Ed B Email & Phone Number

Albany, New York Metropolitan Area

•Responsible for the sales, service and retention of SME deposit and Business with revenue size of $50.MM-100.MM• Coordinate/lead partner meetings with Mortgage Banker, Relationship Manager, Financial Advisor and Private banking in order to build a firm dedicated team to better serve our customers through a holistic approach.• Maintain and develop relationships with existing small business customers to continually deepen those relationships and achieve small business goals.• Participates in joint calls with business partners (Cash Management, Merchant & Payroll representatives) to develop customer relationships and support specific product sales across business lines.• Develop a targeted COI (center of influence) list and have a detailed plan to build relationships that lead to referral business in support of goals.• Responsible for new business development, portfolio management, credit quality and overall relationship management of an assigned portfolio of customers.• Monitors credit quality within assigned portfolios and take action as appropriate.• Act as primary contact for new business development that focuses on the acquisition of profitable customers.

Greater Boston Area Vice President, Sales Manager Promoted from Tier 3, Tier 2, to Tier 1 branches within three years. Finished on the P&L Report in top 10 out of 77 Branches in Pier group for 2014, 2015, 2016. Provide sales leadership to ensure the growth of the franchise by an average of 24% on P&L for 2016.Lead and coach through KYC, AML and BSA reporting and system enhancements.Guide and mentor through semi-annual reviews leading to individual and team development.Regional Sales Captain in the Metrowest region on P&L sales report. Ensuring compliance with internal procedures and regulations while maintaining a customer centric approach in the delivery of services and banking products.Coordinate/lead partner meetings with Mortgage Banker, Relationship Manager, Financial Advisor and Private banking in order to build a firm dedicated team to better serve our customers through a holistic approach.Maintain and develop relationships with existing small business customers to continually deepen those relationships and achieve small business goals.Lead region as Operations captain, as well as provide 80% of strong green audit rankings for Metro west region.