Ashton Bartlett Email & Phone Number

San Antonio, Texas, Us

San Antonio, Texas, Us

San Antonio, Texas, Us

San Antonio, Texas, Us

Charlotte, North Carolina, Us

Direct all organizational operations, policies, and objectives to manage risk and maximize productivity and returns. Accountable for the direction and coordination of the organization while assuring productivity and efficiency. Drive business growth and profitability while reducing costs. Utilize management software solutions to facilitate team collaboration and streamline program management complexity, projects status reports, and customer relationships. Analyze complex scenarios and use creative problem-solving skills to turn challenges into profitable opportunities.◼Improved add-on percentage from 30% to 50% through employee cross sell training◼Implemented new client proofing process that improved error rate to .5% from 2.5% in less than one year◼Deliver effective sales training resulting in increased closing ratio 15% and driving higher service levels◼Coordinate and approve budgets of up to $25K per month for product development, marketing, overhead, and growth◼Improved design efficiency 20% by conceptualizing and implementing effective and efficient design process◼Drastically grew new client base 64% by identifying new business opportunities and securing contracts with businesses and industry professionals

Entrepreneurial role and registered Representative with NYLIFE Securities, LLC, a registered broker---dealer subsidiary of New York Life Insurance. Licenses: Life & Health, Series 6, Series 63 in IL, IN, GA. Cultivated and developed relationships with new and existing clients providing solutions for financial planning needs that included policies and investment products. Utilized customer relation and sales management CRM (Salesforce) to achieve highest sales results, meet all administrative requirements, assist with efficiency, and effectively deliver highest level of service. Grew customer base through calling, attending networking events, and conducting financial literacy seminars. Met with potential clients to identify areas of need, analyze existing coverage, and provide solutions to meet insurance and financial demands. Ensured policies stayed current and made amendments to client policies as needs changed.◼Career Development Achievement Award for outstanding performance within the first 90 days of employment◼Grew client base to over 150 clients through social media marketing, sales calls, utilizing centers of influence, encouraging referrals, involvement in the community, and cross selling◼Increased close rate from 25% to 50% in less than one year◼Averaged 4-5 appointments per week and increased average monthly premium results by 15% through personal development

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Built an impressive record of achievements through a series of increasingly responsible positions for wholly owned banking subsidiary of TCF with $19.8B in total assets and 376 branches in Illinois, Minnesota, Michigan, Colorado, Wisconsin, Arizona, South Dakota, and Indiana, providing retail and commercial banking services◼Launched highly aggressive strategy that positioned the location as the Branch of Choice throughout the community, resulting in growing deposits by 10% in fiscal year 2014 in a low-interest rate environment; Conceptualized, strategized, introduced, and guided team in proactively contacting customers and advocating the benefit of consolidating their financial product◼Built critical relationships with Paychex and ADP partners that grew the business customer base by 50% while collaborating with sales representatives to introduce and demonstrate value of products and services◼Led, mentored, and developed 10 Direct reports, 13 Branch Managers, and 13 Assistant Managers resulting in exceeding objectives◼Developed Risk Management Training Program that reduced operational errors and financial losses by 33% s; program has been adopted across the organization to augment existing programs◼Chosen as member of team to enhance the Leadership Training Program to drive continued financial success across all 183 locations in the region◼Instituted and drove the adoption of best practices that enabled branch to receive a compliance score of 97%⎯surpassing a 95% exceeding expectations score

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◼Recognized as a strategic leader within the region assisting 13 Branch Managers in solving issues, rolling out best practices, and aligning solutions with business, market, and customer needs◼Averaged 99% customer satisfaction on customer email surveys◼Created the Profile Sheet that is leveraged during the account opening process to capture critical client data and potential sales opportunities; tools have been adopted by numerous regional managers and have increased cross sell ratio to 50%◼Held critical role in creating and successfully rolling out the Region’s Traditional and In-Store Sales Tracking Framework for 2013 that provided an effective means to identify trends, opportunities, and issues◼Built high-performance teams recognized for enabling branch to exceed established 2013 and 2012 objectives. Guided team in growing deposits by $5.8MM in 2013⎯400% above goal◼Awarded with a VIP Trip for ranking as #5 out of 52 Traditional Branch Managers for overall sales performance ⎯ one of the few branches that achieved 100% of 2012 year-end savings goals

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Advanced and given full strategic, financial, compliance, and operating responsibility for Hickory Hills branch. Directed all efforts to implement new tools, models, and best practices to increase visibility of opportunities, strengthen engagement levels with customers, and achieve business growth across challenging environments. Continued role as Interim Regional Manager during absence of Regional Manager supporting all Branch Managers within the region to align teams, processes, and strategies with evolving business goals. Managed 18 employees through 3 direct reports. ◼Enabled branch to rank as the #5 out of 52 branches for overall sales performance in 2011⎯resulting in attending the Presidents Club trip⎯for exceeding year-end business goals by 113%. Launched high-impact branding and marketing events throughout the community that contributed to achieving Branch of Choice by customers.◼Transformed branch from the #10 to the #1 in deposit growth throughout the Illinois region within 5 years⎯capturing $4.7MM in deposits and exceeding 2011 goal by 1140%. Conceptualized and launched new consultative approach to proactively contact existing customers, advocate value of company’s additional products, and assist customers in achieving their financial objectives. ◼Nominated by co-workers and won 4 highly prestigious Customer First Annual Awards⎯out of 7,000 employees within the organization⎯for customer service excellence. Granted 16 additional awards for delivering superior service to employees, peers, management, and customers. ◼Developed the Daily Checklist for newly promoted managers and supervisors that improved productivity and was subsequently adopted by 30+ in-store and traditional locations.

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Promoted to drive continued growth of the Homewood in-store branch and to manage operations throughout the region during the absence of Regional Manager. Based upon success, chosen to elevate performance of the Hickory Hills branch with $100MM in assets. Managed 14 employees through 3 direct reports. ◼Provided dedicated leadership to 13 Branch Managers during absence of Regional Manager. Guided Branch Managers in improving top and bottom line financial performance, strengthening brand identity, resolving issues, and achieving compliance with corporate standards.◼Enabled the Homewood and Hickory Hills to realize 20% year-over-year growth by building top producers, driving a culture of service excellence, and leveraging a proactive approach to securing referrals.

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Promoted and within one week assumed role as Acting Branch Manager for Olympia Fields location. Advanced to Branch Manager to oversee the largest in-store branch within the region. Managed staff of 9 through 1 direct report.◼Chosen by Regional Manager to assist in resolving escalated customer service issues across all 13 branches within the region. Researched, analyzed, identified, and led the correction of errors and discrepancies within accounts.◼Trained, developed, and promoted 5 employees into Supervisor and Assistant Manager roles. Coached individuals on quality, customer service, problem resolution, and issue mitigation best practices.◼Established strategic relationship with store’s management team that enabled branch to maximize exposure and capture new customers. Guided teams in assisting customers with locating merchandise in the store that resulted in securing approval to distribute targeted marketing materials and the set-up of in-store marketing events.

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◼Promoted to coach and guide efforts of 7 employees in achieving goals within the Olympia Fields location. Educated and advocated best practices for cross-selling products.◼Recognized in the Top 3 for sales out of 35 Supervisors within the region. Developed and leveraged a service-driven approach that led to the acquisition and growth of customer base.◼Evolved as the Lead Teller within 2 months of hire based upon strong business and customer service skills. Selected to train and mentor new employees on banking operations and customer service best practices.

Master Of Business Administration (M.B.A.), Strategic Management

Bachelor Of Science, Business Administration

Education record