Result-oriented Vice President with over 25 years of experience in member service and sales. Expert in delivering engaging presentations to drive new business, expand accounts, and enhance brand recognition.
Overview
25
25
years of professional experience
Work History
V.P. Branch Manager
WAFD Bank
Vancouver, WA
01.2024 - Current
Conducted comprehensive financial reviews for new and existing business clients, identifying opportunities for growth and improvement.
Participated in community events as a representative of the bank, promoting brand visibility within the local business sector.
Earned Branch of the Month for the Portland Metro area, 4 of the 1st 7 months of accepting the position.
Focused activities around small business prospecting, utilizing the Integrity Sales process.
AVP Branch Manager
Key Bank National
Vancouver, WA
06.2013 - 12.2023
Worked with branch staff to identify opportunities, then modeled and coached outbound calling activities.
Consistent referrals to Line of business partners for Investment, Business Banking, and Private Bank.
Weekly visits to open houses in the Vancouver and PDX areas focused on CRA opportunities.
Developed Centers of Influence for a consistent stream of referral business.
Employer Group Presentations focused on Financial Wellness, with the goal of banking the Business, employer, and employees.
2017 & 2019 Top Performer of the year (stack ranking in top 75 branches in the nation)
Branch Manager
NW Priority CU
Vancouver, WA
12.2002 - 06.2013
Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
Represented company and promoted products at conferences and industry events.
Reached out to potential customers via telephone, email, and in-person inquiries.
Consistently the top producing branch in the Credit Union based on monthly loan unit and dollar amount bookings.
Branch Manager
People's Community CU
Vancouver, WA
10.1999 - 12.2002
Managed a team of sales professionals, providing coaching and support to improve overall performance.
Identified opportunities for business development through market research and analysis.
Expanded the client portfolio by networking at industry events and establishing strategic partnerships with complementary businesses.