Experience

• 

  NW Priority Credit Union

  • Vancouver, WA

  • Branch Manager

    • Oct 2017 - Nov 2019
    • Vancouver, WA

• 

  Financial Resources Federal Credit Union

  • Flemington, NJ

  • Branch Supervisor

    • Dec 2014 - Aug 2017
    • Flemington, NJ

    Assisted the Branch Manager in developing, expanding, and managing consumer and business account relationships. Conducted outside business calls and attended Member Banking Benefit events to achieve member retention, acquisition, and growth goals. Supervised, coached, and provided support to branch employees to develop and grow profitable Member relationships. Ensured branch was in compliance with all credit union policies and procedures. Conducted internal monthly and quarterly audits. Composed and delivered employee performance appraisals. Oversaw all aspects of branch operations and sales in Manager’s absence.

• 

  PNC

  • NJ

  • Branch Manager, AVP

    • May 2014 - Dec 2014
    • NJ

    Developed and managed an account portfolio, including deposit accounts, business and consumer loans, home equity loans and lines of credit, credit cards, and investment products.Led sales strategy and planning efforts to create sales and promotional efforts within the branch to reach performance goals. Worked collaboratively with business partners to surpass set expectations in sales goals. Instilled a shared enthusiastic commitment to customers service as a key driver of goal attainment. Made business development calls on both current and prospective small business and retail customers.  Recruited, trained, led and coach branch employees. Oversaw all aspects of branch operations and sales.

• 

  Regions Financial Corporation

  • Baton Rouge, Louisiana Area

  • Branch Sales Manager II

    • Mar 2011 - Oct 2013
    • Baton Rouge, Louisiana Area

    Conducted outside sales efforts to optimize market opportunity and generate new business clients, while also maintaining and expanding existing consumer and business banking relationships. Provided leadership and staff development through iConnect - the Region's Sales, Service and Coaching process. Kept branch in compliance with all bank policies, procedures, and internal audits. Ensured branch met and exceeded established sales and revenue goals through robust activity management, while minimizing expenses.

• 

  HSBC

  • Troy, NY

  • Branch Manager, VP

    • Apr 2006 - Dec 2010
    • Troy, NY

    Oversaw and participated in developing, expanding, and managing consumer and business account relationships. Coached and provided support to branch employees on developing, retaining, and growing profitable customer relationships to support these efforts. Managed service levels against customer expectations, identified quality gaps and followed up with action plans to address them. Ensured operational integrity and expense control. Coached team to minimize errors and losses.

• 

  TD

  • Queensbury, NY

  • Business Development & Sales Manager

    • Mar 2005 - Apr 2006
    • Queensbury, NY

    Developed and managed an account portfolio, including deposit accounts, commercial and consumer loans, residential mortgages, investments and insurance.Led sales strategy and planning efforts and created sales and promotional efforts within the branch to reach performance goals. Made business development calls on both current and prospective small business and retail customers. Promoted TD Banknorth through community involvement. Recruited, trained, managed and coached branch employees. Oversaw all aspects of branch operations and sales.

• 

  M&T Bank

  • Troy, NY

  • Assistant Branch Manager

    • Sep 1998 - Mar 2005
    • Troy, NY