Supervised daily operations at flagship branch, leading a team of 8 direct reports.
Managed $100M in deposits while ensuring compliance with banking regulations.
Oversaw comprehensive branch sales, including consumer, small business, and commercial banking.
Fostered collaboration between investment and retirement services to enhance client offerings.
Developed and implemented client satisfaction strategies based on monthly reporting analysis.
Managed all dimensions of human capital with an emphasis on employee development.
Participated in mentorship program, aiding new employees and enhancing seasoned staff skills.
Formulated employee development strategies to drive engagement and performance.
- · Sales Leader. Twice recognized with the annual Circle of Excellence Award for performance in exceeding goals in the top 5% of the company. Praised for innovative action plans, expert program management, and stakeholder outreach to build a diverse book of business.
- · Revenue Driver. Earned five annual awards of the Market All-Star Award for performance in the top 10% of national enterprise rankings.
- · Strategic Planning. Worked directly with board members and senior executives to create a vision, craft strategic plans, and design operational implementation timelines and action plans. Respected for years of experience as a top performer and expert in every aspect of retail banking operations.
- Business Process Improvement. Conducted ongoing operations process analyses to ensure that performance measures and work quality were achieved, focusing on continuous improvement and agile adjustments. Developed recommended solutions to address inefficiencies, effected change within delegated authority, and ensured enterprise-directed changes were implemented correctly and on time. All analyses and recommended changes were aligned with PNC’s strategic vision and operations guidelines.
- High-performing team builder. Vigorous and effective team leader, expert at getting top performance and productivity from his staff and their teams. Coached and developed his teams to coalesce with the PNC strategic vision, and focus on goals and objectives. Set clear performance objectives, but adapt them to emergent conditions and challenges, such as the COVID-19 pandemic from 2019 to 2021. Encouraged and promoted diversity to strengthen and broaden perspectives on his teams. Implemented a robust and successful employee personal and professional growth program, including recognition and rewards. Successfully and intentionally created a welcoming and collaborative environment when the National City Bank transitioned to PNC. Devoted resources to develop web-based training to ease and accelerate the transition.
- · Banking Operations Leader.Recognized as the Business Banking Loan Champion for his leadership of a business lending program. Conducted pipeline management calls, and co-facilitated training sessions to skyrocket production by 35%. Always at 94% or higher in annual compliance reviews.
- · Customer Experience & Relationship Building. Delivered outstanding customer service to clients through data-based analytical approaches to problem-solving and creating viable solutions. Expert at building powerful relationships with clients and external/internal stakeholders by integrating customer service strategies with market and sales strategies. Partnered with the DC government to facilitate financial wellness seminars.
- · Budget Oversight. Known as the go-to expert for analysis, strategy, and tactical planning for all aspects of internal and external bank financial processes, including budgeting, analysis, reporting, projecting, and resource allocation, with an eye to the optimization of processes using sophisticated business analytics. Compiled and presented comprehensive financial results for six regional cluster branches; oversaw the analysis of profit and loss revenue statements. Created budgets that drove double-digit revenue growth, year after year. Hand-picked as the acknowledged Financial Planning Cash Flow Specialist, as part of a three-person planning team tasked with analyzing clients’ monthly cash positions.
- Program Management: Routinely managed multiple programs and projects in various stages, using collaborative management tools, and strong leadership. Led the conversion of legacy National City Bank branches to PNC platforms, with a powerful strategy integrating training, culture, partnership, and vision. Chosen as the EDGE System Champion for the DC East Region, I served as a liaison for an operating system migration that involved 10 branches and their staff.