Eric Roberts

Eric Roberts Email and Phone Number

Executive Vice President | Head of Private Banking @ Broadway Bank
San Antonio, TX, US
Eric Roberts's Location
San Antonio, Texas, United States, United States
Eric Roberts's Contact Details

Eric Roberts work email

Eric Roberts personal email

n/a

Eric Roberts phone numbers

About Eric Roberts

As the Head of Private Banking at Broadway Bank, I am responsible for strategy, risk management, and the delivery of banking solutions for high-net-worth individuals, their families, and related businesses. With over 20 years of experience in the banking industry, I have consistently delivered growth, profitability, and enhanced customer satisfaction across different markets and segments.I am passionate about providing exceptional value and service to our clients and leveraging diverse perspectives and experiences to enhance our team. We aim to deliver innovative, tailored, and trusted solutions that enrich client relationships and secure Broadway Bank's position as a preferred financial partner.

Eric Roberts's Current Company Details
Broadway Bank

Broadway Bank

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Executive Vice President | Head of Private Banking
San Antonio, TX, US
Website:
broadwaybank.com
Employees:
721
Eric Roberts Work Experience Details
  • Broadway Bank
    Broadway Bank
    San Antonio, Tx, Us
    View
  • Broadway Bank
    Executive Vice President | Head Of Private Banking
    Broadway Bank Apr 2022 - Present
    San Antonio, Texas, Us
    As the Head of Private Banking at Broadway Bank, I am responsible for strategy, risk management, and the delivery of banking solutions for high-net-worth individuals, their families, and related businesses.
    View
  • Bmo U.S.
    Market President | Kansas City
    Bmo U.S. Jul 2017 - Mar 2022
    Chicago, Illinois, Us
    As Market President at BMO, I was accountable for the growth and financial performance of the Kansas City market for Personal and Business Banking - a line of business at BMO dedicated to serving retail, mass affluent, and small to mid-size businesses. I established key priorities, developed business strategies, and worked closely with headquarters to achieve the bank’s objectives. I provided frontline insight to segment, product, and channel teams to help optimize sales and service outcomes which included leadership and sponsorship of initiatives. Ranked 5th among 32 U.S. markets in 2021.Increased market share in the Kansas City MSA from 16th in 2016 to 12th as of June 2019, reaching $1,031.7B in deposits.Achieved $263 million in net deposit growth from 2016 to 2019.2018 Top Performer Award for outstanding individual and market performance in the U.S., marked by:• 20% revenue growth year over year • 25% deposit growth year over year• 16% loan growth year over year
    View
  • Bmo U.S.
    Chair | Customer Experience | Kansas City, Indianapolis, Minneapolis, & St. Louis
    Bmo U.S. Jun 2014 - Jan 2019
    Chicago, Illinois, Us
    Led a team of leaders and top performers in customer experience (CX) for the region. Strategize, plan, and support the implementation of a regional action plan across all markets.
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  • Bmo U.S.
    Vice President | Market Manager | Retail & Business Banking
    Bmo U.S. Jun 2010 - Jul 2017
    Chicago, Illinois, Us
    I led a team of ninety colleagues across thirteen branch offices, with direct oversight of business banking relationship managers for the Kansas City market. I was responsible for recruiting and developing talent, customer experience, and financial performance across Retail, Premier, and Business Banking segments.
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  • Bmo U.S.
    Vice President | Premier & Business Banking
    Bmo U.S. Jul 2006 - Jun 2010
    Chicago, Illinois, Us
    I managed and developed relationships with mass affluent clients, high-net-worth individuals, and their related businesses in the Briarcliff community and surrounding areas.
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  • Bmo U.S.
    Assistant Vice President | Retail Banking | Bank Manager
    Bmo U.S. Jun 2004 - Jul 2006
    Chicago, Illinois, Us
    View

Eric Roberts Skills

Small Business Lending Retail Banking Credit Risk Management Consumer Lending

Eric Roberts Education Details

  • Northwest Missouri State University
    Northwest Missouri State University
    Business Management

Frequently Asked Questions about Eric Roberts

What company does Eric Roberts work for?

Eric Roberts works for Broadway Bank

What is Eric Roberts's role at the current company?

Eric Roberts's current role is Executive Vice President | Head of Private Banking.

What is Eric Roberts's email address?

Eric Roberts's email address is er****@****orp.com

What is Eric Roberts's direct phone number?

Eric Roberts's direct phone number is +181674*****

What schools did Eric Roberts attend?

Eric Roberts attended Northwest Missouri State University.

What are some of Eric Roberts's interests?

Eric Roberts has interest in Children.

What skills is Eric Roberts known for?

Eric Roberts has skills like Small Business Lending, Retail Banking, Credit, Risk Management, Consumer Lending.

Who are Eric Roberts's colleagues?

Eric Roberts's colleagues are Chelsy Hinojosa, Brad Roberts, Ravi Teja, Natasha Martin, Deanna Schneider, Sonal Brahmbhatt, Esther Ramirez.

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