SUMMARY

• An enthusiastic leader, with over 8 years' supervisory experience managing the daily operations and sales functions of bank branches, utilizing problem solving skills to achieve sales, operations and customer service goals.
• Experience establishing performance goals for branch sales, service and operations areas.
• Consistent track record of achieving sales goals, regularly going above and beyond to accomplish objectives, always exhibiting a willingness to support and assist others.
• Extensive experience identifying market opportunities through cold calls, warm leads and referrals. Strong in prospect and client management, with the ability to recognize clients' needs and apply solution selling via onsite and telephonic meetings.
• Exceptional verbal, written and interpersonal communication skills with the ability to train team members in sales, product and service knowledge, policy and procedures.
• Demonstrated effectiveness in business networking and building community contacts.

TECHNICAL SKILLS

• Creating and delivering clear, effective and professional presentations to groups of all sizes
• Highly Proficient in Microsoft applications (PowerPoint, Excel, Word, Outlook)
• Proven PC skills; experienced in Internet research, contact management software to manage pipelines and client relationships, bank software including FIS, IBS, TellerInsight, Oasis, ImageCentre and other reporting software
• Planning and leading team meetings
• Building client relationships by identifying and satisfying needs through consultative selling, providing exceptional service and making partner referrals
• Problem - solving and decision-making skills to effectively resolve complex customer and employee issues
• Conducting performance reviews, candidate interviews and making branch employee hire decisions

PROFESSIONAL EXPERIENCE

Confidential

Assistant Vice President Relationship Advisor Manager

Responsibilities:

• Responsible for supervising branch team of 5 employees, coaching and training tellers and new account staff on bank policies and procedures, compliance guidelines, product knowledge.
• Greatly improved efficiency, organization and accuracy in branch new accounts area. Streamlined account opening process, holding team accountable to ensure documentation requirements and timelines were met. Improved new accounts internal audit rating from "Unsatisfactory” to "Satisfactory”, by first quarter 2016.
• Responsible for all new accounts documentation call back and approvals, ensuring completeness and accuracy.
• Collaborated with Treasury Management and Relationship Management Teams to understand clients' cash management structure and objectives and assist in finalizing sales through documentation coordination, often communicating with client and implementation team to ensure timely setups and client satisfaction.
• Responsible for branch operations and control procedures including decision making, monthly certifications, branch reporting, dormant and inactive accounts, overdrafts, reviewing / approving wires, Customer Information Profiles (CIP) and transactions. $500,000 signing authority.
• Created an environment of enthusiastic, motivated team members with skills to ensure a world-class client experience at every interaction. Awarded PMB's 2016 Annual Employee Award for Community Service.

Confidential

Senior Relationship Banker

Responsibilities:

• Demonstrated strong client management skills, recognized in 2014 for number and quality of referrals to Private Bank.
• Recognized multiple times on company intranet for demonstrating exceptional customer experiences and service as a trusted advisor. Opened new deposit accounts and small business lines of credit; made partner referrals. NMLS MLO certification.

Confidential

Licensed Property and Casualty Insurance Representative

Responsibilities:

• Helped to build Agency from the ground up, growing to nearly 2000 households in 23 months, a top performer.
• Represented full line of over 40 products including property, auto, life and business insurance, successfully managing all phases of the sales cycle from new account pipeline of prospects and existing clients, to close to follow-up and support.
• A hyper-competitive industry - required a deep comprehension of State Farm products and in-depth understanding of competitors' products and positioning with each client.
• Ranked #1 in Agency sales production with $328K in premiums - Mar 2012 through Dec 2013.
• Ranked #1 in Agency for aggressive Internet lead calling campaigns, leading team by 130% in 2012 and 75% in 2013.

Confidential, Chicago, IL

Branch Manager

Responsibilities:

• Led a branch team of 4 towards meeting sales, service and operational goals during ownership transition.

Confidential, Chicago, IL

Sales Manager / Branch Manager / Licensed Relationship Banker

Responsibilities:

• Hired as Sales Manager at the 2 nd largest branch in the Chicago Market (Ravenswood)
• Promoted to New Build Branch Manager (Skokie)
• Managed a 10-person team, achieving National Sales recognition:
• S Top 10% in relationship cross-sale ratios
• S Top 10% in nearly every retail sales category including consumer and business acquisition rates, attrition rates, and net acquisition rates
• S Top 10% in every DDA category, achieving double-digit growth S Achieved 90%+ of sales targets in quarterly acquisition campaigns.
• S Achieved double-digit growth in consumer, business and total branch Product Value Credits (commissions).
• Implemented strong Chase at Work program, leading district in number of Place-Of-Business appointments and number and quality of on-sites, averaging two to four per week at companies with 50+ employees.
• Promoted to Same Store Branch Manager (Milwaukee Ave)
• Managed a 15-20 person team.
• Led staff to three successful branch audits with satisfactory ratings.