Experience

Exchange Bank

• United States
• Banking
• 300 - 400 Employee

• VP/Retail Operations Officer

  • Nov 2015 - Present

  Santa Rosa, CA Provides organizational leadership and multi- faceted support for the Bank’s retail branch network. Participates as a member of the Retail Banking team with ownership of Branch Operations, Safety and Soundness, and Sales and Service Leadership. Primary liaison between retail branches and departments coordinating and communicating information impacting the retail branches.

• AVP/ Regional Customer Service Manager

  • Jan 2008 - Nov 2015

  Plan, coordinate, administer, and support branch operations within the 9 branches in the region including coaching the region’s management teams in achieving branch goals, sales promotions, operating efficiency and personnel issues.

• Customer Service Manager

  • Jan 2007 - 2008

  Coordinate and administer the daily operations, sales and customer service of the branch.

• Premier Banker

  • Feb 2005 - Dec 2007

  Develop, manage, service, and grow a portfolio of high valued consumer and small business/professional relationships ranging from $30MM to $50MM in deposits and 300 to 500 loan account relationships.

• CSR/Personal Banker

  • Apr 2000 - Feb 2005

  Healdsburg Customer Service in the branch.