Greg Walker
Carlsbad,CA
Summary
Energetic and engaging Financial Services Professional with 15+ years of diverse experience leading, developing, and transforming high performing teams. Maximized process and performance improvement by creating, implementing, and executing strategy leading teams of up to 12 managers and 105 individual contributors. Management recognized as a 4 time National achiever for increasing client acquisition, deposit and investment growth, retention, and customer experience. Data driven decision making combined with collaboration, motivation, and the proven ability to “manage up” promoting accountability to drive consistent results and improvements.
Overview
17
17
years of professional experience
Work History
Vice President, Internal Consultant
Axos Bank
San Diego, CA
09.2022 - 01.2023
- Administered enterprise transformation projects coordinating with stakeholders from bank and/or securities business units
- Analyzed and drove implementation of operating model improvements, software selection and operational integration, value stream optimization, and leading cross functional cost benefit analyses across projects realizing cost savings of $475k annually
- Facilitated change teaming with business stakeholders for assigned engagements ensuring adoption of recommendations and realization of anticipated benefits working 3 projects concurrently
- Liaised with Project Management group and business units to ensure oversight of relevant project progress and implementation saving $25k in annual company expense
Operations Manager (Administrator)
Ensign Group, Palomar Vista Healthcare Center
Escondido, CA
07.2021 - 07.2022
- Executed day-to-day operations of 74-bed skilled nursing facility to ensuring delivery of quality skilled nursing and therapy services to residents reducing complaints by 50%
- Drove team of 12 department managers and 105+ employees increasing revenue by 15% over 4 months by improving skilled resident mix
- Improved average daily census from 80% to 95% by improving relationships with hospital discharge coordinators and through community outreach
- Raised revenue from therapy from $30k to $55k MOM in 3 consecutive months by motivating team and increasing productivity
FVP, Director of High Net Worth Sales
Axos Bank
San Diego, CA
05.2019 - 07.2021
- Effected business strategy for High Net Worth Divisions of Consumer Deposits group increasing sales and revenue growth leading to improved Net Income by $9.3M, 514% FY 2020 vs FY 2021
- Strengthened brand awareness by pioneering, launching, promoting products increasing High Net Worth Division's deposit portfolio by $343.5 M, 77.3% YOY
- Coordinated with business units, stakeholders, and executive leadership team to drive change and increase cross- sell by 50%
- Capitalized on new business opportunities by identifying and pursuing new communication pathways through implementation of Salesforce CRM, Marketing Cloud, and Customer Journeys increasing client contact rate by 35
Vice President, Branch Manager
JPMorgan Chase Bank
San Diego, CA
01.2006 - 05.2019
- Exceeded KPI's by increasing client acquisition, branch deposit, investment loan balance growth while improving service increasing profitability in four underperforming branches moving ranking from bottom 10% to top 10% nationally
- Celebrated as 4 time National Achiever for outstanding performance by Implementing and executing strategy in partnership with aligned Bankers, Financial Advisors, Home Loan Advisors, and Business Banking Relationship Managers
- Spearheaded initiatives to increase operational stability and compliance by implementing internal controls and enforcing policies resulting in 100% Branch Audits
- Developed and implemented of employee reward and recognition programs to increase employee and customer satisfaction and retention achieving Overall Customer Satisfaction scores above 90%
- Selected for Branch Manager Advisory Council and as Mentor Manager for new Branch Managers for Southern California Region based on performance and experience
Education
Bachelor Of Science - Business Administration
San Diego State University
San Diego, CASkills
- Strategic Planning & Execution
- P&L Responsibility / Accountability
- Data Analysis and Reporting
- Sales Management & Business Development
- Continuous Improvement
- Cross-Functional Team Leadership
- Regulatory and Controls Oversight
- Executive-Level Presentations
- Operations Oversight
- Client Relationship Management
- CRM Software
- Performance Monitoring and Evaluation
- Trend Identification and Forecasting
- Complex Problem-Solving
- Portfolio Management
- Business Consulting
- Coaching and Mentoring
- Management Team Leadership
- People and Culture
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Far and away the best prize that life offers is the chance to work hard at work worth doing.
Theodore Roosevelt
Timeline
Vice President, Internal Consultant
Axos Bank
09.2022 - 01.2023
Operations Manager (Administrator)
Ensign Group, Palomar Vista Healthcare Center
07.2021 - 07.2022
FVP, Director of High Net Worth Sales
Axos Bank
05.2019 - 07.2021
Vice President, Branch Manager
JPMorgan Chase Bank
01.2006 - 05.2019
Bachelor Of Science - Business Administration
San Diego State University
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