Robert A. Heaney, Jr. Email and Phone Number

Sales Director for Tier 1 banks in US. Team Lead for strategic client accounts. Meet with C-level executives to discuss strategy and how they can leverage Oracle's Enterprise Banking Software applications for On-Prem, SAAS and Cloud integrations. Develop a transformation analysis for revenue growth, cost efficiencies and replacement of dated legacy platforms in all LOB's. Lead team of sales executives across all Oracle verticals for strategic client account.

Director of Global accounts in Banking vertical. Led team of regional/global account managers to meet sales goals. Meet with Global C-level banking executives and Regional Directors to detail all banking initiatives and strategies, and implement enterprise solutions. Present software, hardware, managed services and digital solutions to facilitate client objectives.

Director of Northeast sales region for Financial vertical. Manage staff of ten relationship/sales executives to achieve sales goals related to orders and revenue on hardware, software and services objectives.

Senior Sales Consultant to Banking vertical. Meet with C-level banking executives and BOD's to detail strategy and implementation of Retail Bank transformation. Detail NCR’s retail strategy and omni-channel roadmap. Discuss objectives for revenue growth, sales and service, and client experience/retention.

Meet with national and international financial institutions to discuss retail banking growth and efficiency strategies, including omni-channel strategy and execution, ATM deployment and network management, digital commerce, mobile and emerging payments, and marketing message development.

Manage national sales and service teams to deliver client-based solutions to top tier financial institutions. Direct initiatives for solutions including retail branch transformation, ATM channel management, electronic security, service performance and metrics, security/fraud mitigation, and software requirements. Develop account growth strategies aligned with client’s strategic initiatives. Manage internal resources to develop and deliver comprehensive solutions and associated metrics to measure performance.

Market Manager - NY/NJ, Executive Vice President  Fort Lee, NJ  (2008 - 2011)Managed sales, service and operations for retail branches in NY/NJ with AUM's of $4B. Led team of 300 in new client acquisition for full bank product line including generating deposits, loans, investments, mortgages, and workplace banking. Motivated, directed and coached staff in reaching sales and service goals. Market Manager, NJ Denovo Expansion  Fort Lee, NJ  (2006 – 2008)Directed expansion of retail distribution by managing opening of 32 new branches in 10 counties in State of NJ. Managed strategic direction, client acquisition, and full execution including site selection, lease negotiations, public relations, staff acquisition, and market share growth in new territory for the Bank.Area Director - Manhattan, Senior Vice President  Manhattan, NY  (1998 – 2006)Led team of 340 in sales, service and operations for branches in Central Manhattan with $4.2B in total footings. Developed consistent sales strategy by integrating sales of various business segments including Private Banking, Commercial Lending, Investments and Insurance. Accountable for P&L, customer satisfaction and operational compliance. .

Director of Sales Administration, US Private BankManaged sales administration for 75 Private Bankers and Relationship Managers with 3,700 clients in the NE territory from Boston to Florida.Managing Director, US Private Bank - Team LeaderLed team of 7 Private Bankers and Relationship Managers with accountability for $900MM in AUM and 300 clients with net worth of $10MM. Expanded team's client base through coaching on development of personal asset allocation strategies and detailed wealth management plans.Private Banker, US Private Bank, NY, NYDeveloped new clients and deepened relationships with existing base with net worth of $10MM and above. Provided wealth management solutions for clients, offering complete bank product line including investments, loans, trust services, portfolio management, and tailored mortgages.