Peter J. Email & Phone Number

United States

Washington Dc-Baltimore Area

Supports all aspects of branch, including individual and team, performance. Builds a high performing team through the attraction, on-boarding, coaching and development of branch team members. Leads through influence and impacts a broad range of eco-system partners in an omni channel environment. Drives revenue and loyalty through proactive interactions with clients.Manages, coaches and executes a proactive client experience within an omni channel environment. Provides solutions and advice… Show more Supports all aspects of branch, including individual and team, performance. Builds a high performing team through the attraction, on-boarding, coaching and development of branch team members. Leads through influence and impacts a broad range of eco-system partners in an omni channel environment. Drives revenue and loyalty through proactive interactions with clients.Manages, coaches and executes a proactive client experience within an omni channel environment. Provides solutions and advice to improve client financial well-being. Leads effective problem resolution.Manages the branded sales process to proactively achieve sales targets and customer loyalty. Grows branch revenue through acquisition and share-of-wallet growth of consumer and business households.Drives the employee experience. Responsible for acquiring and retaining talent through the coaching and development of employees. Coaches employees to achieve performance and activity expectations. Assists in the performance management process for all employees.Manages operational, human capital, reputational and business risk through adherence to established policies and procedures. Exercises sound decision making to identify and mitigate potential risk. Show less

United States

Acquires and expands share of wallet for mass affluent client segment and Business Banking opportunities under 1MM in sales revenue. Achieves business results through leadership of and productive collaboration with a wide range of ecosystem partners. Responsible for proactive lead generation and appointments conducted inside and outside of branch. Proactive lead management and referral generation--Leverages experience and acquired knowledge of bank products and services and positions… Show more Acquires and expands share of wallet for mass affluent client segment and Business Banking opportunities under 1MM in sales revenue. Achieves business results through leadership of and productive collaboration with a wide range of ecosystem partners. Responsible for proactive lead generation and appointments conducted inside and outside of branch. Proactive lead management and referral generation--Leverages experience and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new mass affluent households. Responsible for managing and growing Business Banking relationships under 1MM in sales revenue. Takes action, using customer information from various sources and translates to actionable sales strategy and tactics. Generates quality referrals to ecosystem partners. Leverages tools and protocols to maximize business results.Develop ecosystem leadership inside and outside of the branch as a COI. Works across a broad range of ecosystem partners, including PNCI, PNC Private Bank, Business Banking and Mortgage. Identifies the resource or team of resources best equipped to meet customer needs and introduces the client accordingly. Holds partners accountable for routine updates and referral follow up.Customer experience management--differentiates the customer experience through advanced conversation skills. Delivers customer well being through tailored solutions aligned with customer needs. Solves customer problems courteously and with urgency, escalating where necessary. Acts as an advocate for mass affluent clients and prospects across product, support, operations or other departments within PNC, identifying trends and unique needs of the segment.Works with branch staff to help them identify mass affluent and business banking opportunities to create referrals. Works closely with the Branch Manager and Business Banker to follow up on independent opportunities to expand share of wallet with business clients Show less

Abu Dhabi

Successfully Managed a team of Employee Banking Relationship Managers, who were looking after the bank’s portfolio which compromises of Corporates and SMEs and marketing the full basket of Retail Banking products and services to the employees of these companies including, Personal Banking, Payroll solutions, Wealth and various Secured / Un-Secured Loans. The team is responsible for acquisition, growth and development of payroll business through provision of high value added, relationship… Show more Successfully Managed a team of Employee Banking Relationship Managers, who were looking after the bank’s portfolio which compromises of Corporates and SMEs and marketing the full basket of Retail Banking products and services to the employees of these companies including, Personal Banking, Payroll solutions, Wealth and various Secured / Un-Secured Loans. The team is responsible for acquisition, growth and development of payroll business through provision of high value added, relationship based, sales and service.Selling payroll accounts as bundled product with credit card, personal loans, Mortgages & Auto Loans to the specified target customers/segments and meet monthly sales targets. Develop & grow payroll business by acquiring new customers & ensuring company sign ups.DUTIES: •Payroll Solutions to SME/Corporate Companies •Managing daily workloads for staff & co-coordinating the daily allocation of work. •Motivating the team to achieve high standards and KPI targets. •Handling new client enquiries and acting as the face of the business. •Dealing with and resolving problems and issues which arise. •Monitoring & reporting on standards & performance targets. •Arranging & chairing weekly team meetings, focusing on targets & achievements. •Implementing new initiatives. •Ensuring all administrative and IT records are entered and updated correctly. •Providing prompt and accurate information on individual performance•Providing financial consultancy to HNW individuals•Ensuring “Customer Due Diligence” requirements as prescribed by the bank are duly adhered to. All the legal and compliance guidelines provided by the bank are adhered to.•Build relationship with key referral partners within the Bank to ensure constant and quality lead flow as well as quality cross-sales. Show less

Relationship Manager-Basic Banking Account Services Sourcing Bulk accounts from various companies, Account Opening, Customer Services and Relationship building with Target Market Companies. •Developing Business contacts in the market through networking and public relations.•Sourcing bulk number of accounts from various companies. •Opening corporate accounts & Deposit Mobilization. •Compliance of Wages protection system (WPS) with Ministry of Labor. •Opening bulk… Show more Relationship Manager-Basic Banking Account Services Sourcing Bulk accounts from various companies, Account Opening, Customer Services and Relationship building with Target Market Companies. •Developing Business contacts in the market through networking and public relations.•Sourcing bulk number of accounts from various companies. •Opening corporate accounts & Deposit Mobilization. •Compliance of Wages protection system (WPS) with Ministry of Labor. •Opening bulk number of basic banking accounts in Abu Dhabi branch.•Processing Salary transfer request from the companies.•Obtaining market information on competition activities, analyzing current market condition including product specifications.•Ensuring customers constant care and attention.•Coordinating with the clients, Finance & HR Department and stake holder for preparation and verification of the documentations.•Conducting meeting and giving presentation for Basic Banking Product (BBA) to Highly Official clients & companies.Achievements20 number of valued corporate company accounts and 6000+ Basic Banking accounts being introduced/activated in over 6 month of period. 10 Million deposit Mobilized Show less

Abu Dhabi

(Redundancy) •Ensure achievement of targets agreed with Manager personal finance in line with the annual business plan.•Ensure the rates of resubmission/deviations and error are maintained within the permissible level.•Ensure smooth flow of files, reduce turnaround time, and resolve/escalate any query pertaining to target market companies.•Ensure proper documentation procedures are used and no misappropriation is conducted. •Deposit… Show more (Redundancy) •Ensure achievement of targets agreed with Manager personal finance in line with the annual business plan.•Ensure the rates of resubmission/deviations and error are maintained within the permissible level.•Ensure smooth flow of files, reduce turnaround time, and resolve/escalate any query pertaining to target market companies.•Ensure proper documentation procedures are used and no misappropriation is conducted. •Deposit Mobilization•Compilation of various monthly reporting assigned for the internal control unit as per the business requirement. Show less

Meet daily and monthly sales targets in my individual capacity and as a team player.Generate new business from target market listed companies. Make a bulk/corporate deal with the listed companies DSAR reporting to Team Leader, RM & Head Offices.

Successfully Managed 14 numbers of staff of operations, sales and coordination and collections departments. •Managing day–to day planning, operation and problem solving of a team of agents to meet with the required service level components, standards and sales targets.•Delivery of team sales, quality and productivity targets & indicators•Operational Management: Managing 2500 number of vehicles data, Rs.8 million accounts of receivables.•Providing complete car finance service to… Show more Successfully Managed 14 numbers of staff of operations, sales and coordination and collections departments. •Managing day–to day planning, operation and problem solving of a team of agents to meet with the required service level components, standards and sales targets.•Delivery of team sales, quality and productivity targets & indicators•Operational Management: Managing 2500 number of vehicles data, Rs.8 million accounts of receivables.•Providing complete car finance service to customers.•Product Mix Management –Secured, Unsecured and Insurance•Sales force productivity Management•Managing Sales, Marketing, Credit and Risk•Pre disbursements issues and post disbursement accounts management and customer services.•Outbound sales follow up and customer satisfaction surveys, or next sells, cross sell or up sell programs to existing customer base. Show less

Worked with cross-functional team to sell, Visa/Master Card Auto Loans & Personal Loans.