Serge Shapiro

Business Banking Relationship Manager, Vice President @M&T Bank

Westfield, NJ, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Mar 2023 — Present

Business Banking Relationship Manager, Vice President @M&T Bank

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Iselin, NJ, US

Overview: • Develop new banking relationships with business prospects. Service existing business banking client base.• Work with branch partners to maximize sales efforts to business customers and cross sell other products and services that the bank offers. Network with centers of influence to develop business including accountants, attorneys and other referral sources.• Evaluate credit information and requests and recommend an appropriate loan structure to manage risk. Effectively negotiate with underwriters and clients to maximize revenue and minimize risk.• Manage and grow a loan portfolio• Oversee a relationship portfolio of managed clients.• Actively participate in all business banking and retail sales sprints. Achieve call targets and other product sales goals such cash management, visa merchant, and others assigned. Participate in civic and cultural organizations and programs. Utilize prescribed selling techniques to maximize sales opportunities.

EDUCATION

2003 — 2008

City University of New York-College of Staten Island

Bachelor's degree, Business Administration and Management, General

SKILLS

Business ResilienceVisionaryConsumer LendingCommercial BankingCoachingRelationship ManagementFinancial PlanningMortgage LendingManagementTeam BuildingSalesAnalysisCommercial LendingStrategic PlanningCross SellingFinancial ServicesPublic SpeakingTeam LeadershipManagerial FinanceRetail BankingInnovation ManagementCredit AnalysisCreditSales ManagementBanking SolutionsCollaboration​Entrepreneurial MindsetBankingStrategic Financial PlanningLeadershipCustomer SatisfactionCustomer RetentionAnalytical ReasoningPortfolio ManagementCustomer ServiceLoansFinancial AnalysisFinanceStrategic NegotiationsCredit Cards

ABOUT SERGE SHAPIRO

Serge Shapiro is a highly accomplished banking management professional offering…

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Serge Shapiro — Business Banking Relationship Manager, Vice President at M&T Bank in Westfield, NJ, US | Unifers