Dynamic, respected and proven leader with a demonstrated track record of directing multimillion-dollar banking and retail operations with emphasis on building teams and developing critical infrastructure across business units. Technology savy with a solid grasp of finance oversight, employee and business development and strategic planning.
Solid leader and communicator with ability to gain traction for strategic direction, secure cooperation of team and align daily business activities into long-term objectives. Core Competencies Client Acquisition/Retention Operational Improvement Revenue Generation
Business Development Market Trends & Forecasting Strategic Leadership
Budget Development & Adherence
Overview
28
28
years of professional experience
Work History
Branch Leader II
Truist Bank
Wesley Chapel, FL
11.2022 - Current
Grew business banking relationships through proactive outreach.
Increased efficiency and drove branch revenue by optimizing daily operations.
Worked cross-functionally to plan and establish branch goals, supporting strategic objectives.
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.
Established and built customer relationships through targeted outreach and initiatives.
Provided leadership to all staff members in the branch, including coaching, mentoring and training.
Ensured customer service standards were met or exceeded through personal engagement with customers.
Directed and supervised branch operations, ensuring compliance with established policies and procedures.
Reviewed employee performance evaluations on a regular basis and provided feedback accordingly.
Branch Manager
Bank of America
01.2014 - 11.2022
Responsible for overall sales, operational and customer experience performance for Retail Financial Center with an employee head count of 8-10 associates
Duties include performance evaluations, strategic planning, associate development and implementation of company initiatives to achieve sustained breakthrough performance.
Branch Manager
Chase Bank
01.2013 - 01.2014
Provide overall financial direction within retail banking branch with over $80MM in deposits
Responsible for successful implementation of company strategies and associate development that led to yoy growth of 14% while raising customer satisfaction levels to above 90%.
Consumer Markets Manager
Bank of America
01.2007 - 01.2011
Provide overall management to 16 Retail Branches within assigned territory for up to 275 associates and $1.2B in deposits
Responsible for recruiting, coaching and developing Branch Managers focusing on a coaching process that achieves and maintains overall balanced performance metrics
Developed business plans and processes based on market analyses and consumer trends that achieved increased revenue share and exceeded customer service performance standards
Lead regional workforce responsible for designing and implementing new processes that improved regional performance by 21%
Achieved national performance ranking of #17 of 180 marklets in 2009 and #26 in 2010.
Branch Manager III / Area Leader
01.1997 - 01.2007
Provide strategic financial direction within retail branch with more than $100MM in deposits
Developed and implemented innovative and creative business initiatives for greater market penetration
Lead region efforts that streamlined associate development and focused on superior customer-centric service and operational processes Increased customer sastisfaction scores by 28% within 1 year, and exceeded annual deposits goal by $8M.