Cathy Velez
Banking Executive | Change Leader | Dynamic | Executive Vice President, Director of Retail Banking | Retail Banking, Retail Administration, Mortgage @Berkshire Bank BHLB (NYSE)
- Role
- Market President, Managing Director, Retail Network, Retail Administration and Deposit Operations at Berkshire Bank
- Location
- New Haven, CT, US
- LinkedIn followers
- 500 followers
About Cathy Velez
Retail banking executive with 30+ years of leadership experience driving growth…
Experience
Market President, Managing Director, Retail Network, Retail Administration and Deposit Operations
May 2024 — Present · Boston, MA, US
Responsible for managing growth and profitability for Financial Center Network, Retail Administration and Deposit Operations, which includes 83 Financial Centers and 450+ colleagues. Partner with business line leaders to develop and execute strategic plans focused on line of business profitability. Key Achievements:• Provided leadership, motivation and coaching to Regional Managers to drive a relationship building sales culture and exceptional client experience. Continually optimize team and individual performance to support overall goals and objectives. • Led strategic initiatives to drive growth and profitability in the Retail Network (83 Financial Centers), resulting in increased revenue and market share.• Developed and implemented sales and service enhancements including new incentive plan to promote deposit growth, and client relationship deepening. Developed and delivered best-in-class products and services.• Accountable for P&L, business line budget and cost analysis. Led and participated in various product development initiatives ensuring objectives were achieved and costs were controlled. • Established compliance policies and procedures to maximize efficiencies and effectiveness, ensuring alignment with overall Bank objectives.• Led restructure of Call Center to streamline processes and optimize utilization of resources.• Identified and capitalized market, industry and economic opportunities. Partnered with line of business executives in the development of strategic solutions and plans to drive business growth and relationship deepening.• Utilized key performance metrics including business line scorecards, pipeline and cross-sell activity to analyze results and integrate findings for continuous improvement and execution of the relationship model• Championed the execution of retail distribution including centralized communication, sales reporting, data management, and campaign development and execution.
Education
Cambridge College
Associate's degree
Skills
- Commercial Mortgages
- Portfolio Management
- Loans
- Retail Banking
- Relationship Management
- Banking
- Home Equity Lines of Credit
- Credit
- Branch Management
- Lines of Credit
- Cross Selling
- Financial Services
- Small Business Lending
- Management
- Aml
- Mortgage Banking
- Consumer Lending
- Commercial Banking
- Branch Banking
- Mortgage Lending
- Cash Management
- Internet Banking
- Leadership
- Credit Analysis
- Loan Origination
- Commercial Lending
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