Summary
Overview
Work History
Education
Skills
Timeline
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T. Ian Zimmerman

Kirkland,WA

Summary

Sales and Operations Leader with progressive career history and proven success in driving business growth, profitability, and change management in start-ups and large institutions. Consistent top performer with competitive work ethic, entrepreneurial approach, and track record of creating and managing new and existing business lines. Excellent strategic planning and execution abilities to streamline processes, improve revenue and margins, and enhance customer experience. Talented team leader with experience in recruiting, hiring, performance management, and employee development. www.linkedin.com/in/ian-zimmerman-737b909b

Overview

Work History

Branch Manager - Retail Banking

Salal Credit Union
Bellevue, WA
01.2024 - Current
  • Directed daily operations of the branch, including customer service, human resources, sales and marketing activities.
  • Provided guidance and support to team members regarding problem resolution and customer service issues.
  • Ensured compliance with established policies, procedures and regulations governing banking operations.
  • Increased efficiency and drove branch revenue by optimizing daily operations.

Recruiter/Staffing Coordinator

Amazon - Workforce Staffing (WFS)
Aurora, CO
2022 - Current

Received four promotions in 23 months based on exceptional performance and leadership skills. Roles have included Operations Area Manager and Recruiter/Staffing Coordinator.

  • Oversaw staffing and related operations, spanning interviewing, hiring and mentoring personnel.
  • Searched for qualified job candidates using computer databases, media advertisements or employee referrals.
  • Sourced, qualified and conducted screening interviews with job candidates.
  • Scheduled or conducted new employee orientations.
  • Collaborate cross-functionally with support teams.
  • Hired employees and processed hiring-related paperwork.
  • Reviewed employment applications and job orders to match applicants with job requirements.

District Manager - Retail Banking

BOK Financial
Denver, CO
2020 - 2021

Directed Western region’s client satisfaction efforts, including staff training, change management, and supporting branches in client education on benefits of mobile banking. Partnered with cross-functional business units to increase referrals by 128%.

  • Set and managed department budgets and strategic plans in alignment with corporate goals.
  • Fostered transactional sales culture despite pandemic-related challenges.
  • Sourced, recruited, and acquired top-talent in Colorado market.
  • Cross-trained branch staff on call center activities to support client-facing communications.

Real Estate Broker/Investor, Washington and Oregon

Modern Realty
Vancouver, WA
2018 - 2020

Licensed Broker in Washington and Oregon with specialized experience in purchase and sale of commercial and residential properties.

  • Conducted extensive networking and outbound calling to generate new business, ranking #2 in company for sales with $180K in fee income.
  • Earned Rookie of Year with 36 transactions totaling $18M.
  • Negotiated property prices and settlement deals between sellers and buyers.
  • Trained and developed agents on consultative selling, buyer needs assessment, and market assessment analysis.
  • Developed and facilitated training SOP to on-board new agents.

Business Banking-National Sales Manager

Banner Bank
Vancouver, WA
2015 - 2018

Developed, launched, and led the business banking line of business to grow net revenue by $3.7M with teams across Washington, Portland, Utah, Sacramento, LA, and San Diego. Exceeded expectations and goals for profitability, loan growth, deposit generation, and fee income.

  • Recruited, built, led, and managed team of 64 employees across business line.
  • Implemented incentive plans, employee onboarding, and career development programs to established defined career growth pathways for employees.
  • Managed full P&L, developed strategic plans for business, created policies and procedures, and established KPIs.
  • Designed and promoted business culture based on values of knowledge, connection, and responsiveness.
  • Drove business growth and success through marketing, brand awareness campaigns, strategic partnerships, and extensive networking.

Regional Manager - Business Banking/Retail Banking

US Bank
Vancouver, WA
1994 - 2014

Managed large lending portfolio, including client acquisition and retention, business growth and expansion, and strategic asset management. Led largest footprint region (#3 in AUM) with 92 FTE. Grew lending portfolio from $281M to $690M over seven years while increasing market share from 17.9 to 23.7%.

  • Built reputation for proven abilities in change management by rebuilding teams and leading poorly performing regions to achieve success.
  • Consistently ranked in top quartile for attrition (9%), business growth (245%), and employee turnover (5%).
  • Managed sourcing, recruiting, onboarding, and training for a team of over 100 employees.
  • Developed and implemented key business initiatives, including expansions into treasury management and small business specialties.
  • Created customer experience playbook to drive consistency and quality across customer interactions and communications.
  • Prior position with US Bank: SVP Retail District Manager responsible for 17 retail branches in Tacoma, WA. Led underperforming region (64th out of 65 districts) to rank #1 in profitability and retail growth within two years. Won Employee of the Year and District Manager of the Year.

Education

Graduate Degree: Retail Bank Management -

University of Virginia/Consumer Banker Association
07.2007

Skills

  • New Business Development
  • Sales and Operations Management
  • Strategic Planning
  • Full P&L Management
  • Team Leadership and Direction
  • Networking and Relationship Building
  • Talent Management
  • Recruiting and Hiring
  • Training and Onboarding
  • Operational Improvements
  • KPI Tracking and Monitoring
  • Market and Competitive Analysis

Timeline

Branch Manager - Retail Banking

Salal Credit Union
01.2024 - Current

Recruiter/Staffing Coordinator

Amazon - Workforce Staffing (WFS)
2022 - Current

District Manager - Retail Banking

BOK Financial
2020 - 2021

Real Estate Broker/Investor, Washington and Oregon

Modern Realty
2018 - 2020

Business Banking-National Sales Manager

Banner Bank
2015 - 2018

Regional Manager - Business Banking/Retail Banking

US Bank
1994 - 2014

Graduate Degree: Retail Bank Management -

University of Virginia/Consumer Banker Association
T. Ian Zimmerman