Lead, manage, develop and inspire teams of direct and indirect reports with moderate to high skill competence in retail banking branch
Create and sustain sales and service environment where everyone feels valued and included
Effective interpretation of branch P&L data to formulate plans to address branch expense, branch growth, profitability, staffing and risk
Manage allocation of people and financial resources to maximize profitability and growth in retail banking, resulting in 6%-9% branch growth quarter over quarter
Work closely with assistant branch manager to mitigate risk, reinforce operating standards and meet all regulatory compliance deadlines
Ability to accurately communicate features of complex banking products such as: IOLTA, Trust, POA, Estate, Rep Payee, commercial credit products and Home Equity, to high net worth and business clients
Consistent and proactive engagement with directs and business partners to formulate plans impacting acquisition, retention and growing branch's small business and high net worth segments, resulting in 8% small business growth quarter over quarter
Talent management, attract, retain and develop top talent, align with job role and expectations
Licensed Senior Business Banker
Wells Fargo Bank, N.A.
Gainesville FL, FL
11.2012 - 05.2015
Grew branch book of business 7%-10% consistently quarter over quarter through, new business acquisition, while deepening and retaining existing relationships, by way of: outreach, business needs assessment and pre-planned appointments
Served as risk management leader for understanding and managing risks, while adhering to policies, procedures and controls, ensuring compliance with applicable laws, rules and regulations
Successfully partnered with branch manager to impact portfolio growth through development of business plans, aligned with departmental budget and consistent with overall objectives.
Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
Met with business clients to evaluate and determine financial objectives, reviewed assets, liabilities, cash flow and other financial information necessary, to accurately recommend product and services align with their business priorities
Identified potential investment and small business opportunities through comprehensive needs based approach, also, reviewing clients stock and bond reports for resource allocation and partnership opportunities
Education
Bachelor of Arts - Business Mangement
Saint Leo University
Tampa, FL
10.2015
Associate of Arts - Business Management
Santa Fe College
Gainesville, FL
08.2012
Skills
Diagnostic and Decision Making - Ability to process and evaluate different banking issues and find accurate solutions to remediate such challenges
Ability to proactively solicit high net worth clients, and referring them to Premier Banker or Financial Advisors for deeper financial consultation
Technical and analytical - Ability to think critically, analyze data accurately, make difficult decisions and solve complex problems
Communication - Ability to effectively convey information to one or many individuals, by utilizing verbal, nonverbal and written forums
Leadership- Ability to lead diverse teams with varying skills to influence, educate, and connect customers to internal partners for deeper needs analysis
Planning and Organizing - Ability to proactively plan, establish priorities and allocate or adjust resources to accomplish organizational goals timely and accurately
Time Management - Ability to effectively manage time and competing priorities, exercise independent judgment and use critical thinking skills
Achievement Orientation -Involves striving to meet or exceed standard of excellence, welcoming feedback, and continually seeking to improve
Certification
Financial Industry Regulatory Authority (Finra )Series 6 and 66
Commercial Banking Portfolio Associate at Wells Fargo Bank NA (Commercial Investment Bank-CIB)Commercial Banking Portfolio Associate at Wells Fargo Bank NA (Commercial Investment Bank-CIB)
