Julian Ward

• Led branch operations, ensuring compliance with banking regulations and internal policies.
• Developed and implemented strategic sales initiatives to enhance customer engagement and retention.
• Mentored staff, fostering professional growth and improving team performance through targeted training programs.
• Analyzed financial reports to identify trends, facilitating informed decision-making for branch improvements.
• Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
• Cultivated relationships with key clients, enhancing business opportunities and driving revenue growth.

- I lead and motivate a team of talented professionals to achieve and surpass branch sales goals, provide exceptional customer service and operational soundness.

- I promote and foster a positive work environment that encourages teamwork, collaboration, customer service, and celebrates success.

- Oversee branch controls and compliance to effectively manage risk and ensure positive internal audit ratings

- I provide regular coaching, conduct daily huddles, communicate company goals, business strategies, best practices, and expectations to the team.

- Supported 15 retail branches with the planning, directing, business development and sales activities for my assigned branches.

- Provide leadership and coaching to branch managers and bankers to achieve a productive work environment focused on both team and individual goals.

- Responsible for sourcing and originating credit request up to 750k for business owners in the form of business lines of credit, term loans, SBA backed loans, and equipment finance.

- Recommending products and services such as business deposit accounts, treasury management, payment solutions, and business credit cards.

- Building and deepening meaningful relationships with clients, learning about their goals and needs by profiling to make appropriate product recommendations.

- Opened new accounts, originated credit request thru loans, lines of credit, credit cards, and real estate.

- Promoted the bank in civic events and chamber mixers.