Robert J.

Cornnell
31 North Street
Edmeston, NY 13335
Phone # 607-965-8678
OBJECTIVE
It is my desire to obtain a position which would utilize my areas of expertise i
n finance, investments, insurance, accounting, and management which is challengi
ng and has the
potential for advancement, continued education, and mentoring of individuals.
SUMMARY
My educational background in finance, insurance, and business management, along
with my 21 years of experience in the banking and investment industry gives me a
solid foundation that covers many aspects of business operations and sales. T
hrough the years, I have had success implementing change as well as promoting th
e execution of existing initiatives. I have personally trained and mentored ind
ividuals to reach a higher degree of success than they had previously, and I tak
e great pride in their achievements. I have provided leadership to other manage
rs and key employees that focused on firm guidelines to accomplish the level of
success required. Customer interactions are something I am very comfortable wit
h, and I excel at getting customers to talk about their needs.
WORK HISTORY
2008-Present Assistant Branch Manager / Securities Representative
M & T Bank, Norwich, New York
Duties include overseeing day to day operations of branch, branch audit initiat
ives, opening of accounts for personal and business customers, monitoring of sta
ff sales goals to plan, overseeing branch staff meetings, attend community funct
ions, and prepare memos and/or sales reports. In addition, through M&T Securiti
es, responsible for presenting investment solutions which include life insurance
, annuity, and mutual fund alternatives to managed customers seeking higher grow
th potential and retirement security.
2004-2008 Assistant Vice President / Branch Manager
Banking Representative, Adirondack Bank
Utica, New York and Holland Patent, NY
Duties included overseeing day to day operations of the branch and remote drive-
up facility, opening of accounts for personal and business customers, business c
alling initiatives, and monitoring of sales goals to plan. Responsibilities als
o included branch security, facilitating branch staff meetings, and assisting wi
th aspects of the operation processing within the branch, as well as preparation
of memos and/or reports for sales audience. Acted as bank point person for the
Drive to Success Program with the Resource Center for Independent Living in Utic
a, New York. Oversaw opening of Holland Patent branch from February 2006 a" Jun
e 2007 with
deposit growth reaching $30 million dollars a" nearly double of anticipated proj
ections.
2003-2004 Registered Representative, AXA Advisors
New Hartford, New York
Duties included meeting with prospective investment clients to determine their
needs, and
present detailed analysis and recommendations. Customer base included individu
als and businesses in need of retirement, wealth preservation, and tax strategie
s.
2000-2003 Assistant Branch Manager & Investment Representative, Fleet Bank
Utica, New York
Duties included following standard sales processes to achieve sales goals, suppo
rt campaigns and promotions, and cross-sell bank products and services within ti
er 2 office. Also acted as employee of Quick & Reilly to deliver investment prod
ucts such as annuities and mutual funds to the customer as primary options to st
andard bank products. Provided management support and monitored the effectivene
ss of sales initiatives and performance against sales plans.

Ensured high quality of customer service, handling aspects of daily operations i

ndependently. Assisted customers with the implementation of solutions, and moni
tored overall customer satisfaction. Trained level three non-licensed platform s
taff, and taught Series 6 and 63 licensing to potential platform investment cand
idates in preparation for their testing.
1997-2000 Branch Manager & Investment Representative, Fleet Bank
Richfield Springs, New York
Duties included profit management of tier 3 office to stated sales goals, budge
ting, monitoring of customer service initiatives, staff development, internal co
nsulting and partnering. Acted as a community contact with CRA initiatives. A
cted as investment representative delivering investment solution options to cust
omers seeking higher growth and earning potential. In 1998 I was recognized as
the top branch manager in our company for branches in our same size category for
achieving the highest percentage of annual revenue over goal--one of only four
managers in Upstate New York so recognized.
1994-1997 Assistant Branch Manager, Fleet Bank
Richfield Springs, New York
Duties included assisting branch manager with the monitoring of sales goals to p
lan, customer service initiatives, cross-selling of bank products and services.
Managed own activities as required to meet established goals. Handled moderatel
y complex aspects of the operation processing within the branch. Prepared memos
and/or reports for sales audience.
1990-1994 Customer Service Representative, Norstar Bank, Waterville, New York
Account Representative, Fleet Bank, West Winfield, New York
Duties included cross-sell of bank products and services to meet and exceed esta
blished sales goals. Underwrite and present recommendations in regards to loan
applications for approval or denial.
EDUCATION
1988-1990 Bachelor of Finance - Cum Laude, SUNY at Utica/Rome
1986-1988 A.O.S. - Accounting, Utica School of Commerce
A.O.S. - Business Management, Utica School of Commerce
INTERESTS & ACTIVITIES
Peet Hook Players Theater Group
Coach Youth Baseball and Soccer
Cub Scout Den Leader and Cubmaster
LICENSES & CERTIFICATES
New York State Life & Accident/Health Insurance Licenses
New York State Series 6, 63, & 65 Investment Licenses
Notary Public -- New York State
AWARDS RECEIVED
Boy Scouts of America -- Eagle Scout with 4 Palms
American Legion Good Citizenship Certificate
Governors Award -- Participation with 2005 RCIL program
May 2003 -- Utica District Appreciation Award
March 2002 -- Quick and Reilly Top Producer Award
2001 -- $2 Million Dollar Club -- Platform Investment Program
1998 Top Annual Sales Performer Recipient -- Branch Banking