/Enterprise Resource Planning Specialist @ • Spearheaded ongoing projects and ensured timely delivery of products to clients. Developed and delivered air filtration systems to scan mail for anthrax, for every United States post office in the country.
• Performed data entry of sales orders, monitored approval process and managed releasing of orders for purchasing.
• Handled inventory, processed shipments and delivered high level customer service.
Achievements
• Administered Enterprise Resource Planning software, Microsoft Navision and executed troubleshooting.
• Provided technical support to all departments and trained 25 employees in utilizing Navision. From 2005 to 2006 (1 year) Robinson, PA
Bachelor of Arts in Psychology, Minor in Computer Science @ University of Pittsburgh From 1999 to 2003 University of Pittsburgh John Russo is skilled in: Leadership, Management, Finance, Customer Service, Banking, Sales, Sales Management, Strategy, Loans, Commercial Banking, Cold Calling, Business Planning, Budgets, Marketing, Mortgage Lending, Training, Microsoft Office, Branch Banking, Inventory, Advertising, Customer Satisfaction, Investments, Small Business, Photoshop, Navision, Qualifying Prospects, Prospecting, Cold Calls, Operations, Verbal/Written..., Signing New Clients, Regulatory Compliance, Microsoft Navision, Adobe Photoshop, Teamwork, Commercial Lending