Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
William Mayberry

William Mayberry

Youngstown,OH

Summary

Objective banking leader with demonstrated success leading financial systems and programs. Knowledgeable about regulatory requirements and successful strategies for maintaining optimal controls. Well-organized, proactive and adaptable to changing markets.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Business Development Manager

Premier Bank
07.2022 - 07.2023
  • Responsible for the overall operations and risk management, people and business development of a $120MM Retail Banking Branch.
  • Developed a high-performing team through targeted recruitment, training, and performance management initiatives.
  • Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
  • Established internal audit procedures to validate and improve accuracy of financial reporting and risk mitigation.
  • Completed filings and upheld strict compliance with regulatory agencies and supervisors.
  • Ensured regulatory compliance through diligent adherence to industry standards, guidelines, and company policies.
  • Monitored market trends to identify new business opportunities and capitalize on potential growth areas within the community or region served..

Branch Manager, AVP

Citibank
03.2018 - 03.2022
  • Responsible for the overall operations and risk management, people and business development of a $160MM Retail Banking Branch.
  • Developed a high-performing team through targeted recruitment, training, and performance management initiatives.
  • Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
  • Established internal audit procedures to validate and improve accuracy of financial reporting and risk mitigation.
  • Completed filings and upheld strict compliance with regulatory agencies and supervisors.
  • Ensured regulatory compliance through diligent adherence to industry standards, guidelines, and company policies.
  • Monitored market trends to identify new business opportunities and capitalize on potential growth areas within the community or region served.

Branch Manager, AVP

SunTrust Bank
07.2016 - 03.2018
  • Responsible for the overall operations and risk management, people and business development of an $80MM Retail Banking Branch.
  • Developed a high-performing team through targeted recruitment, training, and performance management initiatives.
  • Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
  • Established internal audit procedures to validate and improve accuracy of financial reporting and risk mitigation.
  • Completed filings and upheld strict compliance with regulatory agencies and supervisors.
  • Ensured regulatory compliance through diligent adherence to industry standards, guidelines, and company policies.
  • Monitored market trends to identify new business opportunities and capitalize on potential growth areas within the community or region served.

Business Banker, AVP

Capital One Bank
06.2014 - 06.2016
  • Responsible for managing an existing book of business banking clients with revenues from $500K-$5MM and serving as the client’s primary liaison and banking contact for any sales or service needs
  • Responsible for understanding clients’ and their businesses fiscal position and growth needs in order to make poignant banking recommendations to include credit, deposit, merchant and treasury products
  • Understand cash flow models and analyze financial statements to fully analyze a client’s fiscal position and operating cycle in order to better recommend banking services and properly consult on and prepare lending requests
  • Network across business lines and within the community to drive in new primary banking relationships
  • Independently ensure production goals are exceeded pertaining to all business banking products to include deposit, lending, merchant, treasury, and partner referrals
  • Relocated out of state due to familial obligations up north.

Branch Sales Manager, AVP

Payment Systems Corporation
12.2013 - 06.2014
  • Directly managed a team of 10 sales agents who met with small business owners to review merchant processing needs
  • Directly managed the outside sales process, navigated agents through the sales steps, worked directly with business owners in partnership with the agents to create a program customized to each individual client
  • Directly recruited, staffed, and retained a team with a constant pipeline of candidates to grow my team
  • Held one on one as well as team wide coaching meetings to mentor, train, and coach employees to ensure sales goals were being met, client satisfaction standards were being exceeded, and operational procedures were being upheld
  • Was awarded top branch sales manager 3 months consecutively – April, May, June 2014
  • Temporary assignment while Capital One recruitment was underway and a position was awaiting occupancy.

Sr. Banker/Floating Manager, Bank Officer

IBERIABANK
08.2012 - 12.2013
  • Relocated from Pensacola, FL to New Orleans, LA
  • Worked hand in hand with Branch Manager on all aspects of retail banking management as part of a Sr
  • Banker Mentor program to prepare me to take over a retail banking center of my own
  • These responsibilities included employee management, employee coaching, operations management and business development
  • Networked across the community to uncover business opportunities and grow the retail bank
  • Maintained best in industry customer service standards in relation to servicing existing clients which consistently resulted in repeat business and regularly generated referral opportunities
  • Surpassed production expectations by way of partnering with internal line of business partners, networking across the market to self-source business opportunities and proactively utilizing internal leads, marketing tools and list sorts
  • Certified as a corporate mentor and assisted in the training of area new hires as well as filled in for absent managers
  • Branch I was training to take over was closed, role was eliminated and growth potential decreased.

Assistant Branch Manager IV, Bank Officer

SunTrust Bank
04.2010 - 08.2012
  • Assisted in the overall management of a $60mm retail banking branch
  • Networked across the community to uncover small business opportunities and grow small business banking portfolio
  • Regularly partnered with internal line of business partners to cross promote bank products
  • Consistently earned superior ‘Gallup’ customer service scores and regularly exceeded sales, line of business referrals and operations expectations
  • Managed a team of 7 employees which involved handling any and all internal HR/Employee issues, overseeing the scheduling of the branch staff, coaching employees on sales and service expectations and managing the onboarding and training of all area new hires
  • Position was eliminated company wide and role was eliminated.

Licensed Sales Manager, Bank Officer

Wachovia Bank
02.2008 - 04.2010
  • Obtained Series 6 and 63 Security Registrations
  • Personally recruited by Market Sales Leader while working at Regions branch across the street
  • Earned a passing score for my Series 6 and 63 security registrations on the 1st attempt
  • Managed the overall sales process of the retail banking branch
  • Networked across the community to uncover business opportunities and grow the bank
  • Created, presented and implemented the annual financial center business plan which outlined branch goals, possible obstacles in reaching said goals and calculated steps and processes to overcome those obstacles in an effort to ensure total branch sales success
  • Coached service employees on referral and cross sell initiatives and techniques
  • Developed internal incentive programs to encourage service employees to engage and actively participate in the sales referral process and the cross promoting of brank products
  • Certified as a corporate mentor and assisted in the training of area new hires.

Education

Double major Business Management/Finance -

Youngstown State University
05.2004

Graduated with a 3.5 GPA -

Poland Seminary High School
06.2000

Skills

  • Regulatory and Internal Risk Management
  • CRM Platforms
  • Client Experience
  • Performance Evaluations
  • Sales processes
  • Performance Goals
  • Operations Management
  • Time Management
  • New Business Development
  • Process Improvement

Certification

OMEGA Credit Certification, 12/2015

Timeline

Business Development Manager

Premier Bank
07.2022 - 07.2023

Branch Manager, AVP

Citibank
03.2018 - 03.2022

Branch Manager, AVP

SunTrust Bank
07.2016 - 03.2018

Business Banker, AVP

Capital One Bank
06.2014 - 06.2016

Branch Sales Manager, AVP

Payment Systems Corporation
12.2013 - 06.2014

Sr. Banker/Floating Manager, Bank Officer

IBERIABANK
08.2012 - 12.2013

Assistant Branch Manager IV, Bank Officer

SunTrust Bank
04.2010 - 08.2012

Licensed Sales Manager, Bank Officer

Wachovia Bank
02.2008 - 04.2010

Double major Business Management/Finance -

Youngstown State University

Graduated with a 3.5 GPA -

Poland Seminary High School

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William Mayberry