Summary
Overview
Work History
Education
Skills
Awards
Section name
Timeline
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KEVIN BARTON

Andrews,TX

Summary

Enabling sales and management success by deploying forward-thinking consultative selling principles and leading customer-focused teams. Delivering exceptional results through surpassing sales quotas, building high-performing teams and growing market revenue. Notable history of recognition for personal and team sales goals.

Overview

29
29
years of professional experience

Work History

AVP/Branch Leader

Truist Bank
09.2019 - Current
  • Manage all daily operations of a 150-million-dollar bank branch, overseeing all aspects of finance, lending, customer service, sales, and team management.
  • Lead a team of 7 employees, providing guidance, training, and performance evaluations to ensure high levels of productivity and customer satisfaction. Develop annual budget plans aligned with organizational objectives; monitor expenses/revenues throughout the year ensuring targets are met/exceeded to maintain maximum profitability. Collaborate with regional managers to develop strategies for achieving branch goals while maintaining compliance with regulatory requirements.
  • Analyze financial reports to identify trends, opportunities for growth, and areas for improvement; implement corrective actions as needed.
  • Maintain a strong focus on risk management by ensuring adherence to internal policies/procedures and conducting regular audits.
  • Build strong relationships with key clients/business partners through proactive communication and personalized service delivery.
  • Successfully resolve escalated customer issues/complaints within established timelines while maintaining positive relationships with customers. Conduct regular meetings/team huddles to communicate goals/objectives/targets; foster teamwork/collaboration among staff members. Develop and maintain strong relationships with local community organizations to enhance the bank's visibility/reputation within the community.
  • Collaborate with HR department in recruitment, selection, and onboarding of new staff members; ensure adequate staffing levels at all times

Mortgage Lending Officer

BANK OF AMERICA
03.2004 - 08.2019
  • Hand-picked due to top sales performance to serve as dedicated lending officer for a total of 10-12 Bank of America financial centers resulting in stronger branch associate product knowledge and mortgage goals being consistently met or exceeded. increased mortgage lending.
  • Consult with customers nationwide on financing of home purchase including first-time homebuyers and low-to-moderate income customers.
  • Coached underachieving branch associates with strategies on productivity and revenue growth resulting in goals being met within 3 months and the promotion of a formerly underperforming employee.
  • Analyze numerous reports to ensure requirements and goals are met, coaching is administered where necessary, and providing feedback to upper management.
  • Earned Circle of Excellence and Pinnacle Club membership 6 out of the 8 years it has been offered, This is for employees whose production is in the top 10% of the company nationwide.

Customer Service Manager

VALOR TELECOMMUNICATIONS
01.2000 - 07.2001
  • Promoted to Customer Service Manager of 12-14 representatives after 90 days with the company due to providing exceptional customer service and ability to diffuse client escalations.
  • Provided best-practice training on difficult clients throughout the call center resulting in increased client satisfaction and retention.
  • Oversaw all aspects of service provided to residential and business customers including sales of all services and products associated with the telecom industry.

Branch Manager | Senior Customer Service Representative

CITIFINANCIAL/CITIBANK
08.1996 - 12.1999
  • Promoted to Branch manager after 1.5 years with the company and assigned to a struggling branch resulting in the implementation and rollout of training strategies that lead to positive revenue flow within six months and ensuring branch would remain open.
  • Managed the operations and team of employees to retain customers, develop marketplace presence, and management of branch portfolio in consumer, auto and mortgage financing.
  • Executed strategies to develop new sources of business, selling all loan and insurance products, making lending decisions, as well as handling difficult account issues.
  • Coached, trained and mentored and administered performance management for branch staff employees.
  • Oversaw workload capacity management, development of and assigning goals for the branch and individual employees.
  • Optimized profitability and controlled operating expenses of the branch.
  • Performed detailed analysis of daily reports to ensure quality levels of customer service and goals are met.

Education

Bachelor of Science - Finance

SAN ANGELO STATE UNIVERSITY
San Angelo, TX
06-1996

Mortgage Lending Officer

NATIONWIDE MORTGAGE LICENSING SYSTEM #621452

Skills

  • Customer Relationship Management
  • Exceeds Sales Quotas
  • Team Leadership & Management
  • Customer Service Orientation
  • Data Analysis
  • Microsoft Office Suite
  • New Business Development
  • Revenue Growth
  • Market Development
  • Consultative Selling
  • Territory Management
  • Sales Proposals
  • Sales Presentation Skills
  • Regional Sales Leadership
  • Pipeline & Relationship Growth
  • Territory & Market Development
  • Coaching, Training & Mentoring
  • Team Recruitment & Retention

Awards

  • Circle of Excellence Winner – 2005, 2006, 2007, 2008, Pinnacle Club Winner – 2014, 2016
  • Achiever status was not in effect companywide for the years 2008-2013

Section name

Experienced and influential leader with 20+ years of award-winning success exceeding revenue targets through sales, marketing and service excellence primarily in the financial services industry. Develop comprehensive knowledge of products, competitors, and markets to guide strategy, optimize revenue, and surpass sales goals. Expert in building, coaching and mentoring teams to deliver world-class customer service and an exceptional customer experience. Thrives in fast-paced, team-oriented environments as a deeply committed leader.

Timeline

AVP/Branch Leader

Truist Bank
09.2019 - Current

Mortgage Lending Officer

BANK OF AMERICA
03.2004 - 08.2019

Customer Service Manager

VALOR TELECOMMUNICATIONS
01.2000 - 07.2001

Branch Manager | Senior Customer Service Representative

CITIFINANCIAL/CITIBANK
08.1996 - 12.1999

Bachelor of Science - Finance

SAN ANGELO STATE UNIVERSITY

Mortgage Lending Officer

NATIONWIDE MORTGAGE LICENSING SYSTEM #621452

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