Jake Danielski

Experience

• 

  Capital One Bank

  Aug 2006 - Mar 2013

  • Manage small business client relationships for the entire downtown Manhattan region• Focus on providing financial services for attorneys, CPA’s, doctors, technology firms, restaurants, manufacturers, retail locations, and B2B service providers• Provide treasury management, merchant services and financing services for businesses • Drive sales and service to the consumer and small business market in midtown Manhattan• Retain and grow a deposit portfolio of $85MM• Hire and train a staff of 10 sales and service personnel• Coach multiple branch locations on procedure and process efficiency, sales strategy and associate growth• Serve as a community advocate - run financial literacy programs for low to moderate income individuals

  • Business Banker

    Nov 2010 - Mar 2013

  • Branch Manager

    Aug 2006 - Nov 2010
• 

  Customers Bank

  Jan 2013 - now

  • Lead a banking group responsible for the servicing and growth of a banking portfolio consisting of several hundred million dollars in deposits and loans• Specialization in developing and retaining commercial and private banking relationships from a vast spectrum of industries, the including technology, commercial real estate, finance and legal industries• Work with treasury professionals to increase yield on 15c3-3 deposits and corporate cash reserves• Provide customized personal and commercial financial and depository solutions for professionals, businesses and corporates• Structure and price loan transactions for working capital, equipment financing, commercial real estate and investment real estate up to $75MM• Provide complex and specialized treasury and cash management services with a focus on cutting edge technology and the highest quality of personalized service, without the overhead and cost of a money-center bank Show less

  • Managing Director - Financial Institutions Group Head

    May 2024 - now

  • Senior Vice President - Market Executive - Texas, Financial Institutions Group Head

    Jan 2021 - now

  • Senior Vice President - Senior Banking Group Head

    Mar 2013 - now

  • Vice President - Banking Group Head

    Jan 2013 - now