Don Vanness
Waddell,AZ
Summary
Highly accomplished branch manager with expertise in overseeing all aspects of business operations, from inception to execution. Known for strategic planning and making sound decisions that consistently surpass customer expectations. Proven track record of resolving complex issues and implementing innovative solutions to foster a culture of continuous improvement. Adept at de-escalating conflicts and driving positive transformations within the organization.
Overview
18
18
years of professional experience
Work History
Branch Manager
JP Morgan Chase
01.2017 - Current
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Assessed employee performance and developed improvement plans.
- Maintained friendly and professional customer interactions.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly to sustain overall customer satisfaction of 91 percent for four years.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Protected company assets with strategic risk management approaches resulting in highly successful annual audits.
- Produced reports outlining financial data to assist management with making strategic plans and operational decisions.
Relationship Banker
JP Morgan Chase
03.2015 - 12.2016
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Presented new and additional products and services to existing customers.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Answered customer questions and explained available services such as deposit accounts, home loans and investment options..
- Approached prospective clients through cold calling and emails to meet sales targets while developing a book of business with over two hundred clients.
Financial Advisor
Merrill Lynch
12.2011 - 12.2014
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
Banking Center Manager
Bank Of America
03.2007 - 12.2011
- Recruited, interviewed, hired and trained 35 employees and implemented mentoring program to promote positive feedback and engagement.
- Established and enforced internal controls, workflows and policies for tracking, reconciling and reporting on accounting activities.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients
- Identified improvement changes regarding key processes for internal controls and accounting procedures.
- Implemented robust risk management procedures, minimizing potential losses and maintaining a secure banking environment.
Skills
- Prioritization and scheduling
- Strategic goal setting
- Operational performance analysis
- Data-driven decision making
- Talent acquisition and onboarding
- Analytical decision making
- Client service expertise
- Proactive problem-solving
- Compliance risk assessment
- Collaborative networking skills
Accomplishments
- United States Navy Veteran
- 2019 and 2020 Outstanding Performer Award for exemplary performance
Timeline
Branch Manager
JP Morgan Chase
01.2017 - Current
Relationship Banker
JP Morgan Chase
03.2015 - 12.2016
Financial Advisor
Merrill Lynch
12.2011 - 12.2014
Banking Center Manager
Bank Of America
03.2007 - 12.2011
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