Performance-driven Vice President with 9 years of experience aligning systems with business requirements, policies, client needs and regulatory requirements. Passionate about applying excellent organization and communication skills to manage and lead teams. Results-oriented individual well-versed in interfacing and consulting on business processes to drive results based on sound overall business judgment.
Overview
8
8
years of professional experience
Work History
Vice President of Branch Operations
JPMorgan Chase
08.2022 - Current
Managed cross-functional teams to ensure seamless collaboration for optimal business outcomes.
Developed and executed comprehensive business plans to achieve organizational goals and objectives.
Delivered exceptional customer service by proactively addressing client needs and resolving issues promptly.
Enhanced client relationships with a multitude of cliental ranging from domestic and foreign needs.
Foster a collaborative work environment that promotes open communication among team members.
Enhanced team cohesion by organizing regular training sessions focused on communication skills and conflict resolution techniques.
Ensured employee efficiency by encouraging behaviors which resulted in my bankers regular exceeding call & meeting guidance quotas
Applied excellent problem-solving, process development, and strategic implementation skills to lead and support all areas of operations.
Government Relations: Worked alongside Wisconsin Financial Services Association to adapt and expand on effect of state legislation changes. Also assisted in drafting communications which explained implications of these legislature changes
Implemented New Strategies: Adjusted District lending practices to seek long term sustainability. These included increasing average account size by 51.8% during FY 22. In long term led to adjustment of state perspective on larger lending
Data Analytics: Field Liaison for creation/amending reports which simplified process for reviewing operational data for field employees
District Restructure: Raised bar of expectations for entire team upon accepting position - removal of employees allow for strong internal team growth
Talent Recruitment: interviewing, onboarding, relocations of best candidates to fit open positions
Worked alongside District Manager to get in depth perspective of district as a whole. Applied this knowledge & training to improve own operations in branch
Training & Mentoring: Trained associates across multiple states in best practice of general day to day operations along with mentored candidates for management opportunities at an expedited rate to achieve sales expectations
Expanded size of branch by 287 accounts or 775.7%
Community Involvement: Involved office in community events to promote growth along with establishing branch as pillar within community
Created and applied innovative materials to exceed daily operational sales & collections goals
Processed & evaluated credit leading to loan decisions
Education
Bachelor of Science - Management & Finance
Indiana University
Bloomington, IN
12.2017
Skills
Microsoft Office Suite
Power BI
Forecasting & Reporting Data
Conflict Management
Client Relationship-Building
Team Leadership
Managing Operations and Efficiency
Recruiting and Hiring
Workforce Development
Sales Promotion & Forecasting
Operational Efficiency
Policy Development and Enforcement
Accomplishments
Improved District Net Profit by $515,196 (418.4%) in Fiscal 21
Grew 12.4% Outstanding Ledger in Q1 of Fiscal 23
Worked hand in hand with Data Analytics to create reports to monitor and improve operational performance
Assisted in Expansion of Northern Indiana which included running a training HUB for multiple offices
Awarded for Largest Account Gain Location Fiscal 18
Exceeded sales state average for ancillary product penetration by 20%