Experience

TruStone Financial Credit Union

• United States
• Banking
• 200 - 300 Employee

• Chief Retail Officer

  • Jul 2013 - Present

  Oversee and lead the following departments with the primary goal being ongoing success for TruStone Financial through increased growth and profitability while providing 'best in class' service to our members. -Retail Branches -Member Service Center -Consumer Lending -Indirect Lending -Facilities Oversee and lead the following departments with the primary goal being ongoing success for TruStone Financial through increased growth and profitability while providing 'best in class' service to our members. -Retail Branches -Member Service Center -Consumer Lending -Indirect Lending -Facilities



Associated Bank

• United States
• Financial Services
• 700 & Above Employee

• Senior Vice President - Regional Retail Director

  • 2007 - 2013

  *Selected to lead P&L of 44 Retail Branches (deposit base of $1.6 billion, 330 FTE) - consistently increased year over year performance. *Achieved 10% annual Consumer Checking Balance growth (#1 of 5 Regions) - critical measure of performance. *Significantly improved customer experience metrics through improved colleague engagement and service execution. *Created and implemented operations/audit requirements realizing consistent ('exceeds' or 'meets' expectations) branch… Show more *Selected to lead P&L of 44 Retail Branches (deposit base of $1.6 billion, 330 FTE) - consistently increased year over year performance. *Achieved 10% annual Consumer Checking Balance growth (#1 of 5 Regions) - critical measure of performance. *Significantly improved customer experience metrics through improved colleague engagement and service execution. *Created and implemented operations/audit requirements realizing consistent ('exceeds' or 'meets' expectations) branch audit performance. *Recognized for building a strong performing team while reducing turnover through focused recruitment/promotions. *Directed the Region through multiple branch/district consolidations while retaining over 90% of impacted customers. *Opened multiple new branch locations in high opportunity markets which increased market share while maintaining focus on P&L targets. Show less *Selected to lead P&L of 44 Retail Branches (deposit base of $1.6 billion, 330 FTE) - consistently increased year over year performance. *Achieved 10% annual Consumer Checking Balance growth (#1 of 5 Regions) - critical measure of performance. *Significantly improved customer experience metrics through improved colleague engagement and service execution. *Created and implemented operations/audit requirements realizing consistent ('exceeds' or 'meets' expectations) branch… Show more *Selected to lead P&L of 44 Retail Branches (deposit base of $1.6 billion, 330 FTE) - consistently increased year over year performance. *Achieved 10% annual Consumer Checking Balance growth (#1 of 5 Regions) - critical measure of performance. *Significantly improved customer experience metrics through improved colleague engagement and service execution. *Created and implemented operations/audit requirements realizing consistent ('exceeds' or 'meets' expectations) branch audit performance. *Recognized for building a strong performing team while reducing turnover through focused recruitment/promotions. *Directed the Region through multiple branch/district consolidations while retaining over 90% of impacted customers. *Opened multiple new branch locations in high opportunity markets which increased market share while maintaining focus on P&L targets. Show less



TCF Bank

• Banking
• 700 & Above Employee

• Senior Vice President - Director Of Traditional Banking

  • 2004 - 2007

  *Increased business line (47 branches with $3.1 billion of deposits) year over year pretax income 16% to $72 million. *Implemented cross-training program for branch personnel improving operational efficiency while increasing referrals and cross sells by 50%. *Designed/executed new branch 'tier system' based on account production and transaction activity - directly resulting in a promotional path for branch managers. *Improved branch operations efficiency allowing for a 10%… Show more *Increased business line (47 branches with $3.1 billion of deposits) year over year pretax income 16% to $72 million. *Implemented cross-training program for branch personnel improving operational efficiency while increasing referrals and cross sells by 50%. *Designed/executed new branch 'tier system' based on account production and transaction activity - directly resulting in a promotional path for branch managers. *Improved branch operations efficiency allowing for a 10% (50 FTE) reduction of banking professionals.

• Senior Vice President - Director of Product Management and Development

  • 2003 - 2004

  *Directed management/development of retail deposit products, systems, cost center budgets and recommendations, exceeding/meeting corporate strategic goals and initiatives. *Realized/optimized growth and profitability of TCF products/portfolios against competitive performance, consumer and market trends based on product contributions. *Launched Premier Checking (supported with 'Miles Plus' rewards card) which surpassed $1 billion of deposits in its first several… Show more *Directed management/development of retail deposit products, systems, cost center budgets and recommendations, exceeding/meeting corporate strategic goals and initiatives. *Realized/optimized growth and profitability of TCF products/portfolios against competitive performance, consumer and market trends based on product contributions. *Launched Premier Checking (supported with 'Miles Plus' rewards card) which surpassed $1 billion of deposits in its first several years. *Developed 'Best Fit' customer welcome kit utilized in new account opening process which had a significant impact in decreasing customer attrition.

• Vice President - Regional Manager of Business Banking

  • 2000 - 2003

  *Led startup of business line - hired/trained 20 high performing bankers allowing for division to exceed first year production targets. *Recognized as key developer of Business Banking products and services rolled out to all TCF markets.

• Various Retail Banking Positions

  • 1988 - 2000