Highly trained and successful banker in the NYC/NJ area.

1. DANNY S. ROBERTS
8 Saratoga Lane • Monroe, NJ 08831 • dstevenr07@aol.com • (646) 408-3151
PROFILE
Highly experienced and successful banking professional with over thirteen years in Retail and Small Business
Banking. Proven success in leading teams to achieve exceptional performance through years of line leadership
experience. Over 10 years in strategic planning and execution in retail segment leadership.
Proven success in leading teams through organizational change, including leading team through largest bank
merger in US history.
Responsible for over $600 million in deposits and loans.
Core competencies include:
• Strategic Analysis
• Business Planning
• Budgeting & Cost Control
• Credit Card Management
• Change Management
• Human Capital
• Project Leadership
• Portfolio Management
• Mortgage Underwriting
• Relationship Management
• Operations Management
•
PROFESSIONAL EXPERIENCE
CITIBANK – NEW YORK, NY 2012 - 2016
Branch Manager, Vice President
Responsible for leading branch with over $350 million in deposits and 4,000+ consumer and business
households. Tasked with creating a client centric experience through exceptional service delivery, financial
planning and partnerships with key Citibank segments including wealth mgmt., small business banking, credit
cards and mortgage.
Results:
• Produced immediate results by growing the Chelsea book of business from $270 million to $450
million within 8 months of tenure. Moved Chelsea from #712 in the nation to our current ranking of
#7 within six months of leading the branch. Currently #1 in the Man/NJ Division.
• Currently hold one of the highest KDS (client excellence) scores in the Manhattan/NJ division and
moved the team from 78.8% to our current score of 91.0%.
• A member of the 2015 Manhattan/NJ Branch Manager Council.
• Tasked with coming up with innovative and creative ways of boosting sales and service production
across the branch, area and division levels.
WELLS FARGO BANK – ATLANTA, GA 2009 - 2012
Store Manager, Assistant Vice President
Develop structural frameworks for administering financial planning, budgeting, forecasting, and reporting.
Liaise directly with the District Manager to monitor progress and champion financial initiatives. Provided a
high level of service and product education to ensure continued team member development and engagement.
Results:
• Successfully mentored new service managers, personal bankers and tellers in an effort to align new
employees with Wells Fargo’s core vision and values.
• Enhanced public perception and company image by active participation in the local chamber of
commerce, charitable events, and community development.
• In 2010, exceeded profitability goals - 120% in ICORE solutions, averaged 135% in profit proxy,
108% in checking opens.
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2. • Passed all audit reviews.
WACHOVIA BANK, N.A. 2003-2009
Small Business Financial Specialist, Officer
Provided financial services to small businesses and individuals. Assess existing and prospective customer
needs through detailed financial assessment. Established long-term productive relationships with strategic
partners. Reputation for effective leadership and administration.
Results:
• Within a year, promoted to Small Business Financial Specialist, Bank Officer and Assistant Vice
President.
• Surpassed sales goals with a minimum of 125% of production goals.
• Consistently ranked in top 2% of financial specialists.
• Consistent member of million dollar club which recognizes financial specialist who surpass $1 million
in loan production on a monthly basis.
FLEET CREDIT CARD SERVICES – HORSHAM, PA 2002 - 2003
Collections Manager
Managed 20 team members responsible for delivering first rate service and payment options to customers.
Developed weekly, monthly, quarterly, and annual budget statements. Projected budgets and goals for
upcoming business cycles.
Results:
• Improved productivity by 10% through aggressive operational enhancements.
• Increased collections production by 30% during the first six months.
• Earned a reputation for early project completion.
GKN SECURITIES – NEW YORK, NY 1997 - 2002
Licensed Investment Representative
Served as the front-line contact to investors and shareholders for account management. Educated customers
with respect to investment options and asset allocation. Successfully mentored junior representatives.
Results:
• Within first 24 months of employment, generated $1.9 million dollar book of business.
• Generated $163,000 in gross commission with customer base of 62 clients.
EDUCATION, LICENSES, AND PERSONAL DEVELOPMENT
BACHELORS DEGREE IN BUSINESS ADMINISTRATION, SUMMA CUM LAUDE
Concentration: Finance
Philadelphia University - Philadelphia, Pennsylvania
CO-FOUNDER OF THE PHILADELPHIA UNIVERSITY INVESTMENT CLUB
Managed a portfolio of stocks that returned a multi-year average of 14.7%.
COMMUNITY SERVICE
BROOKLYN GOODWILL
Helped process goods donated by local community members.
HABITAT FOR HUMANITY
Regularly volunteer with local chapter to build affordable homes.
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