Andrew Stephen Heckman

• Cultivated relationships with local businesses and individuals, facilitated client onboarding processes while identifying avenues for growth through collaboration across Treasury Management, Merchant Services, Commercial Banking, Mortgage Servicing, and Northrim Investment Services

• Responsible for Branch Growth - Primarily with a focus on New Consumer Deposits as well as Consumer Lending Production. Drove significant increases in client relationships via Certificates of Deposit, Savings, Money Market Accounts, and Home Equity Lines of Credit

• Implemented customer relationship management techniques with my Universal Bankers team; conducted weekly check-ins and monthly performance reviews leading to improved client interactions and professional growth

• Delegated compliance and operational tasks to team members, fostering a collaborative environment that maintained adherence to regulatory guidelines while ensuring zero noncompliance incidents during branch audit

Led team to earning #1 in scorecard out of 14 Branches in Region for Q1 2023

Led team to earning 100% on client experience surveys for Q3 2023

Red Key Award Winners for Branch Performance/Customer Service in Q1, Q2, and Q3 in 2023

• Prospected, grew, and maintained strong relationships with new and existing clients by networking in the Portland/Vancouver Area, while deepening understanding of unique business needs using personalized consultations, involving collaboration with Treasury Management, Merchant Service, Commercial Banking and more

• Prospecting and onboarding 2 million dollar+ clients to Key Private Bank, KeyBank's Wealth Management Sector

• Hiring and training new employees from different industries to join my team and develop skills to become proficient bankers

• Spearheading operations and compliance tasks to keep office on par with regulation standards

• Selected to be a part of the Leadership Excellence Acceleration Program for performance and demonstration of quality leadership skills

• Assisted Clients in opening Consumer/Business Checking and Savings accounts and helped clients obtain lines of credit such as Credit Cards and Home Equity Lines of Credit

• Recognized opportunity to partner with Mortgage Loan Officers, Business Banking Officers, Financial Advisors and Wealth Management Partners and collaborated to find the optimal solution for client

• Lead morning huddle topics involving changes within company, product training and leading role playing exercises

• Frequently scrubbed book of business leads and cold called KeyBank Clients to check in on their finances, and would uncover new opportunity to assist those clients from those calls

• Assisted Clients in applications for the Paycheck Protection Program during the early stages of Covid-19 Pandemic, advising what documents were needed and how to qualify in successfully obtaining loan