Shannon E. Gottsleben
Johnstown,CO
Summary
Versatile Senior Executive knowledgeable about sales, operations and personnel management. Successful at stepping into diverse positions and making immediate positive contributions. Focused on optimizing operations and motivating employees while establishing market dominance.
Innovative professional with many years of experience elevating performance of mid-sized businesses to unprecedented levels. Team player gifted at instilling common vision while managing major organizational changes that benefit both individuals and company. Customer-focused dynamo with strong drive and passion to win new business.
Overview
9
9
years of professional experience
Work History
Sr Vp Financial Wellness Consultant
PNC Bank
Denver, Colorado
08.2024 - Current
- Work directly with Commercial Relationships Managers to help bring Financial Wellness to their current clients
- Prospect New Relationships to the clients to the bank
- Present to the decision maker/Hr on the Financial Wellness program
- Present our Benefit plus program to Human Resources of companies HSA, FSA,LSA,SDS
- Facilitate virtual Financial Education Classes
Small Business Banking Officer
BMO
Denver , Colorado
03.2024 - 08.2024
- Presented BMO to business owners
- Supported small business clients in the mountain region to deepen relationships with lending needs
- Prospected new business clients to the bank
- Signed 25 new clients in three months
- Supported the mountain region with new and current business deposits
Senior VP - Bank at Work Relationship Manager/Financial Wellness & Benefits Specialist
Bank of the West/BMO
01.2022 - 03.2023
Branch Manager
Bank of the West
12.2018 - 01.2022
- Increased both locations' score cards from bottom 40% to 100% within 4 month of becoming the branch manager
- Addressed training and operational gaps
- Coordinated and led branch operations and oversaw sales performance across the district
- Recruited, coached, and oversaw performance activity of branch employees to ensure goals were met for business and consumer lending, credit cards and deposits, partner referrals, and revenue generation
- Promoted to support branch operations and contributed to the continuance of a high KDS
- Worked directly with the commercial business team to support top tier business clients with their banking needs
- Supported companies with 500+ employees
- Created and sold benefits packages for business clients and their employees
- Partnered with branches across 4 states and 8 regions to help drive checking acquisition
- Worked closely with market managers to get their branches performing with DDA production to meet branch and region goals
- Exceeded target goals (124%) and sold over 140 new companies to the bank
- Exceeded 1000 new relationships in both 2022 and 2023
- Coached regions on new financial wellness program when Bank of the West transitioned to BMO
- Presented to businesses and educated their employees on financial wellness topics including starting your credit, fixing your credit, savings, mortgages, HSAs and more
- Educated business owners about our HSA program to expand their employee benefit package offerings
- Hosted monthly connects with our regional bank president, market presidents, commercial partners and business partners
Business Banking Specialist
U.S. Bank
Denver, USA
01.2016 - 12.2018
- Managed bank branch operations
- Marketed and sold bank products and services
- Improved client retention by establishing and maintaining new and existing client relationships and providing quality customer service and support
- Consulted with clients and customers to identify banking and financial needs and align products and services accordingly
- Coordinated across 18-branch locations within the district to originate and close commercial and small-business loans and oversaw portfolios of over 150 clients
- Marketed bank products and services in alignment with financial needs of clients
- Attended and participate in networking events to establish new business clients
- Recognized as Top Performer in the region and in revenue for the district booking business lending across 18-branches
- Met lending goal of $950K, maintained a quarterly pipeline of over $800K, and achieved 50% growth across entire district
Assistant Manager II
U.S. Bank
01.2016 - 12.2017
Education
Bachelor of Science - Pharmacy
Regis University
Denver, COSkills
- Operations Management
- Sales Strategies
- Team Training
- Leadership
- Portfolio Management
- Client Relations & Retention
- Business Development
- Regulatory Compliance
- Diverse Products & Services
Awardsrecognition
- Star of Excellence, US Bank, 2010/2011
- Top Performer, BMO/Bank of the West, 2022, 2023
Timeline
Sr Vp Financial Wellness Consultant
PNC Bank
08.2024 - Current
Small Business Banking Officer
BMO
03.2024 - 08.2024
Senior VP - Bank at Work Relationship Manager/Financial Wellness & Benefits Specialist
Bank of the West/BMO
01.2022 - 03.2023
Branch Manager
Bank of the West
12.2018 - 01.2022
Business Banking Specialist
U.S. Bank
01.2016 - 12.2018
Assistant Manager II
U.S. Bank
01.2016 - 12.2017
Bachelor of Science - Pharmacy
Regis University