National Achiever 2016 and 2017

Opened a de novo branch achieving top banking center performance award for 2010 and ranked number one in the retail segment.Recruited, interviewed, hired, and trained staff in both operations and sales.Currently ranked number one year to date among all retail branches.

Performed an analysis addressing industry best practices relating to de novo branch site selection and openings.Created and presented analytics to bank executive management in support of consulting sales and post-sales project management.Facilitated training sessions for bank action teams in the development of recommendations to increase bank revenue and reduce expenses.Managed engagements pertaining to sales and marketing effectiveness, commercial loan yield improvement, and business process improvements.

Managed a branch with a loan and deposit portfolio of over $60 million.Developed and implemented outside sales strategies that contributed to established profitability goals.Created internal branch and district sales strategies and training programs that exceeded bank expectations and assigned goals.

Created and implemented new incentive programs for branch managers and staff.Recruited, interviewed and hired new employees for various branch positions company-wide.Developed and managed individualized sales plans for employees to ensure that bank goals were met and exceeded.

Managed branch staff in the execution of bank policy and procedures to prevent losses.Performed outside sales calls to create new business and maintain current customer relationships exceeding bank goals.Implemented diverse marketing deposit and loan strategies that targeted key customers to strengthen the branch portfolios.Exceeded bank sales and cross-sales goals.Trained staff in the use of teller and platform systems and was the branch systems troubleshooter.Participated as a key member of a branch management team that was awarded branch of the year in Southern California.Tax and Financial Group

Sold complete financial services packages to customers.Developed leads and sales through cold calling that exceeded management expectations