Summary
Overview
Work History
Education
Skills
Timeline
Generic

Candice Livella

Coraopolis,PA

Summary

Proven leader in branch operations management, adept at fostering customer relationships and team supervision. At JP Morgan Chase, spearheaded initiatives that grew the branch by over 300% in its first year, demonstrating exceptional business planning and coaching skills. Achieved top 20% ranking quarterly for 5 years at First Commonwealth Bank, outranking commitment to goal setting and performance excellence. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Skilled Branch Manager with demonstrated success in coordinating team and financial activities. Friendly and adaptable professional with remarkable leadership and program management skills.

Overview

24
24
years of professional experience

Work History

Branch Manager/Small Business Banker

Northwest Bank
06.2023 - Current
  • Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
  • Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
  • Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
  • Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
  • Examined customer loan applications for loan approvals and denials.
  • Boosted branch revenue by strategically analyzing market trends and aligning financial products to customer needs.
  • Top producer in balance sheet growth, loan production.
  • Working with upper management to streamline communication and banker and teller knowledge on products and services.
  • Work with small business clients to put together loan packages
  • Input application on business clients behalf to educate the underwriters to express what the client new small business is looking to accomplish.
  • Grow relationships with residential clients and analyze current situation to find products and services to fit current needs.

Vice President Branch Manger

JPMorgan Chase
03.2022 - 03.2023
    • Developed new revenue streams by identifying growth opportunities and forging strategic partnerships with key industry players.
    • Represented organization at industry conferences and events.
    • Established and directed successful programs focused on Pittsburgh,PA.
    • Oversaw the opening of the branch from start to finish. Working with contractors and corporate on punch lists to complete tasks in a timely manner.
    • Worked with marketing team to assure appropriate marketing products were available and visible.
    • Worked with IT to install and program with all computers, ATM and TCR.
    • Organized a secure key and combination strategy to fit the banks compliance standards.
    • Achieved 100% on yearly audit.
    • Grew the branch in the first year by over 300% to goal.
    • Managed tellers & bankers communication skills to achieve the ultimate customer experience.
    • Identified opportunities to improve business process flows and productivity.
    • Demonstrated proficient leadership skills to motivate employees and build competent teams.

Branch Manager/Small Business Banker

First Commonwealth Bank
06.2017 - 05.2022
  • Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
  • Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
  • Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
  • Managed branch financials including budgeting, forecasting, and expense tracking for accurate reporting and decision-making support.
  • Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
  • Developed a high-performing team through targeted recruitment, training, and performance management initiatives.
  • Examined customer loan applications for loan approvals and denials.
  • Submitted loan applications to underwriter for verification and recommendation.
  • Boosted branch revenue by strategically analyzing market trends and aligning financial products to customer needs.
  • Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
  • Managed a diverse portfolio of small business clients, ensuring their unique financial needs were met efficiently and effectively.
  • Ranked in the top 20% every quarter for 5 years.
  • Grew Balance sheet year over year in deposits and loans.

Lead Sales Consultant

Ashley Furniture Homestore
01.2015 - 06.2017
  • Increased sales revenue by building strong relationships with clients and providing customized solutions.
  • Established trust with clients by offering insightful product recommendations based on their unique needs.
  • Streamlined sales process for improved efficiency, resulting in a higher closing rate.
  • Assisted in the development of sales training programs, enhancing team knowledge of products and best practices.
  • Trained, coached, and mentored new sales associates for maximum performance.
  • Up-sold and cross-sold products effectively, driving sales and increasing revenue.
  • Set and achieved company defined sales goals.
  • Met with customers to discuss and ascertain needs, tailor solutions and close deals.

Waitress Supervisor

Pizza Mans Pizza
01.2013 - 05.2015
  • Managed table turnover rate effectively allowing for more guests served per shift.
  • Ensured timely delivery of food orders by closely monitoring kitchen processes and collaborating with chefs to resolve any issues efficiently.
  • Fostered a positive working environment by addressing employee conflicts promptly and fairly, promoting open communication between team members.
  • Increased overall dining experience by maintaining high standards of cleanliness and organization throughout the restaurant.

Jewelry Designer

Kranich's Jewelers
02.2010 - 04.2011
  • Coordinated photoshoots for marketing materials, capturing the essence of each collection beautifully.
  • Worked with individual clients to design unique pieces, communicating effectively to establish vision and specifications.
  • Enhanced jewelry designs by incorporating innovative materials and techniques.
  • Designed bespoke pieces for high-profile clientele, exceeding expectations with exquisite craftsmanship and attention to detail.
  • Communicated effectively with clients to understand their needs and preferences for customized pieces.
  • Conducted in-depth research to identify sourcing for high-quality materials and stones at attainable pricing.

Mortgage Loan Officer

PennWest Home Equity Services
06.2005 - 06.2010
  • Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
  • Assisted clients in selecting correct loan product and terms to meet needs and financial goals.
  • Enhanced client retention by providing outstanding service throughout the mortgage process, from pre-approval to closing.
  • Collaborated with underwriting and processing teams to resolve issues and expedite loan approvals.
  • Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
  • Communicated with clients, processing teams and other third parties to achieve prompt loan closings.
  • Increased loan approval rates by efficiently managing pipeline and maintaining strong relationships with borrowers, realtors, and underwriters.
  • Managed risk effectively by adhering closely to compliance guidelines during all stages of the loan origination process.

Sales Trainer, Supervisor of a Sales Team

Reese Brothers
03.2000 - 07.2004
  • Established clear expectations for desired outcomes at the onset of each course module or workshop session.
  • Assessed training program effectiveness on regular basis and improved upon deficient areas.
  • Managed recruitment, training and development for highly effective sales team.
  • Developed and led group training courses to align with corporate sales and service goals.
  • Designed and implemented sales training program and documentation.
  • Optimized communication skills among sales staff through targeted training on active listening, empathy, and persuasion techniques.
  • Enhanced employee retention through ongoing coaching and mentoring for newly hired sales professionals.
  • Revamped outdated course materials to reflect current best practices in sales methodologies and processes.
  • Provided coaching and mentoring to employees.
  • Trained and mentored 300 plus new personnel hired to fulfill various roles.
  • Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.

Education

Radiologic Technology

Conemaugh Radiology School
Johnstown, PA

High School Diploma -

Bishop McCort High School
Johnstown, PA
2001

Skills

  • Branch Operations Management
  • Customer Service
  • Customer Relationships
  • Excellent time management skills
  • Team Supervision
  • Coaching and Mentoring
  • Strong team-builder
  • Goals and performance
  • Risk Mitigation
  • Loan Documentation
  • Business Planning
  • Goal Setting
  • Willing to Learn

Timeline

Branch Manager/Small Business Banker

Northwest Bank
06.2023 - Current

Vice President Branch Manger

JPMorgan Chase
03.2022 - 03.2023

Branch Manager/Small Business Banker

First Commonwealth Bank
06.2017 - 05.2022

Lead Sales Consultant

Ashley Furniture Homestore
01.2015 - 06.2017

Waitress Supervisor

Pizza Mans Pizza
01.2013 - 05.2015

Jewelry Designer

Kranich's Jewelers
02.2010 - 04.2011

Mortgage Loan Officer

PennWest Home Equity Services
06.2005 - 06.2010

Sales Trainer, Supervisor of a Sales Team

Reese Brothers
03.2000 - 07.2004

Radiologic Technology

Conemaugh Radiology School

High School Diploma -

Bishop McCort High School

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Candice Livella