Michael Martelli Email & Phone Number

Englewood Cliffs, New Jersey

Responsible to manage and monitor the Banks’ Letter of Credit portfolio. In this role, I am the central point of contact internally and externally for any activity related to the Banks’ Letter of Credit business.RESPONSIBILITIES: Assist Lending Officers and Portfolio Managers with the origination of the transactions and provide support to grow the activity; Review the proposed transaction language, structuring of terms and conditions of the transaction, and furnish pricing recommendations; Work closely with Credit team to ensure the structure and terms/conditions of the write-up properly reflect and describe the transaction purpose; Prepare and obtain necessary support documentation for the transactions: Perform and complete a compliance review for each transaction; Arrange for accurate and timely booking of the transaction; Organize and prepare billing with appropriate fees and pursue timely collection of fees; Created several internal and external communications related to the Letter of Credit transactions; Implemented an email alert process to Lending Officers and Portfolio Managers of their upcoming transactions in order to provide them additional time to commence internal review and discussion regarding the credit renewal and obtain client intentions about the transaction; Review transaction data to ensure the system reports for the Letter of Credit portfolio are updated regularly and reflect accurate data; Furnish periodic educational presentations to Bank employees to ensure they better understand how Letters of Credit are used, how the Letter of Credit process works, what Letters of Credit can do and cannot do, and the risks involved with these transactions; Cross-sell and promote other Bank products and services during client meetings and business events.

Mahwah, New Jersey

Teleperformance is a leading client relationship management company with more than 190,000 employees operating in 65 countries.RESPONSIBILITIES: Document and manage from beginning to conclusion customer issues for a luxury automotive manufacturer; Work with Technology team, Sales Managers, Service Managers, and other internal resources to gather information required to make reliable and reasonable decisions on customer issues; Use effective time management skills and efficient processes to resolve issues in a timely and satisfactory manner; Protect confidential and sensitive customer and Company information; Effectively communicate with and be able to gauge and adjust to the customer.Resigned to pursue a more lucrative opportunity with ConnectOne Bank.

Wayne, New Jersey

RESPONSIBILITIES:  Establish new portfolio of retail clients from a zero base;  Learn the Heartland distinctions and how to differentiate from other competitors; Meet and partner with Heartland Payroll colleagues and arrange time for joint calling; Generate new appointments either by cold calling (phone and face to face visits), referrals from existing clients, Payroll colleagues, and networking relationships - averaged four new appointments each week; Identify payroll opportunities, and refer accordingly via the CRM tool – met with at least one Payroll colleague weekly;  Close $6,000 of new business every month – closed two new Card deals, five other Card opportunities were in play, and referred eight new Payroll opportunities to Payroll colleagues in the territory.Resigned due to commission based compensation only, no existing client base, and no financial support for joining networking groups or attending networking functions and activities.

New York, Ny

Demonstrated abilities include: * Approach with clients is to develop and maintain a strong relationship to become a trusted advisor, consultant, and valued partner * Vigorous follow-up to resolve issues and pursue leads and opportunities* Pro-active and enthusiastic prospecting using phone and in-person methods for cold calling, follow-up on warm leads, referrals, and from networking * Excellent knowledge of trade products and solutions: traditional import / export, standby lcs and guarantees, open account processing, discounting, risk mitigation methods, trade finance, supply chain finance* Always seeking ways to enhance the client experience and for methods to streamline workflow processes* I understand the significance of frequent communication and interaction with clients and prospects to identify new worthwhile opportunities through the better understanding of a company’s business, strategy and goals* Very proficient at understanding the trade transaction life cycle, how to connect the dots on trade transactions to maximize revenue, identify the risks associated with trade transactions, transaction structuring, how fees are assessed * Strong advocate internally and externally to promote banks’ international resources and capabilities* A firm understanding of the marketplace, compliance requirements and supporting documentation* Strong believer in teamwork and a collaborative behavior to develop and deliver an effective solution that matches needs* Excellent verbal and written communication skills* Recognition of the importance of cross-selling to grow and enhance relationships * Experience working in a fast paced environment* Robust problem solving ability * Adept in managing multiple activities and tasks concurrently * Proficient in using MS Office suite, SalesForce, and bank technology platform

New York, Ny

Manage and supervise a global portfolio of trade banking customers consisting of 75 primary accounts with revenue of over $2.4MM. Develop and implement sales strategies, prepare proposals detailing appropriate and comprehensive solutions, analyze processing costs and present pricing recommendations, ensure processing and service levels meet corporate goals, and aggressively pursue revenue-enhancing opportunities for trade and non-trade products. Generated increase in trade specific fee revenue from assigned portfolio and export trade revenue for the unit by over 20 percent.