Peak Performance Consulting Group Expands Bank Strategy Practice

Ric Carey and Tom Zayko, Noted Strategists from Umpqua and Citigroup, Join Firm

AUSTIN, Texas--()--Peak Performance Consulting Group, the consulting firm known for crafting and executing successful retail strategies for banks and credit unions, is expanding its strategy practice with the hiring of two well-known bankers/strategists: Richard (Ric) Carey, formerly with Umpqua Bank, and Tom Zayko, formerly with Citigroup.

David Kerstein, founder and President of Peak Performance, said, “Ric and Tom bring tremendous expertise to our clients, having led their banks in strategies that achieved revenue growth with superior profitability and improved distribution effectiveness. With long careers in banking, they understand the challenges the industry faces today, and they know how to deliver bottom-line results.”

Ric Carey has had a distinguished career in banking and is known for his work in building deep and profitable customer relationships through improved consumer and small business segmentation and innovative distribution strategies. Most recently he served as Executive Vice President and Head of Retail Banking for Umpqua Bank, overseeing Umpqua’s internationally acknowledged best-in-class community banking program. He was SVP and Small Business Segment and Marketing Manager at Bank One, where he developed and executed targeted programs for the business banking segment. Mr. Carey is a faculty member of the International Academy of Retail Banking and has recently conducted training and consulting programs in Europe, Africa, the Middle East and China.

Tom Zayko is an expert at identifying growth opportunities and creating high performing marketing and sales strategies. He implemented Citigroup’s corporate branding strategy across Europe, creating a unified Citibank brand that included branch design, signage, collateral, and sales training. Previously he developed the strategic marketing and distribution plan for 1,200 branches of Bank of America, including market-by-market strategies based on customer behavior patterns, competitive share position, and market potential. Most recently, Tom was responsible for developing “Customers-Matter,” a customer survey program that enables banks and credit unions to gather customer feedback in real-time, and convert the feedback into improved service levels.

Added Kerstein, “With Ric on the West Coast and Tom focused on the Mid-Atlantic and New England, we are well positioned to maintain top quality service while we grow.”

About Peak Performance Consulting Group

Peak Performance Consulting Group is a leader in helping banks, credit unions and other financial services companies deepen customer relationships, grow revenue and improve effectiveness. They help clients make branches and distribution more successful, including a proprietary BankPower® process for customer demand, channel use and branch location modelling to optimize distribution. They are experts at process improvement, focused on finding the right process with the right number of people with the right skills at the right time to do the work needed. They help develop solutions with sustainable results by avoiding over-engineered programs and linking strategy with daily activities. The company’s continuous Rapid Test program insures that their recommendations will deliver as promised.

Contacts

Peak Performance Consulting Group, Inc.
David Kerstein, President, 512-607-6332
dkerstein@ppcgroup.com
www.ppcgroup.com

Release Summary

Peak Performance Consulting Group, known for crafting and executing successful strategies for banks and credit unions, is expanding with the hiring of two well known bankers.

Contacts

Peak Performance Consulting Group, Inc.
David Kerstein, President, 512-607-6332
dkerstein@ppcgroup.com
www.ppcgroup.com