Summary
Overview
Work History
Education
Skills
Websites
Certification
Timeline
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Monica Goodwin

Monica Goodwin

Keller,TX

Summary

Banking professional with over twenty years of experience in positions of increasing responsibility. Proven knowledge and understanding of Treasury Services, deposit products, credit and risk process and pricing philosophy. Ability to excel within a highly competitive organization where leadership skills are the key to success.

Overview

23
23
years of professional experience
1
1
Certification

Work History

VP Treasury Management Officer

Encore Bank
Tarrant County , TX
10.2020 - Current
  • Responsible for providing appropriate solutions as well as being proactive in servicing and maintaining positive working relationships with Treasury Management staff, Market Presidents, clients and prospects
  • Responsible for selling the bank's treasury management services to existing and prospective clients in conjunction with the relationship managers
  • Track sales activities and timelines to ensure that the deliverables within onboarding are met within client expectations
  • Prepare and execute sales presentations including cost/benefit analysis, service and fee comparisons, written proposals and profitability analysis
  • Ability to assist treasury clients with product training and system demonstrations as needed
  • Responsible for generating over $500 million in deposit growth in 2022, as well as $100 million in core/operating deposits

AVP Branch Manager

Inwood Bank
Fort Worth, TX
04.2018 - 07.2019
  • Responsible for managing awareness and customer sales
  • Developed relationships with key members of the community in order to market and originate credit, deposit, mortgage and treasury services to a targeted segment of the Fort Worth market
  • Responsible for the implementation and coordination of all branch policies and procedures to ensure successful completion of branch audits
  • Provided leadership, direction, guidance, and support to team members on a daily basis.

AVP Branch Manager

Valliance Bank
Fort Worth, TX
02.2017 - 04.2018
  • Assisted the Fort Worth market president in the preparation of loan packages, both individual and business, residential and commercial construction loans
  • Review, track and clear document exceptions in conjunction with the Fort Worth market president
  • Ensured regular follow up with underwriting and credit to monitor status of requests and communicate with customer
  • Market and originate credit, deposit and corporate services to a targeted segment of the Fort Worth market
  • Participated in networking/community events to promote brand awareness
  • Coordinated all building and facilities management to ensure uninterrupted business operations
  • Planning and coordinating for corporate events and board meetings

AVP Branch Manager

Omni American/Southside Bank
Grapevine , TX
03.2007 - 02.2017
  • Actively participated in community organizations to create additional growth opportunities within the market
  • Built and managed a business development team to enhance customer relationships
  • Maintained and developed internal and external relationships with centers of influence within the community both during and after the merger
  • Actively participated in strategic planning and budgeting with executive management
  • Collaborated with branch partners to help increase brand awareness and customer sales
  • Responsible for hiring, training and coaching eight or more staff members
  • Played an integral part in the successful merger of Omni American to Southside Bank
  • Assisted with the implementation and training of existing and new employees throughout the acquisition process
  • Consistently achieved top ranking in job family within the organization

Customer Service Manager

Wells Fargo Bank, N.A.
Hurst , TX
01.2002 - 03.2007
  • Managed teller services to ensure prompt and efficient transaction processing and the generation of sales through quality referrals
  • Established and achieved sales and service goals
  • Responsible for scheduling staff efficiently to maximize resources and achieve goals
  • Successfully managed 250+ household accounts by recommending products that effectively met short term and long term financial goals
  • Developed and implemented profiling analysis tools to identify cross sell opportunities
  • Made outbound sales calls typically in person to increase product per customer ratio
  • Consistently performed above minimum standards resulting in several bank awards

Education

Bachelor of Science - Finance/Real Estate

University of North Texas
Denton, TX
08-2006

Associate in Arts - Finance/Real Estate

Tarrant County College District
Fort Worth, TX
08-2004

Skills

  • Ability to work under pressure in a fast-paced environment
  • Excellent decision-making skills
  • Self-starter with a motivation for success
  • Excellent relationship management and business development skills
  • Ability to work effectively as part of a team setting
  • Communicates clearly and concisely with excellent listening abilities
  • Proficient in Microsoft Office

Certification

  • The March of Dimes Ambassador, January 2014
  • Leadership Training, January 2016
  • Meals on Wheels, January 2015
  • Grapevine Chamber Leadership Training, January 2017
  • Member of the Women's Division within the Grapevine Chamber, January 2016-2017 & December 2019-Current

Timeline

VP Treasury Management Officer

Encore Bank
10.2020 - Current

AVP Branch Manager

Inwood Bank
04.2018 - 07.2019

AVP Branch Manager

Valliance Bank
02.2017 - 04.2018

AVP Branch Manager

Omni American/Southside Bank
03.2007 - 02.2017

Customer Service Manager

Wells Fargo Bank, N.A.
01.2002 - 03.2007
  • The March of Dimes Ambassador, January 2014
  • Leadership Training, January 2016
  • Meals on Wheels, January 2015
  • Grapevine Chamber Leadership Training, January 2017
  • Member of the Women's Division within the Grapevine Chamber, January 2016-2017 & December 2019-Current

Bachelor of Science - Finance/Real Estate

University of North Texas

Associate in Arts - Finance/Real Estate

Tarrant County College District
Monica Goodwin