Peter Grivas Email & Phone Number

Chicago, Il, Us

Chicago, Illinois, United States

Chicago, Illinois

★ Chair for Career Navigation BRG to help provide resources to employees that are interesting in career advancement.★ Initiative to create Salesforce reporting that Bank employees utilize to better assist clients and track production.★ Inherit Sales & Service platform in which I was able to expand my Organizational Scope and establish myself as a resource to the Bank Employees.★ Have communicated closely with Digital Products, Retail Training, Branch Operations and Retail Products where I find myself in a trusted position to implement positive change to the Organization.★ Served as the Team Lead during the implementation of the Paycheck Protection Program in 2020. Assembled a team of 15 managers and performed all necessary research to develop knowledge and insight into the PPP process. Assumed a lead role training the team in PPP workflows.★ Collaborated with Leadership and Branch Employees to implement an internal referral program to increase business for Wealth Partners. Helped show-coach and debrief client interactions along with branch employees.

Chicago, Illinois

★ Managed one of the bank’s largest branches in the nation with over $600M in deposits and investments.★ Supervised 12 direct reports and relationships with five business partners.★ Improved corporate culture, restructuring teams to increase efficiency and productivity while driving engagement with direct reports and advisors.★ Led the branch to rank as the Top Producer within the peer group.

Lake Forest, Illinois

★ Oversaw eight direct reports and four partners within a suburban branch with $500M in assets under management.★ Secured approval to overhaul staffing and efficiency models by developing and presenting a business case to senior management.★ Credited with improving branch performance from Level 5 to Level 2 in one year. In the second year, maintained the highest P&L out of 70 branches in the peer group for three consecutive quarters.

Mundelein, Illinois

★ Supported a $200M book of business, leading nine direct reports and three advisors.★ Delivered improvements in employee engagement, lower turnover, and customer service scores that ranked among the highest in the nation.★ Enhanced customer service performance from an improvement to Bronze Level in the first quarter, then to Silver, then to Gold for two quarters.

Bannockburn, Illinois

★ Grew a $35M book of business, supervising three direct reports and two business partners. Debuted a relationship-based approach tailored to meet the unique needs of an affluent customer base.★ Improved performance, internal audit accuracy, and the overall quality of the client and employee experience to win the Chase Champion national award in 2013.★ In 2013, ranked in the Top 10% of the entire company for three out of four quarters.

Des Plaines, Illinois

★ Executed bank transactions for customers while also leading audits of branch operations.★ Ranked 9th overall in the nation for banker production in 2010.

Northbrook, Illinois

Licensed Personal Banker with Series 6, 63, and Illinois Health and Life Insurance