Alex Cey-Morrow
Colbert
Summary
Wholistic relationship banker and leader of bankers with extensive experience developing high performing teams as well as creating customer growth and profitability. Skilled in building strong internal and external customer rapport demonstrated over ten years of experience in various management roles. Ambitious, competitive and forward thinking leader looking to further use skills in order to grow business, create lasting relationships with a company to career with.
Overview
12
12
years of professional experience
Work History
VP, Branch Manager III
Umpqua Bank
06.2023 - Current
- Successfully worked through merger by closing previous Columbia Bank Branch as well as Northtown Umpqua Bank Branch to consolidate into Downtown Spokane location as one new team.
- Successfully manage and grow $260MM book of business
- Driving culture change by utilizing proactive coaching techniques and changing mindset to reflect wholistic relationship banking from teller line, personal banker platform, lenders and leadership.
- Proactively partner with different business lines to ensure max profitability for bank by deepening client relationship.
- Proficient in small business and consumer lending.
- Outbound business calls to gain relationship as well as maintain and stay in the know with business changes for clients.
- Cold call to gain new relationship and increase deposit dollars.
- Grew deposit base by $4.2MM in 60 days during deposit acquisition campaign.
- Women in Business ambassador for Spokane Satellite locations in 2022 and 2023.
- Plan, execute and host client events for appreciation.
VP, Branch Manager
Columbia Bank
05.2021 - 06.2023
- Actively manage book of business with $75MM in deposits.
- Led branch to meeting all metrics for 2022 goals by August creating max potential incentive payout for entire team.
- Exceptional relationship builder with both internal and external clients by using relate ability, compassion, effective communication and product knowledge to provide best possible solution/service.
- Cross-functional collaboration by partnering/referring to business partners in order to drive non-interest income.
- Culture ambassador; leads with all company stakeholders in mind.
- Runs branch business from budget standpoint, allocating funds, paying invoices, investing in community and ensuring profitability.
- Collected data given by customer feedback surveys to create visibility with trends as well as implementing action plans for high results.
- Developed four new-hire bankers on all levels (teller, personal banker, branch supervisor and assistant branch manager) to be top producing associates in their job role within region.
- Effectively handles staff conflicts with transparent communication, clear go-forward expectations and consistent follow-up.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Actively coach while using SMART goals to develop associates on their growth plans and providing support to help them reach their goals.
- Open door policy with entire team (both direct and indirect reports) as well as customers providing safe space for feedback and empathy to implement change if warranted.
Assistant Branch Manager
Columbia State Bank
09.2019 - 05.2021
- Walked into failing operational team. Implemented process and procedure that allowed branch to pass their first audit since the inception of location.
- Cross trained all associates to be effective in more than just one area of expertise.
- Held operational staff meetings for high level understanding of audit findings as well as high level training for go-forward understanding and implementation.
- Exceeded branch lending and deposit growth goals in 2020 and 2021 after four years of declining production and non-profitability.
- Facilitated customer satisfaction by executing personal communication and frequent follow-ups.
- One on one coaching with staff catered to echo bank culture, exceed branch sales goals and provide personal development to ultimately exceed customer satisfaction.
- Sense of urgency and flexibility to adapt to changes.
- Assistant Manager for branch size of over $100MM in deposits with two full time direct reports.
- Full onboarding of new hires including week long teller training, week long personal banker training and development plans that last 6 months after hire date.
- Supported business growth through strategic planning and process development with branch manager, business partners and regional management
- Assessed budget plans with branch manager to create most profitable game plan tailored to branch needs.
- Collaborated with tellers, personal bankers and upper management to exceed sales goals.
Manager, Item Processing
Ally Bank
04.2019 - 09.2019
- Expanded cross-functional organizational capacity by collaborating across departments on priorities, functions and common goals.
- Maximized productivity by creating tracking systems to identify and rectify areas for improvement.
- Managed team of six associates that processed over 20,000 exception items daily with clear NACHA time deadlines.
- Onboarded new employees, including training, mentoring and new hire documentation.
- Delivered feedback to decision-makers regarding employee performance and training needs.
- Raised performance in areas of sales, management and operations by identifying and targeting areas in need of improvement.
- Developed SOP's to streamline process and increase productivity.
- Cross-trained existing employees to maximize team agility and performance.
Operations Manager
Umpqua Bank
09.2016 - 06.2018
- Set, enforced and optimized internal policies to maintain a high level of compliance for retail banking.
- Responsible for overall operational integrity for a region of 22 retail stores as part of retail leadership team.
- Assists stores and other departments with operational-related issues including fraud and loss situations.
- Conduct training as appropriate for associate development and implementation of operational policies.
- Developed and implemented processes that simplified daily operations through out bank footprint.
- Developed and implemented corrective actions to bring business areas in line with standards.
- Prepared working papers, reports and supporting documentation for audit findings.
- Used current audit findings at both my location and associates locations to create common trend reports rolled up to upper leadership for review.
- Participated in continuous improvement by generating suggestions, engaging in problem-solving activities to support teamwork.
- Worked closely with Senior Management to maintain optimum levels of communication to effectively and efficiently complete projects.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
Universal Associate Lead
Umpqua Bank / Sterling Bank
10.2014 - 09.2016
- Worked closely with others in team-oriented settings to maintain line productivity.
- Liaised with customers and recommended specific products and specials, aligning with individual needs, requirements and specifications.
- Engaged with customers to effectively build rapport and lasting relationships.
- Trained and developed new sales team associates in products, selling techniques and company procedures.
- Implemented up-selling strategies such as recommending accessories and complementary purchases to boost revenue.
Teller
Sterling Bank
10.2012 - 09.2014
- Provided high-level customer service through friendly approach, strong professionalism and timely assistance with customer transactions.
- Handled various accounting transactions.
Skills
- Team Leadership
- Relationship-focused
- Talent Development
- Advanced and analytical problem solving
- Competitive and driven
- Fast and adaptable learner
- Change ambassador
- Process optimization
- Business development
- Research and due diligence
- Critical thinking
- Excellent communication abilities
- Procedure development
- Inter-department collaboration
Timeline
VP, Branch Manager III
Umpqua Bank
06.2023 - Current
VP, Branch Manager
Columbia Bank
05.2021 - 06.2023
Assistant Branch Manager
Columbia State Bank
09.2019 - 05.2021
Manager, Item Processing
Ally Bank
04.2019 - 09.2019
Operations Manager
Umpqua Bank
09.2016 - 06.2018
Universal Associate Lead
Umpqua Bank / Sterling Bank
10.2014 - 09.2016
Teller
Sterling Bank
10.2012 - 09.2014