Experience

Key Private Bank

• United States
• Banking
• 200 - 300 Employee

• VP, Associate Relationship Manager

  • Oct 2022 - Present



Umpqua Bank

• United States
• Banking
• 700 & Above Employee

• VP, Sr. Private Banker

  • Apr 2020 - Oct 2022



PNC

• United States
• Financial Services
• 700 & Above Employee

• VP, Business Banking Center Manager

  • Aug 2018 - Dec 2019

  • Acquire, expand & retain all client relationships to generate consistent revenues • Manage & grow Business Banking portfolio under 1MM in sales revenue • Lead, coach & execute a proactive & personalized client experience • Proactively & reactively identify & implement client solutions tailored to their needs • Collaborate with cross-functional teams to exceed sales goals • Exhibit sound leadership, authority & strategic decision making to mitigate sales practice risk • Devise & implement innovative marketing principles & sales events to expand growth • Partner with corporate, IT, & marketing to minimize banking center's risk & ensure compliance • Work with business lines to increase referrals for commercial, mortgage, private banking • Prospect with a focus on building high-volume centers of influence to increase production • Actively promote financial products & services at highly engaging community events Show less



Umpqua Bank

• United States
• Banking
• 700 & Above Employee

• VP, Seattle Metro Community Manager

  • Jun 2017 - Aug 2018

  • Managed multiple branches with 25+ employees, providing inspirational leadership & motivation • Led all sales management related activities; mentoring, coaching, motivating, tracking + • Demonstrated inclusive leadership capabilities by motivating staff to exceed financial goals • Cross-sold banking products tailored to the client's personal & commercial banking needs • Managed complex store with core deposits of $60MM+ • Directed CRM, sales, goal setting, revenue generation, & expenses • Directed diverse cross-functional teams to increase branch profitability & referrals • Worked with AR Business Partner to manage employee relations issues • Oversaw implementation of performance appraisals & coaching plans • Built & promoted promote a team-based approach to problem-solving & decision making • Conducted prospecting to produce new business leads that led to record branch profits • Promoted products & services at community events by engaging prospective customers • Working knowledge of Bank Secrecy Act, Regulation CC, Regulation E, Bank Security, etc. Show less



U.S. Bank

• United States
• Banking
• 700 & Above Employee

• AVP, Branch Manager 5

  • Mar 2010 - Jun 2017

  • Guaranteed provision of services from employees to customers • Ensured compliance with all banking laws & regulations & attained budgetary goals • Managed sales of a versatile product line & book of business up to $1MM in revenues • Demonstrated leadership capabilities in motivating branch staff in handling overall operations • Implemented strategic actions plans to expand account base & improve branch profitability • Maintained alignment of offered products & services with specific client needs • Partnered with various business lines including wealth management, commercial banking, etc. Show less



Chase

• United States
• Financial Services
• 700 & Above Employee

• Assistant Branch Sales Manager

  • Feb 2001 - Mar 2010

  • Provided highly personalized services to clients focusing on personal & business banking • Sold checking/savings accounts, CDs, business products & retirement accounts • Oversaw 10 personnel, led all team meetings & the quarterly internal auditing process • Executed origination & closings of residential & commercial loans, home equity lines & more • Mentored & trained staff nationwide to grow company sales & profitability • Provided highly personalized services to clients focusing on personal & business banking • Sold checking/savings accounts, CDs, business products & retirement accounts • Oversaw 10 personnel, led all team meetings & the quarterly internal auditing process • Executed origination & closings of residential & commercial loans, home equity lines & more • Mentored & trained staff nationwide to grow company sales & profitability