Matthew Brody Email and Phone Number

Middle Market Relationship Manager

• Grow, retain and attract long term customer relationships by becoming the clients trusted financial partner• Identify cross-sell opportunities for each assigned relationship, including: credit, capital markets, treasury management, wealth management, and employee benefit products.• Creatively apply product and policy knowledge to tailor customer solutions to meet client’s needs• Manage the risk and quality of an assigned portfolio of clients.• Develop, and maintain a qualified prospect list

• Assisted four Relationship Managers in the overall administration of a portfolio of clients and prospects.• Acted as primary point of contact in place of the Senior Relationship Manager for clients and service partners• Within the assigned portfolio, quantified and targeted cross sell opportunities for Treasury Management, Capital Markets, Wealth Management, Leasing, and WorkPlace Banking• Assisted the Relationship Managers in handling all credit requests for both clients and prospects. This included gathering the necessary financial information, drafting the credit write-up, and managing the process through closing.