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Click here or scroll down to respond to this candidateCandidate's Name
PHONE NUMBER AVAILABLE EMAIL AVAILABLE Apopka, FL Street Address
Accomplished and results-focused professional with hands-on experience leading a wide array of banking operations within challenging environments. Stellar record of developing robust strategies, mitigating risks, streamlining processes, resolving problems, increasing client base, improving performance, capitalizing on new opportunities, and boosting profits. Possess in-depth knowledge of banking policies and practices. Excellent communicator, able to build strong relations with management and clients. Proficient in IBS, Argo, Matrix, Genesis, Hoover, Vertical IQ, Salesforce, and Microsoft Office.SkillsBusiness DevelopmentFinancial ManagementClient ManagementTeam LeadershipCommunity EngagementStrategic PlanningOperational ManagementChange ManagementRetail Banking OperationsChange ManagementProcess ImprovementTalent ManagementExperienceAssistant Vice President-Branch ManagerAddition Orlando, FLApril 2022 - October 2023Directed branch membership, investments, referrals, and lending growth through proactive business development strategiesActively engaged in community organizations to cultivate contacts and identify growth opportunitiesCoordinated deposit, lending, and member service functions in alignment with Addition Finance policies, principles, and proceduresDeveloped and executed plans and schedules to optimize employee utilization, resulting in the efficient delivery of outstanding serviceOversaw the cash vault, managed cash flow, and ensured daily and monthly balancing, contributing to the financial stability of the branchProcessed credit union loans, serving as a valuable source of information for both members and staffSuccessfully achieved branch goals in savings, lending, account relationships, transactions, profitability, and cross-sell ratios.Ensured a favorable branch image, reflecting a sound and secure financial institution, and provided a pleasant atmosphere for members with a focus on privacy and confidentialityCarried out supervisory responsibilities according to Addition Financial policies and applicable lawsEvaluated employee performance, conducted thorough performance appraisals, and made recommendations for promotions, reassignments, hiring, and related functions.Assisted employees, fostering an environment that ensured efficient and effective delivery of member services.BankerIBERIABANK Apopka, FLJuly 2020 - October 2021Responsible for the overall management of all assigned business and individual account relationships including loans and deposits for commercial and high-net-worth individualsSuccessfully generated commercial loans within established guidelines, understanding financial parameters and risk management.Managed and processed all consumer loans and credit card applications, ensuring efficiency and adherence to established protocolsEffectively maintained and expanded deposit services for assigned and prospective commercial and individual accounts.Proactively identified clients' and prospects' needs for banking servicesActively seek opportunities to cross-sell additional services to both new and existing clients, contributing to enhanced customer satisfaction and revenue growthFacilitated referrals for deposit accounts, cash management, insurance, brokerage accounts, and investment partners, strategically leveraging a comprehensive suite of financial offeringsConducted impactful business development activities, including telephone calls and personal visits to clients and prospects, fostering and strengthening key relationshipsActively participated in community and civic organizations, representing the Iberia brand and enhancing the bank's community presenceMade strategic referrals for investment partners, contributing to the diversification of financial services offered to clientsServed as an account manager for a large clientele, maintaining competitive pricing structures and ensuring high levels of client satisfaction.Retail Marketing ManagerSYNOVUS BANK Apopka, FLNovember 2016 - May 2020Supervised routine operations, including budget management, resource allocation, and report receptionCultivated strong professional relations with all clients, ensuring long-term business relationshipsCoordinated with various lines of business partners to establish routine updatesResourced and organized training sessions for staff bankers, leading to talent development and improved sales operationsRecruited, managed, and supported new talent and existing team membersCollaborated with team members in hosting various events to build business relationshipsLed the merger of Florida Community Bank in 2019Boosted company revenue to $47M and loan base to $21MDeveloped and executed business development strategies, contributing to increased revenue and overall business successResponsible for all daily banking operations and ensuring high-quality customer service deliveryRoutinely cultivated new clientele by offering proposals and conducting outreach effortsRoutinely commended by C-level management for outstanding performance and dedication to company growthKnown for excellent leadership and selected as the recipient of multiple leadership awards.Led a $30M portfolio in total deposits and managed $11M in total loansCoached and provided training for a team of over 20 relationship managers and staff bankersDeveloped a skilled team of new bankers, ensuring the consistent delivery of excellent customer serviceIdentified and capitalized on new business opportunities to drive growth and successAdvocated for the City of Apopka, organizing various business networking events to foster community engagementSupported management in the training program for FCB, with a focus on effective team managementConducted routine meetings to develop innovative sales strategies for various productsFormulated new monthly sales strategies to enhance the profitability of the branchAdvised clients on loan requests and provided information on other bank services and productsRepresented the financial institution in community affairs and civic organizationsDemonstrated an advanced knowledge base of bank policies, procedures, loan products, and pricing.AccomplishmentsGrew revenue by 5% for three consecutive years, from 2016 to 2019.Involved in the merger and acquisition of FCB (known as Synovus Bank).Collaborated with team members to launch various platforms to retain existing clients during the merger.Steered profitability by fostering the growth of outstanding deposits and loan base.Retained outstanding customer service scores by supporting and encouraging staff to provide excellent service.Met customer satisfaction goals by responding promptly to clients' inquiries and requests. |
