JOSEPH M LEWIS
1036 NORTH 19 STREET
ALLENTOWN, PA 18104
484-695-4050 JML021265@GMAIL.COM
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SUMMARY OF EXPERIENCE
Seasoned professional with over twenty-five years experience in Team/Sales leadership. Proven record of
successful profit building, Team management and encouraging a positive, growth-oriented work
atmosphere. Exceptional interpersonal and communication skills with a proficiency in cultivating strong
client relationships and staff development . A builder of team success with a focus on exceeding the client’s
expectations with each opportunity.
SELECTED ACCOMPLISHMENTS
Assistant Vice President – Finance
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Responsible for day-to-day management and sales production of over $50 million in deposits with a
laser focus on Enterprise Wide Risk Management
for a Super-Community Bank
Created marketing strategies and action plans that increased overall sales and direct net income
(DNI) with profitability growth for several community offices.
Managed in several different regions/divisions (well-rounded)
Individually initiated (self generated)commercial and retail loans
Trained and developed staff members via customized coaching and counseling resulting in the
promotions of several employees to management level
Deepened relationships with existing client base while consistently increasing new client growth
Managed existing commercial portfolios and based on consultations and strategies helped clients
achieve their financial goals and dreams
Sales Manager
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Pioneered outreach to minority communities through relationships with Diversity Awareness and
Urban Outreach Programs including NAACP, Spanish-Latino Business Council, and Tri-City
Chamber thereby increasing business 80%
Designed and implemented marketing campaigns that resulted in 40% increased client base for New
York, Philadelphia, and Greater Lehigh Valley territories
Developed Lender and Lease Partnerships programs for commercial customer base
Authored operations and procedures and established training programs for sales and
operations
Created Customer Satisfaction Surveys and upon analyzing results suggested corrective measures
in effort to retain customers and grow relationships
Established and managed new division for payroll company
Risk Management Officer, CFSSP
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Managed overall corporate security and corporate security policies for bank community offices
within multiDivisional territory
Responsible for new hire screening, processing, and training and development
Worked in conjunction with Local, State, and Federal Law Enforcement agencies
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Implemented Enterprise Risk Management procedures for multi-billion-dollar Super-Regional
JOSEPH M LEWIS
1036 NORTH 19 STREET
ALLENTOWN, PA 18104
484-695-4050 JMLEWIS3@MSN.COM
TH
P
PROFESSIONAL EXPERIENCE
KNBT, A Division of National Penn Bank, Allentown, PA
06/08 - Present
Assistant Vice President, Community Office Manager
AD Computer, Center Valley, PA
05/07 - 06/08
Payroll Sales Consultant
National Penn Bank, Bethlehem, PA
07/02 – 05/07
Assistant Vice President, Community Office Manager
ADT Security Services, Inc., Allentown, PA
08/01 – 07/02
Commercial Sales Representative
First Union, Reading, PA
07/93 – 08/01
Banking Officer, Community Bank Manager
Meridian Bancorp, Reading, PA
03/85 – 07/93
Corporate Security Agent, Risk Management CFSSP
PROFESSIONAL DESIGNATIONS
PA Payroll and Tax Certification – 2007
NASD Series 6 & 63 – 1996
Certified Financial Services Security Professional (CFSSP) – 1992
Safe Act Originator ID# 552405 2010-present
EDUCATION
Actively pursuing degree in Business Administration
CONTINUING EDUCATION
Fair Isaacs Lending (National Penn Bank) – 2004
United Way Loaned Executive Program – 1996
Omega Commercial Lending Banking Course – 1995
United Way Project Blueprint – 1993
Sales/Leadership CSL training National Penn Bank 2003,2005
AWARDS & ACCOMPLISHMENTS
Board Director, Lehigh County Senior Center 2010 - present
Business Development Lecturer for Allentown Community Action Development Corporation – 2006 present
Career Development Speaker for Minsi Trails – 2008 - 2010
Commissioner, Allentown City Planning Commission – 2006-2011
Allentown Community Action Development Corporation Certificate of Achievement – 2005
Rotarian – 2004 – present
Outstanding Achievement Award, CoreStates Bank – 1997