Sheila Williams-Lee
Pickerington,OH
Summary
Accomplished Branch Manager offering solid 25-year history monitoring operations and costs and exceeding financial and performance goals. Polished in implementing best practices, providing day-to-day leadership and spearheading effective growth strategies and practices. Expertise in business objectives and exceeding customer expectations. Responsible and exceptional leader with forward-thinking mindset and secure presentation skills.
Overview
25
25
years of professional experience
Work History
Vice President, Mult-Site Branch Manager
JPMorgan Chase Bank N.A
Pickerington, OH
06.2006 - Current
- Lead and managed one of the largest banking centers in Mid Ohio Columbus East Market with over $426 million in deposits and investments.
- Actively identify, coach, develop, motivate and support employees so that they can provide superior service to every client.
- Created an environment in which people want to do their best by making lives of clients more convenient by sharing and setting up self-service options.
- Set clear objectives for branch and for each employee, and monitor progress and track results.
- Consistently improved revenues and expenses and business growth.
- Oversaw branch team with 1 branch operation lead, 7 associate bankers, 2 relationship bankers and 2 private client banker and implemented training for all new employees.
- Act as member of "Hire Ahead" project team that interviews prospective employees to fill positions prior to openings in the Market.
- Branch selected to pilot the New Retail Digital Banking system performance, functionality and security of network systems, individual workstations and peripheral devices.
- Coach, train and oversee the advisory and relationship management activities to promote a One Chase Partnership.
- Focus on compliance strategies and issues with the management team to foster the development of a compliance culture.
- Developed and coached employees and held employees accountable for overall performance
- Compiled operational and risk reports detailing financial metrics to help management make proactive decisions.
- Planned and coordinated risk mitigation strategies to protect company assets.
- Ensured all employees followed policies and procedures and operate within the guidelines of Chase's code of conduct.
Vice President, Branch Manager
Bank of America
Forrestville, MD
06.2000 - 04.2006
- Managed and directed all aspects of branch operations, created an environment to provide exceptional customer experience.
- Increased efficiency and drove branch revenue by optimizing daily operations.
- Developed and maintained client rapport to meet financial service needs.
Education
Bachelor of Arts - Economics
Wright State University
Dayton, OH12.1998
Skills
- Excels in team leadership
- Proficient in Microsoft
- Sales
- Employee training oriented
- Excellent time management skills
- Revenue generation
- Accuracy
- Financial expertise
- Regulatory compliance
- Creative problem solving
- Performance monitoring and evaluation
- Proposals and presentations
- Risk management
Accomplishments
2024 Chase Mentor/Mentee Panelist
2023-2024 VP Academy Facilitator
2022 VP Academy Cohort
2019 Chase Champion Award
2010 Branch Manager National Achiever
Branch in Top 20-30 percentile the past 9 years
Branch Manager Mentor/New Branch Manager Trainer
Selected to participate on several Business Panels with Senior Leadership
Timeline
Vice President, Mult-Site Branch Manager
JPMorgan Chase Bank N.A
06.2006 - Current
Vice President, Branch Manager
Bank of America
06.2000 - 04.2006
Bachelor of Arts - Economics
Wright State University