Mark Plante Email & Phone Number

New York City Metropolitan Area

New York City Metropolitan Area

• Providing the best in-client advice and service while developing relationships to ensure a seamless client experience. • Acquiring, managing, and retaining a portfolio of 115-150 business clients with annual revenue $125-$200 million; Provide deposit and cash management solutions and manage credit opportunities up to approximately $25 million. • Delivering outstanding experience to clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses. • Using knowledge of business, finance, banking, credit and risk management to identify, recommend and promote solutions that best serve the client and ensure the profitability of the portfolio. • Patterning with subject matter experts to ensure positive client experiences while reducing risk parameters. • Regularly conduct cold-calls through on-site advocate programs for new prospects and solutions. • Regularly conduct in-person calls with existing clients to learn more about their business and build strong relationships. • Continuously growing portfolio by deepening relationships with existing clients for new referral networks. • Identifying personal financial goals and needs of business clients' while building collaborative relationships with partners across lines of business (Financial Investments, Home Lending, Personal Banking) to provide all-in-one banking services. • Protecting bank by following sound risk management protocols and adhering to regulatory requirements. • Training business team members to define business needs through utilization of effective elicitation techniques. • Provide regular, clear, and concise status updates on new and existing solutions to business partners and management.

As the Small Business Consultant I partner with the financial center to grow, lead and uncover new business opportunities. Some of my responsibilities include:To know all products, services and capabilities available to customers including features, benefits and cost.Set self-generated appointments through customer outreach and out of branch activities for business development. Schedule sufficient time for dedicated customer outreach and call and confirm next day appointments.Focus on customer needs and creating an excellent in-branch experience.Follow up on pending pipeline requests. Set relationship management expectations with each new account opening customer.To meet monthly and quarterly sales goal standards with new business acquisition, merchant, credit card usage, deposit growth and complex lending.

New York City Metropolitan Area

• Providing the best in-client advice and service while developing relationships to ensure a seamless client experience. • Acquiring, managing, and retaining a portfolio of 115-150 business clients with annual revenue $125-$200 million; Provide deposit and cash management solutions and manage credit opportunities up to approximately $25 million. • Delivering outstanding experience to clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses. • Using knowledge of business, finance, banking, credit and risk management to identify, recommend and promote solutions that best serve the client and ensure the profitability of the portfolio. • Patterning with subject matter experts to ensure positive client experiences while reducing risk parameters. • Regularly conduct cold-calls through on-site advocate programs for new prospects and solutions. • Regularly conduct in-person calls with existing clients to learn more about their business and build strong relationships. • Continuously growing portfolio by deepening relationships with existing clients for new referral networks. • Identifying personal financial goals and needs of business clients' while building collaborative relationships with partners across lines of business (Financial Investments, Home Lending, Personal Banking) to provide all-in-one banking services. • Protecting bank by following sound risk management protocols and adhering to regulatory requirements. • Training business team members to define business needs through utilization of effective elicitation techniques. • Provide regular, clear, and concise status updates on new and existing solutions to business partners and management.

Austin, Texas, United States

• Demonstrated success in pastry presentation, bakery development, and financial reporting. • Successful history in the supervision of personnel, service quality, and cost control.• Reputation for displaying superior customer service skills and professionalism. • Track record of improving profit and loss (P&L) by consistently increasing sales and slashing costs. • Background in ensuring full compliance to sanitation and safety regulations. • Planned and managed significant remodeling projects that enhanced the ambiance of the facility. • Recruited, hired, supervised, scheduled and motivated staff. • Accountable for budgeting, cost control, payroll, general accounting, and full profit and programs.

Greater New York City Area

• Implement and oversee commitments and contracts, as well as aid in the execution of annual conference, revenue management, association communications, and membership recruitment and retention. • Align company priorities with day-to-day operations and develop early-stage ideas into future growth initiatives. • Designed and implemented successful customer account loyalty programs, account discounts, and pricing programs based on projected annual sales. • In charge of assisting team with policies and procedures, auditing process and ensuring staff is up to date with current training programs. • Recruited, hired, supervised, scheduled and motivated staff for optimized productivity. • Assisted with Accounts Payable/Receivable, billing, invoicing, purchase orders and financial reports. • Managed and organized the distribution of products to local vendors and businesses. • Verified and tracked all project deadlines to facilitate smooth workflow.