Commercial Banker - Vice President
Developed and grew a portfolio of middle market businesses with annual sales greater than $10 million; offering cash management, merchant services, commercial and multi-family mortgages, credit facilities and trade finance, wealth management, escrow management and traditional banking products and services.
- Managed part of a team portfolio of at least 100 client relationships with assets under management of $700 million.
- Developed and sourced new business through cultivation of existing clients, prospecting, internal resources, and networking and third party referral sources.
- Proactive approach to retain and deepen existing relationships through profiling and offering new financial solutions to meet the clients' growing needs.
- Leveraged relationships with internal partners to familiarize clients, up to and including new strategies to enrich the relationships and source new opportunities.
- Contributed to our team, which was recognized and received quarterly award for lowest cost of funds and dollar growth, in addition to receiving the award for earning the most fee income amongst client base.