We provide IT Staff Augmentation Services!

Financial Services Management Consulting Manager Resume

Houston, TX

SUMMARY:

Successful financial services veteran with over seventeen years of service in multiple leadership roles while always bringing exceptional results through customer experience leadership and team member development. Critical thinker and problem solver in all phases of the industry. High - energy, self-motivated and with the ability to quickly adapt and lead a team through change.

SKILL HIGHLIGHTS:

  • Coaching & Team Member Development
  • Customer Experience
  • Bank Operations/Regulations
  • Consumer & Small Business Acquisition
  • Customer Segmentation
  • Project Management
  • Multi-Unit Management
  • Marketing & Communications
  • P&L Management

COMPUTER SKILLS:

Proficient in the use of Microsoft Office products and Apple/MAC

PROFESSIONAL EXPERIENCE:

Confidential

Financial Services Management Consulting Manager, Houston, TX

Responsibilities:

  • Consult with and deliver solutions to financial services clients around retail branch banking, customer experience, change management, learning & development, business process mapping, and distribution strategies. Provide analysis around sales performance, credit quality and customer management strategies through segmentation and data analytics.
  • Worked with top 4 US bank around assessing and providing change recommendations for current state sales practices, treatment of protected classes, and complaint management governance.
  • Working with a large US insurance company on a core deposits system for their bank. This transformation will allow the bank to increase their digital platform offerings and grow the business through an online customer acquisition strategy.
  • Currently building a customer segmentation strategy for the client above to be able to data mine their customer information and use it to understand profitability, cross-sell, behavioral and product usage analytics. This will allow for organic growth, retention of their current customer base, and revenue growth.

Confidential

Community Banking District Manager, San Antonio, TX & Dalton, GA

Responsibilities:

  • Responsible for 12 branches, 31,400 households, and 125 team members across 4 counties.
  • Market deposits $600M ($48M 2014 growth), loans $85M, 2014 revenue $25M, pre-tax income $10.4M.
  • Lead the team around customer service as the number one priority to build customer loyalty and grow revenue.
  • Develop and lead strategies to exceed service, sales, regulatory/compliance and business objectives. Serve as sales manager; provide formal and informal service and sales coaching and training.
  • Lead district management team around team member development, growth, retention, accountability measures and human resources functions.
  • Lead team on individual/branch goals and strategies to improve competitive position in the market.
  • Coach and teach the team to develop and leverage relationships with business partners to ensure cross-sales along multiple lines of business.
  • Responsible for all branch operational, security, risk and regulatory compliance controls. All stores have received highest operations control audit rating in of "acceptable".
  • Represent Confidential in community and civic activities.

Sales and Learning Development Manager

Confidential, Austin, TX

Responsibilities:

  • Prepared training schedules for each job family to complete essential learning and continuous learning paths within required time frames.
  • Performed field coaching and sales development work with mid-senior managers in 5 Texas/New Mexico regions
  • Developed and implemented processes to sustain successes and address gaps in service and sales performance. Focus included customer experience, customer needs assessment and sales generation activities.
  • Facilitated mid to senior manager service and sales training across the enterprise supporting Wachovia conversion.
  • Led team in end-to-end design process for curriculum supporting service and sales needs in 5 Texas/New Mexico regions. Post data analysis conducted.
  • Subject matter expert in individual producer, branch manager and mid to senior service and sales activities.

Regional Private Banking Manager

Confidential, Portland, OR

Responsibilities:

  • Built and led the regional bank private banking program that focused on acquisition, retention, cross-sell, loan production, and deposit and investment growth of affluent customers.
  • Collaborated with region, corporate, and other line of business partners on best practices to build the business.
  • Developed and executed a comprehensive business plan to provide clear objectives and goals.
  • Hired and led 16 private banker team strategically located throughout the Oregon region.
  • Developed individual banker coaching plans to ensure each maximized incentive compensations and the team exceeded sales goals.
  • Emphasis on quality needs assessment and leading with financial planning to capture 100% of the business.
  • September 2007 Confidential sales results: $30M in new deposits, $25M in new loans, $16M in new investment assets, cross sell of 5.90 products per customer.

Regional Marketing Manager

Confidential, Portland, OR

Responsibilities:

  • Responsible for development and execution of $2M annual marketing, sponsorship and advertising plans.
  • Supported 137 branches, $5.4B total deposits and 350,000 households.
  • Led marketing staff around execution of marketing programs, internal campaigns, business strategies, sponsorships, advertising, and de novos.
  • Navigated matrix managed environment to build collaborative partnerships with the regional president, region mid to seniors, and partners.
  • Negotiated and managed all sponsorship and vendor contracts.
  • Sponsorship strategies maximized brand exposure, direct sale opportunities and customer entertainment opportunities. Negotiated a $6.3 million, 5 year title sponsorship with the NBA Portland Trail Blazers.

Regional Marketing Consultant

Confidential, San Antonio, TX

Responsibilities:

  • Responsible for consumer product management, identifying and developing new product and service channels, customer acquisition, cross-sell and fee income.
  • Coordinated efforts of internal and external partners to support systematic building, external marketing and internal communications.
  • Evaluated region market environment and negotiated with senior management to influence adoption of new products and services.
  • Completed complex analysis on sales tracking, return on investment, service impacts, customer retention, and developed individual producer sales activities.

Regional Marketing Consultant

Confidential, San Antonio, TX

Responsibilities:

  • Led project teams in end-to-end execution of annual product re-pricing across company footprint.
  • Developed strategic plans for all re-pricing phases, gathered pricing recommendations from product groups, presented recommendations to senior management, coordinated system pricing changes, and customer disclosure communications.
  • Performed product due diligence on bank acquisitions and made recommendations to senior management.
  • Developed and executed end-to-end strategies for customer communications on bank acquisitions, product mapping, store closings, divestitures, and product changes to new and existing customers.
  • Managed special projects related to all phases of new product roll-out.

Learning & Development Consultant

Confidential, San Antonio, TX

Responsibilities:

  • Delivered service and sales training to bankers and tellers keeping programs consistent with protocols.
  • Coordinated and scheduled the delivery of service and sales training with bank management.
  • Facilitated Norwest Bank service and sales training to team members of newly acquired Confidential Bank.

Texas A&M Campus Card Program Manager

Confidential, College Station, TX

Responsibilities:

  • First year campus card sales processing $12.5M, acquired 2,200 student checking accounts and over 100 new campus card merchants.
  • Executed the responsibilities of the bank as required by campus card contract.

Hire Now