Banker to Banker

Banker to Banker

We speak your language

PWCampbell’s President & CEO, Jim Caliendo, is a recognized expert and leader within the industry. From understanding branch design and interior banking space to optimizing a retail branch for profitability and performance, financial leaders look to Jim to provide valuable insight. Backed by three decades as a bank executive and design-build expert, Jim seamlessly blends the two industries to get to the heart of a concept, then explains it simply and concisely. Jim’s blended experience enables him to bring a unique insight into the workplace and guide your management team in forming a road-map to becoming more competitive, responsive, and profitable.

Jim provides detailed, hands-on guidance on key strategies that ensure activities of the organization are closely aligned with company goals, customer expectations, and important upcoming trends.

Strategies include

  • Branch Technology
  • Financial and Break-even Analysis
  • Retail Branch Optimization Methods
  • Space Planning for Future Growth
  • Overcoming Operational Inefficiencies
  • Re-imagining the Branch for Profitability and Performance
  • Universal Staffing Model
  • Facility Planning

Career Highlights

Instrumental in reimagining and transforming over 1,000,000 sq. ft. of financial retail space.

Played a key role in the successful merging of five thrift organizations and led their conversion from a mutual thrift to a public corporation.

SVP and COO of a $1.8 billion savings association. Management accountabilities included a thirtysix branch office network, retail operations, marketing, business development, public relations, media, and shareholder relations.

Community College of Allegheny County Legendary Alumnus Award, University of Pittsburgh Golden Panther Man of the Year Award, and Robert Morris College Heritage Distinguished Alumnus of the Year Award.

Your presentation was absolutely fabulous! The wide range of branch transformation strategies shared were practical, imaginative and accessible. I have no doubt that your suggestions will help many of the attendees significantly improve their approach to redefining their branch network in the future."
Dale Westwood, Executive Vice President & Chief Retail Officer
QNB

Looking for well-rounded voices, speakers, and presentations?

For more information or to discuss a topic not listed, please contact Lynne Green at 412.963.0100 ext 315

We build more than just financial institutions. Explore PWCampbell’s other growing divisions:

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