results-driven leader with a strong background in sales, sales
management, and employee development. Extensive financial industry
experience with over 10 years combined in a retail banking
environment. Proven ability and expertise in establishing trust with
clients, staff, and partners, effectively building deeper and more
meaningful relationships for the company. Consistently
hit the ground running in new roles and working environments,
producing exceptional results within a short period of time.
Excellent communication skills
Strong interpersonal skills
Proven commitment to quality customer service
Thorough knowledge of regulatory, policy and compliance issues
Strong background in sales and sales management practices
knowledge and understanding of bank products and services.
Branch Manager January 2013 to January 2016CHASE BANK － Port Orchard, WA
Managed and improved branch performance, including Branch Profit & Loss, Overall Customer Satisfaction Scores, Sales Campaign Results, Incentives, Teller Referrals, and regularly communicated branch performance and priorities with all employees.
Implemented semi-annual and annual performance reviews for all branch staff.
Lead two branch teams in delivering high-level customer service, consistently scoring above national average in Customer Overall Satisfaction scores both in QTD and YTD results for 2014 and 2015.
Supervised and coached Personal Bankers (PB) and Relationship Bankers (RB) to acquire and deepen customer relationships by adapting a sales through service approach.
Helped develop my Personal and Relationship Bankers into some of the most consistent producing bankers in our market.
Met with all new account customers, interacted with existing customers, and engaged with every account close request resulting in lower attrition numbers.
Helped grow the business by understanding branch performance, diagnosing any issues, building a Branch Action Plan, and inspecting with thorough follow-up.
On a daily basis, conducted huddles and debriefs to recognize success, share best practices, and set the focus for the day.
Responsible for hiring and retaining employees and ensuring the right mix of sales and service positions.
Developed and coached employees and held employees accountable for overall performance.
Ensured that all employees followed policies and procedures and operate within the guidelines of Chase's Code of Conduct.
Strove to create an environment in which the branch team is motivated to do their best.
Licensed Relationship Banker II / Small Business Specialist January 2011 to January 2013CHASE BANK － Silverdale, WA
Primary goal is to acquire, retain, deepen and manage relationships with high revenue, high potential consumer and business clients and proactively meet with them - face to face or over the phone - to discover their financial needs and provide product and service recommendations.
Responsible for generating growth in balances through the sale, marketing, promotion and referral of products utilizing a proactive and disciplined approach.
Took a lead role in creating an outstanding customer experience and helping the Branch meet sales objectives contributing to the success of the firm.
Helped the branch exceed 250% of goal in new household checking acquisitions for Spring and Fall quarters in 2012 and 2013.
Effectively partnered with specialists (such as Mortgage Officers, Relationship Managers, and Financial Advisors), to ensure our customers get access to experts who can help them with specialized financial needs.
Consistently identified, referred, and closed over 1 million dollars in refinance and new purchase loans.
Consistently recognized as a top performer in the district.
Obtained Series 6 and Series 63 as well as WA State Insurance licenses.
Senior Banker / Service Leader January 2007 to January 2011US BANK NATIONAL ASSOCIATION － Bremerton, WA
New account representative responsible for establishing and sustaining new account relationships, including opening new deposit accounts, home equity loans/lines and personal loans, and managing various customer service requests.
Leveraged in-depth product knowledge to assist customers in meeting their financial needs and building a deeper relationship.
Recognized for the "Star of Excellence Award" for multiple quarters for the top performing bankers in the District.
Achieved "Annual Top Performer" for consistently being in the top 5% of bankers in the region.
Nominated for "Circle of Service Excellence" for providing top notch customer service.
Reached over 200% of 2009 and 2011 Fall Campaign sales goals by booking over 1 million dollars in home equity loans during the campaign.
Consistently lead the sales team exceeding 100% of sales goals each quarter.
A.A.S. Associate of Arts and ScienceBellevue College － Bellevue, Washington