• Manage the execution of Small Business strategy formulation, initiatives, and insights.• Support Line of Business partners in driving strategy and integrating delivery to ensure growth objectives are achieved.• Drive decisions, process changes and investments based on complex market insights and business strategy.

• Built newly defined Small Business Banking unit to support small businesses with sales revenue up to $2M.• Manage Small Business Banking team within the Webster footprint.• Partner with leaders from all channels that support small business including Banking Centers, Call Centers, Digital Banking and Business Banking to ensure best-in-class client experience.• Work with internal and external partners to assure cohesiveness within the team including maintaining products, marketing… Show more • Built newly defined Small Business Banking unit to support small businesses with sales revenue up to $2M.• Manage Small Business Banking team within the Webster footprint.• Partner with leaders from all channels that support small business including Banking Centers, Call Centers, Digital Banking and Business Banking to ensure best-in-class client experience.• Work with internal and external partners to assure cohesiveness within the team including maintaining products, marketing, Learning and Development, Human Resources and processes needed to support team goals.• Monitor performance to goals and provide coaching as needed to optimize performance.• Manage the incentive process to align compensation with performance.• Provide quarterly earnings call narrative and KPIs• Built a high performing team of Small Business Bankers through effective hiring and retention tactics.• Manage balance sheet and P&L for the Small Business Banking Line of Business.• Lead a team of internal partners to support the implementation of a digital credit application for the automated scoring channel.• Small Business Integration team member for the Sterling/Webster merger. Show less

• Leadership team member for Business Banking Line of Business.• Identified and implemented product strategies to support businesses with sales revenue of $30M and less.• Product scope included business lending, deposits, merchant processing, business credit cards and payroll.• Digital loan application SME and project team member.• Developed and implemented standard business lending pricing for transactions of $250k or less.• Developed products and influenced processes to… Show more • Leadership team member for Business Banking Line of Business.• Identified and implemented product strategies to support businesses with sales revenue of $30M and less.• Product scope included business lending, deposits, merchant processing, business credit cards and payroll.• Digital loan application SME and project team member.• Developed and implemented standard business lending pricing for transactions of $250k or less.• Developed products and influenced processes to acquire and deepen business relationships.• Provided thought leadership on delivering the “Cash Flow” conversation through content and by channel (onboarding).• Worked with other internal product groups, cash management and online-banking areas to develop shared goals.• Delivered change while adhering to the highest standards of the internal “Risk” culture of the Bank.• Continually monitored competitive pressures in the industry and performed gap analysis (including non-Bank providers). • Presented strategies to drive growth and improve the client experience to Senior Level Executives.• Worked with Marketing and Training to deliver the Business Banking product vision.• Managed vendor relationships.• Managed teams, both direct reports and internal partners.• CBA Small Business Committee member.• 2019 Winner’s Circle Recipient. Show less

• Managed all products for the Small Business Line of Business including Commercial Loans, Business Checking, Business Savings, Business Credit Card and Fee Revenue.• Developed new loan and checking products and recommended pricing and structure enhancements to drive revenue.• Created and updated Plan and Forecast for all Small Business products.• Developed pricing for Commercial loans including approve/decline strategies and fee exceptions for all products including… Show more • Managed all products for the Small Business Line of Business including Commercial Loans, Business Checking, Business Savings, Business Credit Card and Fee Revenue.• Developed new loan and checking products and recommended pricing and structure enhancements to drive revenue.• Created and updated Plan and Forecast for all Small Business products.• Developed pricing for Commercial loans including approve/decline strategies and fee exceptions for all products including savings.• Built strategies and tactics to drive units, balances and fees.• Led process improvements to enhance sales and client experience.• Developed and managed financial reporting.• Managed content and created playbooks to support product launches and sales/marketing campaigns.• Partnered with internal teams to successfully integrate solutions into the banking processes through sales, underwriting, origination, servicing, and compliance.• Developed and presented business cases to support strategic initiatives.• Facilitated and approved marketing campaigns including acquisition, cross-sell and retention.• Managed third party partnerships with First Data and ADP.• Identified and performed third party due diligence concerning alternative lending partners. Show less

• Managed commercial credit product portfolio for the Business Banking Line of Business.• Recommended product enhancements and new product development to drive revenue.• Performed client segmentation analysis and implementation.• Engaged sales force and other stakeholders to identify and implement revenue-generating opportunities.• Led process improvements to facilitate sales and client experience.• Developed and managed financial reporting.• Managed content for all… Show more • Managed commercial credit product portfolio for the Business Banking Line of Business.• Recommended product enhancements and new product development to drive revenue.• Performed client segmentation analysis and implementation.• Engaged sales force and other stakeholders to identify and implement revenue-generating opportunities.• Led process improvements to facilitate sales and client experience.• Developed and managed financial reporting.• Managed content for all training and communications delivered to sales force regarding commercial credit products and corporate initiatives.• Partnered with internal teams to successfully integrate solutions into the banking processes through sales, underwriting, origination, servicing, and compliance.• Facilitated and approved marketing campaigns including acquisition, cross-sell and retention.• Advised executive management.• Primary LEAN architect for the banks’ commercial lending end-to-end initiative to optimize business lending for transactions $1M and less.• Managed pricing of all Commercial Lending products. Show less

• Managed Commercial checking product portfolio.• Recommended product enhancements/strategies to drive revenue.• Forecasted balances and new business volume of portfolio.• Partnered with marketing and sales to meet revenue projections.• Supported Corporate initiatives for compliance requirements and sales process design.• Completed analysis on current product offerings and recommended strategies to retain current and acquire new clients.• Portfolio consisted of multiple… Show more • Managed Commercial checking product portfolio.• Recommended product enhancements/strategies to drive revenue.• Forecasted balances and new business volume of portfolio.• Partnered with marketing and sales to meet revenue projections.• Supported Corporate initiatives for compliance requirements and sales process design.• Completed analysis on current product offerings and recommended strategies to retain current and acquire new clients.• Portfolio consisted of multiple checking products with over 2.5 billion dollars in balances.• Content expert for training materials concerning business products.• Business Banking product lead for acquisition integration. Show less

• Recommended/supported the Corporate Bank and Business Banking on product initiatives as needed. • Created and implemented the Commercial Mortgage program.• Reached agreement and rolled-out SBA Express product for Business Banking.• Created Overnight LIBOR index for Commercial Bank.• Developed SBC1 application for SBRMs• Participated in Cross-sell, Acquisition and Direct Marketing campaigns to drive traffic and conversions.• Implemented Small Business Tiered Pricing… Show more • Recommended/supported the Corporate Bank and Business Banking on product initiatives as needed. • Created and implemented the Commercial Mortgage program.• Reached agreement and rolled-out SBA Express product for Business Banking.• Created Overnight LIBOR index for Commercial Bank.• Developed SBC1 application for SBRMs• Participated in Cross-sell, Acquisition and Direct Marketing campaigns to drive traffic and conversions.• Implemented Small Business Tiered Pricing. • Developed and implemented Anti-Tying Training – Deposit Aggregation.• CDB Training – How to recognize the Community Development Purpose loan.• Led ALS Fee clean-up. • Small Business Commercial Auto Product.• ACH utilization project.• New product development and implementation.• Portfolio maintenance.• Recommended and implemented pricing strategies for Business Banking credit products. Supported the field with pricing and structure recommendations as needed. Extensive experience working with Treasury and KEIS groups to understand FTP and how it impacts credit products. Show less