Jeffrey McDaniel
Greenwood,Indiana
Summary
Accomplished Branch Manager with progressive industry background and decisive leadership style. Offers strategic planning abilities, background in change management and forward-thinking mindset. Ready for challenges and focused on meeting future demands.
Overview
17
17
years of professional experience
Work History
Branch Sales Manager
Key Bank
Lebanon, IN
01.2024 - Current
- Led branch operations, ensuring compliance with regulatory standards and enhancing customer satisfaction.
- Developed and implemented strategic sales initiatives that increased market share within local communities.
- Mentored and trained sales staff to improve product knowledge and customer engagement techniques.
- Analyzed sales trends to identify growth opportunities and adjust marketing strategies accordingly.
- Collaborated with cross-functional teams to streamline processes, enhancing overall branch efficiency.
- Built strong relationships with clients, fostering loyalty and driving repeat business through personalized service.
Branch Vice President
BMO Bank Of Montreal
Franklin, Indiana
06.2022 - Current
- Demonstrated proficient leadership skills to motivate employees and build competent teams.
- Hired and managed employees to maximize productivity while training staff on best practices and protocols.
- Identified opportunities to improve business process flows and productivity.
- Collaborated with senior management to develop strategic initiatives and long term goals.
Branch Manager
Citizens Bank
Hooksett, NH
01.2014 - 06.2021
- Tier 2 branch
- 5 full time employees coached daily
- Goal driven sales producer
- 7k plus transactions processed per month
- Current green status for internal audit
- Citizens of Excellence Winner 2019 – top 4% of producers
- Maintained friendly and professional customer interactions.
- Assessed employee performance and developed improvement plans.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Engaged employees in business processes with positive motivational techniques.
- Complied with regulatory guidelines and requirements.
- Consulted customers to boost product sales and services.
- Completed filings and upheld strict compliance with regulatory agencies and supervisors.
- Launched new training program to boost employee skills and staff retention rate.
ChristopherNolet.com
01.2009 - 01.2014
Education
Degree - Production and Sales Management
Manchestera refresher course in Business Management -
Harvard Online
Skills
- Critical Thinking
- Process Improvement
- Project Oversight
- Customer Experience
- Customer Satisfaction
- Branch Operations
- Customer Education
- Leading Employees
- Performance Monitoring
- Coordinate Training
Timeline
Branch Sales Manager
Key Bank
01.2024 - Current
Branch Vice President
BMO Bank Of Montreal
06.2022 - Current
Branch Manager
Citizens Bank
01.2014 - 06.2021
ChristopherNolet.com
01.2009 - 01.2014
Degree - Production and Sales Management
a refresher course in Business Management -
Harvard Online