SUMMARY

• Utilize my experience as a Branch Manager and Sales Coach to provide an award - winning customer experience and promote healthy revenue growth.

AREAS OF EXPERTISE

• C ustomer Satisfaction
• Compliance Training & Audit
• P & L Magement
• Financial Statement Analysis
• Bank Security Expert
• Sales Leadership
• Revenue Growth
• Background in mutual funds, stocks, bonds and investments

PROFESSIONAL EXPERIENCE

Treasurer

Confidential - Alexandria, VA

Responsibilities:

• Work with executives to create the annual budget and tracked actual expenses against projected expenses.
• Oversee daily financial functions, including accounting, payroll, and financial reporting.
• Prepare external audit documentation and financial reports

Vice President/Branch Manager

Confidential - Washington, DC

Responsibilities:

• Developed and maintained relationships with local real estate agents.
• Coached Personal Bankers on the sales and service process.
• Facilitated recruiting events with my Area Manager in order to attract top sales talent.

Vice President/Sr. Branch Manager MLO

Confidential - Martinsville, NJ

Responsibilities:

• Recruited by the Regional Manager to support the Flagship Strategy of one of the most prestigious wealth centers in the region.
• Successfully implemented the flagship strategy which caused the Martinsville branch to lead Central, NJ with a 140% increase in wealth revenue.
• Conducted weekly, monthly and quarterly compliance reviews and participated in annual audits to educate and ensure the bank staff and branch partners were in compliance with local, state, and federal laws.
• Worked with Financial Crimes unit to monitor and report money laundering or suspicious financial transactions, interrogate clients during investigations, and close accounts when necessary.
• Participated in an ecosystem project which enhanced the level of partnership across lines of business within the retail bank by streamlining meetings, improving reporting, introducing reward and recognition, and increasing accountability between partners.
• Submitted loan applications to loan underwriter for verification and recommendation.
• Maintained a referral network with local real estate agents.
• Reviewed financial statements and tax returns with underwriters and clients in order to facilitate the outcome of lending decisions.

Store Manager

Confidential - New Rochelle, NY

Responsibilities:

• Managed staff of 3 personal bankers, 1 Private Banker, and 1 assistant manager.
• Implemented consultative sales techniques to help bankers build rapport with clients and identify financial solutions to meet their needs.
• Complied with and trained branch staff on regulatory requirements including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act, and Community Reinvestment Act.
• Co-facilitated workshops to enhance the sales skills of personal bankers.
• Conducted business banking financial statement analysis to prepare business owners for loan underwriting.

Vice President/Branch Manager

Confidential - New York, NY

Responsibilities:

• Conducted weekly, monthly and quarterly compliance reviews and participated in annual audits to educate and ensure the bank staff and branch partners were in compliance with local, state, and federal laws.
• Served as subject matter expert and a key point of contact on products, services, and systems.
• Recruited by territory leadership to be an internal sales consultant who liaised between the national sales team and District Managers to ensure rapid implementation of new corporate initiatives and promotions within the company.
• Facilitated new hire classes, job family meetings, and trained new managers in corporate sales behavior.
• Functioned as a central resource for National Sales Priorities and Supported Sales Training.
• Coached existing Branch Managers during branch visits on effective leadership activities to enhance the performance of their teams.
• Created scalable scripts and behaviors, influencing their implementation from the local all the way up to the national level.

Vice President/Branch Manager

Confidential - Murray Hill

Responsibilities:

• Entrusted by District Manager to run two branches--270 Park and Murray Hill--for a period of three months during which time each branch achieved 100% of goal across all sales categories.
• Proactively lead the branch in a tough economy, increasing credit card production by 145% and investment production by 521% in 2008.
• Conducted weekly, monthly, quarterly compliance reviews and participated in annual audits to educate and ensure the branch was in compliance with local, state, and federal laws.
• Worked with Financial Crimes unit to monitor and report money laundering or suspicious financial transactions, interrogate clients during investigations, and close accounts when necessary.
• Oversaw a branch team consisting of an assistant manager, 4 tellers, 2 customer service representatives, and 4 personal bankers.

Vice President/Sales Manager

Confidential - New York, NY

Responsibilities:

• Managed the sales process for 18 personal Bankers, 12 Sales & Service Associates, and 22 Tellers at the Corporate Headquarters Branch - The larget Chase retail branch in the country with over $1.4 Billion in assets.
• Because my sales team was #1 in promoting the Visa Rewards program, I was given the opportunity to consult with the Visa Corporation in an initiative to increase customer participation in the Visa Rewards program. My idea to integrate the Rewards program with Chase's Website (this was formally managed through mail only) so clients could view and redeem rewards seamlessly online resulted in the exponential expansion of the Visa Rewards program which ultimately spread to all financial institutions.
• By creating a proactive sales culture, the branch was ranked #1 in the country in mortgage production in 2007.
• Grew home equity application volume from 75 to 140 per month.
• Assisted Chase leaders with Cultural Change Management after the merger of Chase and Bank One.

AVP/Branch Manager

Confidential - Columbus, OH

Responsibilities:

• Motivated the sales team to achieve first place in the Southeast Columbus, OH District in year-over-year investment sales while achieving double-digit growth in 5 of 5 retail sales categories in a low to moderate income neighborhood.
• Increased cash flow for small business owners by evaluating financial statements and tax returns in order to determine creditworthiness and assist underwriters with loan and line of credit recommendations.
• Effectively partnered with retail lending, business banking, and investment sales to maximize existing customer relationships and develop new ones by establishing a referral network.
• Conducted weekly, monthly, quarterly compliance reviews and participated in annual audits to ensure the bank staff and branch were in compliance with local, state, and federal laws.

Personal Banker

Confidential - Columbus, OH

Responsibilities:

• Provided leadership within the district in the absence of branch managers.
• Trained for branch leadership by assisting the Branch Manager in all aspects of running the branch.
• I conducted daily staff meetings, mitigated service breaks with irate customers, increased teller referrals with safe simple scripting, and trained new bankers.

Senior Staff Accountant

Confidential - Columbus, OH

Responsibilities:

• Maintained integrity of general ledger, including the chart of accounts.
• Generated financial statements and facilitated account closing procedures each month.
• Analyzed and researched reporting issues to improve accounting operations procedures.
• Effectively managed a high-volume of inbound and outbound customer calls.
• Addressed and resolved customer product complaints empathetically and professionally.
• Accurately documented, researched and resolved customer service issues.
• Defused volatile customer situations calmly and courteously.