Strategic and driven leader with over 11 years of experience in financial services and professional client facing environments.
Inclusive, adaptable, and authentic manager utilizing innate abilities and modern approaches to keep teams and clients engaged, inspired, and loyal.
Thrives in roles that analyze industries and environments enabling creations of cutting-edge services and deliverables through use of innovative acumen and strategies.
True purpose and passion to develop multifaceted individuals and teams providing meaningful impact on the lives and businesses within local, regional, national, and global communities.
Skills
Fostering relationships
Management of operations
Lead, coach, and develop teams
Delegation
Strategic planning
Complex problem solving
Excellent interpersonal/ communication skills
Innovative leadership
Flexible and Adaptable
Diligent analysis
Project management
Independent yet collaborative
Organization and preparation
Proficiency in MS Office Suite
Technical savviness
Education
Expected in 04/2014
Bachelor of Science: Business Administration; Focus in Finance Post University - Connecticut, GPA:
Work History
06/2017 to Current
Branch LeaderOsb Community Bank (Osbcb) – Brooklyn, MI,
Earning promotion in October 2021 to Branch Leader, within first quarter of obtaining role, branch production & client experience increased by 25% generating top performance and success as a branch.
As branch leader in 2022, facilitated the Merger of Equals overseeing 2 branches executing transition to Truist ensuring timely completion of learning and training for 10 employees while running daily branch operations.
Since January of 2023, acquired over $7 million in new assets and closed over $1.2million in lending solutions in exceeding both business growth and lending goal by at least 25%.
Analyze client matters and issues leveraging abilities to problem-solve, prioritize, and manage multiple tasks simultaneously.
Assess employee performance and create improvement plans to achieve success in current roles and to meet future career goals.
Leads meetings by presenting analysis of reports and feedback to strategize and create plans to reach goals of development and productivity.
Integrate client feedback in team engagement action plans through analysis of VOC surveys, internal reports, and client facing communications.
Empower individuals and teams by acknowledging and utilizing strengths to achieve growth in areas of development.
Meets deadlines by proactively managing individual and team tasks while streamlining processes.
03/2014 to 06/2016
Personal BankerWells Fargo – City, STATE,
Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
Collaborated with management to set sales goal and work on techniques to increase production.
Established strong relationship with tellers to develop their conversations with clients to refer over to platform for further needs and discussions.
Networked to increase client base and encourage existing clients to expand financial portfolios.
Promoted financial products by maintaining excellent service offering knowledge.
02/2011 to 02/2014
Teller/Sr. Teller/Teller ManagerWebster Bank – City, STATE,
Managed teller team of 5 ensuring compliance and operational soundness during daily activities.
Identified underperforming areas and implemented effective process improvements.
Trained new hires and provided positive reinforcement and helpful feedback that boosted morale and efficiency within department.
Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
Created successful work schedules for each team member to maintain deadlines and fully staff shifts.
Accolades
SunTrust now Truist Bank
2018-2021
Appointed Branch Banker Development Leader- Presented custom power point presentations while leading the area's Branch Development calls held Bi-monthly.
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