Financial Center Manager Ii Assistant Vice President Resume Example

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Jessica Claire
  • , , 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
Professional Summary

Management Coach and Train Market Research for business development (economic indicators, employment stats, income & earnings) Gather and Project analyze research data on business trends Software Programs: Microsoft, Burning Glass, Sales force, Graphic Mail, Web Link, Constant Contact & QuickBooks Budgeting & Finance Real & Personal Property Tax Abatements Business Retention & Expansion Banking Regulatory Compliance

  • Assignment Delegation
  • Training Management
  • Administrative Management
  • Performance Assessment
  • Team Leadership
  • Problem Anticipation and Resolution
  • Multitasking and Prioritization
  • Department Oversight
  • Sales Tracking
  • Customer Service Management
  • Verbal and Written Communication
  • Focus and Follow-Through
  • Financial Statement Review
  • Recruitment and Hiring
  • Sales Promotion
  • Employee Motivation
Work History
Financial Center Manager II – Assistant Vice President, 01/2014 to Current
Alto Pharmacy San Jose, CA,
  • Responsible and accountable for directing and administering a financial center with generally more than $55 million in core deposits and generating over $1.5 million in net profit.
  • Ensure that the financial center provides the public with banking services, credit decisions, and service for consumer and commercial loans.
  • Promote growth through the development of deposits, assets, fee-based services and the development and retention of new and existing customers.
  • Provide the public with a team of employee's who are able to service all customer needs either directly or indirectly in a polite, friendly, capable and professional manner.
  • Lead the Sales function for the financial center, setting the example and tone for a strong sales environment.
  • Consistently meet and exceed profit, deposit, and loan sales goals as defined by the Regional Manager, actively soliciting the various retail and Bancorp products.
  • Oversee the complete consumer loan process.
  • Handle the commercial loan process by establishing the relationship, determining business needs, making recommendations for those applications passed to the appropriate loan officer and maintain relationships as appropriate.
  • Promote company products and services in the community by making regular outside calls, to assist in the continuing growth of the office and company.
  • Provide leadership necessary to ensure that the call lists are actively worked, as well as any other means for obtaining new business and retaining current business is completed.
  • Develop and maintain close relationships with assigned business partners, such as Mortgage Loan Officers, Business Banking Officers and Brokerage Representatives, to ensure that established goals for each business line are met.
Business Development Manager, 01/2004 to 01/2014
Muskegon Area First Economic Development Corp City, STATE,
  • Report directly to the CEO and Board of Directors of the economic development corp.
  • Proactively work in the retention and expansion initiatives with local employers.
  • Assists in the marketing and attraction of new development opportunities to the West Michigan region.
  • Package appropriate financing and incentive programs for business expansion and relocation projects.
  • Work with over 100 companies that are seeking incentives and financing from federal, state, and local governments, through programs such as MEGA, Tax Abatements, Community Development Block Grants, SBA 504 & 7A, and local County Revolving Loan Funds.
  • Provide consultative & technical expertise to business owners on economic development projects, resolve and respond to complex issues & conflicts, act as a facilitator between the development community and local government officials, communicate regularly with local government officials, boards, department heads, and others regarding policy issues and matters of mutual concerns.
  • Approve SBA 504 loan packages for a regional certified development company.
  • Work with real estate brokers, Michigan Economic Development Corporation, Workforce Development Agencies, Universities, Colleges, Michigan State Housing Development Authority (MSHDA), commercial developers, real estate developers, contractors, and local units of government to facilitate economic development and growth throughout the community.
  • Work with State of Michigan to execute a business strategy in developing new talent.
  • Assist in organizing training sessions for Small Business Administration, Michigan Procurement Assistance Centers, State Representatives, and local politicians.
  • Managed a successful business incubator for start-up businesses.
Financial Center Manager/Investment Representative, 01/2000 to 01/2004
Huntington National Bank City, STATE,
  • Successfully managed daily operations of branch & staff with over 20 million in assets.
  • Sold checking & savings accounts, mortgages, home equities, auto loans & more to achieve annual sales goals.
  • Developed & implemented annual sales strategy to meet branch goals.
  • Analyzed office profitability and performance as related to initial plan.
  • Identified opportunities to increase revenue and decrease expenditures.
  • Maintained licensing/certification to sell life insurance & annuity products.
  • Maintained all federal & CRA regulations to pass bank audit requirements.
MBA: , Expected in
University of Phoenix - Grand Rapids, MI
BS: Public Administration, Expected in
Grand Valley State University - Allendale, MI
  • Successfully meet annual banking revenue and sales goals.
  • Won national/international trips for meeting annual bank sales goals.
  • Successfully coach and promote personal bankers into management.
  • Created and designed an in-house publication, Muskegon County Manufacturer’s Directory.
  • Graduated from a professional program for leaders, Leadership West Michigan.
  • Managed a successful business incubator with over 10 graduating businesses.
  • Co-chair the African American Business Resource Group and an active member of the Women’s Resource Group at Fifth Third Bank.
  • Active participant of Fifth Third Bank’s Financial Center Manager Leadership Team.
Women’s Entrepreneurial Opportunity Project – Board Member Active Member of Alpha Kappa Alpha Sorority, Inc.

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School Attended
  • University of Phoenix
  • Grand Valley State University
Job Titles Held:
  • Financial Center Manager II – Assistant Vice President
  • Business Development Manager
  • Financial Center Manager/Investment Representative
  • MBA
  • BS

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