RB

Robert B.

Assistant Vice President, Loan Systems Administrator & Financial Literacy Manager at StonehamBank

Robert B. has a diverse work experience spanning over several decades. Robert began their career at Citizens Bank in 1988, where they held roles such as Assistant Branch Manager and Bank Secrecy Act Administrator. In 1997, they joined Wainwright Bank as an Assistant Branch Manager and later became an Assistant Vice President of Retail Banking.

In 2008, Robert joined the Union for Reform Judaism as a Finance Specialist, assisting affiliated synagogues with financial matters and creating presentations on synagogue finance. Robert then moved on to Congregation Shalom in 2010, working as a teacher.

Robert joined StonehamBank in 2012 as an Assistant Branch Manager and eventually took on various roles such as Retail Training Manager, Assistant Treasurer, and Assistant Vice President of Education & Training Director. Robert also served as the Assistant Vice President of Customer Experience Officer, with a focus on ensuring a customer-centric approach within the bank. Currently, they hold the position of Assistant Vice President, Loan Systems Administrator & Financial Literacy Manager.

Robert B. completed their Bachelor of Arts (BA) degree in History at UMass Boston from 1988 to 1993. Robert later pursued a Graduate Certificate in Financial Services/Banking at the University of California, Berkeley, and completed it within the 2004-2005 academic year. Prior to their college education, Robert obtained a high school diploma from Revere High School, where the field of study was not specified. In addition to their formal education, Robert also obtained a Data Analysis Circuit certification from General Assembly in August 2019.

Links

Previous companies

Union for Reform Judaism logo
Citizens Bank logo

Timeline

  • Assistant Vice President, Loan Systems Administrator & Financial Literacy Manager

    April, 2021 - present

  • Assistant Vice President Technical Training Marketing Analyst

    October, 2018

  • AVP Technical Trainer

    March, 2018

  • AVP Customer Experience Officer

    August, 2017

  • Assistant Vice President Education Training Director

    January, 2016

  • Assistant Treasurer Training Development Manager

    2014

  • Retail Training Manager

    September, 2013

  • Assistant Branch Manager

    April, 2012