Jeff Menard

About Jeff Menard

Highly accomplished and dedicated Management Professional offering extensive experience in business development, financial services, banking, sales, management, marketing fields and over 16 years of great leadership. Proven track record in consistent achievement among the highest producers in Citibank by increasing the book of business. Expert in managing and growing current business portfolio, while generating new business opportunities. Instrumental in effectively improving strategic financial performance, streamlining the processes, introducing process improvements, and implementing solutions. Possess interpersonal and organizational skills alongside acute time, and relationship management. Proven communication skills, and adaptability to any given circumstance. Areas of Expertise include-Strategic Planning & Analysis -Building great teams -Build Solid Relationship with HNW clients -Revenue & Profit Growth -Forward thinking -Exceptional Client Services -Operations Management -Sales Planning & Marketing -Staff Training & Development -Problem Resolution

Experience

1. VP

   TD

   Oct 2023 — Present · New York, NY, US

Education

• State University of New York at Fredonia

  BA

  2003

Skills

• Analysis
• Leadership
• Coaching
• Branch Banking
• Marketing
• Performance Management
• Crm
• Financial Analysis
• Sales Management
• Lines of Credit
• Cold Calling
• Business Planning
• Operations Management
• Team Building
• Management
• Microsoft Office
• Sales
• Investments
• Microsoft Excel
• Account Management
• Change Management
• Deposits
• Customer Service
• Business Analysis
• Process Improvement
• Branch Management
• Aml
• Banking
• Risk Management
• Strategic Planning
• Small Business Lending
• Loans
• Business Development
• Wealth Management
• Team Leadership
• Recruiting
• Retirement Planning
• Consumer Lending
• Budgets
• Finance