Branch Manager/Officer Resume , Pittsburgh - Hire IT People

SUMMARY:

Accomplished, driven, management professional with successful 12 - year track record within financial services industry.
Respected, enthusiastic leader with proven ability to develop and implement marketing and managerial strategies to acquire new and retain existing clients.
Extensive business development, team coaching, and entrepreneurial experience.Core competencies:

PROFESSIONAL EXPERIENCE:

Confidential, Pittsburgh

Branch Manager/Officer

Responsibilities:

Consistently achieved between 90% and 104% of Incentive Management Scorecard each quarter since branch takeover by engaging, motivating, and coaching each colleague on daily basis while continually maintaining a structured, disciplined, and regimented environment focused around helping every customer.
Motivated and engaged serial underperforming colleagues and transformed into over achievers within 3 months of branch takeover through consistent team coaching and taking ownership of individual goals as well as branch goals. Overachievement Award for exceeding Investment goal in first quarter of branch takeover from $500K to $1.66MM.
Increased Customer Satisfaction scores by coaching each colleague to own customer satisfaction on daily basis. Satisfaction score is currently 90.6%.
Responsible for identifying sales gaps and building a successful growth strategy to eliminate gaps. Exceeded quarterly business account opening and business money goals by over 150% by actively seeking out community COI’s (center of influence) relationships to develop business partnerships that are mutually beneficial.
Implemented and designed business spotlight, customer appreciation, and individual product focus events.
Provided overall consistent leadership, strict operational soundness, superior customer satisfaction and sales goal attainment.
Achieved “GREEN” (highest) corporate audit score.

Confidential, PA

Manager/Owner

Responsibilities:

Sole fiduciary agent and responsible for managing $2,500,000 to $3,500,000 in monthly disbursement, allocation and reconciliation of escrow and operational funds.
Maintain, review, and contact portfolio of current clients, and emerging market prospects to educate and continue relationship building efforts. Traveled locally facilitating face-to-face meetings with executive management, key personnel, and stakeholders to promote service awareness, close deals, and initiate long-term relationship building.
Directed monthly accountability meetings with sales team. Focus on increasing sales revenue, cost reduction, and competitive analysis.
Managed advertising roll out, media exposure, and product promotion supporting vertical objectives of company. Conceptualized and designed all marketing material utilizing various communication strategies including B2B and direct-to-consumer promotional materials. Combined services sales revenue consistently increasing on average of 10% monthly.
Operational functions - Review monthly P&L Statements. Produce actionable reports involving budgeting, allocation of marketing funds, payroll, expenses, and incentive programs.
Decreased monthly operational expenses 18% through careful allocation of departmental budgets, process refinement, and automation improvements. Maintain governmental compliance.
Review legal documents and clear residential title abstracts; prepare title commitments, deed preparation, lien subordinations, closing protection letters, and closing documents.

Confidential, PA

Regional Sales Manager/Owner

Responsibilities:

Responsible for improving team performances by role play, education, coaching, and training exercises to facilitate learning and better understanding of services and sales objectives.
Increased sales 18% - 22% per annum for 4 years continuously.
Conducted monthly accountability meetings with branch managers. Discussed increasing sales revenue methods, cost reduction ideas, competitive analysis, and emerging market penetration.
Assisted sales team with presentations, closings, and coordinating switchover events to ensure seamless and uninterrupted service.
Review monthly P&L Statements. Produce actionable reports involving budgeting, payroll, expenses, and incentive programs.
Review credit history, job history, income documents, debt to income ratios and make loan placement determinations by strength or weakness of file.

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