Summary
Overview
Work History
Education
Skills
Certification
Organizations
Timeline
Generic
Bobby Daniel

Bobby Daniel

Tampa,FL

Summary

Seasoned banking professional with a decade of experience in AVP / Branch Manager role. Proven track record of leadership, strategic planning, and operational excellence. Adept at team management, client relationship building, and driving organizational growth. Seeking a challenging role to leverage extensive expertise and contribute to the success of a dynamic banking environment.

Overview

11
11
years of professional experience
1
1
Certification

Work History

AVP / Branch Manager

United Community Bank
12.2023 - Current
  • Responsible for overall management, growth and profitability of branch.
  • Cross-trained on all functions within the branch.
  • Responsible for overall day-to-day management of facility, staff and operations of the branch.
  • Uses reports and resources as tools to maximize results for branch and staff.
  • Accountable for maximizing branch revenues, sales, customer satisfaction including CSP (Customer Service Profiles) scores while minimizing operating losses.
  • Participates in hiring, on-boarding, disciplining, and rewarding staff; responsible for managing performance of all branch employees; coaches employees for optimal performance.
  • Responsible for communicating and monitoring goals to staff on a consistent basis.
  • Assists in creation of and maintaining branch business plan.
  • Proactively participates in business development efforts to grow the branch.
  • Performs business calling and sales programs.
  • Updates and monitors sales activities using 360 View.
  • Develops and maintains a diversified loan and deposit portfolio based on current campaign focus.
  • Actively participates in the community maintaining good public relations.
  • Implements controls to protect the bank in accordance with policies and procedures.
  • Serves as chief communicator on all topics pertaining to and for branch staff.

AVP/Assistant Manager

SouthState Bank
06.2019 - 12.2023
  • Tracked progress toward branch loan and deposit goals and initiates directives to accomplish these objectives.
  • Developed branch projections and expectations in strategic planning to include sales goals.
  • Provided leadership in all areas by setting an example for the staff to follow.
  • Personified good customer relations and effective selling and cross-selling in contacts with customers.
  • Exemplified through actions and attitude the expectation of all staff members.
  • Responsible for large complex customers with ambitious Transformation goals mapped back to business initiatives.
  • Assisted each staff member in setting goals, clearly explaining what is expected of each person and effectively coaching each staff member to achieve success.
  • Demonstrated ability to close complex deals on time through very consistent activity with senior leadership, approvers, influencers, and technical leaders.
  • Trained and mentored new Sales Executives as well as Pre-sales Solutions Architects.
  • Conducts regular meetings with staff to discuss sales and campaigns, products and services, policies, procedures, and regulations.
  • Consistently grew the business by increasing existing revenue streams, while also gaining share by taking out the competition.
  • Leveraged the wider ecosystem of partners engaged at my customers to drive more holistic messaging and solutions.

Sales & Service Manager

Pilot Bank
10.2018 - 05.2019
  • Corporate strategy of moving customer to as-a-Service and leveraging Public Cloud providers with our software.

    Led tighter engagement model between our Core Account Team sellers and the specialty sellers - driving a better experience for our customers yielding larger complex deals.

    Developed and mentored four of my teammates on how to manage an account and build out multi-year strategies to serve as the technical roadmap for a customer.
    • Ensured excellent client advocacy service and quality work processed for client satisfaction.
    •
    Conducted team member evaluations and coached staff on sales and referrals.
    •
    Trained staff on bank products and services, including security procedures.
    •
    Supported Sales Executives in developing and executing successful marketing campaigns, resulting in increased brand awareness and engagement.
    •Maintains a strong understanding of customer facing technology with the ability to discuss with and enroll customers in self-service options
    •
    Actively participates in business development activities within the community to promote, enhance, and retain present and prospective client relationships.

Personal/Business Relationship Banker

Pilot Bank
07.2013 - 10.2018
  • Provided on-the-job training and supervision for Relationship Bankers
  • Ensured excellent client advocacy service and quality work processed for client satisfaction
  • Conducted team member evaluations and coached staff on sales and referrals
  • Trained staff on bank products and services, including security procedures
  • Supervised office staff in the absence of the Financial Center Manager
  • Delivered a full range of banking services with a focus on client advocacy
  • Handled cash transactions and assisted clients in opening new accounts
  • Resolved client issues, made referrals to other lines of business.

Education

Bachelor of Business Administration and Management -

University of Cincinnati
Cincinnati, OH
06.2011

Skills

  • Leadership and Management
  • Banking and Financial Acumen
  • Client Relationship Management
  • Operational Excellence
  • Interpersonal and Soft Skills
  • Technology Proficiency
  • Regulatory Compliance
  • Strong Communication skills
  • Consistently met sales targets through clear and persuasive communication
  • Growth Mindset
  • Thrive when given challenges that require learning and adapting
  • Creator
  • From presentations, to frameworks, mind maps, financial analysis, process mapping, themes, stories I have a passion for creating
  • Excellent Negotiation Skills
  • Negotiated a competitive opportunity with a major client, resulting an increase in revenue

Certification

  • Certificate of Supervisory Academy through Florida Bankers Association
  • Universal Banker Certification through Florida Bankers Association

Organizations

  • Ambassador of Westshore Alliance
  • American Cancer Society ABOA, Board Member
  • Saint Petersburg Young Professionals Group - Board Member
  • Emerging Leaders of Tampa Bay - Committee Member

Timeline

AVP / Branch Manager

United Community Bank
12.2023 - Current

AVP/Assistant Manager

SouthState Bank
06.2019 - 12.2023

Sales & Service Manager

Pilot Bank
10.2018 - 05.2019

Personal/Business Relationship Banker

Pilot Bank
07.2013 - 10.2018

Bachelor of Business Administration and Management -

University of Cincinnati

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Bobby Daniel