Experience

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  St. Mary's Bank

  • United States
  • Banking
  • 200 - 300 Employee

  • Branch Sales & Service Manager

    • Mar 2023 - Present

    While demonstrating Operational Excellence . Responsible for managing a branch office based on deposits between $75 million and $199 million ensuring to meet portfolio and production goals .Ensure Deposit and Loan goals are achieved and align with SMB’s business plan .Ensure sound operation of branch to include risk, security, quality standards, expense control and compliance to protect member accounts and minimize exposure.Provide ongoing coaching support to branch staff to include sales techniques, on-job coaching and effective sales meetings.Business Development

  • Member Experience & Relationship Manager

    • Dec 2021 - Mar 2023

    Consistent with Organizational Excellence standards, acts as the member experience champion and technology advocate as well provides ongoing coaching support to branch teams, develop business relationships and cultivates opportunities for business deposit and loan products, ensures operational guidelines are met to minimize credit union exposure, and meets portfolio and production goals.

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  GFA Federal Credit Union

  • Keene, New Hampshire, United States

  • AVP Retail Banking Manager

    • Dec 2020 - Nov 2021
    • Keene, New Hampshire, United States

    As a leader of the branch team, is a role model in providing exceptional customer service while promoting and offering bank products and services, as they coincide with members need. Leads, manages and coaches their branch team to achieve sales objectives. Is responsible for the profitability, growth and successful operation of their branch. Makes outside business calls to cultivate and develop new business. Supports initiatives of other bank business partners. Provides and leads a team to deliver superior quality customer service and a positive banking experience for members .

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  NBT Bank

  • United States
  • Banking
  • 700 & Above Employee

  • AVP, New Hampshire Retail Market Manager

    • Dec 2017 - Jul 2020

    Primary responsibility for a branch and/or a group of branches. Is a role model in providing exceptional customer service while promoting and offering bank products and services, as they coincide with customer need. Responsible for the profitability, growth and successful operation of these branch offices. Leads, manages and coaches branch teams to achieve sales objectives and to deliver superior customer service. Makes outside business calls individually and with branch managers and other business partners to cultivate and develop new business. Represents the organization in a leadership role in civic and community functions to further enhance the bank’s image. Supports initiatives of other bank business partners. Provides superior quality customer service and a positive banking experience for customers.

  • AVP ,Community Banking Manager

    • Jun 2016 - Dec 2017

    Focuses on selling to companies with revenues less than $7.5 million, performing significant calling activity on existing SME customers, prospects and Centers of Influence, to develop new business and to retain or expand existing business. Leads, manages and coaches their branch team to achieve sales objectives. Supports initiatives of other bank business partners . Provides superior quality customer service and a positive banking experience for customers.

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  Bank of America

  • AVP Branch Manager

    • Jan 2016 - May 2016

    Drive operational excellence by engaging staff on business strategy and performance results•Execute risk and service delivery strategy, and evaluate key performance indicators to identify opportunities for improvement•Emphasize the need to exceed metrics while also focusing on long-term strategies and goals•Adhere to and enforce internal and regulatory policies, procedures and processes•Proactively identify and manage risk in business, product and service transactions•Monitor client-calling activities and ensure we develop the proper client engagement•Successfully resolve customer issues and escalations in a timely and professional manner•Responsible for associate and customer safetyClient Experience & Revenue Growth•Know the center’s customer base, including top clients; understand their needs and connect them with teammates who can help them with their financial needs•Foster a client-centric environment whereby associates are accountable for delivering an exceptional customer experience and exceeding customer experience metrics•Lead the lobby and choreography of customer traffic including direct routing of customers to specialists to help drive overall “One Team” revenue growth•Ensure all appointments are assigned to the appropriate financial center associate•Drive client relationship management and assist with sales and sales leadership•Understand the drivers of, and opportunities to enhance, client satisfaction in the center•Ensure tight connection with the market sales manager and other “One Team” leaders/partners

  • AVP Branch Manager

    • Jan 2004 - Dec 2015

    Responsible for building client traffic, engaging and appropriately routing clients and client retention•Responsible for the general look, feel and attractiveness of the center, ensuring space is leveraged to accommodate clients•Responsible for building and maintaining camaraderie amongst center associates, while ensuring all teammates drive collectively toward financial center goalsRisk Management and Operational Excellence•Drive operational excellence by engaging staff on business strategy and performance results•Execute risk and service delivery strategy, and evaluate key performance indicators to identify opportunities for improvement•Emphasize the need to exceed metrics while also focusing on long-term strategies and goals•Adhere to and enforce internal and regulatory policies, procedures and processes•Proactively identify and manage risk in business, product and service transactions•Monitor client-calling activities and ensure we develop the proper client engagement•Successfully resolve customer issues and escalations in a timely and professional manner•Responsible for associate and customer safetyClient Experience & Revenue Growth•Know the center’s customer base, including top clients; understand their needs and connect them with teammates who can help them with their financial needs•Foster a client-centric environment whereby associates are accountable for delivering an exceptional customer experience and exceeding customer experience metrics•Lead the lobby and choreography of customer traffic including direct routing of customers to specialists to help drive overall “One Team” revenue growth•Ensure all appointments are assigned to the appropriate financial center associate•Drive client relationship management and assist with sales and sales leadership•Understand the drivers of, and opportunities to enhance, client satisfaction in the center•Ensure tight connection with the market sales manager and other “One Team” leaders/partners

  • Relantionship Banker

    • Jan 2001 - Jan 2004