Dedicated banking professional with branch leadership and project management experience, pursuing career growth within the banking industry by applying proven skills and knowledge.
Overview
18
18
years of professional experience
Work History
Project Manager II, AVP
Commerce Bank
01.2023 - Current
Work to define project scope, develop project requirements, identify project milestones, and assess resource availability
Create clear documentation, facilitate meetings, and track progress to maintain alignment with project objectives
Prioritize tasks and activities based on business line objectives
Partner with teams across multiple lines of business to streamline workflows and implement process improvements that enhances productivity
Develop strong relationships across business lines
Prepare and present project updates regularly to stakeholders
Senior Branch Manager, AVP
Commerce Bank
05.2016 - 01.2023
Successfully launched the Roeland Park branch (March 2018), overseeing all operations from setup to full functionality
Led, mentored, and motivated team members to ensure branch and individual sales expectations were met
Managed talent lifecycle including hiring, annual performance reviews, compensation adjustments, and corrective actions
Cultivated and sustained relationships with Small Business, Benefits Banking, and Top 50 clients, driving revenue growth through proactive business development and cross-selling
Collaborated with various lines of business i.e., Merchant Services, Brokerage, Private Banking, Small Business, and Trust to deliver comprehensive client solutions
Partnered with retail leadership to pilot and implement new banking initiatives, enhancing operational efficiency and client engagement
Selected for and completed the 2020 Leadership Development Program, demonstrating commitment to professional growth and future leadership readiness
Assistant Branch Manager II
Commerce Bank
04.2014 - 05.2016
Partnered with branch manager to maintain efficient daily operations and ensure compliance with regulatory, audit, and risk standards
Overseaw day-to-day activities, monitoring adherence to audit policies and procedures to safeguard assets and reduce risk exposure
Coached, mentored, and developed team members, driving performance improvement
Consistently exceeded personal sales targets, contributing to branch profitability and client growth
Conducted monthly audits of cash drawers and consigned items, ensuring accuracy, accountability, and compliance
Identified client needs and referred opportunities to Brokerage, Private Banking, Merchant Services, Small Business, and Trust, strengthening client relationships and driving revenue
Senior Financial Services Representative
Capital Federal
08.2011 - 04.2014
Assisted customers with new account openings, loan processing, and ongoing account maintenance, delivering exceptional client service
Identified complex client needs and referred customers to specialized banking partners, ensuring comprehensive financial solutions
Processed over $1M in loans (2012), contributing significantly to branch performance and revenue growth
Accurately and efficiently processed financial transactions while maintaining full compliance with bank policies and procedures
Assistant Branch Manager
Capital Federal
07.2008 - 08.2011
Directed staff and branch performance by overseeing hiring, training, scheduling, performance evaluations, and corrective actions, ensuring a high-performing and compliant team
Conducted monthly audits of ATMs, vaults, cash drawers, and dispensers to ensure accuracy, safeguard assets, and maintain adherence to audit and compliance standards
Prepared detailed daily, weekly and monthly reports, ensuring transparency, accuracy, and full alignment with regulatory and audit requirements
Lead Customer Service Associate
Capital Federal
07.2007 - 07.2008
Processed customer transactions and opened new accounts, ensuring accuracy, efficiency, and exceptional service delivery
Supported branch manager with monthly, quarterly, and annual audits, maintaining compliance with internal controls