James Wall
New Caney,TX
Summary
Accomplished Branch Manager III and Assistant Vice President at Woodforest National Bank, adept in strategic planning and organizational leadership. Spearheaded initiatives to exceed sales goals, foster community partnerships, and enhance customer experience through technology. Demonstrated expertise in financial education and operational efficiency, successfully leading and motivating a team of 10+ to achieve growth and profitability.
Overview
14
14
years of professional experience
Work History
Branch Manager III, Assistant Vice President
Woodforest National Bank
06.2011 - Current
- Exceed branch sales since and revenue goals by proactively identifying, marketing, and recommending banking products and services beneficial to the customer.
- Maintain a branch audit assessment score of Satisfactory since 2017
- Maintain a Top 10 branch location out of 700+ locations
- Recruit, Train, retain and motivate staff of 10+ team members to ensure profitability, sales, customer service, compliance, and growth objectives for multiple branches within the region.
- Develop, grow, retail, and deepen consumer, business, and commercial relationships.
- Grow business deposits and loans through inside and outside business opportunities.
- Embrace and lead a technology driven customer experience.
- Lead, partner, and execute a community engagement strategy to develop strong community partnerships.
- Inspire and lead team members to reach their fullest potential.
- Review, approve, and process a variety of customer transactions for multiple branches within the region.
- Serve as an officer approval for a variety of high dollar transactions.
Board Member, Treasurer
The Community & Childrens Impact Center
01.2014 - Current
- Prepare and present budget and treasurer reports for a 501C3 organization for board for approval
- Oversee all finances, PNL, bank accounts, and tax documents
Board Member
Greater Cleveland Chamber of Commerce
01.2023 - Current
- Develop and strengthen community partnerships between the Chamber and local businesses and non profits
Education
High School Diploma -
Cleveland High School
Cleveland, TX06-2010
Skills
- Organizational leadership
- Strategic planning
- Nonprofit experience
- Leadership experience
- Diversity and inclusion
- Operational efficiency
- Relationship and team building
- Community outreach
- Employee coaching
- Financial Education
Timeline
Board Member
Greater Cleveland Chamber of Commerce
01.2023 - Current
Board Member, Treasurer
The Community & Childrens Impact Center
01.2014 - Current
Branch Manager III, Assistant Vice President
Woodforest National Bank
06.2011 - Current
High School Diploma -
Cleveland High School
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