Brian Lambie
Papillion,NE
Summary
Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.
Overview
31
31
years of professional experience
Work History
AVP, Branch Manager
Premier Bank, N.A.
03.2022 - 02.2024
- Provided comprehensive mentorship, coaching, and training to staff members, enhancing their proficiency in sales techniques and deepening their understanding of bank products and services.
- Cultivated substantial financial partnerships by securing $4,000,000 in loans and $600,000 in deposits through strategic external networking initiatives.
- Optimized existing relationships with the bank by consistently delivering exceptional customer service, thereby maximizing client satisfaction and fostering long-term loyalty.
Operations Manager
First Citizens Bank
07.2016 - 03.2022
- Attained a consistent "Superior Rating" across a spectrum of critical areas including Branch Operations, Cash Verifications, Quality Assurance, Drawer Audits, Negotiable Items, CRA, Security Devices, Safe Deposit Boxes, and Training, reflecting a commitment to excellence in operational efficiency and regulatory compliance.
- Demonstrated leadership by steering the branch to top-tier performance in both loan and deposit production, setting a standard for excellence within the organization.
- Fostered robust customer relationships through strategic cross-selling of bank products and adeptly facilitated referrals to bank partners, ensuring the fulfillment of clients' diverse financial needs.
Loan Processor & Marketing Coordinator
Kellogg Midwest Federal Credit Union
08.2014 - 06.2016
- Distinguished as a cross-selling authority, proficiently driving the promotion and uptake of all fee-based and auxiliary products within the banking portfolio by 300%.
- Orchestrated comprehensive marketing strategies by coordinating advertising, promotions, and events across diverse media and delivery channels, including social media, website, newsletters, email campaigns, flyers, billboards, and more.
Supervisor - Home, Women's & Human Resources
JCPenney
12.2008 - 08.2014
- Guided, trained, and motivated a customer-centric sales team to surpass departmental sales objectives through strategic leadership and empowerment.
- Secured a "Superior" rating in departmental Customer Overall Satisfaction, reflecting a commitment to exceptional service standards and client contentment.
- Engineered a notable turnaround by transforming an annual sales decrease into a remarkable 10% increase, surpassing benchmarks set by the district, region, and company, showcasing adaptability and effective sales strategies.
Financial Representative
Northwestern Mutual Financial Network
11.2006 - 11.2008
- Delivered comprehensive solutions to clients in the realms of Risk Management, Wealth Accumulation, and Wealth Preservation & Distribution, showcasing a nuanced understanding of financial planning and a commitment to addressing diverse client needs.
Vice President of Lending
U.P. Connection Federal Credit Union
06.2005 - 08.2006
- Achieved an outstanding 15% expansion of the Loan Portfolio, setting a record-breaking milestone with a total sum of $22 million, demonstrating adept financial management and growth strategies
- Maintained the credit quality of the Loan Portfolio through rigorous oversight, including auditing loan files, reviewing and refining underwriting policies, and overseeing collections, ensuring the stability and reliability of credit assets.
Personal Banker
Bank of the West
07.2004 - 05.2005
- Delivered impactful financial solutions by skillfully cross-selling a comprehensive suite of bank products and services, contributing to enhanced customer satisfaction and expanded business relationships
- Demonstrated an unwavering commitment to a high standard of business ethics, instilling customer confidence and fostering repeat business through consistent reliability and integrity.
Personal Banker & Business Banker
Wells Fargo Bank, N.A.
04.1993 - 07.2004
- Earned Sales Achievement Awards for five consecutive years, attesting to consistent excellence and notable contributions to the organization's sales success
- Delivered tailored financial solutions by adeptly cross-selling products to meet the diverse needs of customers, demonstrating a client-focused approach and comprehensive product knowledge
- Sustained an unwavering commitment to integrity, fostering customer confidence through transparent and ethical business practices.
Education
Bachelor of Arts - Business Administration -
Vanguard University of Southern California
Costa Mesa, CA05.1992
Skills
- Sales Management
- Financial Acumen
- Operations Management
- Results Driven
- Performance Management
- Profit Oriented
- Relationship Management
- Service Focused
Professional Highlights
Sales Management
- Orchestrated a high-performing team of loan officers, achieving a notable 15% expansion of the Loan Portfolio, resulting in a record-breaking total volume of $22 million. Successfully transformed negative annual department sales into an exceptional 10% increase, surpassing benchmarks set by the district, region, and company. Surpassed annual department sales goals by an impressive 62.5%.
Direct Sales
- Distinguished as the top-performing Personal Banker, consistently surpassing sales goals by an outstanding 245%. Demonstrated unwavering achievement by consistently meeting quarterly sales targets and earning five consecutive Annual Sales Achievement Awards. Recognized as the top cross-sell and up-sell loan producer.
Customer Advocate
- Garnered Superior ratings in Customer Overall Satisfaction for managed departments, establishing a reputation for excellence in customer service. Personally received 75 Customer Service Awards, reflecting a commitment to providing unparalleled service and fostering strong client relationships.
Timeline
AVP, Branch Manager
Premier Bank, N.A.
03.2022 - 02.2024
Operations Manager
First Citizens Bank
07.2016 - 03.2022
Loan Processor & Marketing Coordinator
Kellogg Midwest Federal Credit Union
08.2014 - 06.2016
Supervisor - Home, Women's & Human Resources
JCPenney
12.2008 - 08.2014
Financial Representative
Northwestern Mutual Financial Network
11.2006 - 11.2008
Vice President of Lending
U.P. Connection Federal Credit Union
06.2005 - 08.2006
Personal Banker
Bank of the West
07.2004 - 05.2005
Personal Banker & Business Banker
Wells Fargo Bank, N.A.
04.1993 - 07.2004
Bachelor of Arts - Business Administration -
Vanguard University of Southern California
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