Steven R. Wheeler
Plymouth Meeting,PA
Summary
Dynamic, enterprising, sales and service manager with twenty five years of exceptional success in a fast-paced financial services environment. Team leader, coach and mentor with proven analytical skills. Dedicated to achieving consistent, outstanding personal results through comprehensive organizational skills and strong work ethic. Possess excellent communication, interpersonal and human motivational skills Quality Core Competencies High levels of success in the realm of Business Development, Client Relations, Customer Service, Team Building and Team Leadership, Colleague Development and Engagement, Coaching, Mentoring, Training, Operational/Audit Expertise, Peer/Partner Relations and Recruiting/Hiring
Overview
24
24
years of professional experience
Work History
Consumer District Sales Manager, Senior Vice President
Citizens
06.2021 - Current
- Played pivotal role in achieving business results through people by bridging retail strategic objectives to branch behaviors and deliverables
- Currently leading 80 branches, 400 colleagues, 175000 Households, & 28.8B in Deposit Liabilities
- Responsible for driving market performance, sales growth, & customer satisfaction through visible leadership, rigorous performance management, key partnerships & problem resolution
- Achieving operational excellence & committed to appropriate supervision and control while making sound business decisions to manage risk
- Sales, operations, customer satisfaction, & digital engagement are all critical performance variable performance variables
- Lead as “co-pilot” to full Greater Philadelphia market with Retail Director, driving employment planning, while taking lead on many markets' wide initiatives
- Serve as key participant and contributor to network wide CFG direction as part of Retail leadership team.
Consumer Market Sales Manager, Vice President
Citizens
11.2017 - 06.2021
- Responsible for Greater Philadelphia markets sales development, sales coaching and management of key sales initiatives and production
- Responsible for participating and leading key initiatives in markets, partnering with Retail Incentive and other business partners to exceed sales goals in market
- Monitor and drive sales performance across market through effective coaching and translation of production reporting
- Drive key sales activities and create best practices within market to meet production goals
- Provided feedback on Regional Manager performance and drive sales accountability with regional team
- Analyze trends and gaps in production in market and responsible for creating action plan to address areas of deficiency
- Responsible for partnerships in Acquisition & Wealth
- Primary liaison for key partnership to business line including business line managers and corporate partnerships like Retail Incentive, Marketing and Communications
- Primary manager of integrity of incentive plan by translating, enforcing, and educating colleagues on plan details
- Manage incentive and payout exception processes
- Analyze incentive audit reports to identify training needs within a respective market(s)
- Acted as support mechanism for National Sales Director in absence
- Conducted Sales Manager team meetings, partnership meetings with Head of Retail Channel & Head of Distribution
- Received CFG Retail Sales & Service Collaboration Award, 11/2018
Regional Manager, Vice President
Citizens
Philadelphia, PA
11.2012 - 11.2017
- Oversaw 2 regional assignments with geography of Northwest and Northeast Philadelphia: 32 branches & 3 satellite branches between two separate assignments
- Oversaw 19 branches and 125 colleagues within the umbrellas of responsibility
- Responsible for $1.1B in total deposit liability ($978M in Consumer Deposits and $157M in Business Deposits) and 48,000 households
- Managed sales process and routines to support all lines of business including but not limited to: Consumer Deposits, Consumer Lending, Business Accounts & Investment Services
- Advocate for partnership strategy to achieve sales excellence in diverse sales pillars that comprise retail banking sales dynamic; including but not limited to: Business Banking, Wealth Management, & Mortgage
- Maintained operational & audit integrity of all branches to ensure risk management tolerance
- Responsible for recruiting, hiring & retention of colleagues to deliver on sales and service excellence to customers of Citizens Bank, while managing effective levels of performance management
- Monitor & Inspect branches for service levels & behaviors that exceed the expectations of customers in several key metrics, including knowledgeable staff, exceptional service, valuing time and business and trust mechanisms for our clients
- Identified issues with production, workforce and material sourcing and implemented successful solutions
- Developed sales strategy based on research of consumer buying trends and market conditions
Credit Manager, Assistant Branch Manager, & Senior Sales Manager
Wells Fargo Financial
Washington DC & Philadelphia
06.1998 - 07.2010
- Supervised staff of up to fifteen employees, conducted daily staff meetings, initiated sales strategies for employee and branch performance
- Grew credit portfolio of Mortgages, Home Equity Loans, Auto secured Loans, Personal Loans & Credit Cards
- Provided sales coaching, mentoring, and sales development under specific implementation of sales strategy of profiling client needs, providing financial solutions, overcoming sales objections, & providing appropriate levels of consumer credit analysis
- Achieved superior levels of sales and service during twelve-year career with organization with numerous awards and employee promotions during tenure.
Education
BA - Political Science
Mount Saint Mary's University
05.1998
Skills
- Management of Financial Resources
- Adaptable to Changing Conditions
- Staff Recruitment and Hiring
- Business Relationship Management
- Portfolio Analysis
- Key Performance Metrics
- Sales Proficiency
- Performance Improvement
- Motivational Leadership
- Sales Promotion
- Business Leadership
- Hiring and Onboarding
- Staff Development
- Corporate presentations
Executive Board Member, Colonial Soccer Club
Serve as Secretary for 4th largest soccer club in Eastern Pennsylvania
Timeline
Consumer District Sales Manager, Senior Vice President
Citizens
06.2021 - Current
Consumer Market Sales Manager, Vice President
Citizens
11.2017 - 06.2021
Regional Manager, Vice President
Citizens
11.2012 - 11.2017
Credit Manager, Assistant Branch Manager, & Senior Sales Manager
Wells Fargo Financial
06.1998 - 07.2010
BA - Political Science
Mount Saint Mary's University