Summary
Overview
Work History
Education
Skills
Timeline
Generic
Steve Oki

Steve Oki

Strategic Financial Services Professional
Pleasant Hill,CA

Summary

I have over 25 years of experience in financial services and the payments industry. I am a problem solver at heart and love to find creative solutions to fix complex opportunities. I have worked in the payments as a service industry the last 8 years. I have gained externsive experience in acquiring and growing market share both as an individual contributor, then moving into Market Manager achieving the highest results program to date.
I am known for my ability to build strong relationships and for driving results in the toughest of condidtions. My goal as a People Leader is to create and maintain strong relationships which help to influence and drive change.

Overview

27
27
years of professional experience

Work History

California Market Leader

Capital One, N.A
Pleasant Hill, CA
01.2019 - Current
  • Led the Team to 20% YOY Growth.
  • Created an environment for Associates to excel in their role and grow into promotional roles within Capital One.
  • Led the Team to exceeding quarterly and annual targets for the first time.
  • Developed and implemented strategies to increase sales and improve customer service.
  • Strategically coached each Associate to sales performance based upon their strengths and areas of opportunity.
  • Delivered 20% YOY growth and profitability by meeting or exceeding targets in purchase volume, existing customer growth, account penetration, profit, cost, productivity etc. across their region while providing an outstanding customer and associate experiences.
  • Provided sales leadership and direction, and program management within the Team.
  • Built a dynamic sales culture that compliments the broader Field strategy and assist their team in achieving their account growth and purchase volume goals to reach the highest levels since the program launched in 2015.
  • Participated in the strategic / tactical planning process with the Customer Growth Sales extended leadership team to drive growth, market share, revenue, cross-sell, sales force growth and productivity, targeted market penetration, customer retention and profit goals.
  • Ensured that all customer interactions are conducted in accordance with Capital One legal and compliance and regulatory guidelines.
  • Championed effective partnerships with the various headquarters based support teams and local Retail and Small Business banking and Commercial bank relationships throughout their market.
  • Select, orientate, train, coach, develop, motivate and conduct joint work with their team of Relationship Managers.
  • Partner with other Local Market Leaders to ensure consistent execution of sales strategies.
  • Champion voice of client and voice of associate feedback to support and inform culture of continuous improvement.

Relationship Manager

Capital One, N.A
Pleasant Hill, CA
06.2015 - 12.2018
  • Founding member for Relationship Managers when Spark launched in 2015
  • Selected and Promoted to Bay Area Market Leader in 2019
  • National HERO Award Winner for Humility 2018 - this award is nominated by peers and winners are selected from the Leadership Team
  • National In Year Volume Award Winner 2018
  • National Purveyor of Excellence Award Winner in 2018
  • Achieved the elite 100% and higher annual volume for Senior Relationship Managers in 2017 and 2018
  • Selected to be Mentor in 2016, 2017, 2018
  • Selected to National Relationship Manager Panel in 2018
  • Selected to Regional Relationship Manager Panel in 2018
  • Selected for National Field Advisory Board for 2018
  • Selected for rollout initiatives that included Linkedin, Salesforce, Measurement & Reporting, Marketing, and Mentoring incoming Relationship Managers

Market Growth & Development Consultant

Wells Fargo & Company
Concord, CA
05.2005 - 11.2014
  • Partnered with business teams and IT personnel to align project goals with business strategy and define project milestones.
  • Generated accounting and financial reports, charts and forecasts.
  • Directed product development efforts using industry-specific tools to increase sales and overall company productivity.
  • Educated staff on organizational mission and goals to help employees achieve success.
  • Conducted regular reviews of operations and identified areas for improvement.
  • Developed effective improvement plans in alignment with goals and specifications.
  • Provided reporting for forecast analysis and ad-hoc reporting in support of decision-making.

Learning & Development Consultant

Wells Fargo & Company
Oakland, CA
05.2002 - 05.2005
  • Outlined course designs for use by instructional planners.
  • Reported on ROI based on pre- and post-training behaviors, metrics and skills assessments.
  • Built leadership and employee development curriculum for specific leadership development programs.
  • Authored course materials such as video scripts, participant guides and job aids.
  • Consulted with individual business units to determine desired learning outcomes.
  • Conducted orientation sessions and organized on-the-job training for new hires.
  • Communicated all learning and performance objectives, schedules, and training assessments to upper management.
  • Reviewed and edited all training materials for accuracy and company policy compliance.
  • Trained new hires to perform cross-training exercises with experienced workers.
  • Researched and obtained relevant course materials to achieve training objectives.

Branch Manager Levels 1-3

Wells Fargo & Company
Hayward, CA
01.1997 - 05.2022
  • Maintained friendly and professional customer interactions.
  • 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.
  • Implemented service improvements to enhance sales cycle.
  • Reduced process bottlenecks by training and coaching employees on practices, procedures, and performance strategies.

Education

Industrial And Product Design

San Francisco State University
San Francisco, CA

Skills

  • Consultative Selling Techniques
  • Employee Performance Evaluations
  • Team Motivation
  • Business Partnerships
  • Improve Performance
  • Customer Needs Assessments
  • Strategic Vision
  • Performance Goals
  • Client Satisfaction
  • Customer Acquisition
  • GoldMine CRM
  • Key Performance Indicators (KPIs)

Timeline

California Market Leader

Capital One, N.A
01.2019 - Current

Relationship Manager

Capital One, N.A
06.2015 - 12.2018

Market Growth & Development Consultant

Wells Fargo & Company
05.2005 - 11.2014

Learning & Development Consultant

Wells Fargo & Company
05.2002 - 05.2005

Branch Manager Levels 1-3

Wells Fargo & Company
01.1997 - 05.2022

Industrial And Product Design

San Francisco State University

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Steve OkiStrategic Financial Services Professional