 Provide sales support to portfolio with 290 commercial, government banking and small business accounts throughout North NJ market. Partner with Service, Product, Implementation, Proposal, Operational and Technical Support departments to ensure internal and external customers receive optimal service. Monitor pricing exceptions, ECR, waiver eliminations and account posting rejections. Utilize Salesforce to track new sales opportunities and monitor account development of client portfolios. Cross sell treasury management services to existing customer base increasing overall revenue benchmarks. Perform quality control checks on new implementations on monthly basis and ensure bank collects correct fees. Prepare legal documents for onboarding new customers and ensure proper completion; submit due diligence accordingly via Salesforce. Coordinate agenda for quarterly Sales Support Meetings for NY Metro Team. Identify training needs for Market Line partners and orchestrate training seminars accordingly.

 Oversaw strategic management systems to optimize a client's liquidity, while mitigating their financial, operational, and reputational risk. Responsible for Treasury Management Sales covering 272 bank branches, Long Island, Westchester and Lower Hudson. Also managed 6 Commercial Lenders in Westchester County, NY. Portfolio comprised of 388 small business customers and large corporate businesses. Identify and engage in new business development with prospective clients promoting services to streamline business finances by managing cash, funding and investments, liquidity management, receivables and payables, digital treasury and other financial services. Specialized in introducing newly launched Commercial Convenience Checking product and conducted training seminars for branch managers as subject matter expert. Foster and develop strong relationships with existing client base focusing on additional offerings to meet individual financial needs. Exceeded 2016 new sales and fee income goal by 5% resulting in $2.3MM in incremental fee growth. Prepare contracts and sales packages; examine statements and propose various services including wire transfers, sweep accounts, merchant services, disbursements, and business credit options. Generated >$3MM in annual revenue by transitioning 80 out of 96 not for profit customers in portfolio into appropriate services and products, and another 33 small business customers off full waivers by securing new proposals with updated services.

 Facilitated 2 educational seminars on EscrowDirect resulting in $5MM deposit deal and 3 additional closed deals within 4-week period. Analyze weekly reports to develop innovative strategies and identify new market expansion opportunities. Assisted with administrative tasks in coordinating planning objectives, organizing and controlling holdings, funds and working capital of over 250 client accounts, making best possible use of funds. Assisted with best practices and procedures in maintaining company client’s liquidity, reduced overall cost of funds, and mitigated operational and financial risk. Demonstrated superior product knowledge while documenting and implementing new services during new client onboarding. Facilitated new client training and development, and provided troubleshooting expertise. Prepared pricing proposals for TM services, reviewed all fee structures and ensured 100% accuracy by performing account analysis. Entrusted with training and developing over 25 bank associates in best practices and compliance guidelines.

 Successfully staffed 9 new branches within 11-month period. Instrumental in expanding Westchester/Fairfield County region from 6 to 15 branches and hiring exempt and non-exempt professionals. Coordinated and executed full-cycle recruiting management including creating and posting job announcements, sourcing candidates, interviewing and selection, conducting pre-employment screenings and administering benefits. Spearheaded all training initiatives for new hires and tracked open requisitions in Career Launch applicant tracking system. Coordinated and facilitated New Hire Orientation for groups of up to 25 employees. Coached managers on proper HR best practices pertaining to performance appraisals, disciplinary actions, and terminations. Championed quality hiring standards resulting in new hire tellers and customer service reps being promoted into management roles. Generated regular reporting of Requisition Rosters, Performance Evaluations, Employee Relations issues, and Branch FTE count.

 Recruited for exempt-level positions for New York Consumer Bank (Financial Sales positions), and non-exempt level positions, including Tellers and Administrative Assistants. Improved talent acquisition initiatives resulting in attracting higher-caliber personnel while reducing recruiting costs, identifying strategic hiring sources and delivering presentations at numerous college campuses and high schools. Developed and implemented innovative recruiting strategies including employee referral programs, Restrac, internet, advertising and partnering with local staffing agencies. Earned Target Selection Certification and assumed responsibility for conducting behavioral-based interviews, New Hire Orientation and AccuVision assessment testing. Provided human resource generalist services, with full responsibility for resolving employee relation issues, conducting terminations and exit interviews, coordinating selection process for displacements, and drafting and communicating severance packages. Guided 400+ employees in Northeast region by imparting knowledge of policies, procedures and guidelines as an effective liaison.