Morgan Cesar
Oconomowoc,WI
Summary
Results-oriented leader with a strong background in talent management and business development. Skilled in designing personalized programs and fostering relationships to enhance client success and employee performance. Committed to creating a culture of continuous improvement and personal growth.
Overview
7
7
years of professional experience
Work History
Life Coach Practioner
Self-Employed
, WI
05.2025 - Current
- Guided clients through decision-making processes to enhance their life skills.
- Provided ongoing support and accountability to encourage client progress.
- Created resources and materials to educate clients on personal development topics.
- Cultivated a safe space for open dialogue and self-reflection among clients.
- Helped clients identify goals, obstacles and strategies for attaining greater fulfillment.
- Supported clients in setting realistic expectations for themselves based on current circumstances and resources available.
Vice President, Director of Talent Development
Ixonia Bank
, WI
11.2022 - Current
- Provide coaching, mentoring, & ongoing development to all 98 company employees.
- Create, implement, & maintain Individual Development Plans/Succession Plans for all 90 employees.
- Increased employee engagement in two years by 70%.
- Improved employee retention & turnover rates in two years by 60%.
- Lead and foster company-wide initiatives such as: Mentorship Program, Leadership Development, Book Club, & Women in Business.
- Manage Business Development initiatives across 7 retail branches.
- $500k consumer loan growth over past 6 months.
- Increase of 10% in new deposit accounts opened.
- Increase of 58% in new credit card applications.
- Created effective communication strategies between management team members and employees at all levels of the organization.
Personal Trainer and Fitness Instructor
Wisconsin Athletic Club
, WI
08.2025 - Current
- Instructed group fitness classes in various formats and levels.
- Educated clients on proper exercise techniques and safety protocols.
- Motivated clients to achieve their fitness goals through positive reinforcement.
- Designed personalized fitness programs tailored to individual client goals.
Assistant Vice President, Sales Coach
Waterstone Bank
, WI
01.2022 - 06.2022
- Facilitated training sessions to enhance team capabilities and knowledge sharing.
- Presented findings and recommendations to executive leadership for strategic direction.
- Evaluated existing processes for effectiveness and recommended improvements when necessary.
- Collaborated with upper management to create long-term business plans.
- Provided guidance, support and direction to subordinates in order to achieve organizational goals.
Community President, Branch Manager
Waterstone Bank
, WI
08.2019 - 01.2022
- Increased branch deposit balances by 10% over 2-year period through community networking & innovative customer sales initiates.
- Managed & maintained a branch size of $50 million in deposits.
- Achieved #1 ranking of 14 branches in customer experience surveys in 2021.
- Achieved #2 ranking of 14 branches in production to goal in 2021.
- Represented the organization at community events and public forums to promote its mission.
- Managed personnel issues including recruitment, hiring, training, performance evaluation, and termination.
Assistant Retail Manager
Waterstone Bank
, WI
01.2019 - 08.2019
- Assisted the Branch Manager in leading a branch size of over $150 million in deposits.
- Coached, developed, & lead a team of 8 branch employees.
- Assisted in managing daily retail operations and customer service.
- Supported marketing initiatives including promotional events and campaigns.
Education
Professional Life Coach Certificate -
University of Wisconsin Madison
Madison05.2025
Leadership Waukesha County Certificate -
Waukesha County Business Alliance
06.2023
Bachelor of Arts - Communications
University of Wisconsin Whitewater
Whitewater, WI05.2014
Bachelor of Arts - Sociology
University of Wisconsin Whitewater
Whitewater, WI05-2014
Skills
- Talent & performance management
- Communication strategies
- Leadership development
- Relationship & business development
- Revenue generation
- Conflict resolution & effective communication
Timeline
Personal Trainer and Fitness Instructor
Wisconsin Athletic Club
08.2025 - Current
Life Coach Practioner
Self-Employed
05.2025 - Current
Vice President, Director of Talent Development
Ixonia Bank
11.2022 - Current
Assistant Vice President, Sales Coach
Waterstone Bank
01.2022 - 06.2022
Community President, Branch Manager
Waterstone Bank
08.2019 - 01.2022
Assistant Retail Manager
Waterstone Bank
01.2019 - 08.2019
Professional Life Coach Certificate -
University of Wisconsin Madison
Leadership Waukesha County Certificate -
Waukesha County Business Alliance
Bachelor of Arts - Communications
University of Wisconsin Whitewater
Bachelor of Arts - Sociology
University of Wisconsin Whitewater
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