Terry Grassley

About Terry Grassley

20 years of banking experience12 years in the healthcare industryPrior banking experience consisted of managing 8 Retail branches spanning two counties.Managing, coaching, and overseeing all sales and service sales activities to ensure individual and branch team goals and targets are achieved within all branches in the District. Regular on-site active oversight and coaching on branch sales and service activities; and daily, weekly, monthly, quarterly, and annually monitoring of sales activities and results. In addition, Insurance of sound operational integrity throughout the district to ensure bank exposure is minimized.Sales Management: Manages, lead, coach, and oversee Sales Activities to ensure individual and branch team goals and targets are achieved in the District. Ensure each Branch Manager Prepares, Implements, and executes a weekly sales plan of activities.Sales Production and Goals: Coaches to ensure all branches meet or exceed their assigned sales goals. Ensure all qualifiers are met and product goals are achieved.Service Excellence: Plan and execute management disciplines to ensure Customer Service is a priority for all team members in the District and we are consistently meeting both internal and external customer expectations.Operations Management: Maintain sound operations throughout the District via formal and informal assessments including Branch Visits, Corporate Audit Reviews, Field Audit Reviews, and Regulatory Audit Reviews.Profitability Management: Maintained a profitable approach to leading the district through an effective tracking system of fee management and budget controls. As a Team Coordinator for Aetna Health Plans, I had similar responsibilities including business development, customer service, operational management and profitability goals. I also oversaw the claims processing and in bound call center operations challenging contractual obligations in which we were successful in exceeding.

Experience

1. Healthcare Business Banking

   F.N.B. Corporation

   Jul 2025 — Present

Education

• RMA

  Commercial Lending School

• Reading Area Community College

  Business Administration

  1987 — 1990

Skills

• Credit
• Leadership Development
• Operations Management
• Strategic Planning
• Banking
• Risk Management
• Marketing
• Retail Banking
• Negotiation
• Consumer Lending
• Loans
• Customer Satisfaction
• New Business Development
• Business Development
• Analysis
• Management
• Team Building
• Commercial Lending
• Commercial Banking
• Coaching
• Performance Management
• Sales
• Sales Operations
• Customer Service
• Sales Management