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Vice President / Relationship Manager & Branch Manager Resume

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Tustin, CaliforniA

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SUMMARY:

A highly energetic and motivated banking professional with proven success in performance management, training and project management, consumer lending, commercial and Confidential lending, strategic planning and product and process development. Strong leadership, communication and management skills. Extensive experience in sales culture development, staff training, outside business calling, formulating, and implementing strategic initiatives, and program delivery. Highly adept at performing budget and financial analysis and formulating plans to meet established business profit targets.

PROFESSIONAL EXPERIENCE:

Vice President / Relationship Manager & Branch Manager

Confidential, Tustin, California

Responsibilities:

  • Recruited to manage a commercial portfolio of new and existing business relationships.
  • Responsibilities include managing the Tustin office and developing new business clients through aggressive outside calling activities.
  • Also responsible for renewing credit facilities and cross selling business products as deemed necessary to expand exiting relationships.

Branch Manager

Confidential

Responsibilities:

  • Recruited to manage a business and consumer portfolio for one of the larger branches at Confidential.
  • The Tustin branch is one of only two branches in Orange County.
  • Responsible for proactively developing new business through outside sales calls, community involvement and expert marketing of the bank’s business products.
  • Manage and develop branch staff to maximize operational efficiency and maintain audit integrity.
  • Coordinates promotional sales activities for the branch personnel in order to meet assigned goals.

Vice President/Commercial Branch Manager

Confidential, California

Responsibilities:

  • Responsible for managing a very busy branch with total responsibility of the commercial loan and deposit portfolio.
  • Duties include business developing, deposit generation, marketing, community development, commercial lending, selling high end cash management products and international fee based products.
  • Responsible for hiring, developing, coaching and motivating branch staff.
  • Have consistently ranked top ten in fee income generation, international fee production, deposit generation and goal production.

First Vice President/Retail Sales and Planning Manager

Confidential, San Marino, California

Responsibilities:

  • Responsible for strategic planning and management of all retail production goals and results to meet financial target for a 5 billion, 31 branch financial institution.
  • Developed and managed retail product line to maximize penetration of targeted client segments.
  • Developed and implemented comprehensive performance management systems to produce consistent sales, services and risk management results at all levels of retail branch staff.
  • Developed and implemented retail bank incentive programs that provided recognition and motivation for sales performance.
  • Responsible for increasing production across all product lines.
  • Responsible for launching a Platform Alternative Investment Program that licensed Bank employees and generated substantial fee income for the organization.
  • Was member of ALCOA and attended and participated in strategy executive meetings on a weekly basis.
  • All New Hires for Retail Banking and all employee terminations were coordinated though HR and my department.

Vice President/Financial Center Manager

Confidential

Responsibilities:

  • Recruited to manage a high transaction volume branch with the objective to “clean up” a branch that had been lagging in the area of sales and audit results.
  • Met all expectations to improve audit rating and audit controls, improved quality of customer service.
  • Branch ranked top three in sales category in a region of 23 branches within 3 months of hire.

Assistant Vice President/Branch Manager

Confidential

Responsibilities:

  • Managed several branches in the span of 5 years.
  • All offices were highly transactional branches. Surpassed all assigned goals in the areas of cash management sales, business lending, consumer lending, liquid deposits and dda accounts.
  • Major accomplishments included attaining the full banking relationship with Confidential .
  • This relationship increased branch deposits by $4 million. Also attained a relationship with Cal State Los Angeles, which significantly increase deposit base.
  • Other accomplishments included attaining a major business relationship with City of Stanton.

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