Exceptional leader in the retail banking industry with 10+ years with a proven record of meeting and exceeding operational objectives and of improving existing and/or implementing new processes.
Results-driven financial analyst with an expertise in conducting studies, performing financial statement evaluations to determine eligibility/pre-screening of loan approvals for services and products that meet the needs of business customers.
High performer with a reputation of meeting and exceeding branch and individual sales goals on a consistent basis throughout my tenure. Community Engagement - Provides communal involvement, consulting and business development in the communities and surrounding areas.
Employee Development/Engagement - Trains, mentors and provides oversight to staff members utilizing methods to assist with goal setting and career development. Interpret, implement, and provide technical guidance and responses on policies, regulations, and procedures. Coaches and monitors performance and issue quarterly performance ratings.
Expertise in multi-tasking, planning, and prioritizing, problem solving, working with tight deadlines.
Excellent interpersonal skills with proven success in implementation and resolution skills.
Dependable, with track record of meeting deadlines and producing quality work.
Excellent communication skills that result in positive interpersonal relationships.
Strong integrative thinker and creative problem solver.
Excellent oral communication skills.
Email /Social Media
Microsoft Office Products
Oral and Written Communication
Administrative functions, Processes
Business plan, Project Management
Change management, QuickBooks
Commercial lending, Relationship Management
Client, Research and reports
Clients, Risk Management
Customer Service, Safety
Employee relations, Statistics
Leadership skills, Trend
Managing, Raising capital
Market trends, Workflow
Meetings, Written Communication
Microsoft Office Products
Manager, Officer, Small Business Specialist, 03/2008 to Current Company Name – City, State
Direct Supervisor, Vice President, 01/2015 to 01/2017 Company Name
Engages and influences employees and clients to achieve projected branch strategic goals.
Provides training and mentoring to staff ensuring objectives (specifically focusing on customer interactions, sales and operational audits goals) are met and/or exceeded.
Develop, reconcile, and maintain branch's operational budget through preparing weekly operational and expense report.
Performs research and reports findings to upper management while making adjustments to weekly expenses.
Ensures staff interactions and engagement with customers are in alignment with the culture and standards of the "TD Bank Experience".
Provides oversight and guidance to staff to ensure branch provides legendary customer experiences.
Reviews and monitors results received from data compiled, measured and reported through customer surveys and evaluated on a quarterly basis.
Serves as a Consultant for high-profiled ($750,000 or more in assets) business clients to assist them in achieving their financial goals.
Serves as a Small Business Specialist and Loan Officer and assists businesses with raising capital.
Identifies funding mechanisms and assists with Paycheck Protection Program (PPP) Loans to meet their needs.
Utilizes Salesforce to process PPP loans and to complete other operational tasks.
Supervises a diverse workforce of ten, consisting of entry-level, mid-level and entry management members.
Oversees career development plans and conducts weekly meetings.
Sets, evaluates and measure individual progress and goals.
Provides weekly coaching and conducts quarterly performance reviews.
Utilizes knowledge of and enforces federal laws, regulations, principles, and procedures.
Adheres to and enforces supplementary regulations as established by and in compliance with TD Bank policies.
Analyzes organizational and operational problems to develop solutions pertaining to staffing and other issues.
Evaluates staff utilization and temporarily reallocates responsibilities among available staff, internally or externally to the branch, to resources or address understaffing issues.
Creates solutions for a wide range of issues that are escalated to my level.
Facilitates and attends community events, as a representative of TD Bank, to build relationships and a strong presence and in the Silver Spring and surrounding communities.
Designs and implements processes, such as a facilities log which is used to track and monitor branch repairs.
The tool was well received by leadership and later implemented in branches across the region.
Develops and maintains effective relationships with clients and stakeholders through focused nurturing.
Ensures staff follows up on action items to resolve client's problems or to foster sustainability.
Re-engages and proactively follows-up with clients who have shown an interest in a product or service.
Supersedes annual goals and surpasses projected percentages consistently.
Utilizes leadership to guide team excellence, reaching a record closing of $2M in personal and commercial lending in 2019.
Consistently exceeded the TD Banks Customer Service Index Goals.
Received recognition for exceeding all quarterly goals.
Received a special award for being the only branch in the region to reach this level of accomplishment.
Vice President/Co-OwnerCompany Name – City, State
Anthony Adams, Business Partner.
Conducted research and completed the processes and steps required to form an LLC partnership.
Created a business plan and designed an operations workflow to outline the administrative operations.
Acquired and maintained a work contract with Chaney Enterprises for $200K annual revenue.
Managed the staffing and recruitment activities conducting nation-wide searches to fill driver positions.
Conducted job interviews, job selections and managed employee relations matters.
Monitors and supervises drivers of dump trucks.
Provided coaching relating to safety and responsibilities.
Managed business finances and expenses, including payroll and operations.
Provided oversight and served as an authorized signer for financial and administrative operations/matters.
Reviewed and processed invoices and reimbursements.
Planned and directed administrative-related functions by enforcing strong leadership skills to ensure efficient/effective utilization of company's resources.
Established and integrated functional strategies of the company utilizing business expertise to reach financial/operational goals and objectives.
Deployed resources to achieve financial forecast and business objectives.
Guided and directed Camlay Trucking through substantial seasonal change management.
Balanced engagement with a strong and effective strategic leadership style.
Shifted business goals in accordance with seasonal changes to ensure resources were sufficient to meet outlined goals.
Analyzed market trends and statistics to determine potential of growth.
Monitored sales performance monthly to determine productivity.
Planned and executed a strategy to guide company through the season changes.
This involved conducting research to find out who were the owners and leaders assigned with managing the snow removal efforts for the District of Columbia.
Established new relations and engaged in communication to land a contract.
Reached a record level of success in guiding and directing Camlay Trucking through substantial seasonal change management, which was a huge undertaking.
2014 - Current American Bankers Association Washington, DC
2018 - Current Innovative Opulence Club Washington, DC
GRADUATE STUDY & SPECIAL PROJECTS
Communicating, Problem Solving, and Leading in a Professional Field: Used critical thinking to inform decisions by improving skills in communication, quantitative reasoning, and team leadership.
Leading Organizations and People: Evaluated organization's culture, climate for decision-making and assessment of leadership effectiveness, governance structure, and processes.
Making Financial Decisions: Conducted financial analysis to accomplish strategic goals for an organization. Used capital budgeting techniques to determine the suitability of candidate projects and determine long-term capital requirements needed to support an organization.
Leading in the Multicultural Global Environment: Analyzed political, legal, economic, and cultural forces. Recommended legal forms and organizational structures for various firms.
Innovation Through Marketing and Technology: Critically examined technology systems and business processes in the organization. Developed revenues, cost projections, and suitable metrics, as well as a balanced scorecard for tracking the marketing plan.
Strategic Decision Making: Prepared a Project Management Plan for the opening of a facility in a new country. Developed a Business Plan that includes an entry strategy, operational plan, competitive strategy, and financial statements.
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University of Maryland
Job Titles Held:
Manager, Officer, Small Business Specialist
Direct Supervisor, Vice President
Master of Business Administration : 2019 Bachelor of Science : 2016
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