Santosh Devanagondi
San Diego
Summary
Multi-talented Senior manager with proven track record of success leading and growing organizations. Strong background in strategic planning, sales/program management and team development.
Overview
14
14
years of professional experience
Work History
VP Senior Bank at Work Relationship Manager
BMO
01.2021 - Current
- Worked closely with strategy and HQ teams to develop and launch a new program across the banks footprint, contributing to significant growth in business and consumer household, deposits, fee income and lending relationships.
- Led the creation, education and execution of the new program to 70% of California by covering over 250 branches and 12 markets
- Fostered relationships with various strategic partners such as Commercial, Government and Agricultural banking groups as well as the National Banking Organization in order to drive the One Client Approach
- Aligned organizational objectives with company mission to increase business and consumer household growth and integrate bank at work strategies.
- Cultivated a high-performance culture within the organization by setting clear expectations for managers and employees at all levels, providing regular feedback, coaching and recognizing achievement.
- Responsible for leading consumer digital banking growth strategy and sales by expanding our online banking banking platform with QR code integration.
- Drove client satisfaction across all markets and kept lines of communication open to further business objectives through strong customer relationships
AVP, Financial Center Manager II
Bank Of America
01.2018 - 01.2021
- Fostered a client-centric environment across all branches by engaging multiple business partners and various lines of business
- Managed sales pipelines and streamlined business practices to increase efficiency, customer service and camaraderie for multiple branches
- Cultivated award winning teams by focusing on associate coaching, training, mentoring and advancement across multiple branches both before and through COVID
- Oversaw the recruitment, hiring, and onboarding processes to ensure a skilled workforce capable of meeting center objectives.
- Checked facility, employee work and service levels to maintain compliance with company and industry standards.
- Established performance metrics and conducted regular evaluations to identify areas for improvement and drive continuous growth.
- Promoted a culture of teamwork through effective leadership, open communication channels, and regular team-building activities.
Career Break
Happiness
01.2017 - 03.2018
- Went to spend time with my aging grandparents in India and caught the travel bug while i was overseas.
- Traveled to Costa Rica, Japan, Singapore, Germany, Spain, Italy, Greece and France immersing myself in different cultures, meeting wonderful people and eating some fantastic food!
- Took time to catch up with myself, reflect, create goals and set benchmarks in order for me grow and get to where i wanted to be both professionally and individually.
AVP, Branch Retail Executive III
BBVA Compass
01.2016 - 01.2017
- Ensured entire sales and Service teams exceeded daily, monthly and quarterly sales targets while maintaining all operational and customer success and service targets across mutliple offices
- Gathered, analyzed, and reported data relating to scorecards and quarterly sales metrics.
- Built, developed and maintained relationships at executive level, negotiated contracts and gained networks and referrals
- Addressed customer issues promptly, resolving complaints and maintaining high levels of customer retention.
Relationship Manager
The Blakeley Group
03.2015 - 09.2015
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Contributed to the due diligence process by reviewing and organizing relevant financial documents, ensuring accuracy in deal execution.
- Gained valuable insight into the regulatory environment governing investment banking activities, enhancing understanding of potential compliance challenges and mitigating risks for clients.
- Studied for Series 6 & 63
Business Banking Officer & Assistant Manager
Wells Fargo
01.2010 - 01.2015
- Built sales pipeline through effectively hunting, prospecting, cold calling, networking and lead generation activities
- Worked closely with small to medium sized businesses to sell and integrating business banking, merchant and payroll services as well as fulfill complex lending and credit needs
- Trained and coached new, existing and underperforming employees to meet performance expectations.
Education
Business Administration
Cal Poly Pomona
Pomona, CASkills
- Strategic Planning
- Business Development
- Project Management
- Digital Transformation
- Performance Improvement
- Sales Pipeline Management
- Management Team Leadership
- Process Improvements
- Customer Acquisition
- Customer Service Management
- Sales Strategy Execution
- Cross-Functional Team Development & Coordination
Timeline
VP Senior Bank at Work Relationship Manager
BMO
01.2021 - Current
AVP, Financial Center Manager II
Bank Of America
01.2018 - 01.2021
Career Break
Happiness
01.2017 - 03.2018
AVP, Branch Retail Executive III
BBVA Compass
01.2016 - 01.2017
Relationship Manager
The Blakeley Group
03.2015 - 09.2015
Business Banking Officer & Assistant Manager
Wells Fargo
01.2010 - 01.2015
Business Administration
Cal Poly Pomona
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