James (Jamie) McLaughlin
East Greenbush,NY
Summary
Dynamic banking leader with over 20 years of experience in sales and team management. Proven track record in staff development, most recently at Berkshire Bank, dedicating 60% of time to coaching multiple teams outside my home branches to drive performance and to establish myself as a team player. Expertise in analytical thinking and process improvement, significantly enhancing member experiences and contributing to business growth. Adept at customizing coaching strategies by understanding colleagues’ psychology to foster a positive and productive work environment.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Branch Manager
Hudson Valley Credit Union
Albany, NY
10.2022 - Current
- Mentored and provided guidance to branch colleagues for achieving personal and professional goals through consistent coaching, observations, and one-on-one meetings.
- Served as backup Regional Manager to assist with onboarding and mentoring new leadership and branch colleagues.
- In addition to being a Multi-Site manager during my time at Berkshire Bank, I have overseen every branch in the region, with the exception of Hudson.
- Implement strategies using CARE model for the purpose of delivering an exceptional member experience, including relationship building and a focus on enhancing relationships for both new and existing members.
Licensed Loan Officer
ClearPath Mortgage Solutions
Latham, NY
07.2021 - 09.2022
- Developed and maintained relationships with real estate agents, builders, and other referral sources.
- Researched market conditions and trends to identify potential opportunities for new business development. Trained the team in these areas on a weekly basis.
- Analyzed financial statements, tax returns and other supporting documentation when necessary.
- Provided guidance on various loan programs available to customers based on their individual needs.
Branch Manager
Citizen's Bank
Delmar, NY
02.2015 - 07.2019
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Coached, mentored and trained team members in order to improve their job performance.
- Oversaw daily operations, maintaining efficiency and quality standards.
Licensed Banker
TD Bank
Delmar, NY
01.2014 - 02.2015
Wealth Management Associate/Personal Banker
Merrill Lynch/Bank of America
Latham, NY & St. Augustine, FL, NY
01.2007 - 11.2011
Skills
- Staff Development/Coaching
- Analytical Thinking
- Process Improvement
- Staff Evaluations and Training
- Client Relationship Management
- Business Networking
- Leadership
- Multi-Tasking
Certification
- NYS Notary Public - Expiration September 2026
- Federal Mortgage Loan Originator - NMLS #1162851 - Issued January 2014
Websites
Timeline
Branch Manager
Hudson Valley Credit Union
10.2022 - Current
Licensed Loan Officer
ClearPath Mortgage Solutions
07.2021 - 09.2022
Branch Manager
Citizen's Bank
02.2015 - 07.2019
Licensed Banker
TD Bank
01.2014 - 02.2015
Wealth Management Associate/Personal Banker
Merrill Lynch/Bank of America
01.2007 - 11.2011
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