Kyle Stockman
Chesterfield,MO
Summary
20-year professional seeking an opportunity with an ABA organization that could partner with my current goal of preparing for and completing UMSL's MS in ABA degree, graduating in May 2029.
Overview
20
20
years of professional experience
Work History
Branch Manager
Together Credit Union
O'Fallon, MO
09.2023 - Current
- Directed O’Fallon Branch management, responsible for overseeing core branch functions and day-to-day operational needs.
- Analyzed trends and data to establish branch- and individual-level goals.
- Evaluated employee performance through observational coaching, identified opportunity areas, and developed targeted development plans for each employee.
- Created incentives via contests and supporting strategies to reward execution of the branch plan.
- Developed and managed internal partnerships with business groups to strengthen cross-team collaboration.
- Owned hiring and internal promotion decisions while providing corrective counseling and corrective action to address performance issues.
- Leveraged Power BI and data lake tools to break down complex financial data for actionable, meaningful analysis.
- Owned development and maintenance of positive work culture to support membership through service-focused mindset.
- Managed adherence to state and federal regulations and internal operational controls to reduce risk of losses, fees, and other consequences tied to noncompliance.
Retail Sales Manager/Sales Delivery Support Manager
NEIGHBORS CREDIT UNION
ST. LOUIS, MO
05.2017 - 08.2023
- Oversaw four branch locations, mentoring four management trainees and two loan specialists. Supervised a team of more than 30 employees to enhance operational efficiency.
- Collaborated with senior management to establish branch and individual-level goals.
- Designed an incentive program from ground up to measure and reward branch-level and individual-level performance.
- Led coaching and training initiatives at group and individual levels to support organizational development.
- Planned and facilitated monthly workshops for managers and front-line staff focused on closing performance gaps.
- Designed and managed incentive program data reporting using Power BI, Crystal Reports, CyberQuery, Microsoft Access, and additional reporting tools to generate accurate sales-result reporting and scorecards that determined sales-performance rankings and monthly incentives.
- Created sales tracking tools to support standardized sales tracking processes and daily branch operations.
- Supported development of unique monthly action plans aligned with branch performance metrics.
- Visited branch locations monthly, conducted operational observations and delivered coaching in partnership with branch managers to maintain alignment with sales objectives and identify improvement opportunities.
- Analyzed complex financial data to provide actionable, meaningful insights supporting organizational-level goal tracking and ensuring senior management awareness of progress toward origination goals.
Mortgage Loan Officer
EQUITY PRIME MORTGAGE
WELDON SPRING, MO
05.2016 - 05.2017
- Built and maintained referral business partner network, including real estate professionals and centers of influence.
- Built strong working knowledge of mortgage processing workflows to support accurate underwriting and timely closings.
- Acquired knowledge of conventional and government lending guidelines, including FHA, USDA, VA, and MHDC.
- Originated loans, coordinated application, underwriting, and closing activities, and guided customer process from application through closing to help ensure timely approvals and on-time closings.
Branch Manager III
COMMERCE BANK
FENTON, MO
02.2014 - 05.2016
- Managed branch activities including business development, staffing, scheduling, audit execution, and customer experience oversight.
- Coordinated branch sales activities to ensure achievement of branch and individual sales expectations.
- Exceeded performance targets for consumer checking, consumer loans, and business credit cards.
- Managed customer inquiries and handled service requests while following customer service and sales model.
- Monitored bank operations to verify compliance with established policies and procedures.
- Participated in chamber of commerce committees to drive business development and civic activities.
- Represented brand at fundraising events and chamber of commerce fundraising events to promote community awareness and engagement.
Branch Manager (New Build)
JP MORGAN CHASE BANK
DENVER, CO
06.2012 - 02.2014
- Launched new branch from the ground up with full operational ownership.
- Recruited, hired, and trained personal bankers, tellers, and assistant manager to support daily branch operations.
- Developed leadership personal development plans and delivered coaching to enable promotion achievement for four of eight team members over two years.
- Drove exceptional pre-sale performance through proactive networking activities.
- Completed 4th-place ranking among 120 branches based on overall customer service satisfaction scores.
- Delivered 107% of TD&I commitment through accountable execution.
- Maintained strong internal controls and reinforced employee understanding of responsibilities to pass audit with no major issues reported.
- Managed core deposit growth initiatives to increase core deposit balances by $15,000,000 in less than 2 years.
Branch Manager (Traditional)
JP MORGAN CHASE BANK
DENVER, CO
06.2010 - 06.2012
- Managed branch operations to achieve Performance Level 2 finish (out of 6) in both management years, reflecting overall P&L growth compared to peers.
- Effectively managed book of approximately 250mm TD&I by ensuring consistency across team of five bankers through follow-up and delivering excellent customer service for more than 10,000 assigned customers.
- Collaborated with District Manager to develop branch business plan outlining focus areas for maximizing profitability and effectiveness toward branch goals.
- Coordinated preparation and delivery of annual and semiannual performance appraisals to support performance reviews.
- Provided coaching and career development planning to enable 5 of 10 personnel to achieve promotions over a two-year period.
Wholesaler/Senior Wholesaler
JP MORGAN CHASE BANK
DENVER, CO
12.2008 - 06.2010
- Developed and delivered workshops for large groups to enhance sales acumen of bankers and managers
- Created and delivered workshops for large groups designed to build the sales acumen of Bankers and Managers
- Traveled branch to branch working 1:1 with Bankers and Managers to help develop their sales abilities
- Applied techniques like role-playing, demonstrating, and debriefing to enhance employees' sales skills
- Used techniques such as role-playing, demonstrating, and debriefing, to strengthen employees’ skills
Personal Banker
JP MORGAN CHASE BANK
DENVER, CO
08.2006 - 12.2008
- Completed #2 ranking among approximately 200 Personal Bankers, contributing to total production attainment of “National Achiever” status.
- Closed 11M in home equities within one year.
- Referred over 5M in new mortgage closings within one year.
- Drove referrals exceeding $5M in new investment funding within one year.
- Contributed to branch performance ranking improvement from level 6 (worst) to level 1 (best) over one-year period.
- Applied effective profiling and relationship building to assess uncovered needs and generate tailored recommendations.
- Mentored personal bankers from other branches by coordinating job shadowing and observation of daily banking operations.
Education
Bachelor of Science - Business Administration with Emphasis in Finance
UNIVERSITY OF KANSAS
LAWRENCE, KS05-2004
Skills
Data analysis proficiency
Strong written and verbal communication
Supportive team collaborator
Branch operations management
Customer relationships
Operational risk management
Foster positive work environment
Calm and attentive
Timeline
Branch Manager
Together Credit Union
09.2023 - Current
Retail Sales Manager/Sales Delivery Support Manager
NEIGHBORS CREDIT UNION
05.2017 - 08.2023
Mortgage Loan Officer
EQUITY PRIME MORTGAGE
05.2016 - 05.2017
Branch Manager III
COMMERCE BANK
02.2014 - 05.2016
Branch Manager (New Build)
JP MORGAN CHASE BANK
06.2012 - 02.2014
Branch Manager (Traditional)
JP MORGAN CHASE BANK
06.2010 - 06.2012
Wholesaler/Senior Wholesaler
JP MORGAN CHASE BANK
12.2008 - 06.2010
Personal Banker
JP MORGAN CHASE BANK
08.2006 - 12.2008
Bachelor of Science - Business Administration with Emphasis in Finance
UNIVERSITY OF KANSAS