Multi-talented leader knowledgeable about sales, operations, and personnel management. Successful at stepping into diverse positions and making immediate positive contributions. Focused on optimizing operations, motivating employees while establishing market dominance. Familiar with tracking metrics, generating reports and giving presentations to senior management. Talented sales leader and customer service expert.
Overview
13
13
years of professional experience
1
1
Certification
Work History
AVP, Financial Center Manager
Bank Of America
04.2019 - 09.2024
Developed and maintained strong relationships with clients, resulting in increased business opportunities.
Maintained compliance with industry regulations by implementing risk mitigation measures and maintaining accurate documentation.
Analyzed data to identify areas of improvement, implementing changes that resulted in greater operational efficiency.
Increased revenue by developing targeted sales strategies tailored to specific customer segments.
Trained and guided team members to maintain high productivity and performance metrics.
Reduced operational risks while organizing data to forecast performance trends.
Assessed credit applications thoroughly to ensure compliance with lending guidelines while mitigating potential risks to the organization''s portfolio exposure adequately.
Built and lead high-performance team focused on achieving sales and service goals.
Promoted digital banking adoption among customers by providing assistance in using online platforms seamlessly.
Bank Manager II
City And County Credit Union
09.2016 - 05.2018
Supported clients during onboarding processes by providing comprehensive product knowledge resources tailored specifically to their businesses'' needs.
Developed strong relationships with clients by providing consistent support and anticipating their needs, leading to increased trust and loyalty.
Streamlined internal processes to improve responsiveness to client inquiries, reducing resolution times significantly.
Delivered consistent revenue growth through effective sales strategies, promoting banking products and services tailored to client needs.
Examined customer loan applications for loan approvals and denials.
Championed community involvement initiatives to strengthen the bank''s reputation as a responsible corporate citizen.
Led efforts for branch growth, successfully achieving targeted loan portfolio expansion while maintaining credit quality.
Manager, Branch Operations & Business Development
Target Credit Union, A Division Of BCU
11.2011 - 09.2016
Developed and maintained strong relationships with clients, resulting in increased business opportunities.
Maintained compliance with industry regulations by implementing risk mitigation measures and maintaining accurate documentation.
Analyzed data to identify areas of improvement, implementing changes that resulted in greater operational efficiency.
Increased revenue by developing targeted sales strategies tailored to specific customer segments.
Trained and guided team members to maintain high productivity and performance metrics.
Reduced operational risks while organizing data to forecast performance trends.
Assessed credit applications thoroughly to ensure compliance with lending guidelines while mitigating potential risks to the organization''s portfolio exposure adequately.
Built and lead high-performance team focused on achieving sales and service goals.
Promoted digital banking adoption among customers by providing assistance in using online platforms seamlessly.
Preferred Banking Assistant Manager
Western Alliance Bank
09.2024 - Current
Supported branch operations by maintaining compliance with internal policies and regulatory requirements.
Reduced processing times by implementing digital document management systems.
Streamlined account opening processes for faster service, resulting in increased new accounts.
Identified opportunities for cross-selling financial products, increasing overall revenue for the bank.
Collaborated with team members to achieve branch sales targets consistently.
Delivered comprehensive training to new hires, fostering a knowledgeable and effective workforce within the branch.
Ensured smooth implementation of process improvement initiatives leading to increased productivity levels.
Education
Degree In Progress - Business Administration And Management
North Hennepin Community College
Minneapolis, MN
Skills
Operations Management
Partnership Development
Strategic Planning
Business Planning
Business Development
Operational leadership
Growth planning
Operational management
Performance Improvement
Staff Management
Project Management
Data Analysis
Effective leader
Customer Service
Marketing Strategies
Customer Relations
Business Management
Performance Improvements
Sales Coaching
Performance Evaluation and Monitoring
Delegation
Quality Assurance
Goal Setting
Direct Sales
Staff training/development
Customer Retention
Accomplishments
2023 & 2024 Circle of Excellence recipient.
Certification
CNP - Certified Notary Public
Timeline
Preferred Banking Assistant Manager
Western Alliance Bank
09.2024 - Current
AVP, Financial Center Manager
Bank Of America
04.2019 - 09.2024
Bank Manager II
City And County Credit Union
09.2016 - 05.2018
Manager, Branch Operations & Business Development
Target Credit Union, A Division Of BCU
11.2011 - 09.2016
Degree In Progress - Business Administration And Management