Results-driven professional with 25+ years of sales management, coaching, training, team building, and team development experience. Proven track record of hiring and developing impactful talent to exceed company goals. Committed team member continuously enhancing processes for exceptional outcomes.
Overview
27
27
years of professional experience
Work History
Director Retail Sales
Lighthouse Federal Credit Union
Portsmouth, NH
11.2018 - 10.2024
Led the development and implementation of retail management and branch sales strategies, working directly with Branch Manager, branch staff, Learning & Development and Human Resources
Defined specific, measurable targets for each branch and ensured they align with overall business objections, resulting in year-over-year growth of 5-10% annually
Provided oversight in all aspects for 9 retail branches including increasing sales and deposits, auditing and branch compliance, and exceptional member
Fostered a collaborative work environment to enhance team engagement, improve overall team performance and improve member service
Responsible for writing, updating and implementing organizational policies and procedures to ensure compliance, efficiency and alignment with strategic goals, as well as company and federal and state regulations
Created and implemented yearly incentive programs to motivate staff and drive performance
Demonstrated ability to implement strategic growth plans and manage operational budgets
Branch Manager
Lighthouse Federal Credit Union
Westbrook, ME
01.2010 - 11.2018
Drove branch sales performance by developing targeted strategies to meet and exceed sales goals
Regularly monitored performance metrics and adjusted strategies and tactics to ensure continuous improvement and growth
Consistently met and exceeded sales goals each year by implementing strategic initiatives by identifying growth opportunities and targeted coaching
Mentored team to deliver exceptional member service by providing ongoing trainings and feedback
Emphasized effective communication and developed problem solving skills
Hired and developed an agile team focused on working as an adaptable, efficient team Implemented strategies to reduce turnover by enhancing employee engagement and satisfaction
Resulted in 4 consecutive years with no turnover
Manage all operational aspects of the branch, including monthly and quarterly audits, to ensure compliance and adherence to company policies and federal and state regulations
Branch Sales Manager
HSBC/Beneficial
Schaumburg, III
02.1998 - 04.2009
Managed a team of mortgage lenders to enhance outbound calling strategies, focusing on lead review and conversion
Analyzed performance metrics to identify areas of improvement and implemented best practices for effective and efficient outreach
Oversaw operational functions and auditing processes for the office, ensuring compliance with company policies and regulatory standards
Conducted regular audits to identify discrepancies and implemented corrective actions Consistently met and exceeded sales goals each year by implementing strategic initiatives by identifying growth opportunities and targeted coaching
Acted as Training Manager and Hiring Manager for a Division of 13 branches, overseeing the recruitment and onboarding processes to ensure alignment with company standards