Ryan McPheeters
Fruitland,ID
Summary
Senior Branch Manager with over 14 years of progressive experience improving business processes, increasing revenue and retaining loyal customers in multiple locations. Strengths include financial administration, team leadership and coaching and development.
Overview
15
15
years of professional experience
Work History
Branch Manager
BMO Bank Of Montreal
09.2021 - Current
- Launched new training program to boost employee skills and staff retention rate.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Consulted customers to boost product sales and services.
- Resolved various issues impacting sales management and business operations.
- Developed and delivered polished sales presentations in order to highlight product and service quality.
- Engaged employees in business processes with positive motivational techniques.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring and termination processes and coaching employees on company protocol and payroll operations.
- Maintained friendly and professional customer interactions.
- Assessed employee performance and developed improvement plans.
Branch Manager
Wells Fargo, NA
08.2015 - 09.2021
- Assessed expansion plans and presented costs to forecast trends and recommend changes.
- Consulted with representatives of regulatory agencies to complete accurate filings and uphold strict compliance.
- Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Identified and capitalized on community business opportunities with effective networking.
- Complied with regulatory requirements including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
- Developed prospects for new loans though daily cold calling.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring and termination processes and coaching employees on company protocol and payroll operations.
- Uncovered and resolved strategic and tactical issues impacting sales management and business operations.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
Service Manager
Wells Fargo, NA
03.2013 - 08.2015
- Monitored team performance, adhered to service level agreements (SLAs) and provided detailed job training.
- Met with customers to discuss service needs and develop effective and practical solutions.
- Maintained team productivity and quality of service by establishing and maintaining clear benchmarks.
- Efficiently assisted service workers with problematic transactions to maintain customer satisfaction and quickly rectify issues.
- Introduced higher standards for customer service and increased efficiency by streamlining operations.
- Supervised employees and assessed performances to determine training needs and define accurate plans for decreasing process lags.
Banker
Wells Fargo, NA
12.2011 - 02.2013
Lead Teller
Wells Fargo, NA
02.2010 - 11.2011
Teller
Wells Fargo, NA
07.2009 - 01.2010
Education
Bachelor of Science - Business Administration And Management
Eastern Oregon University
La Grande, OR06.2014
Skills
- Goals and Performance
- Coaching and mentoring
- Empowers high-performing sales teams
- Positive and upbeat
- Verbal and written communication
- Training and Development
- Market Strategy
- Adaptability
- Critical thinking
- Coachable
- Individulalized coaching
- Staff Management
- Staff Development
- Scheduling
- Sales
- Marketing Campaigns
Additional Information
- Small Business district proponent - Hold district wide skills based calls to improve all aspects of small business.
- Wells At Work District proponent- Hold district wide skills based calls coaching team members to be effective at offsite events, attend offsites, development in maximizing offsites through skills based actvities.
- Project management experience - Assiting in branch closures. Assisitng in Wakovia/ Wells Fargo merger- trained Wachovia team members for first 2 weeks of opening.
- Parma Senior Center Board of director advisor
- Youth mentor- The Mentoring Network
Timeline
Branch Manager
BMO Bank Of Montreal
09.2021 - Current
Branch Manager
Wells Fargo, NA
08.2015 - 09.2021
Service Manager
Wells Fargo, NA
03.2013 - 08.2015
Banker
Wells Fargo, NA
12.2011 - 02.2013
Lead Teller
Wells Fargo, NA
02.2010 - 11.2011
Teller
Wells Fargo, NA
07.2009 - 01.2010
Bachelor of Science - Business Administration And Management
Eastern Oregon University
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