Shirish Patel Email & Phone Number

Chicago, Illinois, United States

Chicago, Illinois

Successfully built out Santander's MidCorp business across 22 states. Grew portfolio from zero to 29 clients along with a sizable prospect pipeline within the Automotive, Tech, Agrifoods and Industrial sectors.• Established reputation for developing trusted and valuable relationships by being proactive, using effective listening skills, and delivering problem solving solutions. • Known for high energy and capacity with ability to prioritize numerous tasks simultaneously while working well across organizational lines.• Ranked #1 in "prospect-to-client' conversion (FY 2020, FY 2021, FY 2022, and FY 2023 YTD).• Led the Commercial Bank in cross-selling Santander's international footprint which generated more than $10MM of foreign revenue per annum. • Led Commercial Banking Sales team in sales performance across all goals (new client acquisitions, capital markets cross-sell, international revenue and deposits).• Demonstrated versatility in flipping relationship strategy from loan growth to gathering over $200MM of deposits (Jan-July 2023).• Managed diverse client portfolio ranging in size from $400MM-$20BN with both private & public ownership. • Mentored two VP/Associate level bankers to become future Commercial Banking relationship managers.

New York, New York

- Directed the overall direction and profitability of a portfolio consisting of 76 clients (BBB+ to B+) in a variety of industries including Agrifoods, Industrials, Home & Plumbing, Retail, Packaging, Logistics and F&B.- Relationships are broad and multi-product with share of wallet significantly in excess of pro-rata credit commitment.- Encouraged strong collaboration with product specialists to maximize revenue and create value added solutions. Achieved intermediate goal of having majority of clients generating $1MM or higher annual revenue.- Managed and empowered a team of 4 origination bankers, coached and developed them as leaders in their role at Scotiabank. Assigned financial targets, delivered annual performance assessment and set variable compensation..- Remained as primary banker on 20 large and complex relationships (Tier 1/JLA/Admin. Agent).- Successfully trained Assistant Directors to become Relationship Managers with responsibility for client relationships and prospecting in assigned territories. Key training elements included prospecting & cross-selling, asking for the business, managing transaction flow, joint calling with product specialists and understanding client needs,- Conducted continuous joint calling with all originators at CFO/Treasurer level to assess overall relationship quality including feedback on meeting expectations, delivering value, future opportunities and risk profile trends.- Evaluated and tracked profitability (by client, RM and portfolio), assessed client and transaction risk and made ongoing recommendations to address deficiencies.- Actively managed the portfolio in the context of risk trends, business opportunities and returns, supplemented with active counterparty and product stress testing.- Liaised effectively with critical internal partners (Execution, Risk Management, Executive, Audit, etc.) to ensure continuous 2-way information flow, stay abreast of strategic considerations and deliver on client expectations.

New York, Ny

- Covered Midwestern states with focus on coverage of general industrial clients whose profiles matched Scotiabank's capabilities and allowed formation of long term multi-product relationships- Multi-industry portfolio of 35 clients (average tenor of 10 years or more) generating $65MM of revenue..- Recognized by clients for quickly understanding their needs and identifying where Scotiabank had a competitive solution.- Noted by product specialists for sourcing qualified opportunities, leveraging the relationship, following up and asking for the business. Led product pitches with effective knowledge of all banking products including FICC and operating services.- Maintained a Superior performance rating for each year that I was in this role.

Toronto, Ontario, Canada

- Covered Midwestern states with focus on coverage of general industrial clients whose profiles matched Scotiabank's capabilities and allowed formation of long term multi-product relationships- Multi-industry portfolio of 35 clients (average tenor of 10 years or more) generating $65MM of revenue..- Recognized by clients for quickly understanding their needs and identifying where Scotiabank had a competitive solution.- Noted by product specialists for sourcing qualified opportunities, leveraging the relationship, following up and asking for the business. Led product pitches with effective knowledge of all banking products including FICC and operating services.- Maintained a Superior performance rating for each year that I was in this role.

Chicago, Il, Usa

- Expanded initial portfolio of 12 clients to over 30 via targeted prospecting, continuous calling and delivering the bank.- Learned critical workout experience managing the US Ferrous Metals & Mining portfolio during 2000-2003 recession.- Delivered continuous growth in portfolio from FY 03 - FY 11 (new names, average revenue/client, cross-sell, fees).

Elmhurst, Illinois

Mba, Finance

Bachelor Of Commerce (Honours), Finance