David Thurber
Hidden Valley Lake
Summary
Results-driven leader in client relationship management and business development, achieving 20% branch growth through strategic initiatives and collaboration. Expertise in mentoring teams to enhance operational efficiency and customer satisfaction. Vice President experienced in business intelligence and operations management, focused on developing optimized solutions to meet organizational goals.
Overview
19
19
years of professional experience
Work History
Vice President - Private Banker
Poppy Bank
02.2024 - 04.2025
- Launched the Private Bank platform, prioritizing tailored service for high-net-worth clients.
- Promoted Private Bank presence on professional social media, increasing brand visibility among high-net-worth clients.
- Fostered connections with customers and strategic partners, strengthening collaboration and support for tailored banking solutions.
Vice President - Branch Manager
Tri Counties Bank
03.2017 - 02.2024
- Managed branch sales, operations, and customer service for 3 Branches for 4+ years.
- Oversaw a team of bankers that executed all sales activities; established and achieved sales goals through effective sales management techniques.
- Drove company growth by collaborating with sales and marketing departments on strategic initiatives.
- Developed business client relationships and managed commercial accounts and met business lending sales goals.
- Oversaw daily branch operations to ensure efficiency and compliance with company policies.
- Identified opportunities to improve business process flows and productivity.
- Recruited, trained and mentored staff on client profiling, conducting sales meetings, and closing deals.
- Demonstrated proficient leadership skills to motivate employees and build competent teams.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Managed staff conflicts, evaluations, hiring, and termination processes to enhance branch production.
- Established and maintained strong relationships with customers, vendors and strategic partners.
- Cultivated positive customer relationships through professional and friendly communication.
- Represented organization at industry conferences and events.
Home Lending Officer
Citibank
07.2016 - 02.2017
- Researched and updated knowledge on changing legislation and regulations to ensure compliance and inform loan practices.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Obtained and reviewed applicants' credit histories and paperwork to assess loan feasibility and guide decision-making.
- Proactively identified solutions for customers experiencing credit issues.
- Counseled clients on financial health, addressing issues such as excessive spending and borrowing to promote better financial management.
- Monitored pipelines to track and log status of loans.
Loan Officer
Bank of America
08.2012 - 05.2016
- Explained different types of loans pertaining to client situations.
- Guided clients in selecting appropriate loan products and terms aligned with their financial goals.
- Coordinated communication between clients, processing teams, and third parties to ensure timely loan closings.
- Reviewed loan files and updated them to match current standards.
- Worked with underwriters to fix application problems and resolve issues.
- Resolved customer complaints by providing tailored solutions, enhancing client satisfaction.
- Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
Licensed Personal Banker/Financial Advisor
Washington Mutual Bank/JP Morgan Chase
03.2006 - 08.2012
- Cultivated strong customer relationships by providing tailored advice and services.
- Analyzed customers' financial information to deliver personalized account guidance.
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Answered customer inquiries and explained services including deposit accounts, bonds, and securities to enhance understanding and usage.
- Resolved customer complaints and disputes to uphold satisfaction and foster loyalty.
- Processed requests for statements, ordered additional checks, and updated customer personal information in database to ensure accurate account management.
Education
Bachelor of Arts - History
Pennsylvania State University- The Behrend College
Erie, PASkills
- Business development
- Client relationship management
- Sales leadership
- Lead generation
- Risk management
- Data analysis
- Metrics tracking
- Cross-functional leadership
- Staff development
- Coaching and mentoring
Timeline
Vice President - Private Banker
Poppy Bank
02.2024 - 04.2025
Vice President - Branch Manager
Tri Counties Bank
03.2017 - 02.2024
Home Lending Officer
Citibank
07.2016 - 02.2017
Loan Officer
Bank of America
08.2012 - 05.2016
Licensed Personal Banker/Financial Advisor
Washington Mutual Bank/JP Morgan Chase
03.2006 - 08.2012
Bachelor of Arts - History
Pennsylvania State University- The Behrend College