Advanced leadership position responsible for independently managing consumer banking teams including large /complex branch teams with minimal mentoring or input from senior level leaders. Oversees employee selection, coaching, development, recognition, and supervision in order to ensure sales and customer service goals are met/exceeded. Supports employee growth and development through targeted initiatives, utilizes performance management process, and creates a culture of support for all team members and fosters a culture of mobility. Proactively identifies opportunities, obstacles, and/or trends to meet business objectives and sets strategic objectives for the district. Creates and/or participates in strategic initiatives that align with region and market business priorities. Drives initiatives to all levels of the district through customized messaging that impacts focus and production. Viewed as subject matter expert by peers, routinely leads market projects and initiatives. Supports and actively participates in local market/community to give back and to help the community thrive. Flexible and adapts quickly to change.

Developed the annual branch business plan for maximum profitability and effectiveness. Actively recruited and oversaw training for all new branch employees. Adhered to all federal and state compliances for retail banking. Analyzed applicants’ financial status, credit and property evaluation to determine feasibility of granting loans. Executed and completed the loan process for consumer and business clients. Developed strong client relationships within the community by the use of outside sales marketing.

Actively recruited and oversaw training for all new branch employees. Controlled the annual branch business plan for maximum profitability and effectiveness. Educated customers on a variety of loan products and available credit options. Provided expert financial advice on consumer and business lending, credit cards and treasury management products for an affluent client base. Responsible for deepening client relationships using a portfolio of clients assigned. Invited to guest speak at City National Bank’s Annual Core Banking Meeting in 2016. Ranked #3 of all Senior Client Managers in the Los Angeles Region in 2017.

Successfully guided branch and customers through the acquisition of Downey Savings. Grew accounts and increased sales in the region and district while providing excellent customer service that generated 100% customer retention. Developed strong client relationships within the community by the use of outside sales and marketing. Educated and motivated a team of five while ensuring policies and procedures are being followed at all times.Accomplishments:~Awarded as Top 10% Annual Pinnacle Branch Manager - Greater LA Coastal Region (2014)~Awarded as Top Quarterly Pinnacle Branch Manager (2013)~Ranked top 10% of LAMP for Qtr 2 in the Greater LA Coastal Region ~Ranked #1 of LAMP in the LA West District (2013)

Counseled clients in the selection of financial products in order to meet their financial planning and banking needs. Created and processed client accounts providing excellent customer service. Sold and referred bank products based on specific sales focus. Conducted regular staff meetings and communicated company policy and procedures. Motivated production while organizing marketing activities and strategies in a changing market. Facilitated monthly market, projection, and production reports for Senior and Regional Vice Presidents. Generated quality customer service and ongoing customer loyalty.Accomplishments:~Increased branch loan volume.~Consistently exceeded sales quotas and standards by cross-selling & up-selling bank products and services.~Ensured that loan policies and procedures were followed in accordance with internal audit and federal guidelines.