
Skilled Financial Center Manager with 35 years of proven leadership experience in the financial industry. Result-oriented leader that lead 5 banking associates and allocated referrals for 5 business partners. Strives for excellence by providing exceptional value in service and solutions for customers. Institutes strong coaching and incentive programs to drive team to exceed performance goals. Recognized for business development skills to generate new client leads, employee engagement with all-time low turnover results.
• Conducted in-depth analysis of actual financial results against budget, providing detailed variance reports to functional groups
• Consulted with small business clients to assess needs and propose personalized banking solutions
• Led teams to increase business portfolios, contributing to the growth of bottom-line profitability
• Collaborated with cross-functional teams to define features and develop powerful, user-friendly
products and customer-facing workflow tools
• Coordinated the approval or rejection of lines of credit, commercial, real estate, and personal
loans
• Conducted internal audits of retail banking processes to ensure compliance and efficiency
• Devised strategies to enhance deposit growth, loan portfolios, and fee income
• Conducted consistent performance evaluations for team members, utilizing verbal, written, and ongoing review initiatives
• Proposed alterations to products or services aimed at enhancing customer benefits
• Efficiently addressed and resolved customer complaints in a timely manner
• Collaborated successfully with a diverse team to achieve goals and address product and service-related issues
• Engaged in consultations with small business clients to identify requirements, assess means, and present tailored banking solutions
• Mentored junior staff members, offering guidance on banking practices and procedures
• Identified and cultivated new customer relationships within the retail banking sector
• Collaborated with a bank team to assist clients in achieving their financial goals and needs.
• 150% of goal for One Bank referrals (Investments, Mortgage and Preferred) for 2023
• Outstanding Sales Award in investments
• Small Business Campaign for 2021
• National Mortgage License (NMLS)
• Ohio Notary Public
• Life and Health Insurance License (inactive)
• Series 6 License (inactive)