Anthony Coleman Email & Phone Number

Collaborate with the Board of Trustees to oversee operations, while leading a finance team of eight and managing the organization’s finances within a set yearly budget. Continuously provide creative solutions to ongoing problems which have streamlined operations.

Delivered executive Risk and Control Self-Assessment training classes to 900+ Risk Assessable Unit teams, which enable them to improve identifying risks for reviews performed by the executive leaders. Also delivered training content to branch banking new hire employees which provided resources and skills needed to satisfy customer's financial needs.

Consulted with line leadership and delivered branch banking content to existing and new hire employees by presenting the required skills and tools needed to meet/exceed the company’s service expectations, create consistent behaviors and significantly improve performance. Resulted in employees understanding the customers’ needs, which allowed them to recommend the appropriate financial services and increased customer satisfaction.

Facilitated classes for financial specialists, small business bankers and leaders which provided the necessary skills and tools to understand customer’s needs and help them with financial success.

Lead a team of bankers and ensured they were prepared to assist customers with their financial needs through feedback which significantly increase employees' engagement and customer's satisfaction.

Executed sales strategy to present financial options from checking accounts to loans which notably resolved customers' financial needs and concerns.