Hi, I’m
Toby G. Polk
Oklahoma City,Oklahoma
Summary
Multi-talented business leader bringing over 20 years of experience as successful leader. Strategic problem solver and change manager. Visionary executive implements plans that meet current and future needs. Key expertise in banking and client success.
Overview
19
years of professional experience
1
Certification
Work History
MCWL PaladinNORMAN, OK
Vice President, Chief Financial Officer
03.2017 - Current
Job overview
- Orchestrated and increased company growth more than 120% and reduced expenses nearly 20%
- Improved AP & AR with greater efficiencies, increasing cash flow immensely
- Researched, interviewed, and directed the conversion to a Professional
- Employer Organization
- Monitored and directed the implantation of strategic business plans
- Managed the request and budgeting processes, established performance measures to support the company’s strategic direction
- Performed due diligence throughout a large company acquisition and negotiated the agreement, reducing the purchase price by more than 50%
- Participated in key decisions as a member of the executive management team and board of directors
- Established, managed, and maintained an exceptional banking relationship to improve the financial relationship
- Directed all documentation, approval, and forgiveness for the COVID
- Paycheck Protection Program and Economic Injury Disaster Loan
- Managed and maintained all contracts and insurance requirements
- Built and managed all verifications of employment.
- Identified problems and implemented solutions to better streamline operations.
- Led team in strategic executive-level planning.
- Determined performance goals and offered tactics for achieving milestones.
- Negotiated contract specifications with major vendors.
- Created and integrated market plans to position company brands in target marketplace.
- Managed company-wide budgets, payroll, accounting and other financial operations.
- Analyzed operational processes and implemented continuous improvement initiatives to promote profitability and efficiency.
- Minimized losses by improving financial strategies to improve corporate position.
MCWL Paladin GeologicalNorman, OK, OK
General Manager/District Sales Manager
12.2012 - 03.2017
Job overview
- Managed, hired and trained a small high-performing sales and support team, maximizing overall profitability by setting benchmarks throughout budget development.
- Encouraged team members to meet and exceed objectives by setting goals, tracking performance daily and implementing improvement strategies.
- Hired and motivated team members, working closely with salespeople and customers to negotiate and close deals.
- Utilized established sales techniques and persuasive communication skills to meet personal sales objectives.
- Utilized expert negotiation, closing and marketing skills while ensuring dynamic customer response and follow-up.
- Maintained department profitability while controlling expenses and promoting customer satisfaction.
- Followed up with existing customers to generate new prospective buyers through referrals.
MCWL PaladinNORMAN, OK
Sales Manager
09.2009 - 12.2012
Job overview
- Developed sales plans, goals, strategies and objectives to achieve team goals and revenue objectives.
- Tracked monthly sales to generate reports for business development planning.
- Performed sales consultations and educated clients on products and services.
- Maintained professional network of potential clients and business opportunities.
- Boosted revenue and facilitated sales activity while developing consistent employee measurements for exceeding goals.
- Prospected for new business using databases and other strategies to generate sales.
- Delivered sales presentations focused on offerings and unique advantages over competitors.
- Researched and communicated competitive activity to influence marketing plans and sales tactics.
- Researched and capitalized on emerging opportunities to build business and expand customer base.
- Analyzed competitors' successes and failures, evaluating impact on market.
- Attended trade shows for in-person engagement and network building.
Coppermark BankNorman, OK
Assistant Vice President, Branch Manager
11.2004 - 08.2009
Job overview
- Hired, trained, and managed all branch personnel while increasing employee retention and morale
- Established and maintained branch operations, security, and safety protocols
- Developed and expanded very loyal client relationships, increasing overall deposits and loans by more than 20%
- Worked directly with clients to improve their businesses
- Selected for a national banking pilot program that provided client success training at Disney and Starbucks
- Worked with regulatory representatives to complete accurate filings and maintain compliance.
- Managed and inspired team members to perform to full potential, driving branch profitability.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Planned work schedules to maintain adequate staffing levels.
- Verified cash by balancing cash drawers and maintaining cash count records.
- Boosted customer base, acquiring new customers and identifying needs to deliver relevant products.
- Disciplined employees to encourage compliance with company policies and procedures.
- Established and built customer relationships through targeted outreach and initiatives.
- Trained, developed and supervised team of 6 employees.
- Cultivated and sustained relationships with customers in various sectors.
- Networked within communities to identify and capitalize on business opportunities.
Education
Banking Administration Institute
Graduate School of Retail Banking Certificate from Banking
07.2008
University of Central OklahomaEdmond, OK
Bachelor of Science from GS & Business
05.2002
Oklahoma City Community CollegeOklahoma City, OK
Associate of Science
12.1996
Skills
- Performance Monitoring
- Negotiation and Persuasion
- Portfolio and Finance Management
- Operational Management
- Resource Allocation
- Performance Monitoring and Evaluation
- Strategic Planning
- Budget Oversight
- Profit Objectives
- Relationship Building
- Business Development
- Executive Leadership
- Leadership and People Development
- Judgement and Decision Making
- Financial Management
- Employee Motivation and Performance
Certification
- Licensed State of Oklahoma Realtor
Professional Affiliations
- Business Network International
- Board of Directors - Big Brothers Big Sisters
- Board of Directors - American Cancer Society
- Member - National Association of Realtors
- Member - Association of Central OK Governments
Timeline
Vice President, Chief Financial Officer
MCWL Paladin
03.2017 - Current
General Manager/District Sales Manager
MCWL Paladin Geological
12.2012 - 03.2017
Sales Manager
MCWL Paladin
09.2009 - 12.2012
Assistant Vice President, Branch Manager
Coppermark Bank
11.2004 - 08.2009
Banking Administration Institute
Graduate School of Retail Banking Certificate from Banking
University of Central Oklahoma
Bachelor of Science from GS & Business
Oklahoma City Community College
Associate of Science
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