Christopher Stewart
Rohnert Park,CA
Summary
Seasoned Client Service Delivery Manager with 19+ years of experience, providing high-touch service to clients and leading teams with a focus on employee advancement and retention. Dedicated banking professional committed to creating lifelong client relationships through exceptional service.
Overview
13
13
years of professional experience
Work History
VP, Area Manager
Poppy Bank
12.2023 - Current
- Cultivated strong relationships with key stakeholders, including customers, vendors, regulators, and community leaders to promote collaboration and long-term success.
- Led cross-functional teams for the successful completion of major projects, resulting in increased efficiency and client satisfaction.
- Demonstrated proficient leadership skills to motivate employees and build competent teams.
- Collaborated with senior management to develop strategic initiatives and long term goals.
- Hired and managed employees to maximize productivity while training staff on best practices and protocols.
- Established a culture of continuous improvement, fostering innovation and driving sustainable growth across the organization.
- Implemented Sales and Service Training for new hires.
VP, Branch Manager
Poppy Bank
06.2023 - 12.2023
- Lead a branch of 6 direct reports
- Implemented training and development for each employee
- Assisted clients through recent Core Conversion in July
- Monitor all client accounts to ensure proper procedures are followed at all times
- Worked directly with Branch Operations Specialists to ensure branch operations are in line with protocol
- Managed the main branch of $400MM in deposits.
Preferred Banking Office Manager
First Republic Bank
03.2015 - 06.2023
- Managed a focused and high touch bank branch of $600MM in deposits and team of four employees
- Managed personal book of business of $100MM, while sustaining consistent growth of 10% each year
- Worked with the team to direct client referrals to residential, commercial and construction lending partners resulting in $20MM in loans consistently each year
- Direct referrals to First Republic Investment Management of $5MM in managed portfolios each year
- Worked closely with Assistant Manager to ensure branch operations and policies were followed leading to consistent exceptional audits.
Preferred Banker
First Republic Bank
09.2011 - 03.2015
- Responsible for opening complex consumer/Trust and business accounts
- Established and deepened relationships with new and existing customers ensuring that all customers setup primary relationship.
Education
Social And Behavioral Sciences -
Santa Rosa Junior College
Santa Rosa, CASkills
- Time Management
- Team Leadership and Development
- Customer Engagement and Satisfaction
- Employee Retention and Recruitment
- Microsoft Word
- Excel
- Adobe
- DocuSign
References
- Greg Newhall, (707) 291-8150
- John Meislahn, (707) 217-0911
- Jeremy Hall, (707) 292-6141
Timeline
VP, Area Manager
Poppy Bank
12.2023 - Current
VP, Branch Manager
Poppy Bank
06.2023 - 12.2023
Preferred Banking Office Manager
First Republic Bank
03.2015 - 06.2023
Preferred Banker
First Republic Bank
09.2011 - 03.2015
Social And Behavioral Sciences -
Santa Rosa Junior College
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