Beau Davis Email & Phone Number

Dallas, Tx, Us

Dallas, Texas, United States

Collaborating, supporting, and leading the day-to-day bank operations for a team that focuses on creating an overall great experience for our affluent clients. This team includes Lead Associate of Operations, Associate Bankers, Relationship Banker, and Private Client Banker as well as a team of partners to tailor advice and services to meet the needs of our High-Net-Worth clients. Support each aspect of daily branch management, such as workforce planning, customer relations, and risk management. Provide coaching and mentorship to team while leveraging DEI frameworks and customer feedback to create comprehensive developmental initiatives. Lead the team to grow deposits, credit balances, and household relationships to gain market share and grow our customer base. Analyze branch operations to identify risk concerns and implement solutions. Being part of the community through volunteering with local community organizations.

Portland, Oregon, United States

Led 4 different districts which included 10 to 12 branch locations and 125 employees who were responsible for driving results and productivity in Sales, Risk Management, Customer Experience, and P/L. Responsible for creating a culture of strong ethics, diversity, and inclusion. As well as recruiting, hiring, and achieving growth/revenue goals through coaching and accountability. Supporting the team through utilizing and overseeing data and reporting to measure process and project performance, adjust operational activities, and inform key stakeholders. Consistent and effective collaboration with partners to strengthen client relationships. Conducted performance management reviews every 6 months for on-going development with branch managers.

California, United States

Led, coached, and supported the team to successfully exceed Sales, Service, and Risk Management goals of the store. Ran an efficient store on a consistent basis, helped team members understand their roles as well as developing their skills and increase their knowledge to get to the next level of their career. Being part of the community through city organizations, volunteering with local community organizations. Led the team to grow deposits, credit balances, and household relationships to gain market share and grow our customer base.

California, United States