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Work Background
Jp Morgan Chase Bank N.A.Assistant Vice President
Oct. 2024
Jp Morgan Chase Bank N.A.Private Client Banker
Oct. 2023Indianapolis, Indiana, United States
JPMorgan Chase Bank N.A.Relationship Banker
Nov. 2021 - Oct. 2023Indianapolis, Indiana, United States
Regions BankVice President, Branch Manager
Jan. 2020 - Jul. 202196th & Keystone•Ensures a consistent optimal customer experience at assigned branch. Greeting customers and processing transactions to ensure customers bank when, where, and how they want
•Conducts outside sales efforts commensurate with market opportunity to generate new business clients, while also maintaining and expanding existing consumer and business banking relationships
•Educates associates, customers, and surrounding community about best practices to achieve and maintain financial wellness in addition to emerging bank technology and digital solutions such as mobile, online and ATM offerings, all designed to make banking easier •Leads small to moderate sized branch team responsible for impacting new revenue generation through identifying customer needs and providing appropriate guidance and perspective about Regions solutions
•Coaches and develops branch associates through execution of iConnect - the Region's Sales, Service and Coaching process, with some guidance from assigned mentor, senior level managers, and internal support partners
•Oversees all business transactions and practices within span of control, ensuring compliance with all regulations, bank policies, procedures, and internal audit requirements
•Resolves escalated customer and associate issues and provides counseling to associates as needed with some guidance and direction from senior leadership and Human Resources
•Manages recruiting and selection process for assigned branch
• Maintains relationships with Line of Business partners who assist customers when more complex financial needs are discovered
- Train and develop Regions 's future Branch Managers, through coaching and development.
- Through Intrapreneurship, reaching across the aisle with our 360 partners to further our relationships with commercial clients, private wealth, mortgage, and beyond.
-Pursue New Households through prospecting new leads (consumer/business) using our Next Step program to promote Financial Wellness.
Woodforest National BankAssistant Vice President
Dec. 2017 - Jan. 2020Indianapolis, Indiana Area• Provides senior level guidance and support to the branches regarding customer concerns, operational questions, risk management, and human resource issues.
Fearlessly make suggestions and implementing change regarding process improvements.
• Manages, develops and leads branch management teams; approves incentives, expense reports, and other personnel and compensation matters. • Drives branch sales and performance and provides strategic direction focused on the continued growth and development of assigned branches within the region.
• Conducts regular update and strategy meetings with direct reports, peer management and leadership teams.
• Tracks and reviews daily region performance levels; compiles summary reports and communicates standings; develops and directs action plans for improvement areas. • Conducts frequent branch visits to ensure adherence to bank policies, consistency in sales and marketing efforts, successful implementation of new products and services, and to develop and maintain strong professional relationships with branch employees and host retail partners.
• Promotes community development and serves in the communities serviced in the Central Indiana market.
Woodforest National BankMarket Manager
Oct. 2017 - Jan. 2020Central Indiana
Woodforest National BankBranch Manager
Sep. 2014 - Oct. 2017Rantoul, Illinois- Demonstrate excellent communication skills, both written and verbal
- Demonstrate outstanding customer service making appropriate decisions within specified guidelines
- Develop and cultivate professional relationships with employees, customers and instore partners
- Participate in the direction and delegation of operational and sales responsibilities for branch employees
- Supervise teller transactions for the purpose of determining risk; recommend course of action
- Responsible for marketing bank products and services
- Act as a resource for employees by demonstrating extensive knowledge about bank products, services and sales
- Demonstrate proficiency with regard to policies, procedures and bank regulations pertaining to branch operations
- Develop an understanding of branch performance, branch reports and budget information
- Develop a business owner approach; assist employees in overcoming obstacles in order to reach branch goals
- Responsible for maintaining a professional work environment
- Apply strong problem solving skills to resolve complex customer and employee issues
- Practice branch security procedures and protect customer and employee confidentiality and privacy
Woodforest National BankAssistant Branch Manager
Jun. 2013 - Sep. 2014Rantoul, Illinois- Demonstrate excellent communication skills, both written and verbal - Demonstrate outstanding customer service making appropriate decisions within specified guidelines - Develop and cultivate professional relationships with employees, customers and instore partners - Participate in the direction and delegation of operational and sales responsibilities for branch employees - Supervise teller transactions for the purpose of determining risk; recommend course of action - Responsible for marketing bank products and services - Act as a resource for employees by demonstrating extensive knowledge about bank products, services and sales - Demonstrate proficiency with regard to policies, procedures and bank regulations pertaining to branch operations - Develop an understanding of branch performance, branch reports and budget information - Develop a business owner approach; assist employees in overcoming obstacles in order to reach branch goals - Responsible for maintaining a professional work environment - Apply strong problem solving skills to resolve complex customer and employee issues - Practice branch security procedures and protect customer and employee confidentiality and privacy
Woodforest National BankRetail Banker (Sales & Marketing Specialist)
Jul. 2012 - Jun. 2013Urbana-Champaign, Illinois Area
HibuTelephone Client Services Representative (company formerly known as Yellowbook USA)
Oct. 2011 - Jun. 2012Effingham, IL
Accretive HealthClinical Support
Feb. 2011 - Oct. 2011401 N. Michigan Chicago, IL
American Intercontinental University-OnlineSales/Administration
Feb. 2010 - Jun. 20107600 Bryn Mawr Chicago, IL
Disney Store North AmericaSpecial Events Team
Aug. 2009 - Jun. 2010United States, ChicagoHosted game show trivia, special coloring projects, and dancing fun at the local entertainment station inside the store. Hosted a series of parades through the store, and serve at the opening Ambassador to the Magic of Disney.
Also hosted local interview to Chicago Tribune and ABC 7 on the world of Disney in our stores.
Marquette UniversityUniversity Advancement Caller
Feb. 2006 - May. 2007Milwaukee, WI
Winston & Strawn LLPSummer Mail Services Clerk
May. 2005 - Jan. 2010Chicago, IL
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