Jonathan Klass Email and Phone Number
Jonathan Klass work email
- Valid
- Valid
- Valid
Jonathan Klass personal email
Jonathan Klass phone numbers
Relationship driven Banker with 20 years of experience in the financial servies industry. I pride myself on my ability to exceed client expecations and deliver world class service.
Wsfs Bank
View- Website:
- wsfsbank.com
- Employees:
- 1956
-
Vice President, Sba Relationship ManagerWsfs BankDoylestown, Pa, Us
-
Commercial Relationship ManagerQuaint Oak Bank Jan 2020 - PresentSouthampton, Pennsylvania, UsCommercial Loan Officer & Relationship Manager- I am responsible for developing new banking relationships by providing financing solutions to various commercial clients throughout the Delaware county and surrounding areas. - C&I Lending - CRE Lending - Multifamily Lending - SBA Lending Quaint Oak is a community bank serving the Delaware Valley for over 90 years through their family of companies, Banking/ Real Estate/ Mortgage/ Insurance. -
Director Of Sba Portfolio ManagementCustomers Bank Aug 2019 - Jan 2020Wyomissing, Pa, Us -
Commercial Relationship Manager, Senior Vice PresidentCustomers Bank Jun 2013 - Jan 2020Wyomissing, Pa, UsHired to help grow the Commercial Lending portfolio in Bucks County region of the Bank. Primary focus on companies 50M in revenue and under.Bucks County Team LeaderManage a team of two lenders with a combined portfolio of 115M. Responsible for profitability of the cost center and individual P&L's Currently responsible for the day to day management of a 62 million Loan portfolio. - C & I Lending - Multi Family & Mixed Use Investment CRE - Owner Occupied CRE - SBA Lending-Deposit Generation -Cash Management
-
Vice President Relationship ManagerCitizens Bank Jan 2010 - Jun 2013Providence, Rhode Island, Us-New Business Development -Maintain and grow current book of 135 commercial clients-Focus on expanding business and personal relationships within the existing portfolio. -Structure and submit new loan requests. -Monitor annual renewals/matured loans in the portfolios to make sure renewals are properly completed to avoid customer dissatisfaction.- Maintain excellent working relationships with all Business Units of CFG while looking for opportunities to cross sell to cleints - COI retentionNo. 3 by internal stack rankings 2012 ( # 3 of 45 Nationally )2012 Citizens Of Excellence Award Winner152% to goal in Loan Outstandings 12/31/2012 206% to goal in New DDA 12/31/2012 195% to goal in Cash Managment 12/3/1/2012 -
Vice PresidentHarleysville National Bank Apr 2008 - Jan 2010Us- Responsible for overall Managment of the $275 Million Dollar main office- Responsible for growth and retention of a $75 Million Commercial Loan portfolio-New Business Development-Sphere of influence retention and growth-Develop and maintain strong relationships with other business units to successfully cross sell additional services.-Management of 32 employees -
Business Relationship ManagerBayview Financial Jan 2007 - Apr 2008Coral Gables, Fl, Us- Sourced and evaluated CRE transactions comprised of high leveraged owner user and D&I loans.- Partnered with several large National Bank's and acted as resource when they were unable to book business internally. - Managed relationship for 150 partners spread over 4 different banks.- Participated in the acquisition of residential and commercial loan portfolios - Responsbile for PA, NJ and Delware markets - Negotiated referral agreements with national banks and managed strategic partner relationships -
Commercial Lender, Vice PresidentFirst Keystone Bank Mar 2004 - Jan 2007Us- Accountable for the day-to-day operations of a 45 million dollar loan portfolio. Responsibilities include: - Underwriting to ensure loan requests meet Bank’s guidelines for approval - Oversight of existing portfolio to ensure clients remain profitable and financially healthy -New Business Development -Partnering with other bank cost centers and bank affiliates to cross-sell all bank products -Customer retention-Sphere of influence retention-Management of personal Profit and Loss to help achieve department and bank profitability -
Commercial Lender, Assistant Vice PresidentNational Penn Bank 2002 - 2004UsResponsible for the day-to-day management of a 30-million dollar loan portfolio. - Underwriting and analysis on all requests- New business development- Retention of existing clients- Work with other bank cost centers to effectively cross-sell all bank services to the customer.- $100,000.00 loan approval authority-Management of personal Profit and Loss to help achieve department and bank profitability -
Branch Manager, Assistant Vice PresidentCommonwealth Bank 1997 - 2002- Accountable for all branch operations and achievement of all retail and commercial sales goals. - Training, scheduling, hiring, coaching and counseling as many as 25 employees at one time. -Responsible for branch marketing campaigns to entice commercial and retail customers.-Acted as Assistant to the Regional Vice President, helped coach peer managers to achieve both commercial and retail branch goals-Managed CB’s largest branch with 82 million dollar in deposit-Managed CB’s newest branch in Center City which was opened to cater to larger corporate clients-Managed two branch simultaneously with a combined 96 million dollars in deposit
Jonathan Klass Skills
Jonathan Klass Education Details
-
Aba Stonier Graduate School Of Banking -
American Institute Of BankingBanking
-
American Institute Of BankingBanking
-
American Institute Of BankingBanking
-
East Stroudsburg University Of Pennsylvania
Frequently Asked Questions about Jonathan Klass
What company does Jonathan Klass work for?
Jonathan Klass works for Wsfs Bank
What is Jonathan Klass's role at the current company?
Jonathan Klass's current role is Vice President, SBA Relationship Manager.
What is Jonathan Klass's email address?
Jonathan Klass's email address is jw****@****ast.net
What is Jonathan Klass's direct phone number?
Jonathan Klass's direct phone number is +161093*****
What schools did Jonathan Klass attend?
Jonathan Klass attended Aba Stonier Graduate School Of Banking, American Institute Of Banking, American Institute Of Banking, American Institute Of Banking, East Stroudsburg University Of Pennsylvania.
What are some of Jonathan Klass's interests?
Jonathan Klass has interest in Golf, Social Services, Economic Empowerment.
What skills is Jonathan Klass known for?
Jonathan Klass has skills like Commercial Lending, Loans, Credit, Banking, Portfolio Management, Small Business Lending, Cash Management, Finance, Business Relationship Management, Relationship Management, Credit Analysis, Cross Selling.
Who are Jonathan Klass's colleagues?
Jonathan Klass's colleagues are Makenzie Miller, Cliff Wiggins, Alex Moyer, Cpa, Cia, Nisha Amin, Denise Gonshery, Stacey Mcminn, Michele Voshell.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial