Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.
Overview
24
24
years of professional experience
1
1
Certification
Work History
VICE PRESIDENT, BRANCH MANAGER
UNION BANK / US BANK
KIRKLAND, WASHINGTON
09.2019 - 02.2024
Acquire, supervise, and build a motivated sales and service team
Facilitate and lead training to boost team performance and branch profitability
Lead regular meetings and coaching sessions with employees
Conduct annual performance appraisals to discover team members’ strengths and weaknesses, develop coaching plans to maximize staff efficiency, productivity, morale, and retention
Process loan requests to align with lending regulations, solicit new deposit accounts by educating customers on products and services to best meet their financial needs
Key Accomplishments:
Strive to deliver the best customer experience possible, increased sales by 75%, and customer experience to 100%
Cultivate positive relationships with new and existing customers and small businesses to drive growth
Forge partnerships within the bank and community
Assist in coaching other managers
Hired and managed employees to maximize productivity while training staff on best practices and protocols.
BRANCH MANAGER
KEY BANK
NEWCASTLE, WASHINGTON
06.2017 - 09.2019
Orchestrated and led daily branch operations, ensuring the efficient operations, productivity, and performance of the branch and its staff
Key Accomplishments:
Led talent acquisition activities by interviewing prospective candidates, selecting and hiring new team members
Consistently received the quarterly Red Key Award for delivering exemplary sales, services, and risk management
Led and coached the team to achieve the first quartile and customer SAT.
AVP, RELATIONSHIP MANAGER
BANK OF AMERICA
RENTON, WASHINGTON
02.2010 - 03.2017
Developed new business with consumer and small business accounts, building long-term customer rapport with new and existing clients
Identified and resolved complex service issues to ensure 100% customer satisfaction
Key Accomplishments:
Consistently ranked in the top 1% of the company among Relationship Managers
Applied a consultative approach to consistently achieve or surpass retention and growth of profitable client relationships through the sales of deposit, loan, and investment products.
AVP, MORTGAGE LOAN OFFICER
Bank of America
, WASHINGTON
06.2005 - 11.2010
Managed a pipeline of 60+ loans
Maintained comprehensive knowledge of applicable guidelines and regulations to ensure loans were compliant
Analyzed complex financial data and provided financial options to customers, striving for 100% client satisfaction
Engaged in an extensive analysis of consumer credit profiles.
Reviewed loan files and updated to match current standards.
Maintained high level of customer satisfaction by providing prompt and accurate loan status updates.
AVP, SENIOR PERSONAL BANKER
BANK OF AMERICA
Maple Valley, WA
05.2000 - 01.2005
Worked closely with management to strategize sales techniques to increase branch production and customer service.
Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
Networked to increase client base and encourage existing clients to expand financial portfolios.
Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Promoted financial products by maintaining excellent service offering knowledge.
Education
Master of Business Administration - Finance
University of Illinois
Urbana-Champaign, IL
Bachelor of Science - Business Administration
Central Washington University
Skills
Team Leadership
Employee Engagement
Negotiation Skills
Problem Solving / Conflict Resolution
Data Analysis
Excellent Communication Skills
Succession Planning
Talent Acquisition
Onboarding & Terminations
Regulatory Compliance
Human Resources Leadership
Tenacious Work Ethic
Training and Staff Development
Employee Retention
Performance Management
Organization/Time Management
Excellent Interpersonal Skills
Informed Decision Making
TRANSFERABLE SKILLS
Screen, interview, select, and provide onboarding, training, and development for new employees
Supervise and facilitate training programs to build a team of top-performing staff focused on prominent levels of service, procedural and regulatory compliance, productivity, and performance
Coach and mentor staff on the interpretation and application of company policies and procedures
Serve as an employee advocate to ensure business objectives are achieved
Foster an environment of cultural sensitivity, contributing to a work environment where diversity is welcomed and supported
Interface with individuals across all organizational levels to build consensus and quickly resolve operating issues
Develop and implement new procedures that significantly improve processes
Support the mission, values, and standards of an organization
Certification
Human Resource Management Certification-University of Minnesota - 2022
Basel Reporting Manager, Regulatory Reporting at MUFG Union Bank / MUFG BankBasel Reporting Manager, Regulatory Reporting at MUFG Union Bank / MUFG Bank