Joey Larson

Vice President - Branch Manager at Citizens Independent Bank
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Contact Information
us****@****om
(386) 825-5501
Location
Minneapolis, Minnesota, United States, US

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Credentials

  • Notary Republic
    State of Minnesota
    Jan, 2020
    - Nov, 2024
  • Life/Health/Annuity Insurance License
    Minnesota Department of Administration
    Jan, 1989
    - Nov, 2024
  • Series 6/63 Securities Licenses
    National Association of Securities Professionals
    Jan, 1993
    - Nov, 2024

Experience

    • United States
    • Banking
    • 1 - 100 Employee
    • Vice President - Branch Manager
      • Jun 2018 - Present

      • Responsible for a portfolio of consumer and business deposit and lending relationships focusing on growth and retention. • Actively source, solicit, and open business loans/lines of credit up to $250,000, including experience with SBA and CPED loans. • Prepare underwriting credit displays for new and renewing business loans. • Continue to expand and enhance treasury management products/services for business customers utilizing business partners for a relationship team approach, including referrals to Wealth Management, Commercial Lending, and Merchant Services • Actively source and consumer mortgage loans, home equity loans and lines of credit, bridge loans, car loans, unsecured loans and lines of credit. • Responsible for the overall management of the branch including a team of universal bankers. • Participate in networking events and local community organizations including BNI, AWINMN, TwinWest Chamber, Plymouth Civic League/Music in Plymouth, and Plymouth Rotary Show less

    • United States
    • Banking
    • 700 & Above Employee
    • Vice President - Senior Client Manager
      • Apr 2017 - May 2018

      • Played a key role in the success of opening the new Twin Cities Regional Center Branch located downtown Minneapolis in the RBC Tower. • Actively sourced and managed new consumer and business clients for deposit and lending relationships. • Responsible for the Risk and Operations of the new Twin Cities Regional Center Branch • Coached and trained several relationship bankers to expand their overall knowledge and experience relating to operations, consumer and business deposit and lending products, business development, telemarketing, networking, and client presentations • Participated in networking events including BNI and the Minneapolis Chamber • Worked to expand and enhance treasury management products/services for business customers utilizing business partners for a relationship team approach Show less

  • Hennepin County Human Services
    • Greater Minneapolis-St. Paul Area
    • Licensed Foster Parent
      • Dec 2012 - Sep 2016

    • United States
    • Banking
    • 1 - 100 Employee
    • Assistant Vice President - Bank Manager
      • Feb 2015 - May 2016

      • Responsible for a consumer and business book of business totaling over $50 million in deposit and lending relationships focusing on growth and retention • Actively sourced, solicited, and opened business loans/lines of credit up to $250,000 including SBA and CPED. Secured lending limit of $75,000, unsecured $10,000 • Prepared underwriting credit displays for new and renewing business loans • Expanded and enhanced treasury management products/services for business customers utilizing business partners for a relationship team approach, including referrals to Wealth Management, Commercial Lending, and Merchant Services • Participated in networking events including BNI, AWIN, Women Venture, and Executive Connections • Effectively managed 6 FTE consisting of 4 Universal Bankers, 1 Universal Banker II (lender), and a Lead Universal Banker ranging in experience from 6 - 30 years • Actively sourced and closed consumer mortgage loans, home equity lines, bridge loans, car loans, unsecured loans and lines of credit • Branch won the “Tops in Customer Service” award 3 of 4 quarters in 2015 Show less

    • United States
    • Financial Services
    • 700 & Above Employee
    • Assistant Vice President - Branch Manager
      • Oct 2008 - Nov 2012

      • Effectively managed 6 FTE with a hands-on management style • Successfully trained and promoted 3 Teller Supervisors • Consistently spent time in the community developing new business relationships and meeting with current clients • Actively sourced, opened business loans and lines of credit up to $1 million • Expanded and enhanced treasury management products/services for business customers utilizing business partners for a relationship team approach, including referrals to Trust, Private Banking, Commercial, Wealth Management, Merchant, and Business Insurance • Actively solicited and closed consumer mortgage loans, home equity lines, lot loans, car loans, unsecured loans and lines of credit • Ranked 24th of 1150 total producers for monthly production thru 2nd Quarter 2012 • Branch ranked 14th of 250 branches for cross-sell thru October 2012 • Branch ranked in the top 10 out of 250 branches in the company thru 2nd Quarter 2012 for Customer Experience scores • Branch achieved the 4th highest Customer Experience scores out of 268 branches from 6-30-2010 thru 6-30-2011 Show less

    • Banking
    • 700 & Above Employee
    • Vice President - Senior Regional Bank Manager
      • Feb 1987 - Sep 2008

      • Strategically supported and reviewed the operation and production of 9 Traditional branches, which included 88 FTE and over $500 million in deposits. • Consistently led the division in overall production month to month • Top region for Customer Satisfaction YTD thru August 2008 • Only region in the Division to hit all 10 monthly goals in July of 2008 • Only region in the Division to increase deposits YTD thru June of 2008 an increase of $5 million over the previous year • Only region in the Division to hit Profitability every month thru August 2008 • Excelled at taking initiative to conceive, recommend, implement, and evaluate projects, enhancements, and new concepts for the division • Effectively reviewed and evaluated results of the division with respect to planned goals and provided constructive feedback and suggestions • Every branch in the region achieved highest audit ratings and the region had the lowest controllable losses in 2005, 2006, 2007, and 2008 YTD • 10 Branch Managers promoted to higher level branches and 2 Branch Managers promoted to Region Managers from my Region • Achieved highest representation of managers attaining the annual President’s Club Award: 3 Managers in both 2005 and 2006 and 2 managers in 2007 • Proven leader in providing an atmosphere to generate and share innovative ideas and tools to increase production, referrals, and business development • Ensured a high level of customer service by observing, participating, coaching, and increasing awareness during branch visits • Successfully empowered and coached managers to independently resolve escalated customer and employee concerns, issues and complaints • Demonstrated ability to present and articulate vision, goals, and strategy by connecting day-to-day activities to achieve objectives • Provided assistance, guidance, and mentoring to new and less experienced managers at all levels, while allowing each manager the opportunity to find and present their own solutions Show less

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