James Breish Email & Phone Number

Lancaster, Pennsylvania Area

• Responsible for managing several designated cash management products. For assigned, products, major responsibilities include 1) developing and executing strategic and tactical plans to meet market share and revenue.
• Establishes, executes, evaluates, and monitors the strategic direction of the assigned product(s), creates tactical plans, and develops appropriate funding documents for new products and major enhancements in.
• Includes development of marketing collateral, service agreements, product training, client implementation, and internal/external communications
• Monitors product revenue and expense, influences the drivers of revenue and expense to meet profitability goals of the assigned product(s)
• Establishes price points and recommends unit prices
• Oversees quality assurance for the assigned product(s) to ensure performance profitability goals and client satisfaction

Reading, Pennsylvania Area

• Manage multiple products and services while supplying support.
• Responsible for development, evaluation and management to include general performance, regulatory considerations and profitability.
• Manage vendor relationships for all assigned products and services and oversee all requirements of policies for contract vendor management and risk management.
• Consistent evaluating new products and services, and enhancements to existing products and services.
• Provide support and expertise and will be responsible for the resolution of problems related to assigned products and services. Some support will require direct interaction with customers, to include site visits for.
• Serve as a resource for Cash Management Sales and lend expertise in the effort to support existing customers and acquire new customers.

Reading, Pennsylvania Area

• Provides technical and customer service support to external premier clients and internal bank staff via telephone relative to all cash management services and systems.
• Uses thorough understanding of general banking knowledge along with Cash management Services and Systems to complete daily assignments.
• Acts as a liaison between clients, Cash Management Sales Officers, Relationship managers and other internal departments needed to resolve questions, provide quality service and communicate referral opportunities.
• Completes client change forms for additional non billable Cash Management system updates requested by clients, facilitates and ensures all policies and procedures are adhered to.
• Conducts training sessions for new clients of Cash management via webinars.
• Responsible for updating and designing of department forms.

• Exceeded assigned branch goals and achieved a top 10 percent ranking of Community Banking Offices within league of comparable offices for previous four years and ranked in Top Three for 2005.
• Responsible for the management of assigned goals and provide consistent quality client service to both internal and external clients that meet or exceeds established standards.
• Completed Sovereign Professional Development Program with Honors in 2006.
• Participate in branch functions and community activities to promote bank image and growth.
• Direct the development and implementation and use of productive sales strategies and techniques to help clients achieve their financial goals.
• Analyze branch expenses and manage budget to reduce overhead.

• Direct all Community Office sales/service and business development activities to achieve profit, sales revenue, market share and customer satisfaction goals for branch office.
• Responsible for establishing and meeting commercial business development/referral goals for branch office.
• Utilized the Cohen Brown Sales Process for both Personal and Business practices.
• Participate purposefully in the community in order to maximize Progress Bank’s business development opportunities.

• Manage daily operations of branch office to ensure polices and procedures are adhered to through monthly audits.
• Interview consumer loan applicants, taking all necessary actions and preparation of all supporting documentation.
• Accountable for representing the bank in a courteous, professional manner and for providing prompt, efficient, and accurate service in meeting the customer’s needs.
• Coordinates sales program for staff and increase staff’s knowledge of bank products for cross sell opportunities through monthly sales meetings.
• Support member for new computer system to provide solutions for computer errors and documentation to software vendor.

Mba, Finance

Bsba, Finance

Activities and Societies: Student Governement, Greek Council, Beta Phi Delta Fraternity, Yearbook Committee, Finance Club

General, Business