Results-driven Branch Manager with 9+ years of experience in retail banking and financial services leadership. Proven track record of exceeding revenue targets, enhancing operational efficiency, and developing high-performing teams. Expertise in business development, customer relationship management, and regulatory compliance with a focus on delivering exceptional client experiences. Skilled in implementing strategic initiatives that drive growth, improve profitability, and increase market share in competitive environments.

Branch Manager

• Lead high-performing branch with $350M in deposits and $75M in loans, consistently exceeding quarterly targets for new accounts, loan originations, and investment referrals by an average of 18%

• Manage team of 12 financial professionals through coaching, performance management, and targeted development plans that have improved employee engagement scores by 27% and reduced turnover by 40%

• Spearhead community outreach initiatives including financial literacy workshops and small business seminars that generated 85+ qualified referrals and $12M in new business annually

Assistant Branch Manager

• Supported branch operations for location with $275M in deposits, collaborating with Branch Manager to implement sales strategies that increased new account openings by 22% and cross-selling by 31%

• Supervised daily operations including teller line management, vault control, and operational compliance, reducing transaction errors by 65% and improving customer satisfaction scores to top 10% regionally

• Developed and delivered training programs for 15+ personal bankers and tellers on product knowledge, sales techniques, and regulatory requirements, resulting in 45% increase in referral conversion rates

Personal Banker

• Managed portfolio of 250+ retail and small business clients, providing comprehensive financial solutions including deposit accounts, loans, credit cards, and investment products

• Consistently ranked in top 5% of personal bankers nationwide for customer satisfaction and sales performance, exceeding quarterly goals by an average of 25%

• Developed expertise in small business banking services, becoming branch resource for business account acquisition and generating $5.2M in new business deposits annually

Master of Business Administration

• Relevant Coursework: Financial Management, Leadership & Organizational Behavior, Strategic Management, Marketing Management, Business Analytics

• Honors: Beta Gamma Sigma Honor Society; Dean's List (all semesters); Outstanding MBA Student Award

• Capstone Project: Developed comprehensive branch transformation strategy for regional bank that was implemented as pilot program at three locations

Bachelor of Business Administration

• Relevant Coursework: Financial Institutions Management, Banking Operations, Consumer Behavior, Business Communication, Principles of Management

• Honors: Dean's List (6 semesters); Terry College of Business Scholarship Recipient

• Activities: Finance Club (Vice President); Student Government Association; Volunteer Income Tax Assistance Program

Digital Banking Adoption Campaign

• Designed and implemented comprehensive strategy to increase digital banking adoption among branch customers, including targeted outreach, in-branch demonstrations, and personalized onboarding assistance

• Achieved 65% increase in mobile banking enrollment and 48% increase in online bill pay usage, reducing branch transaction volume by 32% and improving operational efficiency

• Created digital banking ambassador program that trained select team members as specialists, resulting in sustained adoption rates and improved customer satisfaction with digital services

Small Business Banking Initiative

• Led development of targeted small business acquisition strategy for branch market area, including partnership with local Chamber of Commerce and industry-specific outreach programs

• Established small business banking center within branch, creating dedicated space and specialized team for business clients that improved service delivery and relationship development

• Generated $18M in new business deposits and $7.5M in commercial loans within six months, exceeding targets by 35% and establishing branch as top small business performer in region

Branch Efficiency Optimization

• Analyzed branch operations to identify inefficiencies and bottlenecks, implementing revised staffing model and process improvements that reduced customer wait times by 47%

• Redesigned teller cash management procedures that improved cash handling efficiency, reduced vault buys/sells by 60%, and minimized cash exposure while maintaining service levels

• Implemented appointment scheduling system and universal banker model that improved staff utilization by 28% and increased customer satisfaction scores from 4.2 to 4.8 out of 5

Certified Financial Services Manager

• Comprehensive certification in financial services management principles and practices

• Expertise in branch operations, sales leadership, risk management, and regulatory compliance

• Commitment to ethical standards and continuing professional education in banking management

Series 6 & 63 Securities Licenses

• Licensed to sell mutual funds, variable annuities, and insurance premium funding programs

• Knowledge of securities industry regulations and ethical practices

• Understanding of investment products, suitability requirements, and client needs assessment

Certified Leadership Development Coach

• Advanced training in coaching techniques for developing high-performing teams

• Skills in performance management, feedback delivery, and employee development

• Expertise in identifying leadership potential and creating targeted development plans

Board Member

• Contribute to development of best practices and policy recommendations for retail banking operations across 150+ member institutions

• Participate in quarterly forums addressing emerging challenges in branch banking, digital transformation, and regulatory compliance

• Collaborate with industry leaders to develop educational resources and professional development opportunities for banking professionals

Mentor

• Provide guidance and career development support to 3-5 early-career banking professionals annually, helping them navigate career paths in financial services

• Conduct monthly coaching sessions focused on leadership skills, industry knowledge, and professional growth strategies

• Develop practical learning experiences including job shadowing, project assignments, and networking opportunities that accelerate mentee development

Financial Literacy Volunteer

• Teach financial literacy workshops in underserved communities, covering topics such as budgeting, credit management, and homeownership preparation

• Provide one-on-one financial coaching to program participants, helping them establish financial goals and develop action plans

• Participate in community outreach events promoting economic empowerment and financial inclusion