Steve Roberts Email & Phone Number

New York, Ny, Us

Business Banking field marketing engagement, Spanish marketing enablement and servicing communications group lead.

Columbus, Ohio, Us

Head of new start-up channel, tasked with identifying, sourcing, activating and optimizing strategic affinity partnerships. Decommissioned channel per own strategic recommendation to leadership to absorb responsibilities into the Corporate Strategy and Marketing Strategy teams.- Enabled new Consumer and Private Bank household sales and marketing acquisition platforms [B2C].- Drove cross-segment client business development opportunities [B2B]. - Oversaw channel Profit and Loss and all operational aspects including CRM, sales/deal negotiation, marketing, operations, distribution, data and analytics, and risk/regulatory. - Aligned channel strategy and efforts with corporate, segment, region and sales teams and goals. - Led marketing mix shift to digital/social-centric, materially decreasing MCPA and speed to market.- Built start-up University affinity platform resulting in 8 strategic comprehensive programs yielding new quality household acquisition and profit streams along with brand build opportunities. - Managed the Ohio State University program, the largest partnership in HNB history, with net ROI to-date running 50% higher than business case proforma estimates. - Broadened channel scope to leverage and apply results and best practices into additional strategic affinity partnership markets targeted by industry, size, etc. - Optimized all partnerships to perform above business case proforma metrics [household growth, value/household, segment revenue]. - Designed program activation “playbook” approach to leverage full bank resources across complex partner structures resulting in accelerated execution and revenue generation from each partnership.- Operationalized alignment with Sponsorships team to drive cross-synergy around strategy, program valuation methodology and value maximization.- Tapped by Leadership to lead 8 special strategic projects including diligence, design and build of an enterprise-wide Customer Communications Management platform.

Columbus, Ohio, Us

See description above.

Houston, Texas, Us

Head of all US North and Canada acquisition [telesales, partnerships], marketing [including direct, branding, digital/social], planning [performance forecasting, measurement, reporting and analysis] and strategy [existing markets, new markets and M&A]. Member of USN and Canada regional, and CMO, leadership teams. Key results:- Delivered USN production at 15% YOY growth.- Built integrated existing markets strategic roadmaps to best position firm to hit goals, leveraging available insights along with a strategic learning agenda to drive continued learnings.- Developed new market entry evaluation and execution platform able to flawlessly deliver four integrated new entries per quarter.- Marketing results included 50% increase in unaided brand awareness, gross sales 20% above plan, significant insights towards the strategic learning agenda, and a customer LTV 4x higher than non-marketing channels within forecasted CTA levels. - Defined and executed first-of-its-kind energy + home services cross-sell and bundle pilots in USN.

Cleveland , Ohio, Us

Drove all aspects of marketing across all segments, all channels including digital/social, for all products. - Built strategy for new branch prototype and merchandising design, consumer touchpoints management/messaging, marketing-to-sales lead process improvement, loan process improvements.- Exceeded scorecard revenue goals via ongoing plan and budget revisions to address plan gaps and take advantage of market disruption opportunities.- Drove increased discipline of team’s leveraging of client insights and market research in program builds to enhance impact.- Built marketing yield metrics into annual planning process resulting in ROI optimization of budget.- Expanded marketing testing to learn optimal approach to marketing mix, scale and cadence.

Charlotte, Nc, Us

Lead for small business channel marketing “demand conversion” team. - Built marketing support strategy for the Small Business sales force to drive increased and sustained associate confidence and engagement. - Point-of-sale traffic conversion DDA actuals hit 19% over goal while under budget.- Redesigned the Commitment to Small Business program based on extensive VOA/VOC to better support sales efforts. Scorecard metrics surpassed the full-year goal by mid-year.

Rockland, Massachusetts, Us

Responsible for consumer and business banking product management and marketing. Also responsible for corporate advertising/media management, branch optimization/de novo support, competitive tracking, budget management, strategic planning, direct mail management, branch merchandising/collateral system, digital channel marketing/strategy, sales/marketing integration, referral program, brand management/strategy, and the overall retail consumer and business customer experience. - Built and marketed new consumer/business deposit product suites that resulted in 16%/9% household, and 7%/10% balance, growth rates.- Brought the majority of creative design work in-house, resulting in $200k+/year savings.- Implemented marketing business case discipline resulting in budget prioritization based on program economics [ex. NPV/marketing dollar], strategic fit, ability to execute, etc. - Directed the Bank’s due diligence into new product areas, including Workplace Banking, Health Savings Accounts [HSAs], Homeowner/Condo Associations, Professionals [ex. lawyers, doctors].

New York, Ny, Us

Recruited into the Retail Marketing Group to develop strategies and programs to grow the Mass Consumer Segment portfolio. Took on Program Management Team Lead role to oversee flawless execution of strategic programs.

New York, Ny, Us

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Dallas, Tx, Us

Responsible for supporting the direction of AT&T strategy and business development on the international front. Focus included mergers and acquisition due diligence, partner relationship management, and overall strategy research and policy development.

Dallas, Tx, Us

Leading sales executive for the Large Corporate division, with rapidly increasing senior management roles and responsibilities.

Dallas, Tx, Us

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Dallas, Tx, Us

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Bachelor Of Arts - Ba, Economics, Japanese

Study Abroad Program, Japanese, Economics