Ashley Bowlin
Brentwood,CA
Summary
Seasoned Branch Manager with over 17 years of combined education and experience in the banking industry. Expert in retail products, branch networks, and regulatory compliance, including CFPB and Safe Act adherence. Proven success in business development and delivering exceptional customer experiences. Skilled in verbal and written communication, presentation, time management, and data-driven decision-making. Proactive team collaborator committed to building strong internal and customer relationships.
Overview
15
15
years of professional experience
Work History
Bank Manager
BMO Bank
03.2022 - Current
- Develop and execute market business plans, including sales strategies, to achieve retail sales program and product objectives
- I represent retail sales programs and products at sales calls and events, effectively promoting offerings to clients
- By generating appointments and opportunities, I drive business growth and maximize results across the market
- My role involves prioritizing the client and prospect pipeline, scheduling events and seminars to engage potential customers
- I manage regional retail sales programs to optimize client opportunities and drive market penetration
- Additionally, I develop solutions and provide strategic recommendations based on a deep understanding of business strategy and stakeholder needs
- As a trusted advisor to senior leaders, I offer strategic input and recommendations for new initiatives, while also serving as a subject matter expert on relevant regulations and policies
- My work includes establishing strong partnerships with BMO colleagues and senior leaders, fostering collaboration and alignment with market goals.
- Coached and mentored staff to improve job performance, resulting in higher productivity and employee retention.
- Increased customer satisfaction by implementing efficient banking processes and providing exceptional service.
- Developed a loyal customer base through personalized service and tailored financial solutions.
- Optimized resource allocation by analyzing branch performance metrics, reallocating resources as needed to maximize results.
Bank Manager
Citibank
11.2018 - 01.2022
- Built strong relationships with local businesses, fostering partnerships that benefited both parties.
- Managed banking operations for smooth daily transactions, ensuring accuracy and compliance with regulations.
- Developed a loyal customer base through personalized service and tailored financial solutions.
- Cultivated a high-performance culture within the branch by setting clear expectations and rewarding top performers accordingly.
Retail Relationship Banker
Citibank
04.2009 - 01.2018
- Developed strong relationships with clients by offering tailored solutions to their financial goals.
- Streamlined account opening procedures, resulting in improved efficiency and reduced wait times for customers.
- Retained existing clients and attracted new ones through personalized financial product recommendations.
- Assisted in training new hires, sharing best practices and imparting valuable industry knowledge.
- Boosted customer satisfaction by providing exceptional service and addressing client needs promptly.
Education
BS in Business Management -
University of Phoenix
Skills
- Business Development
- Relationship Building
- Key Performance Indicators
- Employee Development
- Customer Experience
- Banking and Sales Expertise
- Revenue Generation
- Lending Regulations
Accomplishments
- Member of the Alliance for Women, contributing to initiatives that support the advancement of women in the workplace.
- Active participant in the 2024 Senate, providing strategic insights and leadership.
- Conduct weekly banker calls with high participation, driving production and aligning with company needs.
- Serve as a pilot for new technology enhancements, leading efforts to implement innovative solutions within the branch.
Timeline
Bank Manager
BMO Bank
03.2022 - Current
Bank Manager
Citibank
11.2018 - 01.2022
Retail Relationship Banker
Citibank
04.2009 - 01.2018
BS in Business Management -
University of Phoenix