Accountable for the branch operating in a productive, efficient, and profitable manner.Maintained a pro-active business development attitude with the goal of expanding relationships. On-boarded 86 new business relationships.Participated in community activities and service organizations. Board Member for the Port Washington Chamber of Commerce.Secured Payroll Protection Program (PPP) financing and forgiveness for every small business client/prospect that I assisted.

Achieved 171% of the branch's annual DDA sales goal and 328% of the branch's annual overall deposit goal.Responsible for business development, branch operations, and excellent customer service.

Executed on the Retail Banking Small Business Action Plan to deliver new business development, expand customer relationships, cross-sell and deliver needs based solutions.Organized and directed Branch Office sales and new business development programs focused on existing retail customers and external prospects in the marketplace.Deepened business relationships, generated core deposit growth, increased outstanding loan balances, improved business household retention, and increased non-interest income.Conducted regular sales meetings and coaching sessions with staff to reinforce skills, behaviors, and activities relative to the development of the sales culture within the organization.

Developed and executed integrated sales, relationship, and credit strategies that were aligned with the Area business plan to achieve desired revenue, expense and service goals.Set expectations for branch staff, fostering an environment in which team members worked together to achieve all business goals.Supported portfolio growth by identifying cross-sell opportunities, coaching the team to deepen relationships and increasing client acquisition.Drove individual production goals with target clients and outbound sales activities, including building referral network and relationships with internal partners and external contacts.Integrated segment partners (e.g. Commercial and Small Business, Home Lending, Financial Advisors, Citigold) into the branch team to drive sales and ensured that all client expectations were met.Leveraged workforce planning tool to optimize staffing in branches to ensure effective lobby and line management to provide exceptional client service. Conducted "daily proof processes" to ensure adherence to operational requirements; investigated controllable losses among branch staff; provided coaching and managed performance on decisions used. Partnered with Area Operations Director in conducting quarterly and ad hoc reviews.Drove outbound sales activities including: representing Citi and building partnerships in the community (e.g., Chamber of Commerce, community alliances, business networks, local officials), and working with Business and Commercial Bankers, Segment Market Managers, the Market President, and Community Relations. Led hiring process and coordinated performance management, compensation, communication and employee evaluation of branch staff.

Partnered with TAI, Inc., to introduce a Values Based Leadership culture.Developed a Values Based Leadership deployment and long-term implementation strategy (Professional Development/ Communications/ Marketing) for leaders/managers/individual contributors. Coached various levels of leadership on ways to embed the concepts learned more firmly into the organization.Assisted leadership with the creation of the long-term vision of the division and how the Professional Development team could support the 5-year mission.Worked with the Employee Engagement Committee to develop a long-term strategy to ensure alignment with the business and accountability for results.

Managed, developed and facilitated a new “Educational Series” learning initiative focusing on ways to better retain, expand and attract relationships at U.S. Trust. The program used a blended learning solution (Web-based training and Microsoft LiveMeeting workshops) that built on the core technical and conversational competence of our professionals in relation to products and services.Worked with individual lines of business within the Global Wealth & Investment Management group to administer the professional designation platform. Responded to internal client questions/requests, created process documentation and negotiated vendor contracts.Managed a training initiative for the Bank of America/U.S. Trust transition, focusing on the portfolio management audience. Led a team of four instructional designers in the development of web-based and instructor-led training modules. Successfully delivered training to over 2,300 associates on schedule and on budget.