Christopher Testa Email & Phone Number

Scarsdale, New York

- Presently managing a Chase Private Client branch with approximately $200 million in deposits and investments in Harrison, NY.- Conduct annual performance appraisals for branch staff- Ensure a strong workplace environment of teamwork and customer service- Manage branch's P&L results- Actively coach employees (Private Client Bankers, Relationship Bankers.

Greater New York City Area

Prospect new clients with Digital Marketing and Print needs for their business. Analyze business goals and create a plan to effectively grow customer base.Project management focusing on web design and development, search engine marketing, digital advertising, inbound marketing, social media and branding

Greater New York City Area

• Lead Affluent Segment for the Yonkers District, Market Meetings, Training, and Weekly Coaching
• Restructure branch priorities to create a team environment for success
• Responsible for P&L Management, Negotiations & Relations, Profitability Improvement, Productivity Enhancement
• Enhanced community involvement through event sponsorship
• Implemented strategies to meet customers top financial priorities through team member development

Greater New York City Area

• Effectively manage new business development through a team of 45 employees in both Westchester and Manhattan districts
• Proactively managing prospect pools throughout New York to solicit new business opportunities
• Generate new business relationships of core products through effective cold calling and new business development meetings
• Establish and implemented sales performance metrics and incentives in which sales teams are measured
• Collaborate with analytics team to develop targeting strategies and models to drive effective marketing programs and to identify new target populations and corporations

Greater New York City Area

• Consistently ranked in national top 2% of management in overall branch revenue metrics
• Served customers’ total financial needs resulting in increased market share, wallet share and profitability
• Hired, trained and coached a successful sales team of 12
• Developed and administered budgets, business development goals and objectives, staffing models, schedules and performance standards
• Assumed district management duties, conducted conference calls, implemented goals, obtained and exceeded regional expectations
• Created vital sales and service organization, promoting teamwork with partners and other corporate departments

500 Odell Ave, Yonkers NY

• Consistently exceeded corporate sales goals in loans, bank products, deposits, investments and small business loans
• Identified client needs through profiling and effectively matched needs with suitable solutions
• Developed and maintained strong relationships and provided financial advice to diverse clientele
• Proactively solicited new clients by requesting referrals, telemarketing, working leads and networking
• Participated in Mentoring Program by actively coaching and educating new hires

Croton On Hudson, New York

• Responsible for acquiring, retaining and expanding relationships with branch banking network
• Interfaced with all management levels within corporate environment to ensure successful branch growth: i.e. profit and loss
• Led sales efforts within branch campaigns, daily huddles, and conference calls by conducting high impact focus groups and working the lobby
• Acted as liaison for both business and personal customer base
• Achieved top tier ranking among piers within job description with every campaign: i.e. top 5%