Robert S Zukowski Email & Phone Number

Quakertown, Pa, Us

Quakertown, Pa.

Souderton/Sellersville

Doylestown/New Britain

At National Penn we aim to provide high-quality financial products and services and the personal attention necessary to help all of our customers achieve their financial goals. We understand the importance of your personal and business banking relationship. That’s why we make available a wide selection of accounts including checking accounts, loans, insurance and investment solutions to fit the way you live now and to grow with you into the future.

Partnered with senior management in establishing growth, sales and profit objectives for the branch office; provides input to these objectives and to the manner in which performance will be measured and controlled. Makes certain that all office operations are performed in accordance with established bank policies and procedures. Ensures that the branch office is properly staffed and that the staff is trained to meet the customer service needs as well as sales objectives.

Directed a team of Private Banking Administrators accountable for providing exceptional customer service to a targeted group of high net worth clients with relationships exceeding $100,000. while ensuring continued growth of $40 million deposit base.Meticulously managed all daily functions of a Wealth Management Office including audit compliance, expense management, new product training, sales results, annual performance reviews and revenue growth.Achieved a superior level of operational and audit integrity by consistently receiving outstanding monthly and quarterly audit ratings from internal and external auditors.

Successfully managed all aspects of a traditional retail banking office including sales results, audit integrity, staffing, expense management and revenue growth.Trained, coached and evaluated new banking associates to ensure a successful and productive transition into the retail banking office environment. Mentored new employees on company objectives, business standards and employee expectations.Consistently increased office deposit base of $25 million by cross selling banking, lending and investment products.

Functioned as key point person for clients and banking associates in managers absence. Selected by senior management to support branch manager with establishment of newly constructed branch location.

Accounting/Business

Dates attended: January 1995 through December 1996

Accounting

Dates attended: January 1994 through December 1994