Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Affiliations
Timeline
Generic

Aaron Simons

Suffield

Summary

Results-oriented professional with extensive experience in business development and relationship management. Demonstrated success in generating new business and managing complex projects from inception to completion. Expertise in strategic planning, client retention, and identifying growth opportunities in deposit banking and commercial lending. Recognized for strong communication, critical thinking, and problem-solving abilities, alongside proven leadership in branch operations.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Branch Manager

360 Federal Credit Union
Vernon
04.2016 - Current
  • Manage daily operations and security for a high-traffic credit union branch.
  • Build and maintain long-term relationships with consumer and business clients.
  • Lead a team of employees: train staff, manage schedules and performance, and resolve cash discrepancies.
  • Originated and closed consumer and business loans, including home equity lines.
  • Conduct daily cash audits and branch balancing to ensure accuracy and compliance.
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
  • Facilitated weekly meetings with staff members to discuss progress on current initiatives.
  • Drive branch growth through local business development and community engagement.
  • Open new memberships and accounts, handle fraud claims, and cross-sell financial products.
  • Graduate of the CT Credit Union Executive Training Program; completed Accounting 101 and Financial Statement Analysis through the CFT.
  • Led daily operations of the branch to ensure exceptional member service.
  • Oversaw compliance with regulations and internal policies for safety and security.
  • Implemented marketing strategies to promote financial products and services effectively.
  • Coordinated community outreach initiatives to strengthen local relationships and engagement.
  • Managed and inspired team members to perform to full potential, driving branch profitability.
  • Conducted regular performance reviews for all employees in the branch.
  • Monitored financial performance of the branch on a monthly basis.
  • Cultivated strong relationships with clients to understand financial needs.
  • Provided tailored banking solutions to support business growth.
  • Conducted regular meetings to review account performance and services offered.
  • Educated clients on banking products and services available for businesses.
  • Identified potential new customers and developed strategies for attracting them.

Account Executive

Lincoln Waste Solutions, LLC
Bloomfield
02.2015 - 04.2016
  • - Identified and qualified prospective commercial clients.
  • - Conducted cost analysis and developed tailored waste management proposals.
  • - Closed new business through persuasive presentations and client consultations.

Account Executive

Starkweather and Shepley / Fradette Carlson Agency
Bristol
05.2013 - 11.2014
  • - Prospected and developed new insurance clients from industry-specific leads.
  • - Reviewed current policies for coverage gaps and recommended improvements.
  • - Prepared and presented policy proposals to commercial clients.

Account Executive

Concentra Urgent Care
Windsor
11.2011 - 05.2013
  • - Built partnerships with companies needing occupational health services.
  • - Facilitated medical center tours and initial consultations.
  • - Collaborated with medical and operations staff to tailor care solutions for client companies.

Education

Bachelor of Arts - Communication (Public Relations, Promotions, Journalism)

Central Connecticut State University
New Britain, CT

Skills

  • Strategic business development
  • Commercial lending and deposit banking
  • Sales & Prospecting Strategies
  • Project & Time Management
  • Leadership & Team Training
  • Relationship Management
  • Public Speaking & Presentations
  • Cash management
  • Customer relationship management
  • Team leadership
  • Community engagement
  • Loan origination
  • Effective communication
  • Problem solving
  • Time management
  • Verbal/written communication
  • Customer relationships
  • Customer Experience Enhancement

Certification

- Certified Financial Counselor

Accomplishments

  • Graduate of the CT Credit Union Executive Training Program.

Affiliations

- Board Member, Windsor Chamber of Commerce

Timeline

Branch Manager

360 Federal Credit Union
04.2016 - Current

Account Executive

Lincoln Waste Solutions, LLC
02.2015 - 04.2016

Account Executive

Starkweather and Shepley / Fradette Carlson Agency
05.2013 - 11.2014

Account Executive

Concentra Urgent Care
11.2011 - 05.2013

Bachelor of Arts - Communication (Public Relations, Promotions, Journalism)

Central Connecticut State University

Similar Profiles

  • Kyle Dillon

    Kyle DillonKyle Dillon

    IT Analyst at 360 Federal Credit UnionIT Analyst at 360 Federal Credit Union

  • Jason McPhee

    Jason McPheeJason McPhee

    Assistant Vice President (AVP) of Strategic Partnerships and University Relations at Aggieland Credit Union | Greater Texas Federal Credit UnionAssistant Vice President (AVP) of Strategic Partnerships and University Relations at Aggieland Credit Union | Greater Texas Federal Credit Union

  • Alexandria Sanchez

    Alexandria SanchezAlexandria Sanchez

    Loan Funder/Loan Processor at Credit Human Federal Credit UnionLoan Funder/Loan Processor at Credit Human Federal Credit Union

  • STEPHANIE REDINGER

    STEPHANIE REDINGERSTEPHANIE REDINGER

    Director of Business Office Operations at Volare HealthDirector of Business Office Operations at Volare Health

  • Jamila Alhusseini

    Jamila AlhusseiniJamila Alhusseini

    Manager at Anthony’s and Villa of LebanonManager at Anthony’s and Villa of Lebanon

CREATE PROFILE