Greg Pitera

• Work with personal and commercial clients by providing evaluations of financial needs • Implemented a sales environment that did not exist prior to arrival • Achieved 111% of revenue goal and 109.1% of investments goal, Revenue goal was 44.9% above regional average • Grew consumer loans by 27.3% in first year at branch • Supervised five tellers • Enlarged deposits by 5.7% in consumer area and 6.7% in commercial area in first year • Proactively cross-sell Mutual Funds, IRA’s, 529 Plans, Checking & Sa

Sold Investments. Work with personal and commercial clients by providing evaluations of financial needs • Implemented a sales environment that did not exist prior to arrival • Achieved 111% of revenue goal and 109.1% of investments goal, Revenue goal was 44.9% above regional average • Grew consumer loans by 27.3% in first year at branch • Supervised five tellers • Enlarged deposits by 5.7% in consumer area and 6.7% in commercial area in first year • Proactively cross-sell Mutual Funds, IRA’s, 529 Plans, Ch

• Increased customer retention by providing additional services and products for customer needs • Worked closely with loan officers throughout six locations in New York and Northern NJ developing strong relationships generating referrals • Developed marketing strategies and business plans targeting markets for cross-sell • Built and cultivated prospects independently through telephone contact, networking, marketing and advertising • Partnered with Business Development Manager and Wealth Management Team

• Planned over 20 trade shows, conferences, seminars and promotional activities • Coordinated development, proof read and wrote copy for collateral and other marketing materials • Worked closely with vendors to develop visually effective reprints, plaques, CD covers & giveaways • Designed marketing strategies, presentations, graphs, budgets, comparison charts, metrics reports, status reports, client and employee surveys, organization charts, etc. • Integrated multiple lead lists into our customer relati

• Supervised 70 employees including 55 drivers, 10 dock workers and 6 office staff • Managed pick-up, processing and distribution of 17,000 packages daily • Performed audits, planned routes and enforced productivity standards

• Negotiated contracts with vendors to design and develop new products • Developed marketing and promotional campaign • Designed mail order catalog; created and advertised on Internet page • Established and managed ship’s Sales and Services Division of USS Bridge (AOE-10) • Created and implemented training programs for sales and services personnel • Managed purchasing, merchandising, inventory, audits and returns • Developed marketing and promotional campaign

• Monitored, verified and maintained $6,000,000 receivable with outside agencies • Communicated with physicians, patients, and insurance carriers • Investigated discrepancies; adjusted and corrected debit balances

Leadership

Finance