Joseph Phillion Email & Phone Number

Boston, Massachusetts, United States

Project ManagerPolicy and Procedures ImplementationRegulatory Compliance Assessment and Implementation

Managed the retail and operations departments of a $500M community bank.Coordinated bank-wide technology system application upgrade that resulted in enhanced functionality in all departments of the bank.Assigned role as Branch Secrecy Act (BSA) Officer in addition to Retail Operations function.Implemented changes in policies and procedures.Managed three.

Managed the retail banking network for a nineteen branch, $1.4B bank. Achieved deposit growth in excess of $45M.Coordinated retail efforts with marketing, lending, and insurance departments.Established and monitored product sales goals. Ranked in top five in sales of insurance and annuity products.Managed retail systems and training functions integration.

Managed the successful transition and stabilization of two $800M acquired consumer and commercial markets.Directed the activities for the financial performance in a post merger $300M market.Maintained a 95% consumer and corporate client base exceeding the corporate goal of 85%.Developed and expanded business development activities and managed a staff.

Managed the Retail Banking, Technology, Deposit Operations, Retirement Services, and Marketing Divisions, and managed a staff for a $500M bank.Performed product and market research and analysis resulting in developing two products that generated a $40M and $15M increase in deposit base, respectively.Chaired task force for due diligence, selection, and.

Assumed an expanded senior management role for several departments in company reorganization.Collaborated in a team effort to return the company to a ten-year high profitability in a turnaround situation.Worked effectively with consultants in multiple restructuring projects.Managed the evaluation and recommendation of a new technology system, resulting in.

Bachelor Of Science, Business Administration

Education record