Anthony (T.J.) Sholler
Union,KY
Summary
Motivated Branch Manager with a passion for delivering exceptional customer service and surpassing expectations. Possessing extensive knowledge in service marketing and credit offerings, inspires unwavering loyalty from the team through effective leadership and communication abilities. Expertise lies in enhancing processes to elevate both the customer and associate experience from satisfactory to extraordinary. Leads change and fosters innovation through strategic communication and collaboration, consistently driving success for the organization.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Branch Manager
PNC Bank, NA
04.2024 - Current
- Maintained friendly and professional customer interactions.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Submitted loan applications to underwriter for verification and recommendation.
- Complied with regulatory guidelines and requirements.
- Developed strategic plans for day-to-day operations.
- Complied with established internal controls and policies.
Branch Manager
Peoples Bank
12.2021 - 04.2024
- Maintain and develop business relationships with clients
- Manage day-to-day duties for the branch teller line, which may include scheduling of tellers, meeting referral goals, coaching, developing, and overseeing of operational standards
- Maintain balancing and error record that is in line with policy and have the ability to find and correct outages and to enlist help as needed for errors that are more difficult
- Consistently meeting or exceeding sales referrals as set by management
- Maintain a well-developed working knowledge of the complete line of products and services offered
- Proactively driving sales through pre-set appointments, outside calling, Centers of Influence, referrals from customers and other partners
- Provide leadership example to all employees and support decisions of management.
Assistant Branch Manager
Cinfed Credit Union
08.2020 - 11.2021
- Weekly one-on-one coaching with each associate
- Spearhead branch development through implementation of ideas and expectations
- Managing and tracking the growth of branch metrics
- (Credit Cards, New Accounts, Auto Loans, Personal Loans)
- Create and Implement schedule
- Resolve and De-escalate member objections
- Maintain day-to-day operations through member interactions, conflict resolution, and positive attitude.
Workplace Investment Services
Fidelity Investments
10.2019 - 07.2020
- Work directly with customers' retirement plans (401k, 403b, 457b) to help find most efficient retirement plans and opportunities
- Discuss and explain investment options
- Utilizing resources, and follow the retirement plan rules, I problem solve in order to help the customer best achieve their retirement goals.
In-Store Assistant Branch Manager
US Bank
08.2014 - 05.2019
- As a Branch Manager, I focused on overall branch operations and financials, development of bankers, and improving customer experience
- Maintaining the operations of the branch as a whole, and solely responsible for the success of the individual bankers
- Consistently produce revenue for the branch through coaching and point of sale conversations
- Focus on spread income on both deposits, and loan balances
- Keep track on non-interest income for the branch, such as account fees, statement fees, and ATM fees
- Verify that schedules are up to date 5 weeks in advance and that all bankers' work/life balance are within acceptable conditions
- Maintain relationships with customers that are both consumer and business
- Specifically, establishing a loyalty and relationship to the brand, and always making sure that I am the point of contact for any consumer/business needs
- Having the ability to communicate any change or new opportunities within the bank to my bankers in a way that is positive and beneficial to the bank
- Leading by example by never expecting anything more than what I'm not willing to do myself
- NMLS certified banker in charge of closing and booking Loans, Lines, and Credit Cards
- Tasked with finding opportunities for customers to save money and improve relationship within US Bank
- Coach and develop associates through mentorship.
Education
Bachelor of Arts: Organizational Leadership -
Northern Kentucky University
10.2024
Skills
- Operational Reports
- Excels in team leadership
- Staffing optimization
- Business development expertise
- Human resources knowledge
- Branch Operations Management
- Account Review
- Customer Service
- Interviewing and Hiring
- Relationship Building
- Employee Development
- Coaching and Mentoring
Accomplishments
- Q2 2017, Quarterly top performer
- Q2 2017, Regional leader in Sales
- Q3 2017, Quarterly top performer
- 2018 Banker of the Year
- "Emerging Leaders" member 2017-2018 (US Bank)
- Cinfed Credit Union, 2021 Q1 Branch of the Quarter
Address
7116 Desmond Ln
Union, KY 41091
Certification
- NMLS - 1432399
- Notary, Kentucky
Timeline
Branch Manager
PNC Bank, NA
04.2024 - Current
Branch Manager
Peoples Bank
12.2021 - 04.2024
Assistant Branch Manager
Cinfed Credit Union
08.2020 - 11.2021
Workplace Investment Services
Fidelity Investments
10.2019 - 07.2020
In-Store Assistant Branch Manager
US Bank
08.2014 - 05.2019
- NMLS - 1432399
- Notary, Kentucky
Bachelor of Arts: Organizational Leadership -
Northern Kentucky University
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