Joshua McDonald
Jacksonville,TX
Summary
Dynamic and strategic leader with nearly two decades of experience in diverse environments. Skilled in devising business operation plans, managing costs, and driving transformative change. A forward-thinking leader known for setting quality standards and achieving objectives, with a proven track record in effective communication, developing talent, and fostering a coaching culture to drive business results.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Relationship Banker/ Service Manager
Chase
Tyler, TX
03.2023 - Current
- Developed and implemented individualized financial planning strategies to foster long-term client relationships and ensure portfolio satisfaction.
- Executed client outreach initiatives through strategic outbound calling and networking efforts.
- Advised clients on comprehensive financial solutions, including depository products, lending services, investment funds, and annuities.
- Facilitated customer appointments to discuss financial situations and provide tailored recommendations.
- Oversaw NMLS registration maintenance under SAFE Act to ensure compliance in mortgage loan origination.
- Ensure all transactions, particularly large deposits, comply with Bank Secrecy Act (BSA) policies, including CTR and SAR reporting.
- Identify and report potential fraudulent activity to prevent losses to both the bank and the client.
- Perform complex account maintenance, including Trust accounts, IRAs, and estate accounts.
- Facilitated branch and drawer audits, ensuring compliance and accuracy in financial operations.
- Educate clients on conducting banking transactions online, via mobile apps, and self-service portals to optimize their digital experience.
- Fortress of Controls recipient due to scoring a perfect audit and having no Dashboard or CMR errors for FY2025.
- Elevated branch performance from a Level 6 to a Level 2, greatly outperforming branches of similar size and wealth demographics.
Store Manager
Boot Barn
Tyler, TX
07.2018 - 03.2023
- Served as interim District Manager.
- Partnered with corporate teams to create, develop, and implement company guides and training programs.
- Spearheaded recruitment efforts to attract and secure top talent.
- Implemented growth strategies to elevate store revenue from $2M to $5M, driving overall business success.
- Cultivated a coaching culture by recognizing achievements and fostering growth opportunities.
- Optimized staff scheduling based on individual strengths and business needs to enhance operational efficiency.
- Served as a regional trainer, and created a training program that was adopted by the company.
- Served as district champion for loss prevention, customer capture, and sales attachments.
- FY22 Top Performance to Budget Sales Goal – District (+47%)
- FY22 Top Comp – District (+70%)
- FY22 Top Labor - Company
- FY19 Boot Barn Southern Region Peer Award Recipient
Freelance Writer
Various
Los Angeles, CA
06.2014 - 12.2021
- Responsibilities available upon request.
Senior Manager of Operations, Communications, & Special Projects
Lucky Brand
Los Angeles, CA
01.2013 - 02.2016
- Managed daily office operations, ensuring seamless workflow and resource allocation.
- Coordinated and engaged in high-level meetings involving chairman, CEO, CFO, COO, and department heads to drive strategic initiatives.
- Facilitated and coordinated company-wide meetings, including store manager gatherings with over 400 attendees.
- Managed office meeting spaces and conference rooms.
- Led the development of executive programs, focusing on bonus structures, workplace enhancement initiatives, and sales incentive contests to drive team performance.
- Served as Manager of Communications - creating communications and tools for all internal partners.
- Managed Customer Service and Talent Development departments - training the call center staff and creating training documents.
- Served as a liaison between the corporate office, the field, and international partners.
- Optimized store workload and operational processes, including promotional updates, markdowns, floor sets, store meetings, and physical inventory counts.
- Launched the Lucky Brand Ambassador Program.
- Launched Lucky Gives Back.
- 2014 Telly Award Winner under Beth Monda for training and development videos.
Store Manager (Flagship/ Corporate Stores)
Lucky Brand
Los Angeles, CA
04.2008 - 01.2013
- Facilitated monthly corporate business walk-throughs with CEO, VP of Stores, and department heads.
- Engaged in consistent dialogue with corporate operations team and merchandisers to enhance sales training product knowledge and gather constructive feedback.
- Implemented company strategies ahead of the chain to optimize planning and establish best practices.
- Sourced out to other locations prior to corporate or executive visits.
- Implemented strategies to enhance sales performance and achieve positive comparisons.
- Sourced and secured top talent to enhance organizational capabilities.
- Oversaw profit and loss management to ensure financial stability.
Education
Diploma -
Jacksonville High School
Jacksonville, TX05-2007
Skills
- Effective communication
- Customer engagement
- Proficient time management
- Experienced with Microsoft Office applications
- Strategic leadership
- Relationship management
- Community engagement
- Project coordination
- Comprehensive portfolio analysis
- Analytical reasoning
Certification
- Licensed Series 6
- Licensed Series 63
- Licensed Texas Insurance
Timeline
Relationship Banker/ Service Manager
Chase
03.2023 - Current
Store Manager
Boot Barn
07.2018 - 03.2023
Freelance Writer
Various
06.2014 - 12.2021
Senior Manager of Operations, Communications, & Special Projects
Lucky Brand
01.2013 - 02.2016
Store Manager (Flagship/ Corporate Stores)
Lucky Brand
04.2008 - 01.2013
Diploma -
Jacksonville High School