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Retail Development Resume

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Kennebunk, ME

EDUCATION:Bachelor of Science, Finance, 
Major: Finance Minor: Global Studies

Study Abroad Program, 
Intensive Italian, Intercultural Communication, International Marketing, Intramural Soccer

CONSULTING PROJECTS:

Key Bank Capstone Project

  • Analyzed 3 major factors of success for retail banking: Keybank Plus, Service Scores and Teller Referrals
  • Utilized field research, employee surveys, business literature and banking reports to complete research
  • Presented findings and solutions to the Maine Key Bank Leadership Team

GB 401: Strategic Management

  • Completed a strategic management analysis of Southwest Airlines and was awarded the highest grade in the class
  • Strategy Analysis: Business, Corporate, and International analysis based on Porter’s business theories
  • Financial Analysis: Completed financial analysis to assess the health of Southwest compared to the industry

GB 301: Integrated Business Functions 
Hartnett Family Business Plan Award

  • Awarded best business plan in all General Business 401 classes, which was approximately a quarter of the class of 2011
  • Created 5 year business plan for Mary Lou’s News Inc and presented our plan to Mary Lou
  • Personally completed the financial statements and projections while assisting team members with the entire project

COMPUTER SKILLS:O/S-SOFTWARE: Windows Office Suite, FactSet, Morningstar, Bloomberg,

EXPERIENCE:

Confidential 6/11-11/11
Retail Development - Kennebunk, ME

  • Completed state licensing exams for securities- The series 6 and 63
  • Completed multiple (100+) training classes based on business acumen, sales, leadership, management, and Key systems
  • Developed client service skills through interactions (phone/face to face) in order to best meet clients’ banking needs
  • Developed sales skills: Developed an effective sales strategy that allowed me to end a 9 mo training program in 5 mos

Interim Branch Manager – Biddeford, ME 11/11-2/12

  • Accountable for marketing Key to generate profitable revenue by calling on small businesses and consumers
  • Managed $8MM in consumer deposits and $2MM in business deposits
  • Exceeded activity goals based on leading indicators for a small sized branch ($10MM in assets)
  • Received highest Service Measurement Scores in ME based on business plan I developed for Biddeford
  • Worked with other lines of business within Key to position Key as well as possible in the Biddeford market

Interim Branch Manager – Northgate Branch- Portland, ME 2/12- Present

  • Used skills built while in Biddeford to create a business plan accepted by upper management
  • Focused on larger deals to increase both business and private banking success within the Northgate community
  • Grew revenue from consumer investments to 125% of year to date goal
  • Worked with staff to develop an action plan to increase success with leading indicators of branch growth

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