Kristy O'Brien Geary
Racine,WI
Summary
I have extensive experience in building client relationships, bank operations and planning, managing consumer and private banking, and training future leaders. My leadership approach focuses on empowering associates to achieve and exceed client goals, in an engaging, collaborative, and team-centric model.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Financial Examiner
State of WI-Department of Financial Institutions
02.2024 - Current
- Evaluate credit union operations applying defined criteria standards used to determine its continued insurability status. Based on exam findings, assign component and composite ratings.
- Review policies established for funds management and the sources use of funds.
- Evaluate management's performance and capability.
- Examine policy and practices in the areas of compliance, lending, investment and funds management.
- Work with credit union management to discuss exam findings and any corrective actions needed.
Vice President, Employee Resource Center Senior Manager
Johnson Financial Group
09.2021 - 02.2023
- Set overall strategy and execution of the Employee Resource Center to align with the bank's overall mission.
- Manage support for Consumer, Private, and Small Business lines relating to the successful execution of the corporate strategy.
- Identify operations and training gaps and address those through development of new processes.
- Proactive management of key stakeholder relationships.
- Manage corporate-wide projects, initiatives and associate communications.
- Lead and coach team members effectively, balancing accountability with associate development and experience.
Vice President, Retail & Private Banking Employee Administration
Johnson Financial Group
10.2010 - 08.2021
- Branch and Private banking planning that includes budgetting, pricing, strategy and FTE management.
- Manage JFG repository of all operations policy and procedures.
- Identify and implement opportunities that drive operational excellence while supporting sales growth.
- Ensure an understanding and adoption of all regulatory compliance requirements.
Vice President, Regional Retail Sales Manager
Johnson Financial Group
02.2002 - 10.2010
- Oversight of 1.2 billion dollar branch network.
- Manage a reporting pool of 150 associates that include bank, investment services and private banking.
- Achieve all sales and operational goals across all lines of business in my care.
- Lead corporate projects and initiatives.
Education
Bachelor Of Arts - Business Management And Communications
Concordia University Wisconsin
Mequon, WIGraduate School Of Banking -
University of Wisconsin - Madison
Madison, WISkills
- Strategic Leadership
- Bank Operations & Planning
- Learning & Development
- Human Resource Management
Certification
Change Management Certified
Timeline
Financial Examiner
State of WI-Department of Financial Institutions
02.2024 - Current
Vice President, Employee Resource Center Senior Manager
Johnson Financial Group
09.2021 - 02.2023
Vice President, Retail & Private Banking Employee Administration
Johnson Financial Group
10.2010 - 08.2021
Vice President, Regional Retail Sales Manager
Johnson Financial Group
02.2002 - 10.2010
Bachelor Of Arts - Business Management And Communications
Concordia University Wisconsin
Graduate School Of Banking -
University of Wisconsin - Madison
Similar Profiles
Cindy BuffaloeCindy Buffaloe
Bank Examiner at Tennessee Department Of Financial InstitutionsBank Examiner at Tennessee Department Of Financial Institutions
Jolene GruberJolene Gruber
Grant Coordinator at State Of WI Department Of Public InstructionGrant Coordinator at State Of WI Department Of Public Instruction
Danielle Wright-WardDanielle Wright-Ward
Intermediate Auditor (Contractor) at Department Of Children And Families, State Of WIIntermediate Auditor (Contractor) at Department Of Children And Families, State Of WI