Anthony Cafarella Email & Phone Number

Austin, Texas, United States

Kasasa is the innovative leader in branded, community-powered banking products proven to drive profit and growth for community financial institutions. With nearly 900 clients, Kasasa is helping community institutions thrive even as the industry landscape presents new challenges and competitors. The Kasasa® suite provides a comprehensive strategy that integrates breakthrough products with world-class marketing and unprecedented access to training, compliance, research, support resources, and customized consulting. Kasasa complements an institution’s existing brand, enhancing their unique identity and local service advantage.SVP-Retail Design & Delivery: Leads the Retail Enablement Manager, Retail Experience Advocates, and Instructional Designers. Responsible for overseeing all aspects of retail design and delivery. Leading the team in developing and executing upon the company’s strategies and initiatives; responsible for program enablement, enhancement, design, and execution. * Manage, lead execute the company’s tactical plans for profitable revenue growth. Support and Lead a team of client-facing and internally-facing individuals to achieve goals. Work interdependently across all functions of the organization to ensure the team has the strategies, programs, and tools necessary to achieve all goals.* Cultivate and drive a culture of collaboration, positivity, creativity, and extreme ownership within the team. Creating and maintaining a standard of excellence and an all-in mentality.* Development, execution, and oversight of Kasasa Champion program, Kickoff/Re-launch rally, Onsite ROP, Leadership Certification, and other retail programs.

Albany, New York Metropolitan Area

• Attracts, Develops and Retains Talent• Creates a Sales Environment• Remotely Manages a High Performing Region• Coaches and Develops to Drive Results through a Process• Diagnoses and Analyzes Data to Identify Performance Gaps• Excellent Written and Verbal Communication• Translates Strategy to Ensure Execution Excellence• Exhibits Superb Capacity Management, Time Management, Prioritization, Delegation and Organization Skills• Strong Financial Acumen, including Knowledge of Banking Industry, Products, and Regulatory Understanding• Create and Develop a Positive working environment for all Colleagues • Manage bank visibility/recognition in the communities within the region• ability to lead, coach, motivates and develops staff• Proven track record with sales and new business development in conjunction with meeting/exceeding individual and team sales goals• Proven ability to manage multiple franchise profit and loss objectives• Excellent oral, written and presentation skills• Multiple branch management experience

Boston, Massachusetts, United States

Albany, New York Area

Consumer Sales Manager Albany, NY Area-New Hampshire-Vermont; Responsible for the markets' sales development, sales coaching, and the management of key sales initiatives and production. The manager is responsible for participating and leading key initiatives in the markets, partnering with Retail Incentive and other business partners to exceed sales goals in the market. • Monitor and drive sales performance across the market through effective coaching and translation of production reporting• Drive key sales activities and creates best practices within the market to meet production goals• Create market wide sales events and the roll-out of quarterly/monthly campaigns and/or new products• Assumes Retail Director responsibilities in the absence of the Retail Director• Provide feedback at all times on Regional Manager performance and drives sales accountability with regional team• Analyze trends and gaps in production in the market, and responsible for creating an action plan to address areas of deficiency• Assist the Retail Director in setting goals for the market and goal distribution across the regions/branches• Liaison for key partnership to the business line including business line managers and corporate partnerships like Retail Incentive, Marketing and Communications• Organize and develop key meetings such as town halls, franchise meetings and workshop• Participate in corporate wide projects• Manage the integrity of the incentive plan by translating, enforcing, and educating colleagues on plan details. Manage the incentive and payout exception processes• Analyze incentive audit reports to identify training needs within a respective markets• This position interacts with numerous business partners in Consumer and Business Banking through building strong partnerships and working on various projects and initiatives• Responsible for coaching and on-boarding of Regional Managers

Phoenix, Arizona Area

Looking for a role in senior management, or as a high-level individual contributor, in the financial services industry or in a company that is looking for a committed leader with an entrepreneurial spirit. I focus on driving sustainable ethical performance in the Sales, Client Relations, Risk Management & Operations functions. I’m an operational strategist who transforms company culture, improves top and bottom-line performance and recruits, retains, develops and motivates high-performing talent that achieves unprecedented resultsI am open to relocation throughout the United States. Contact me at tcaf89@yahoo.com High-Net Worth Client Management-Sales Planning-Employee Development & Retention-Sales Management-Networking Specialist-Branch Banking Management-Forward Thinking Leadership-Business Development-Retirement Management-Lending Management-Business Lending Risk Review-Client Onboarding-Business Management-Strategic Planning - Audits - Risk Management -Written/Verbal Communication expert-Budget/P&L Management-Center Management - Sales Support–Strategic Thought Leadership-Consumer & Business Lending-Regulatory Compliance - Cost Containment – KPIs-Project Management - Issue Escalation & Resolution - Consumer Trend Analysis

Scottsdale-Phoenix Az

Directed-strategized revenue/sales execution for 30 Financial Centers (Branches) with 200 Associates and $3 billion in total deposits. Conducted hands-on reviews/observations to develop strategy on how Branch Managers could improve to better exceed client expectations. Partnered with fellow business unit leaders to maximize performance and integration in providing all clients with all the financial solutions offered to achieve financial priorities. Resolved complex-escalated client and risk issues. Developed proficiency to all Associates in assisting and educating clients on conducting basic banking transactions through various technologies. • Created a culture of customer service excellence for clients in the market improving client care experience scores within 30 days from 72.6% to 79.3% (Above target). At 60-day point, Client Experience improved to 82.7%, #1 in AZ. • Improved appointments per banker from 1.3 to 4.6 per banker, with revenue for the market exceeding plan by 120%, after Managers-Bankers were trained to leverage Salesforce to create appointment-based culture within the bank. • Improved daily ‘direct sits’ per Customer Service Representative from 1.8 to 4.3, resulting in a 15% increase in revenue. • Developed Leadership Development program for all Associate levels in 2015. 75% of program participants were promoted into new corporate roles. • Improved Mobile Banking quality activations by 150% year-over-year and reduced basic banking transactions 6% under target, best in Southwest Division, after better leveraging customer usage of basic banking technologies.

Chandler-Gilbert Az

Implemented strategy of balanced performance in Associate development, revenue generation, client experience, and risk control within 16 branches for 120 Associates in the Chandler-Gilbert-Phoenix AZ market, with $1.8 billion in total deposits. Reviewed, coached and followed-up with team to achieve targeted performance levels in all KPI’s. • Reduced Associate turnover to less than 10% by creating a coach/mentor culture within the market to develop Associates. • Audit results for account opening defects improved from a 25% defect rate to a 5% rate for the entire region after developing and implementing a sustainable action plan to create region-wide understanding, consistency and accuracy in proper completion when opening new accounts. • Leveraged cross-sell system to improve present rate from 52% to 90% present rate and accept rate from 2% to 24%. Cross-sell revenue improved from 90% to 135%, total market revenue improved from 105% to 137% performance, and Client Satisfaction rate improved from 74% to 84%.

Phoenix-Chandler, Az New Bedford-Fall River Ma

Created a culture of balanced performance within Financial Center operations through specific action planning, leveraging root cause analysis, and SMART method application to improve overall market variability in achieving quarterly KPI’s. Supported 30 Financial Centers and 250 Associates with $2.4 billion in total deposits. • Customer acquisition over 60 days improved from 85% to target for the year to 118% to goal, #1 in AZ.• Improved client experience scores from 66% to 78%, Top 10 nationally by mentoring Financial Center Managers regarding client interactions with their Bankers. • Created a new account inspection process for Managers to leverage, and to verify Bankers were opening accounts correctly. Improved market defect rate from 26% to less than 5%. VICE PRESIDENT - CONSUMER MARKET MANAGER (2006 – 2007) Co-Leader of 26 Financial Centers, 200 Associates in the Attleboro-New Bedford-Fall River, MA market with $1.9 billion in total deposits. Interacted with staff regarding new revenue-based incentive plan. • Market exceeded revenue plan by over 50% by year end. Top Market in country.

Manchester, Nh

Managed 3 top performing bank branches/business centers in the Manchester, NH market National Pinnacle Award winner all three locations. As a business specialist, grew business deposits in 10 months from $1 to $1.8 million and business lending from $1.3 to $2.3 million. ACCOMPLISHMENTS:THREE YEARS PINNACLE AWARD WINNER FINANCIAL CENTER MANAGERONE YEAR PINNACLE AWARD WINNER CONSUMER MARKET MANAGERTOP PERFORMING MARKET 2012, 2013 IN ARIZONA-NEVADASKILLS: Developed in 2015 future Leader Development program for all Associate levels, classes were every six months 75% of Associates part of the program were promoted into new role with Bank of America. Certified in Bank of America Credible Coach program Certified in Business-Personal Credit lending through Fleet Boston Financial in 1999Key Skills:Strategic Planning - Audits - Risk Management - Client Experience - Budget/P&L ManagementCenter Management - Sales Support - Business Development - Consumer & Business Lending Employee Development & Retention - Regulatory Compliance - Cost Containment – KPIsProject Management - Issue Escalation & Resolution - Consumer Trend AnalysisMultiple Bank System Platforms - Know Your Customer - Credible Coach - Mobile BankingAnti-Money Laundering - CTR-MIS - Risk Inspection Systems - Financial Services Client OutreachAudit Inspection - FX-Wire Transfer - Compliance - On-Line Banking