Branch Manager, AVP
Posted on: 2010-07-07
To obtain a challenging and rewarding position in the financial industry, that will utilize my education, experience and personal skills. Strong communication, sales skills and the ability to create and lead a winning team, through outstanding leadership and training.
Bank of America, Aurora, IL
AVP, Branch Manager
September 2004 to January 2010
Responsible for leading and training a team of sales and service professionals to meet and exceed sales goals and service targets. Managed a medium branch, ten or more associates.
My duties included:
Conducting and approving quarterly and yearly performance evaluations of associates, plus develop and monitor individual quarterly development plans for all direct reports.
Generated sales leads through community outreach activities and developing business partners, while building internal relationships.
Directly worked with customers to build relationships, uncover and satisfy their needs through the sale of financial products and services, while running all aspects of an efficient and productive branch.
Spent a majority of time on the sales floor leading from the lobby, by greeting customers, directing them to the appropriate areas of the branch and ensuring that the customer\'s needs were met.
Ensuring the audit/compliance procedures of the center are followed, while maintaining the highest level of customer service. Scored a 9 out of a 10 - 2009
Communicated with upper management to review branch performance assessments.
Supervised and coached my team on the proper behaviors, sales techniques, service expectations and compliance guidelines, while modeling the same.
Created workforce stability by cultivating an engaged, enthusiastic, and well-coached team.
Ensured completion of regulatory compliance and training specific to sales and service responsibilities.
Managed difficult situations with customers and provided clients with choices and understanding.
Skills networking and associate growth development. Lead a team of coworkers to break thru performance.
Cluster leader for my market.
Closed 4 million + in loans each year.
Helped with the conversation from LaSalle Bank to Bank of America, Fleet Bank to Bank of America and MBNA conversation to Bank of America.
Ranked in top 10% out of 6000 + branches, annual trips for breakthru performance. Year after year.
Opened and grew new branch drom 0 to 28 million.
Hired and trained all new associates in compliance and coaced them to sell efficiently.
Amcore Bank, Naperville, IL
Branch Manager
August 2004 - September 2004
Develop new business - new bank in an already developed community
Create new opportunities to associates
Processed cash shipments
US Bank, Elmhurst, IL
Assistant Manager
November 2001 – Present - Manage Teller staff and personal bankers
Run Teller window – when needed
Schedule employees work hours
Gather and produce weekly and monthly reports
Budget
Motivate staff
Actively sell life insurance
Financial Specialist
Top sales manager in the 3rd quarter (2003)
Top loan producer in the district – 3rd quarter (2003) & 1st quarter 2004
Million dollar club – 3rd & 4th quarter 2003, 1st quarter 2004
Coached teller staff to produce referrals (all tellers reached goal)
Aggressive sales tactic
Small Business Development
Customer loyalty
Center of influences
Train all new associates on teller systems and seller systems
Ran a cash drawer as needed
Lead conversation from Firstar Bank to Us Bank
Lead leadership team to help associates delight
Citibank, Oakbrook, IL
Client Financial Analyst
February 2001 to November 2001
Maintained large portfolio of clients
Actively sold annuities and life insurance
Cold calling
Actively closed personal and small business loans
Reached incentive every month
Handled and resolved customer issues
Oberweis.Net, North Aurora, IL
Assistant Bond Trader
March 2000 to January 2001
Bid and sell Bonds
Input trade tickets through FBSI
Open new accounts
Balanced Managed accounts
Do fund runs for Oberweis mutual funds (Emerging, Micro, and Mid-Cap)
Input trades at the Equity desk
Worked on monthly Market letter
Citibank, Naperville, IL
Client Financial Analyst
March 1996 to March 2000
Analyze client’s financial status
Offered Lending expertise on personal & small business loans
Actively sold life insurance (registered agent through Primerica)
Sold mutual funds and Annuities
Achieved 117% of yearly sales quota
Top revenue producer for the Southwestern division for 1999
Made incentive monthly
Helped with the conversation of Travelers Group and Citibank
Northern Trust Bank, Naperville, IL
Universal Teller
February 1993 to February 1996
Handled transaction in access of $100,000
Performed cash audits and processed shipments to the Federal Reserve Bank
Trained new hires
Received Signature Service award all 3 years
Hawthorne Credit Union, Naperville, IL
Teller
July 1991 to February 1993
Part-time teller responsibilities
Selected for off site location (Lucent Technologies)
Education Aurora University, Aurora, IL
BA, Finance – November 1996
Minor in Business Management