AVP – Branch Manager
FIRST OPTION BANK
06.2022 - Current
- Appointed by senior leadership to a strategic committee tasked with analyzing current product and fee structure and making recommendations for improvement
- Assigned to workgroup tasked with transitioning documentation process to a new platform
- Chosen to lead workgroup tasked with reviewing current process for obtaining e-signatures, determine training needs to ensure efficient & secure use by staff, and analyze cost effectiveness of current platform
- Hire, train, and coach an effective retail banking team that is focused on expanding customer relationships and exceeding customer service expectations
- Effectively analyze staff productivity to accomplish growth and profit objectives
- Develop and motivate staff to meet required performance levels
- Develop business relationships within the community
- Maintain vault cash for five locations
- Analyze and manage cash flows monthly
- Maintain controls and procedures at the teller and new accounts levels
- Ensure established security procedures are followed
- Plan, direct, and analyze all branch activities to minimize risk
- Represent bank and provide leadership in key community activities including business, charitable, civic, and social organizations
- Conduct regular performance reviews, set goals & standards, coach and mentor
- Manage effective relationship with internal business partners, such as Financial Services, Trust, Lending and Operations to ensure referrals/goals are met
- Ensure maintenance completion on physical property and equipment at the facility
- Proficient in Microsoft Office, Image Centre, EFT, Horizon XE, CST for Bill Pay, and FIS Digital Administration Tool; advanced in Excel.
