Jim Matera in

Jim Matera

Observer · DISC type ic
Senior Executive Vice President/Chief Retail Banking Officer at Apple Bank
📍 New York City Metropolitan Area, United States

Jim Matera is the Senior Executive Vice President and Chief Retail Banking Officer at Apple Bank, where he leads all aspects of retail customer delivery, digital banking, and marketing. A seasoned executive with an MBA from NYU Stern, he has extensive experience in M&A, sales, and large-scale project management within the banking industry.

His long-standing connection to his alma mater, NYU Stern School of Business, suggests a strong interest in the institutions community and continued developments. He maintains an active interest in the network and activities associated with the business school.

Unique fact: He first joined Apple Bank as an external restructuring advisor, tasked with turning the institution around before taking on a permanent executive role.

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Experience
43 Years
Current Role
Senior Executive Vice President/Chief Retail Banking Officer
Location
New York City Metropolitan Area, United States
Personality Overview

How Jim shows up

Value Driven
Assertive
Curious

They are generally good communicators and can be hard to convince. They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They often ask many questions and rely heavily on information and documentation.

Priorities

Topics Jim cares about

Digital Banking
He is responsible for digital banking at Apple Bank and has a demonstrated history of leading digital initiatives and product development to enhance customer delivery systems.
Corporate Turnaround
His career at Apple Bank began as a restructuring advisor, where he developed and implemented strategies to exit unprofitable lines of business and reposition the bank.
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Career

Work history

1-1993
Senior Executive Vice President/Chief Retail Banking Officer
Apple Bank
3-1992 - 1-1993
SVP/Director of Commercial Lending
Apple Bank
1-1991 - 3-1992
Restructuring Advisor
Apple Bank
6-1990 - 12-1990
Executive Vice President
Weatherly Private Capital
1-1989 - 6-1990
Vice President
MNC Financial
In the press

Media appearances

Jim Matera, EVP/Chief Retail Banking Officer at Apple Bank. Featured in YouTube
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Education
1992 - 1994
Consumer Bankers Association Certificate Program
Graduate School of Retail Bank Management
1980 - 1982
MBA
NYU Stern School of Business
Social presence
in
Behavioral profile

DISC profile (public)

i

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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