Patina’s banking practice is comprised of CFOs, commercial and mortgage loan executives, compliance experts, operations professionals, CEOs and other important leaders — all with rich and proven experience in the banking industry. Our Banking Professionals help large, medium and small/community banks with critical matters, including:
These examples explain how we can help in a variety of situations:
After terminating its CFO, a mid-sized bank turned to Patina for an interim CFO to keep financial, accounting and operating issues under control while the the hiring team looked for a permanent replacement. Our Patina Professional was instrumental in the interview and selection of the bank's new CFO. In addition, he transitioned what he was working on to the new CFO once he was in place.
Regulatory Compliance Management
Providing a highly experienced Chief Compliance Officer, Patina helped a bank's management team determine and then execute an implementation plan after bank examiner findings were received. Our compliance executive carefully managed ongoing communications with the examiners and helped to develop the bank’s junior compliance manager.
Mortgage Operation Assessment
Patina assessed and reported on the personnel, strategy, policies, recordkeeping and compliance of a fast growing mortgage operation for the board of directors of a mid-size bank.
Due Diligence Team Support
Patina provided a former bank COO to join a client’s M&A due diligence team. The team visited various locations of the acquisition target to help evaluate leadership, technology, operations, profitability, commercial and consumer lending, and compliance.
Commercial Lending Workouts
Patina provided two executives to help with credit workout situations for the commercial lending group of a large bank. The ability to bring in some of our operating executives with just the right industry backgrounds made a big difference in minimizing the bank’s losses from these difficult loan deals.
When you need an experienced professional, or team of professionals, to execute and/or manage a special project or key initiative, you can trust Patina to provide the right solution. We match your needs with talented executives who have done it before.
When a key position must be filled on an interim basis, Patina has the proven resources to help. We’ll provide a highly experienced, precisely-matched professional to fill that role on a flexible basis — and we will act with the utmost urgency on your behalf. In some cases, these interim roles become interim-to-hire positions.
Patina can help you complete your management team by providing ongoing, part-time executives in key leadership functions where a full-time role is not needed or desired. This is a great way to have a well-rounded, world-class leadership team no matter the size of your company.
Patina offers experienced, certified Executive Coaches, as well as Experiential Coaches and Mentors, who are leaders with industry and functional expertise.
Patina is an excellent resource for board members and advisory board members. We have access to a deep and experienced portfolio of professional talent ready to serve.
Patina provides consulting, advisory and thought leadership solutions that meet the unique requirements of a broad range of companies — all on a flexible basis. This work is delivered by highly experienced executives who bring specialized expertise with a focus on tangible and practical results and outcomes.
When you are facing vacancies in executive leadership roles, Patina can conduct an intense executive search to precisely match top-level candidates to your needs. We go beyond traditional executive search by leveraging our existing relationships with proven, accomplished executives - shortening the timeframe to place quality candidates in your open roles. Our process ensures candidates are thoroughly vetted and tailored to your unique selection criteria.
Strengthen your talent today and build your leaders for tomorrow.
Whether your challenge is simple and direct — or multi-faceted and complex — we start by gaining an intimate understanding of your business, objectives and situation.
Our solution development phase is incisive and collaborative. We structure a customized solution within your budget that will meet your business objectives — and help you realize your vision or address any critical issues.
Every step of the way, Patina maintains the highest quality standards for all our clients. Whether it’s a single person or a team, we precisely match our professionals’ expertise to your specific needs. Our team narrows down the options and selects one or more Patina Professionals to present to you. Every talent resource is chosen with your input and approval.
Marked by close collaboration, regular communication, weekly reporting, and the highest level of project accountability and responsibility, we monitor and manage each engagement closely to ensure success.
Learn about Patina from our founders