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John Abrate is an experienced banking professional with extensive management expertise. He has designed successful business development strategies to evaluate client needs and assess maximum client solution potential. John works well with bank partners to achieve mutual goals of targeted sales and exceptional customer service.
John L. Abrate Alameda, CA 94502 Telephone (510) 484-7120 firstname.lastname@example.org PROFESSIONAL PROFILE: Experienced banking professional with extensive management expertise. Designed successful business development strategies to evaluate client needs and assess maximum client solution potential. Work well with bank partners to achieve mutual goals of targeted sales and exceptional customer service. Personal involvement for many years in community relations and not for profit organizations has consistently brought the benefits of relationships to the success of the branches and the communities being managed. Staff training and mentoring is the cornerstone of all branches managed for the past several years. Exemplary employee evaluations from staff and colleagues have resulted in long term relationships in the banking industry. EXPERIENCE: Union Bank, Berkeley, CA Assistant Vice President, Priority Banking Manager 2008 – 2012 Established a new private banking office to serve a select consumer and business portfolio of affluent clients. Providing exclusive one on one banking relationships for the clientele in Berkeley, Kensington and Piedmont locale. Developed investment and borrowing strategies for professional businesses, non-profit associations and private individuals. Consistent branch manager duties as needed during transitions, sensitive client service situations, employee training and audit support. Frequent branch support for mortgage and consumer lending consultation, Notary Public exclusively for bank clientele, participate in Chamber of Commerce and community service projects showcasing Union Bank in the local market area. Increased the client base by one hundred and twenty eight percent to three hundred clients and a deposit base by two hundred and six percent or sixty two million dollars in two years. Wells Fargo Bank, West Berkeley Business Center, Berkeley, CA Business Banking Specialist 2004 – 2008 Designed and implemented a revised sales marketing strategy for the Berkeley market area. Working with bank partners to build high quality profitable relationships with many new and existing clients. The store exceeded the annual business checking goals by two hundred and forty nine percent. Continual success with WOW scores, profitability, community involvement and consistent incentive earnings achievement resulted in increased customer solutions of one hundred and sixty three per cent. Provided Business Banking services at two branches in the Berkeley Market Area, along with branch management support as needed. Increased participation with the local Chamber of Commerce, serving as the treasurer increased visibility of Wells Fargo at community events and the University of California, Berkeley. Ombudsman, Inc., Oakland, CA 2003 – 2004 Executive Director Established an energized marketing strategy to recruit volunteers through postings on regional websites and a series of articles published in the Oakland Tribune. This achieved an increase of twenty-five percent in the existing volunteer base. Realigned salaried staff for better function and use of revenue quarterly and annually. Community outreach to create awareness of Ombudsman and the services offered by this Alameda County agency brought a sense of value to the volunteers not before experienced. Created and developed a unique fundraising letter campaign that resulted in successfully raising over twenty-five thousand dollars in the first half of fiscal year 2003-04. Demonstrating an increase in the donor base of sixty-six percent. California Federal Bank, Castro Valley, CA 2001 – 2003 Branch Manager Revived and redesigned a successful marketing campaign for the dynamic Tri Valley area. Including small businesses, individual investors and community organizations. Achieved incentive goals within the first three months; creating an excellent role model and praise from the regional team. Implemented guidelines for small business owners to increase profitability and opportunities to borrow funds to grow their business in the local community. Sanwa Bank California, San Leandro, CA 1998 – 2001 Assistant Vice President, Branch Manager Complete responsibility for the fiscal success of the branch. Improved business development, consumer lending, client service expectations and quarterly goals consistently. Proving to be integral areas of achievement year after year. Branch assets increased more than three and a half million dollars in the first year. Great Western Bank, East Bay Area 1989 – 1998 Branch Vice President Served as Branch Vice President in offices located in Alameda, Berkeley and Livermore for more than a decade. Assets and number of employees increased along with responsibilities in the region. Frequently called upon to create and conduct training classes for the region and at statewide conferences. Community involvement in each location to bring additional clients and recognition to Great Western Bank proved to be a very strong asset. Achieved Gold Club status three years running as one of the top three branches in California for exceeding assigned goals. Awarded Banker of the Year and Manager of the Year for the state of California. Employee retention in managed branches was among the highest in the company. EDUCATION: Associate of Arts Economics Merritt College, Oakland, CA Bachelor of Arts Political Science CSU East Bay, Hayward, CA Executive Director 101 Management Training Compass Point, San Francisco, CA PROFESSIONAL AFFILIATIONS: Nationwide Mortgage Licensing System and Registry #765449 2008 - Present Notary Public, California 2004 - Present
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