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Mary Borg

We will do our best to match you with this mentor (depending upon their schedule) or another similarly experienced mentor.

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Meeting Preference: Email, In Person, Phone, Video

Languages: English

How I Can Help You

As. a Banker Sales Manager with 25 plus years in Financial Services, I have helped countless small businesses in the areas of strategic planning, After 25 years in Consumer and Business Banking, I have a great deal of experience in several areas including banking products/services, managing growth, profitability, mergers and acquisitions, transformations of business model; while retaining customers and delivering a superior customer experiece. My areas of expertise are in Consumer Banking, Business Banking, hiring, recruiting, building highly engaged teams, business development, strategic planning, creating incentive plans, improving NPS -customer advocacy- public speaking, crisis management, community involvement, change management and creating a positive company culture. In all roles during my career, I have experience in reporting to all levels of management up to the CEO; as well as, I have managed direct reports from those in minimum wage positions up to the executive level staff. Thus, I can be of help in effective communication and adoption of new business models at all levels. In all positions held I have always been directly involved in the customer experience in advising or customer problem resolution. I can be of assistance in your banking, planning strategy, human resource and culture aspects of your business. I am passionate about helping business owners, developing employees and community involvement.

Areas of Expertise

  • Accounting & Finance
  • Business Plan
  • Human Resources
  • Management & Operations

Industry Experience

  • Accounting & Tax Services
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1415 S. Main St., PO BOX 2446
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Santa Ana, CA 92707
(714) 550-7369

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