Brian B. Email & Phone Number

Creates monthly financial statementsDoes SEC reporting: 10K/Q filings, 8K filings

Valley Springs, California

• Maintain optimal functioning of medium-sized, moderately complex store with core deposits of $60M+. Screen, recruit, coach, and develop highly skilled store associates for attaining individual and corporate goals..
• Realized revenue increase through supervising integrated delivery of multiple financial services and products, including customized lending, cash and investment management.
• Grew and surpassed deposit growth production by 150% of branch goal through strategic planning and implementation.
• Elevated business growth through meeting local area needs, executing targeted sales, and forging area relations.
• Facilitated the acquisition of targeted results through executing sales and promotional programs.
• Mentored and developed the number one and six CSA in the company.

Brentwood, California

• Oversaw a wide range of brand activities, such as sales cycle handling, exceptional customer service delivery, regulatory compliance enforcement, profit and loss administration, balance sheet and financial statements.
• Supervised the work of staff members to ensure each member operate at optimal performance level and deliver top level of customer service.
• Played an instrumental role in building branch recognition as a Pinnacle winning branch, beating out all other banks and branches.
• Developed business growth within the designated branch through executing multiple sales campaigns.
• Drove significant improvements, such as building bank reputation within top five, stimulating deposit targets by 120%, and winning sales campaigns finishing in the top 10 of the area.

Brentwood, CA

• Assessed unique needs of business customers for suggesting appropriate financial products accordingly. Processed teller transactions for customers without introducing discrepancies. Provided superior experience to both.
• Identified and secured new customers through in-store marketing and in-aisle prospecting.
• Earned promotion to management role in recognition of exceeding sales goals.
• Created different methods to elevate sales, which led to campaigns winning

San Francisco Bay Area

• Ensured seamless running of branch operations in line with current operational and security processes. Performed detailed review of branch documentation for ensuring correctness and completeness. Drove significant.
• Created a way to test knowledge over a wide area to ensure compliance with regulation, this was adopted by the region and used across footprint
• Implemented proper procedures for business accounts opening, which implemented across region.
• Proposed innovative methods to teach new bankers and tellers regulations.
• Earned huge recognition from region manager for developing innovative ways to pass store audits.

Discovery Bay, CA

• Engaged customer in a need-based conversation to assess their financial needs and suggest appropriate products and services. Managed a number of activities, such as processing teller transactions, sourcing and.
• Worked in close collaboration with an award-winning team, driving continued annual performance and winning several years of annual pinnacle.
• Earned multiple promotions from Personal Banker to Banker II to Manager for surpassing sales goals by 150%.
• Commended by Regional Operations Specialist for demonstrating utmost dedication and continued commitment towards work excellence.

Master Of Business Administration - Mba, Accounting And Finance

Bachelor’S Degree, Accounting

Associate’S Degree, Accounting

High School, General Education