James Dalla Torre Email & Phone Number

West Caldwell Township, New Jersey, United States

Brooklyn, Ny

Managed daily sales and operational activities for retail branches.● Successfully consolidated two locations with less than 5% runoff in balances exceeding management projections.● Develop, implement, and manage 125M branch sales plan and processes to achieve business goals. Achieve consistent branch deposit growth year after year. ● Create a sales culture and provide ongoing direction and coaching to branch team focusing on proactive customer engagement and customer relationship… Show more Managed daily sales and operational activities for retail branches.● Successfully consolidated two locations with less than 5% runoff in balances exceeding management projections.● Develop, implement, and manage 125M branch sales plan and processes to achieve business goals. Achieve consistent branch deposit growth year after year. ● Create a sales culture and provide ongoing direction and coaching to branch team focusing on proactive customer engagement and customer relationship building. Increased the customer base exceeding previously sales and customer growth goals for the branch. ● Ensure operational procedures are followed in accordance with risk management, compliance and regulatory requirements.● Responsible for service levels, product awareness and referral activity generated by the branch team.● Develop and maintain strong relationships with internal business partners in order to refer and grow business relationships.● Ensure delivery of the best of brand customer experience through enhanced technology and banking practices, including tablets, and enhanced ATMs. Work closely with customers to facilitate customer education and orientation.● Responsible for hiring, coaching plans, performance reviews, promotions and salary recommendations of direct reports. Maintain consistent ‘right fit’ staffing levels at the branch balancing world class customer service while meeting corporate efficiency goals. Show less

Brooklyn, Ny

Led investment sales activities to ensure maximum growth and sales targets. Exceeded sales targets by 5% yearly. Exceeded annual branch targets for deposits and revenue by 135.7% in first full year of employment. ● Developed a plan to increase staff referrals within the branch.● Initiated the first branch wide training plan for licensed staff through engagement of wholesalers. Training helped to increase sales activity by an estimated 5% yearly.● Coordinated seminars focusing on… Show more Led investment sales activities to ensure maximum growth and sales targets. Exceeded sales targets by 5% yearly. Exceeded annual branch targets for deposits and revenue by 135.7% in first full year of employment. ● Developed a plan to increase staff referrals within the branch.● Initiated the first branch wide training plan for licensed staff through engagement of wholesalers. Training helped to increase sales activity by an estimated 5% yearly.● Coordinated seminars focusing on sales and engagement of high wealth individuals as a means of growing customer base Seminars focused strategic banking products such as life insurance, annuities, and rapid growth products. Show less