Kelly Wheaton
Brighton,MA
Summary
Professional & outgoing with strong background in Branch Management. Skilled in enhancing operational efficiency, driving growth, and fostering team collaboration within our Branch AND our community. Known for adaptability to changing needs and effective problem-solving. Expertise in strategic planning, customer service, and financial oversight. Reliable leader focused on achieving results and empowering teams.
Overview
25
25
years of professional experience
Work History
Branch Manager/ Assistant VP
Beacon Bank ( Formerly Berkshire Bank )
Brighton, Ma
04.2023 - Current
- Continuously monitor branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Oversaw office operations with a focus on efficiency, ensuring timely task execution and optimal resource use.
- Elevated customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
- Led branch operations, ensuring compliance with banking regulations and internal policies.
- Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
Branch Manager/Assistant Vice President
Rockland Trust
Jamaica Plain , MA
06.2015 - 11.2021
- Boosted branch sales by developing and deepening customer loyalty.
- Engaged employees in business processes with positive motivational techniques and incentives
- Complied with Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
- Submitted loan applications to loan underwriter for verification and recommendation.
- Established strong relationships with well respected community members proving to be mutually beneficial for business and financial successes.
- Successfully bonded our team together in a family type manner who was able to turn independent growth into team successes.
- Brought branch from Needs Improvement grade on previous Audit under former management to a Strong within 30 days upon start date
- Active member of many community networking groups. Such as: YMCA ( Board Member), The Parkway Rotary ( Treasurer), Kiwanis, Rose Bounty Food Pantry (volunteer) , Smart from the Start ( volunteer), Mary Mulvey Families In Need ( volunteer) , among others.
- Supervised branch operations and made continuous improvements in each area growing balances on average of 5% each consecutive year
Branch Manager/Vice President
Mercantile Bank/ Commerce Bank
01.2001 - 06.2015
- Provided leadership and direction to grow team portfolio and increase revenue.
- Met with customers to assess needs and propose customized solutions.
- Structured and finalized secured and unsecured loans.
- Complied with established internal controls and policies.
- Instrumental in Customer Retention and handling issues without having to escalate
- Performed routine closings, maintained clean, accurate and accessible records and kept close eye on transaction updates throughout each quarter.
- Increased new bank relationships within local community through execution of quarterly promotions.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Leveraged sales expertise to promote products and capitalized on upsell opportunities.
- Trained new personnel regarding company operations, policies and services.
Education
Some College (No Degree) - Banking
New England College of Finance
Skills
- Relationship building and management
- Goals and Performance
- Customer service - ability to make genuine connections
- Relationship Management - through team building
- Community Relations - networking and volunteering
- Employee Development
- Self-Starter - able to think outside box
- Branch operations management
- Customer relationships
Timeline
Branch Manager/ Assistant VP
Beacon Bank ( Formerly Berkshire Bank )
04.2023 - Current
Branch Manager/Assistant Vice President
Rockland Trust
06.2015 - 11.2021
Branch Manager/Vice President
Mercantile Bank/ Commerce Bank
01.2001 - 06.2015
Some College (No Degree) - Banking
New England College of Finance