Bank Manager (Small Business)

Alex Forman
25 Pearl Ave.
Palm Beach, FL 97654
(321) 478-9012


Responsible position as Bank Manager
Professional Profile

Experienced executive with a small business lending background in finance and small-banking operations. Consistently achieve positive results in an rapidly changing banking environment. Consistent track record of generating new business opportunities, retaining existing clients, and consistently exceeding corporate goals. Demonstrated ability to lead teams through company downsizing and transitions. Mentoring management style. Computer literate. Proficient in all Microsoft Office applications.

•    Project Manager. Responsible for converting 3000 accountss from Gero Credit Union to First Bank of America. Set-up operational procedures for conversions. Met with each customer for manual account conversion.
•    Business Banking Group. Targeted small business with less than $4M in revenue and credit needs of lessthan $300,000. Worked directly with smaller banking centers for leads and opportunities. Responsible for training customer service reps on new business products.
Employment History

First Bank of America

2000 – Present
Relationship Manager
Managed a portfolio of over 100 customers with borrowing and non-borrowing relationships. Handled over $5M in annual revenues, credit lines of $2M in loans and lines, $10M in real estate and $2M in deposits.

Gero Credit Union

1994 – 2000
Small Business Lending/Business Market Executive
Underwrote loans for Palm Beach Branch. Supervised daily office procedures.

Gero Credit Union

1989 – 1994
Business Services Divisional Assistant
Serviced Business Banking customers for Commercial Banking group. Set-up of cash management products (lock box),  problem solving loan documentation, and wire transfer set up.

Gero Credit Union, Miami, FL

1986 – 1989
Teller, Personal Banker, Commercial Loan Assistant
Related Training/Affiliations

Graduated from commercial credit training workshop


University of Washington, Seattle, WA

Bachelor of Business Administration


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