James H. Cooley Jr.
Minneola,FL
Summary
Management and sales professional with over 15 years of experience in exceeding customer satisfaction goals and enhancing team performance. Proven expertise in budget control, problem-solving, and project management. Strong work ethic and attention to detail, with a focus on developing customer rapport and driving sales growth.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Branch Manager II AVP
PNC Bank
09.2022 - 08.2025
- Monitored branch performance against key performance indicators, implementing corrective actions as necessary.
- Maintained professional customer interactions to enhance service quality and resolve client issues.
- Elevated customer satisfaction ratings through prompt issue resolution and improved service delivery.
- Oversaw daily operations for efficiency, ensuring timely task execution and optimal resource allocation.
- Implemented sales strategies to achieve and exceed branch targets consistently.
- Strengthened relationships with key clients, fostering long-term partnerships that drove revenue growth.
- Collaborated with senior leadership on strategic planning to align branch objectives with corporate goals.
- Managed branch financials, including budgeting and expense tracking for accurate reporting.
Financial Center Manager III
Fifth Third Bank
04.2018 - 09.2022
- Cultivated One Bank culture through proactive collaboration with business partners.
- Contributed to Membership Advantage Elite team, engaging Orlando East Region managers in Household Growth initiatives.
- Championed Household Reporting for Orlando East Region by analyzing growth strategies for North Florida market.
- Developed business strategy that increased Apopka revenue to 105% for 2019, ranking 25th out of 70 branches on Balanced Scorecard.
- Facilitated employee development utilizing Behavioral Observation Coaching and Banker Monthly Control Reviews.
- Managed daily risk by completing and reviewing Financial Center Operations Review with team.
- Executed consultative sales process while serving as certified Mentor for PB and FCM mentorship program.
Personal Banker II
Fifth Third Bank
05.2016 - 04.2018
- Executed consultative sales process and Financial Needs Assessment to build comprehensive customer profiles and identify financial needs.
- Developed expertise in retail consumer and small business products, recommending tailored solutions aligned with value proposition.
- Proactively reached out to current and potential customers for periodic financial reviews using available marketing tools.
- Surpassed cross-selling targets through effective engagement in membership advantage activities on-site.
Personal Banker
Bank of America
05.2007 - 06.2014
- Managed all aspects of locating and cultivating new deposits and loans.
- Generated over one million dollars in monthly loan sales, surpassing quarterly goals of three million dollars.
- Resolved customer issues promptly to maintain high satisfaction levels.
- Retained and expanded relationships with existing customers to enhance loyalty.
- Conducted needs assessments through key questions to maximize sales opportunities.
- Handled daily customer service requests to ensure efficient operations.
- Recognized with Customer Experience Leadership Award twice for excellence in service delivery.
Education
Associates Degree - Specialized Technology
The International Academy of Design and Technology
Pittsburgh, PA01.2007
Diploma - undefined
South River High School
Edgewater, MD01.2003
Skills
- Achievement of performance goals
- Strategic execution and critical analysis
- Clear and persuasive communication skills
- Seamless service delivery and relationship development
- Community leadership and expertise in subject matter
- Proficient in Microsoft Office applications
- Credit evaluation and portfolio oversight
- Efficiency in banking operations management
- Collaborative teamwork approach
- Exceptional customer service skills
- Analytical problem-solving techniques
- Effective time management practices
- Detail-oriented mindset
- Multitasking capabilities in dynamic environments
- Strong critical thinking abilities
- Organizational skill set for project management
- Active listening for effective communication
- Building and managing relationships effectively
- Expertise in cash handling procedures
- Management of team dynamics and performance
- Recruitment strategies for talent acquisition
- KYC regulations knowledge
- Risk evaluation techniques
- Goal-oriented planning
- Strategic business planning
- Management of cash flow processes
- Development of business relationships
- Critical thinking
Accomplishments
West Central North Florida Market Allstar, Branch Client Experience winner, top five recognition in total branch revenue growth.
Certification
Certified Notary Public, NMLS certified
Timeline
Branch Manager II AVP
PNC Bank
09.2022 - 08.2025
Financial Center Manager III
Fifth Third Bank
04.2018 - 09.2022
Personal Banker II
Fifth Third Bank
05.2016 - 04.2018
Personal Banker
Bank of America
05.2007 - 06.2014
Diploma - undefined
South River High School
Associates Degree - Specialized Technology
The International Academy of Design and Technology
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