Summary
Overview
Work History
Education
Skills
Timeline
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KIMBERLY A. ZAVALA

West Chester,PA

Summary

Performance-driven Vice President with 25 years of experience aligning systems with business requirements, policies and regulatory requirements. Passionate about applying excellent organization and communication skills to manage and lead teams. Results-oriented individual well-versed in interfacing and consulting on business processes to drive results based on sound overall business judgment.

Overview

35
35
years of professional experience

Work History

VP, Community Banking Manager

S&T Bank
West Chester, PA
09.2019 - Current
  • Effectively manage a team to deliver sales and world class customer service
  • Increased sales 320% by way of lending, new money deposits, fee income
  • Maintain compliance with sound audit procedures and enforcement of banking policies
  • Proactively engaging partners in mortgage, business banking, and wealth to optimize branch performance and customer satisfaction
  • Conduct reviews and performance evaluations
  • Coaching my staff to improve skill set and sales performance.

Private Client Banker

JP Morgan Chase Bank
06.2019 - 09.2019
  • A self-motivated and organized professional providing expertise in retail banking and portfolio analysis
  • Successful sales colleague consistently exceeding quarterly goals by 200%
  • Ranked #1 Licensed Banker in 2017 within entire Citizens Bank footprint of 11 states for referred investment sales exceeding $6M
  • Ranked #1 Licensed Banker in 2018 in combined banker revenue and referred investment sales of over $5M
  • Citizens of Excellence Award Recipient 2017 and 2018
  • Chairman's Award Recipient 2017 and 2018.

Senior Licensed Banker

Citizens Bank
06.2014 - 06.2019
  • Proven success managing 5 Bank Tellers and 3 Personal Bankers
  • More than 13 years' experience in training development of sales skill set and exemplary customer experience
  • Maintained reporting and strict compliance of bank policies and procedures
  • Created weekly branch staffing schedule
  • Led daily branch huddles to discuss agenda and priorities
  • Consistently exceeded quarterly sales goals by 150%.

Assistant Branch Manager

Citizens Bank
09.2000 - 06.2014
  • Assisted with client transactions on both the teller and platform sides
  • Promoted banking products and services to enhance customer relationships.

Customer Service Associate

Mellon Bank
06.1998 - 09.2000

Store Manager

Landhope Farms
02.1993 - 12.1994
  • An enthusiastic and dedicated store manager of 10 employees
  • Effective in cash controls and sound decision making leading to positive sales revenue
  • Proven top sales performer
  • Proficient in account openings, loan originations, and cross-selling bank products and services.

Customer Service Representative

Mellon Bank
11.1989 - 01.1993

Education

Business Administration and Management, General, Associate Degree -

Goldey-Beacom College
05.1992

Skills

  • Team Leadership
  • Relationship Building
  • Decision-Making
  • Critical Thinking
  • Coaching and Mentoring
  • Complex Problem-Solving
  • Client Relationship Building
  • Strategic Planning
  • Business Development
  • Results-Driven
  • Operations Management
  • Account Management
  • Customer Service
  • Documentation And Reporting
  • Training and mentoring
  • Staff Development
  • Performance monitoring
  • Budget Oversight
  • Corporate Communications
  • Sales Leadership
  • Customer and employee rapport
  • Performance metrics analysis
  • Partnerships and Affiliations
  • Financial Management
  • Recruiting and Hiring
  • Lead Generation
  • Customer Education
  • Operational leadership
  • Leadership and People Development
  • Relationship and Team Building

Timeline

VP, Community Banking Manager

S&T Bank
09.2019 - Current

Private Client Banker

JP Morgan Chase Bank
06.2019 - 09.2019

Senior Licensed Banker

Citizens Bank
06.2014 - 06.2019

Assistant Branch Manager

Citizens Bank
09.2000 - 06.2014

Customer Service Associate

Mellon Bank
06.1998 - 09.2000

Store Manager

Landhope Farms
02.1993 - 12.1994

Customer Service Representative

Mellon Bank
11.1989 - 01.1993

Business Administration and Management, General, Associate Degree -

Goldey-Beacom College
KIMBERLY A. ZAVALA