Chris Gerrity Email & Phone Number

San Jose, California

• Managed and retained a portfolio of over 80 business clients, providing tailored business deposit and cash management solutions
• Executed strategic business credit opportunities, deepening client relationships and driving revenue growth
• Conducted over 250 in-person client/prospect meetings annually, following a disciplined process to foster long-term business partnerships
• Delivered customized financial solutions by identifying client needs, resulting in increased client satisfaction
• Leveraged Salesforce CRM to accurately document client interactions and optimize relationship management strategies

Morgan Hill, California, United States

• Spearheaded the implementation of new cash management services (ACH Origination, Positive Pay, Mobile Banking), driving an increase in service adoption
• Developed and mentored a team of business development officers, improving cash management solution sales and increasing client retention
• Managed onboarding and implementation of cash management services for 50+ clients annually, ensuring seamless transitions and excellent customer experiences
• Acted as the primary contact for ongoing client support, maintaining high client satisfaction and significantly reducing resolution times

Morgan Hill, California, United States

• Consistently exceeded quarterly goals for business loans, deposits, and new client acquisition
• Developed an innovative proposal presentation that resulted in over a 500% increase in average annual analysis fee income for the bank
• Expanded a client portfolio from 15 to over 40, driving significant growth in deposit volumes and cash management services

Morgan Hill, California, United States

• Led and managed a team of employees, enhancing their sales techniques and customer service skills through ongoing training and coaching
• Built strategic community partnerships that contributed to an increase in new business client relationships during tenure
• Maintained 100% regulatory compliance, ensuring zero non-compliance issues during audits