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
Tampa, FL
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
Tampa, FL
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
Saint Petersburg, FL
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, OH06.2011
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