Sarah Gonzales
Peyton,CO
Summary
Accomplished Consultant drives organizational improvements through leveraging expertise in Performance Management and system enhancement. Well-versed in collaborating with employees and leaders to resolve control and procedural problems negatively affecting business operations. Have a history of exceeding company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Motivated to learn, grow and excel with the company.
Overview
15
15
years of professional experience
Work History
Performance Consultant
U.S. Bank, N.A.
Colorado Springs , Colorado
10.2019 - Current
- Provided detailed feedback to regional teams after analyzing each employee's responsibilities.
- Evaluated current processes to develop improvement plans.
- Produced detailed and relevant reports for use in making business decisions.
- Compiled research data and gave professional presentations highlighting finds and recommended optimizations.
- Reviewed internal systems and organized training plans to address areas in need of improvement.
- Conducted thorough reviews of operations to devise and deploy improvement strategies.
- Gathered, documented and modeled data to assess business trends.
- Leveraged on-site observation and personal interviews to identify team and individual strengths.
- Coached business leaders on, gaps in performance and market trends.
- Restructured procedures through coordination Divisional Leaders to create and execute projects.
Branch Manager/Assistant Vice President
U.S. Bank
Colorado Springs, Colorado
08.2017 - 10.2019
- Supervised branch operations and made continuous improvements in each area.
- Encouraged employee development and promoted management staff from within.
- Represented bank at community events to establish strong ties and promote business.
- Upheld stringent bank standards for loans, money handling and legal considerations.
- Provided direction and leadership to all employees to maximize productivity and bottom-line profitability.
- Set risk management policies to mitigate bank losses.
- Defined strategies for performance improvement and made proactive adjustments to maintain results.
- Established and enforced internal controls, workflows and policies for tracking, reconciling and reporting on accounting activities.
- Complied with established internal controls and policies.
- Recruited, interviewed, hired and trained dozens of employees and implemented mentoring program to promote positive feedback and engagement.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Prepared internal and regulatory financial reports, balance sheets and income statements.
- Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
- Identified improvement changes regarding key processes for internal controls and accounting procedures.
- Increased new bank relationships within local community through execution of quarterly promotions.
In Store Lead Branch Manager
U.S. Bank
Fountain , Colorado
01.2015 - 08.2017
- Assessed employee performance and developed improvement plans.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- 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.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent and skill set.
- Protected company assets with strategic risk management approaches.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Identified and capitalized on community business opportunities with effective networking.
- Developed prospects for new loans though weekly cold calling.
- Increased monthly staff retention rate after implementing new training programs.
Senior Licensed Personal Banker and Branch Manager
U.S. Bank
Colorado Springs , CO
08.2011 - 01.2015
- Worked with clients to address and respond to client and partnership management issues.
- Continually boosted branch production and revenue by by consistently meeting all monthly and quarterly sales goals.
- Increased daily sales by upselling banking products and financial services to customers.
- Established rapport with new clients to increase satisfaction and loyalty.
- Maintained energy and enthusiasm in fast-paced environment.
Consumer and Business Banker
U.S. Bank
Colorado Springs , Colorado
08.2006 - 01.2011
- Assisted in planning portfolio growth through development of business plans in alignment with departmental budget and consistent with overall objectives.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Met with members to understand goals and recommend solutions to fit specific needs.
- Presented financial plans to clients based on analysis of financial status and goals.
- Drove sales by following up with leads and new customers through outbound calls and emails.
- Fostered positive business relationships to promote continued interest in banks products and services.
Education
MBA - Finance, Organizational Leadership, And Business
Colorado Technical University
Colorado Springs, CO06.2019
Bachelor of Science - Business And Finance
Colorado Technical University
Colorado Springs, CO06.2017
Series 6 And 63, Colorado Accident And Health, -
Colorado Life And Health
Colorado Springs, CO01.2017
Certificate - Organizational Leadership/ Community Development
Leadership Pikes Peak
Colorado Springs, CO03.2021
Certificate - Coaching And Development
Sherpa Coaching
U.S. Bank 05.2021
Skills
- Methodology Improvements
- Performance Improvement
- Talent Acquisition
- Complex Problem-Solving
- Organizational Improvements
- Team Goals
- Employee Performance Management
- Performance Reporting
- Performance Assessments
- Leading Projects
- Teamwork and Collaboration
- Team building
- Cultural Awareness
Accomplishments
Honors & Awards
- Southern Colorado BBB Award of Excellence 2020
- 2018 Colorado Springs Business Journal Rising Star Award
- Annual and Quarterly Pinnacle - Top Performer Award
Additional Courses
- #Access – Community West Division 2021
- Agile Growth Market Participation- 2019
- CBA Market $im Graduate 2017
- Emerging Leader- U.S Bank in-stores 2015
- The Women’s Community Leadership Initiative (WCLI Graduate) 2013
Projects
- CRC/BBS Outreach
- Elevate- Credit cards and Lending
- #One- Onboarding Program and Development
- Branch Mgr. Coaching and Development
- Development Network community projects
- Market Trend Reporting and Annual Strategy Planning
Additional Information
Southern Colorado Development Network- President
Proud to Serve- Officer
Downtown Partnership Colorado Springs- Finance Chair
Leadership Pikes Peak- Curriculum design
Pioneer Museum- Fundraising Chair and Vice Chair for 2023 President
Timeline
Performance Consultant
U.S. Bank, N.A.
10.2019 - Current
Branch Manager/Assistant Vice President
U.S. Bank
08.2017 - 10.2019
In Store Lead Branch Manager
U.S. Bank
01.2015 - 08.2017
Senior Licensed Personal Banker and Branch Manager
U.S. Bank
08.2011 - 01.2015
Consumer and Business Banker
U.S. Bank
08.2006 - 01.2011
MBA - Finance, Organizational Leadership, And Business
Colorado Technical University
Bachelor of Science - Business And Finance
Colorado Technical University
Series 6 And 63, Colorado Accident And Health, -
Colorado Life And Health
Certificate - Organizational Leadership/ Community Development
Leadership Pikes Peak
Certificate - Coaching And Development
Sherpa Coaching
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