Seasoned Branch Manager with 15 years banking experience in both rural and urban environments. Successfully navigated challenges throughout two previous bank mergers. Proven track record in exceeding sales goals and maintaining high customer satisfaction. Expertise in consumer lending and compliance, with a strong focus on team development, and operational excellence. Long tenured.
Overview
25
25
years of professional experience
Work History
Branch Manager
FirstBank & Trust, a division of UMB Bank, n.a.
Farwell, TX & Lubbock, TX, TX
08.2021 - Current
Exceeded deposit growth (caps out at 300%) by 300% for the last 4 quarters
Surpassed branch performance goals for the last four consecutive quarters: +216% (Q2 2025), +183% (Q1 2025), +241% (Q4 2024), and +146% (Q3 2024)
Surpassed loan growth (caps out at 300%) by 300% for the last three consecutive quarters: Q2 2025, Q1 2025, Q4 2024
Positive YTD deposit growth 2025: 3M YTD
Passed three audits with Satisfactory ratings, ensuring compliance and operational integrity, one nearing a High Satisfactory rating.
Developed the leadership capabilities of two branch managers through targeted coaching, leading to internal promotions.
Maintained a high level of customer service while effectively resolving complaints
Cultivated strong client relationships and worked closely with private bankers, small business, commercial and other departments to identify additional client benefits
Conducted routine audits monthly, quarterly, semi-quarterly, annually to ensure accuracy
Coached team members on operational guidelines, regulations, customer service, products, procedures, compliance, risk management, and fluency in their role through one on ones, huddles, role play, and branch meetings. Continual learning environment
Worked with my team to create a sales-driven culture to exceed sales/deposit/loan goals and maintain The Ultimate Customer Experience
Consumer lending, new accounts, business accounts, CD's, IRA's, HSA's, Trusts, Estates, BTE's, disputes, research, foreign currency, teller transactions, TCR's, wires etc.
Engaged in community events and business outreach, enhancing brand presence and referrals
Monitored and maintained high levels of quality and performance
Senior Personal Banker
FirstBank & Trust
Muleshoe, TX
12.2020 - 07.2021
CSR
AimBank
Muleshoe, TX
04.2017 - 12.2020
Customer Service and grew client relationships
New consumer and business accounts, HSA's, Rep Payee, estates, trusts, wires, resolving client issues with online banking, debit cards, disputes, research, accounts payable, NSF decisioning, notices of change
Loan doc prep for Ag, Commercial R/E loans, Commercial LOC, PPP, and consumer loans as well as loan closings
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