Steven Dial Email & Phone Number

San Francisco Bay Area

Lead the organization to strategically fulfill its goal of assisting individuals of traditionally challenged communities to pursue and achieve their dreams of entrepreneurship through focus on business incubation, asset-building, social responsibility and technical training.

B2B Client Management | Relationship Management | Project Management | ATM Project Management and Implementation | Sales | Contract Negotiation | Portfolio Management | Financial Education | Public Presentations | Training Managed a portfolio of Middle Market to Corporate ($50MM to $35B in annual sales) business clients to bring specialized financial benefits to their company and their employees in order to assist their business in achieving greater employee retention, cost savings and increase employee loyalty. I also worked on special projects for large portfolio clients. I managed a major ATM implementation project which included business analysis, RFP development, contract negotiation, implementation, project management and working with cross functional teams. In addition, I conducted and facilitated onsite Financial Education seminars for employees of portfolio clients. I developed and managed ongoing relationships with appropriate Mid to Sr. Executive Level Management at client companies in order to ensure we were meeting their needs, cultivating a strong partnership and producing a profitable relationship.

B2B Client Management | Relationship Management | Sales | ATM Project Management and Implementation | Business Development | Contract Negotiation | Portfolio Management | | Program Management | Public Presentations | Community Relations I managed a strategic program with portfolio companies while delivering a high level of client service in order to increase revenue, household acquisition and profitability through successful portfolio and relationship management.

People Management | Strategy | Sales Management | Risk Management | P & L Responsibility | Coaching | Talent Development | Business Development | Business Lending | Client Service | Human Resources | Community Relations As a Financial Center Manager (Branch Manager) , I managed various bank branch offices with the responsibility for the sales management, service experience and profitability of the office. During role as Financial Center Manager, I was selected to open a strategic de Novo office for the bank. As a Financial Center Manager, I coached, developed and managed branch teams of various sizes. I was responsible for hiring, talent development and performance development.

Regional Management | Leadership Development | People Management | P & L Responsibility | Leadership Training | Budget Management | Strategy | Risk Management | Human Resources | Credit UnderwritingAs a Regional Director (Area Director), I managed half of the retail offices for the retail division of the company. I managed a geographic area that consisted of approximately 50 employees. I motivated, led and managed my direct management level reports and their teams to contribute approximately 73% of the total net income for the Division. I analyzed and managed budgets for my region as it related to expenses, revenue and profit/loss. I coached, trained and developed Branch Managers. In addition, I served as a Certified Facilitator in Achieve Global Leadership, Sales and Service Programs for the organization.

Executive Communications | Internal Communications | Branding | Project Management | Marketing| Change Communications | Strategic Initiatives | Employee Engagement | People ManagementAs a Communications Manager, I was responsible for creating and managing the Communications Department for the Western Region of Citibank that comprised California and Nevada. I developed and managed the internal communications processes and vehicles to engage and motivate the approximate 1,000 employees in the region. I worked with the President and Sr. Management in the planning and execution of business strategies to achieve business objectives. I created and crafted communications for the President. In addition, I worked on marketing initiatives and I represented the marketplace in strategic National Marketing campaigns and programs. In the role, I also created a business priority planning and analysis process for Sr. Management. I worked with Executive Communications, Change Communications, Strategic Communications and Crisis Communications.

People Management | Portfolio Management | High Net Worth & Affluent Client Management | Business Lending | Consumer Credit Review | Risk Management | Sales Management | Mortgage Lending | CoachingIn this role, I managed a team of 5 which included 4 Personal Bankers and 1 new accounts representative for a branch office to achieve sales and service objectives through effective portfolio management of assigned client households. In addition, I managed a portfolio of moderate to high net worth clients. I also worked with Business clients, managed the consumer credit process, and partnered with the Branch Manager in sales and business planning.

Consumer Credit Underwriting | People Management | Sales Management | High Net Worth & Affluent Client Management | Business Development | Risk Management | Compliance As a Financial Services Manager, I was responsible for consumer business of a branch office. I managed a sales team to achieve the sales, profit and service goals of the organization while building strong client relationships through focus on service excellence. I also used my creative and marketing skills to strategically leverage initiatives to increase client acquisition and deepen client relationships.