Directed company through nearly double year-over-year growth over the past three years.Set up business operations, ensured compliance with legal procedures, and developed company policies.Initiated and managed the design, implementation, maintenance and enhancement of the company’s custom web-based Business Management System. The system has significantly improved efficiency and accuracy of business processes and has been an integral part of the businesses success and growth within the industry.

Enhanced the productivity and efficiency of the Business Banking Metrics team by utilizing complex formulas in MS Excel to build reports and dashboards that were easier to update and maintain.Analyzed the Business Banking Sales team’s cross border referral data to better understand leadtimes, process inefficiencies, and impact of sales campaigns in driving end-results and presented findings to management.Prepared the Upstate, NY Sales team’s year-end performance data to derive goal recommendations for 2012.

Intensive two-year program, providing leadership and business area experience through accelerated opportunities within the Bank.Rotated through sales and operational roles within the Retail Branch Network to understand the Bank’s core business, interact with customers, and gain an overview of Branch management, operational procedures, and compliance.Used Visual Basic to write macros that enhanced a temporary “Investment Suitability Questionnaire” used for piloting the Bank’s transition to a Wealth led business. Macros significantly minimized the risk of generating an incorrect recommendation by running various checks before generating an output.