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Dynamic Senior Level Manager equipped with 25+ years of progressive success in retail and business sales management, strategic planning, business development and leadership for leading regional financial institutions. Proven track record of contributing to significant increases in revenues and growth in market share for various companies. Provides sharp knowledge of strategic and tactical business/client development, contract negotiations, relationship management, staff recruiting and professional development and training. Demonstrates strong leadership, negotiation, communication, interpersonal, motivational, analytical and problem-solving skills.Specialties: Sales Development • Product Marketing • Policy & Procedure Development • Strategic PlanningForecasting • Territory Development • P&L Responsibility • Public Relations • Corporate Trainer
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Client Success ManagerVertical IqOgunquit, Me, Us
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Senior Relationship ManagerEastern Bank Jul 2024 - PresentPortsmouth, New Hampshire, United States -
Senior Vice President Commercial BankingCambridge Trust Company Apr 2019 - Jul 2024Portsmouth New HampshireResponsible for development of Small Business and Business Banking initiatives to grow our client base and expand our lending capabilities to underserved markets. -
Senior Vice President/Senior Commercial Loan OfficerOptima Bank & Trust Jan 2016 - Apr 2019Portsmouth New HampshireMentor, coach and manage a seasoned commercial lending team of seven (7) lenders and one portfolio manager in the development and mastery of business development, technical lending and bank practices. Responsible for the development and expansion of the bank into new markets in New Hampshire and Southern Maine for both commercial loans and commercial deposits. -
Vice President Commercial Banking OfficerNewburyport Five Cents Savings Bank Mar 2013 - Dec 2015Portsmouth New Hampshire And Newburyport Mass.Responsible for the development and expansion of the bank into new markets in Southern New Hampshire and Southern Maine for both commercial loans and commercial deposits. -
Vice President Senior Client ManagerBank Of America Nov 2006 - Mar 2013Greater Boston AreaSenior Client Manager working with companies seeking global banking solutions with companies and institutions with annual revenues of $5MM to $50MM acting as a key financial advisor, analyzes the client's financial and operating strategies; assesses the risks and impact from both the client's and bank's perspective and recommends a comprehensive suite of financial solutions to meet the client's immediate and long term business needs. -
Vice PresidentHarte-Hanks Jan 2006 - Nov 2006Greater Boston AreaResponsibility for selected national accounts at the corporate level in the development and execution of sales strategies for new business revenue growth in suite of direct marketing solutions from $500M to $3MM. -
Vice President Regional ManagerTd Jan 1994 - Oct 2005Portland, Maine AreaDirected a 60-member team of business development and relationship managers. Leadership with the overall growth of the retail banking and business banking network, including budgeting, strategic planning, P&L responsibility, and goal attainment. -
Business Development-Sales ManagerM&T Bank Jan 1990 - May 1994Greater New York City AreaTrained, supervised, and motivated a professional sales force in consumer and commercial banking products. Served as a key taskforce member in the design and implementation of a commercial banking program, which was directed by the COO. Monitored product development, policies, and procedures. Collaborated with other departments to introduce new products and services to the company, including mutual funds, private banking, trust, and investments. -
Vice PresidentDerby Savings Bank Jan 1988 - Dec 1989Hartford, Connecticut AreaNew Product Development
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Business DevelopmentPeople'S Bank Mar 1980 - Jan 1988Bridgeport, Connecticut AreaProvided know-how as a member of the product development team for DDA, savings, and repurchase deposit products.
Jerry Bazata Skills
Jerry Bazata Education Details
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American Institute Of BankingManagement Theory; Public Speaker On Sales Management, Marketing And Finance -
Banking And Finance -
Finance & Banking
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Trumbull High SchoolRegular/General High School/Secondary Diploma Program
Frequently Asked Questions about Jerry Bazata
What company does Jerry Bazata work for?
Jerry Bazata works for Vertical Iq
What is Jerry Bazata's role at the current company?
Jerry Bazata's current role is Client Success Manager.
What is Jerry Bazata's email address?
Jerry Bazata's email address is jb****@****ank.com
What is Jerry Bazata's direct phone number?
Jerry Bazata's direct phone number is +160343*****
What schools did Jerry Bazata attend?
Jerry Bazata attended American Institute Of Banking, Sacred Heart University, Sacred Heart University, Trumbull High School.
What are some of Jerry Bazata's interests?
Jerry Bazata has interest in Education, Arts And Culture, Children, Economic Empowerment.
What skills is Jerry Bazata known for?
Jerry Bazata has skills like Strategy, Business Development, Banking, Marketing Strategy, Strategic Planning, Customer Service, Public Relations, Sales Management, New Business Development, Credit, Direct Marketing, Budgets.
Who are Jerry Bazata's colleagues?
Jerry Bazata's colleagues are Breanna Ekholm, Ctp, Shahenoor Sultana, Kristin Butler, Sophat Chea, Carolyn Crowley, Craig Paris, Brian Welch.
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