board member resume example with 13+ years of experience

(555) 432-1000,
, , 100 Montgomery St. 10th Floor

Accomplished Senior Manager skillful in assessing business conditions and developing optimization plans to drive key improvements. Excellent Banking knowledge with expertise in building relationships, cultivating partnerships, retaining top accounts and growing profit channels. Multi-tasking and self-motivated leader with expertise on expanding network connections, persuasively introducing products, inventory control and projections, and revealing customer needs to deliver solutions.

  • Policy evaluation
  • Employee coaching
  • Team building and leadership
  • Planning and coordination
  • New business development
  • Operations oversight
  • Financial leadership
  • Revenue growth
Education and Training
University of Phoenix Jersey, New Expected in 08/2013 Master of Business Administration (MBA) : - GPA :
Sobeys School of Business, St. Mary's University Halifax, Nova Scotia Expected in 06/2008 Bachelors of Commerce Degree : Finance, Psychology - GPA :
Alerus Financial - Board Member
Scottsdale, AZ, 10/2021 - Current
  • W!se (Working In Support of Education, W!se is a 501(c)3 organization dedicated to improving the lives of young people through programs which develop financial literacy and readiness for college and career success.
  • W!se provides financial education, college and career readiness programs, and services to students, educators and at-risk adults.
  • Guide W!se's mission and purpose.
  • Provide proper financial oversight.
  • The board approves the annual budget and ensures that proper financial controls are in place.
  • Actively assist in fundraising and development.
  • One of the board's foremost responsibilities is to secure resources for W!se to fulfill its mission.
  • Board members also provide an introduction to potential donors.
  • Monitor and strengthen programs and services.
  • The board ensures that programs are consistent with W!se's mission and monitors their effectiveness.
City National Bank - Branch Manager III, VP
City, STATE, 11/2019 - Current
  • Responsible for leading a dynamic team dedicated to providing world class service to clients and prospects.
  • I worked closely with businesses as well as high-net-worth individuals to meet a wide variety of financial needs in the areas of Business Banking, Private Banking, Commercial Lending, Consumer Lending, and Entertainment Banking.
  • Opened and developed DeNovo office in NYC midtown market.
  • Developed new client relationships within target segments including small businesses and private banking and commercial banking.
  • Analyzed all financial and banking needs of clients, monitors clients' changing needs and operational risk profile and makes adjustments or takes action accordingly.
  • Manages all the financial levers in the office to drive increased revenue, maintain controllable expenses, improved profitability.
  • Meets with officers on a regular basis to provide formal performance feedback and update their action plan to help them be successful in their assigned role and prepare them for future career advancement.
  • Represents the bank within the branch's community.
TD Bank N.A - Store Manager III, VP
City, STATE, 08/2010 - 11/2019
  • Managed multiple NYC TD Bank locations to meet and exceed the customer service, financial and community development needs of the customer base.
  • Implemented strategies to achieve my locations goals as part of the Bank's overall strategic plan.
  • Grew stores deposit and loan book each quarter outpacing goal targets.
  • Ensure the office's compliance with operating policies, procedures and outside regulatory requirements.
  • Supervise, coach, and developed team members on sales strategy, procedures, products, systems and banking transactions.
  • Championed the Be Legendary Sales & Service program as a Change Agent to the NYC market, facilitated training for Store Manager`s and retail leadership.
  • Sales Best Practice Lead for NYC representing Midtown/Downtown Region.
  • Proven sales experience that demonstrates a high level of achievement.
  • Develop and maintain strong working relationships with internal store partners.
  • Strong work ethic, ability to assume and own initiatives while balancing multiple tasks.
First Midwest Securities Inc - Investment Consultant
City, STATE, 12/2008 - 11/2009
  • Built a strong network of loyal clients through honest, straightforward approach and consistency in providing knowledgeable services and sound recommendations that meet client objectives.
  • Managed an investment portfolio of over $10 million.
  • Selected individual securities, both equities and fixed income, for inclusion into portfolios.
  • Analyzed individual portfolios.
  • Participated in Financial Advisory Program.
Licenses & Commissions ,
  • Nationwide Mortgage Licensing System & Registry (NMLS) Credential ID 597389, New York State Notary Commission (Active), General Securities Representative License Series 7 (Not Active), Uniform Securities Agent State Law License Series 63 (Not Active), Life Accident & Health Insurance License (Not Active).

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Resume Overview

School Attended

  • University of Phoenix
  • Sobeys School of Business, St. Mary's University

Job Titles Held:

  • Board Member
  • Branch Manager III, VP
  • Store Manager III, VP
  • Investment Consultant


  • Master of Business Administration (MBA)
  • Bachelors of Commerce Degree

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