Multi-talented Senior Financial Professional knowledgeable about sales, operations and personnel management. Successful at stepping into diverse positions and making immediate positive contributions. Focused on optimizing operations and motivating employees while establishing market dominance.
Overview
24
24
years of professional experience
Work History
AVP | Branch Manager | Co-Chair KC Veterans BRG
US Bank N.A.
01.2019 - Current
Work as the Co-Chair on the Regional Kansas City Veterans Business Resource Group at US Bank, and helped form this Chapter.
Directly responsible for a team a six Client Relationship Consultants - Coaching, Development and Performance.
Leads branch with over 16M+ in Loans, 136M+ in Deposits, 581K in Monthly Revenue.
Complied with established internal controls and policies.
Performed banking, business administration and financial tasks to guarantee exceptional service for clients and internal partners.
Developed strategic plans for day-to-day financial operations.
Supported upper leadership with special projects and additional job duties.
Analyzed business processes to identify cost savings and operational efficiencies.
AVP | Financial Center Manager | Co-Chair VET KC
UMB Bank
07.2013 - 04.2018
Attended weekly meetings and special sessions of Leadership and Executive Leadership Teams and contributed to major administrative initiatives, policies and decisions.
Communicated with leadership teams to assist with administrative initiatives and decisions and attended weekly meetings to support policy changes.
Leads branch with over 10M+ in Loans, 64M+ in Deposits, 220K in Monthly Revenue.
Allocated work assignments and tasks to comprehensively manage administrative projects.
Reviewed, identified, updated and prioritized strategic initiatives to provide comprehensive support to senior leadership.
Generated financial and operational reports to assist management with business strategy.
Developed effective business strategies to capitalize on emerging market trends.
Officer | Branch Manager
First National Bank Texas, First Convenience Bank
01.2010 - 07.2013
Leader of Several In-Store Braches across Copperas Cove, Killeen, Harker Heights, Belton and Temple Texas.
Leader of Teller's, Senior Tellers, Vault Tellers, ATM Custodians, Supervisors and Assistant Managers.
Senior Manager eligible over 4 District Locations for peer assistance and oversight.
Attended and lead personnel meetings and training sessions to improve skills and learn new policies and procedures.
Leader of teams averaging between 9-25 members.
Go to Manager for Senior Leadership in development, strategic improvement where branches were needing assistance.
Financial Program Manager
United States Treasury Department
01.2009 - 09.2009
Managed and supervised administrative and daily program operations, complying with policies and regulations.
Coached team members on productivity strategies to accomplish challenging goals.
Identified program obstacles and communicated possible impacts to team.
Developed and maintained logistics workflows, procedures and reports.
Addressed and resolved technical, financial, and operational concerns by working with team members and directors.
Managed multiple strategic projects with numerous sub-projects or workstreams.
Met with project stakeholders on regular basis to assess progress and make adjustments.
Collaborated with business leadership to set priorities based on business needs, resource capacity and risk exposure.
Engaged and worked alongside cross-functional stakeholders to manage strategic initiatives.
Interacted with customers and clients to identify business needs and requirements.
Established milestones and objectives based on input from functional areas and stakeholders.
Demonstrated strong writing and presentation skills to develop briefs, memorandums and analytical reports for clients.
Devised creative solutions to critical customer and user needs.
Financial Management Technician
United States Army
08.1999 - 01.2009
Worked diversely in all assigned roles in the Finance Industry while in the Army, as a Pay Agent, Disbursing Officer, Leader, Sections, Training and more.
Handled payments and disbursements for all military customers.
Provided financial support by processing invoices and dispersing payments and military entitlements.
Recorded, interpreted and communicated financial data and plans using all military software.
Implemented internal controls and complied with military regulations for financial management.
Developed strategic plans for day-to-day financial operations.
Supported financial director with special projects and additional job duties.
Designed and maintained financial models to identify and measure risks.
Education
Associate of Applied Science - Organizational Leadership; Business Management
Park University
Parkville, MO
12.2024
Skills
Leadership development
Project management
Innovation management
Team building
Relationship building
Training and development
Time management
Business Growth Initiatives
Operational Management
Performance Improvement
Decision making
Customer relationship management
Performance management
Employee Development
Customer Retention
KPI Tracking
Business Planning
Operational Leadership
Operations management
Staff Management
Timeline
AVP | Branch Manager | Co-Chair KC Veterans BRG
US Bank N.A.
01.2019 - Current
AVP | Financial Center Manager | Co-Chair VET KC
UMB Bank
07.2013 - 04.2018
Officer | Branch Manager
First National Bank Texas, First Convenience Bank
01.2010 - 07.2013
Financial Program Manager
United States Treasury Department
01.2009 - 09.2009
Financial Management Technician
United States Army
08.1999 - 01.2009
Associate of Applied Science - Organizational Leadership; Business Management
Vice President, Issues Reporting Department at MUFG UNION BANK N.A. / U.S. Bank N.A.Vice President, Issues Reporting Department at MUFG UNION BANK N.A. / U.S. Bank N.A.
Vice President/Business Support Manager/Account Manager/Account Associate at Wells Fargo Bank, N.A. (acquired by Computershare Trust Company, N.A. Nov.2021)Vice President/Business Support Manager/Account Manager/Account Associate at Wells Fargo Bank, N.A. (acquired by Computershare Trust Company, N.A. Nov.2021)
Chair, Veterans Administration Academic PACT Sub Council at Sierra Nevada Healthcare SystemChair, Veterans Administration Academic PACT Sub Council at Sierra Nevada Healthcare System