Penny Duane
Mechanics Bank
San Diego,CA
11
years of professional experience
Results driven manager with forward-thinking approach centered on company success and competitive growth. Demonstrated record of success in building successful teams and managing profitable operations.
Work History
VP & Branch Manager
3 Years 11 Months- Hired, trained, and developed branch team members to become proficient in client profiling and financial product recommendations.
- Maintained and expanded portfolio of bank clients through targeted relationship-building strategies.
- Established small business deposit and loan relationships, enhancing the branch's service offerings.
- Upheld regulatory requirements while managing operational and policy and procedure risk.
- Conducted branch audits, certifications, and compliance training.
- Opened new business, personal and fiduciary accounts.
VP & Branch Manager
5 Years 5 Months- Managed the sales activities of the branch.
- Established new deposit and loan relationships, contributing to branch growth.
- Worked with bank partners to cross-sell Treasury Management products and services.
- Leveraged internal bank partnerships to effectively market bank products and services.
- Managed client portfolio, identifying risk and cross-sell opportunities to maximize revenue.
- Managed the sales activities of the branch.
- Coached and mentored branch team, enhancing product knowledge and overall performance.
Loan Officer/Relationship Manager
1 Year 9 Months- Managed client portfolio for risk review and cross-sell opportunities.
- Collected and reviewed financial information to support credit administration presentations.
- Generated new deposit and business banking accounts.
- Partnered with branch staff to promote bank products and services.
- Maintained compliance with lending regulations, bank policies, and disclosure requirements throughout the loan lifecycle.
- Developed referral relationships with branches, real estate professionals and community partners to source qualified leads.
Education
Bachelor of Science - Finance
Skills
Portfolio and Relationship Management
Business Development
Team leadership
Sales strategy
Coaching and mentoring
Critical thinking
Relationship building
Timeline
VP & Branch Manager
Mechanics Bank
10.2022 - 09.2026Read More
VP & Branch Manager
First Citizens Bank
01.2017 - 06.2022Read More
Loan Officer/Relationship Manager
Torrey Pines Bank
04.2015 - 01.2017Read More
San Diego State University
Bachelor of Science from Finance
Read More