Experience

Minnwest Bank

• United States
• Banking
• 100 - 200 Employee

• Senior District Manager

  • Feb 2022 - Present

  · Set branch and individual sales goals based on company and business line VTO and budget· Spend, on average, 4 days per week in branches observing, coaching, engaging and mentoring retail staff· Lead and champion a specific area (Deposits, Loans or Sales) and collaborate with other District Managers, Director of Retail and Market Presidents in such areas. Specific champion assignments may rotate.· Drive and mentor managers on sales skill development and coaching of their employees.· Limit time spent in internal meetings in favor of one-on-one interaction in branches, observes and coaches on the spot.· During branch visits, remains keenly aware of what customers see, hear, observe, and the quality of their experience from the moment they approach the office to the moment they leave.· Attend branch sales meetings and play an active role in the sales drive and accountability of the branch.· Drive customer experience and excitement within branches and break down silos with ongoing communication between business lines.· Implement deposit and loan related marketing campaigns and promotions.· Accountable for district income, expense, deposit and consumer loan volume goals.· Monitor and hold staff accountable for sales productivity and teamwork.· Compliment and recognize good results and encourage individual improvement and development through coaching.· Lead the direction of the district Efficiency Consultant to remove obstacles to the sales and service process.· Responsible for employee selection and recruitment, performance evaluations, merit increases, promotions and bonuses of staff within assigned district.· Ensure common service standards are met.· Assist with complex customer calls and service as needed. Show less

• Retail Sales and Services Leader

  • Aug 2021 - Feb 2022

  · Drives and tracks performance and accountability for retail sales and service efforts in the branches for both deposits and loans to achieve company sales targets· Develop targeted sales strategies and establish sales goals for retail· Drives branch business development activity, credit quality, and training and development· Manages Retail sales incentive programs· Eliminates silos by fostering teamwork and building collaborative relationships between all business lines· Coordinate with marketing for company retail sales campaigns and promotions· Manages staffing model to promote high sales productivity and high service quality· Drives Minnwest culture in all aspects of the job and encourages staff to have active participation in community organizations and events· Assists branch management with complex customer needs and sales calls as needed· Assists branch management with necessary HR issues that arise· Attends branch sales meetings and periodically present segments of the meetings· Responsible for gathering and escalating pricing and product suggestions for deposits and consumer credit· Meet retail service standards· Establish staff recruitment strategies· Performance Management of Retail Sales Managers Show less

• Market President / Retail Manager

  • Feb 2020 - Aug 2021

  · Responsible for establishing a general operating plan for the branch and accountable for meeting those objectives.· Communicate the bank’s vision and culture to staff and motivate them to implement.· Manage the implementation of branch sales strategies and oversees staff sales assignments. Conduct sales meetings within the branch that correlate with the overall retail strategies of the bank. Responsible for reporting to the Retail Sales Manager on progress or any solutions to roadblocks.· Works with branch leaders to supervise and monitor the branch’s business development activity, personnel administration and training. Organize and participate in making outbound calls to promote and cross-sell products and services to existing and prospective customers.· Promote goodwill for the bank through active participation in community organizations and events.· Responsible for maintaining individual sales plan. Conduct regular sales/quality service meetings for the branch (minimum monthly). Coach and provide input to sales staff on quarterly goals.· Interview and select staff and make recommendations for all Retail hires and promotions at the branch, in adherence to the current Retail Staffing Model.· Complete Quarterly and Annual performance appraisals and salary actions.· Manage the more complex service and operational issues of the branch· Direct the day-to-day activity of branch employees. Monitor personnel training, recommending additional training or job adjustment on a case-by-case basis.· May be responsible for originating mortgage loans with consumer clients, which requires obtaining and maintaining a Nationwide Mortgage Licensing System and Registry NMLS registration and unique identifier number.· Monitor and ensure staff is complying with all bank policies, procedures and regulatory requirements. Maintain branch controls through training and assisting with internal audits. Show less

• Assistant Consumer Credit Manager / MLO

  • Mar 2019 - Jan 2020

  · Assist the Consumer Credit Manager with underwriting, exceptions and approvals, while being an additional lead for the consumer lending staff.· Act as a liaison for the banks new consumer credit products, programs and initiatives.· Identify consumer credit performance barriers and diagnoses steps for improvement action.· Solicit new residential first mortgages from new and existing customers, referral sources and continuing to develop and maintain professional external and internal referral sources. Show less



Montevideo Fire Department

• Montevideo, MN

• Volunteer Fire Fighter

  • Jan 2011 - Present



KleinBank, a division of Old National Bank

• United States
• Banking
• 1 - 100 Employee

• Consumer Market Manager

  • Jul 2015 - Mar 2019

  · As a Consumer Market Manager for the largest, family-owned state bank in Minnesota, I share in the vision of being the best for our customers.· I partner with bank management, staff, and business partners to bring our customers the highest level of personal service.· I also help leverage KleinBank’s technology to help make banking more convenient for our customers, including: Online Banking, Bill Pay, Mobile Banking, and more.· All of us at KleinBank are honored to have received the 2011 Minnesota Business Ethics Award which reflects our values in so many ways.· Member FDIC | Equal Housing Lender Show less

• Consumer Market Manager / Indirect Lending Program Manager

  • Jan 2016 - May 2017

  · As the Indirect Lending Program Manager, I focus on managing the KleinBank’s relationships with participating dealers and acquire new dealer relationships.· I am the liaison between the Bank and our outside vendor, Lending Solutions (CRIF) to ensure the indirect portfolio was built within the bank credit parameters.· In addition, I still worked with all the Consumer Market Managers and several internal support departments focusing on portfolio growth and expansion of consumer relationships.· I also serve as an Indirect lender myself, taking the applications, underwriting the loan request and decision it based on the lending policies. Show less

• Branch Manager

  • Jun 2013 - Jul 2015

  · As a Branch Manager for the largest, family-owned state bank in Minnesota,· I share in the vision of being the best for our customers.· I partnered with bank management, staff, and business partners to bring our customers the highest level of personal service.· I also help leverage KleinBank’s technology to help make banking more convenient for our customers, including: Online Banking, Bill Pay, Mobile Banking, and more.· All of us at KleinBank are honored to have received the 2011 Minnesota Business Ethics Award which reflects our values in so many ways.· Member FDIC | Equal Housing Lender Show less



RVI, Inc.

• United States
• Appliances, Electrical, and Electronics Manufacturing
• 1 - 100 Employee

• Sales Manager

  • Jan 2011 - Jun 2013

  · Serve with the President, Senior VP and VP of Operations as the management team for the company. · Establish plans and strategies to expand customer base in focused markets. · Develop business plans and sales strategies to ensure attainment of company sales goals. · Assists in the development and implementation of marketing plans as needed. · Responsible for the performance and development of Account Executives. · Recruit and hire Account Executives, perform training, and conduct performance reviews. · Assists Account Executives in preparation of proposals and presentations. · Ensure adherence to all company policies, procedures and business ethics codes. · Development of quarterly client Portfolio Reviews. · Responsible for presenting quarterly and year-end financials, projections and future goals to the CEO and upper Management team. Show less