Vice President Department Manager

PEARLE.SERVICE

Brooklyn NY ***** • 347-***-**** • ad8vny@r.postjobfree.com • www.linkedin.com/in/pearl-service-71b5a697 Seasoned VP and Department Manager of Corporate & Mid-Market Servicing with over 17 years of progressive leadership experience in banking and financial services. Adept at steering high-performance teams and optimizing operations to enhance client satisfaction and drive revenue growth. Proven track record in managing a diverse portfolio of corporate and mid-market clients, delivering tailored financial solutions, and fostering long-term relationships. Skilled in strategic planning, risk management, and cross-functional collaboration, with a deep understanding of regulatory requirements and industry best practices. Demonstrates strong leadership, communication, and analytical skills, consistently achieving and exceeding performance targets while maintaining the highest standards of service quality and integrity.

Corporate Mid-Market Banking

Treasury Management

Account Onboarding

Client Relationship Management

Process Management

Strategic Leadership

Operations Management

Risk Management

Team Building

PROFESSIONAL EXPERIENCE

Valley National Bank - New York, NY September 2023 – August 2024 Vice President/Dept. Manager of Corporate & Mid-Market Servicing

» Provided comprehensive support to middle market commercial clients with assets between $25M and $300M, handling ACH and wire transfers, foreign exchange transactions, research tasks, fraud claims, Remote Deposit Capture (RDC), and Positive Pay services.

» Supervised a team of 6 Commercial Service Team Managers and their staff across locations in New York, Florida, and California, delivering outstanding service to internal and external clients. Drove changes in behavior and perspective through effective leadership and collaboration.

» Partnered with department heads across various market verticals within Commercial Services to enhance cross-functional initiatives and streamline operations.

» Demonstrated excellence in team building and talent development by coaching, mentoring, managing team members, and conducting performance reviews to refine skills and boost productivity.

» Designed, delivered, and supported various initiatives, including team sessions, presentations, workshops, and key project launches, ensuring impactful and effective communication of objectives. Northfield Bank - Brooklyn, NY December 2020 – September 2023 Vice President/Business Development Officer

» Spearheaded the operational strategic direction of the company with 45 employees across eight branches, focusing on marketing and sales to achieve operational goals. Develop cost control policies and standards to ensure all operating expenses are within budget.

» Boosted sales activities by developing strategic key relationships with business owners while assisting their lending needs.

» Fostered an environment where team members are encouraged, motivated, and developed to achieve their maximum potential.

» Maintained customer engagement by mentoring cross-functional team members on setting appointments and utilizing needs analysis skills to provide clients with customized solutions based on their needs.

» Optimized the company's profitability by actively participating in various professional organizations and community events to boost brand presence across market verticals.

Northfield Bank - Brooklyn, NY February 2018 – December 2020 Vice President/Branch Manager

» Oversaw the administration and efficient daily operation of a full-service branch office, including operations, product sales, customer service, and security and safety, following the bank’s objectives.

» Achieved individual and branch sales goals by cultivating strategic relationships with business owners and assisting them with their lending needs.

» Acquired new business while retaining and expanding current business partnerships to increase deposit growth and contribute to achieving branch goals.

» Provided excellent customer relations and promoted the sales and service culture through guidance and staff motivation. Investors Bank - Brooklyn, NY July 2017 – February 2018 Assistant Vice President/Branch Manager

» Expanded network of referrals by developing business relationships within the community, including small business owners, non-profit groups, and key influencers serving on community boards and local bids.

» Utilized the bank's 360 View CRM system to manage sales and service processes, follow-up activities, and lead generation.

» Conducted weekly sales meetings, monitored employee's performance, and provided professional development activities to meet their sales targets.

Dime Community Bank - Brooklyn, NY February 2015 – May 2017 Assistant Vice President/Branch Manager

» Streamlined customer experience by developing and implementing enhanced daily branch account operations processes. Developed client relationships to secure new businesses and retain existing customers.

» Performed new customer acquisition activities, such as building a referral network and relationships with COIs and business clients. Organized networking events at client meetings to enhance business relationships with customers.

» Conducted financial analysis, prepared and reviewed various reports for unusual, suspicious activities. Dime Savings Bank of Williamsburg - Brooklyn, NY December 2014 – February 2015 Assistant Branch Manager

» Collaborated with the branch manager to direct branch activities, including supervision of branch employees, maintenance of facilities, adherence to security, and implementation of bank policies and procedures for effective organization management.

» Obtained a 99.98% on the 2015 audit by guaranteeing compliance with operational, security, and control policies and procedures.

BankUnited, N.A. - Brooklyn, NY February 2014 – December 2014 Relationship Banker

» Led efficient branch operations by supervising sales, service, auditing, staffing, and organizational processes.

» Established strategic direction, forecasts, business case development, and reliable operational plans to strengthen the customer experience.

Capital One Bank, N.A. - New York, NY August 2007 – February 2014 Relationship Banker/ Designee

» Held staff training and skills development to foster employee development, implement policies, and maximize existing employees' productivity.

LICENSES & CERTIFICATIONS

New York State – Notary Public Commission Expires September 2026

EDUCATION

Bachelor of Business Administration, Major in Finance Southern New Hampshire University Completion Date: August 2024

TECHNICAL SKILLS

Fidelity DocuSign Centrix - 360 IBS SOC Fiserv Signature UI Misra BA Connections ADP Image Centre FCM 360 View BEB Microsoft Office Suite

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