As the Senior Vice President of Relationship Banking, I lead a dynamic team focused on delivering exceptional financial services to our members. Here are the key aspects of my role:Strategic Leadership:-I define and execute strategies to drive membership growth and balance expansion among high-net-worth individuals.-My responsibilities include shaping the product portfolio, enhancing member experiences, and optimizing processes.Member-Centric Approach:-I champion a compelling member experience by tailoring our offerings to meet the unique needs of our engaged members.-Relationship-building is at the core of our approach, ensuring personalized guidance and exceptional service.Sales Force Supervision:-I oversee our sales teams, ensuring their effectiveness in delivering value to our members.-By fostering a results-driven culture, we maximize productivity and member satisfaction.Innovative Product Development:-I collaborate with cross-functional teams to define and deliver competitive product sets.-Our goal is to provide innovative solutions that empower our members’ financial well-being.Continuous Improvement:-I maintain a sharp focus on productivity gains by creating high-impact operating models.-Regularly assessing performance metrics allows us to refine our strategies and enhance outcomes.Commitment to Equity and Empowerment:-Beyond banking, I am passionately committed to contributing to an equitable and growth-oriented society.-Financial wellness is a powerful tool for empowerment, and I strive to make a positive impact.

• Responsible for the strategy and delivery of Relationship Banking and Retirement Planning and Investment Center programs, inclusive of defining product offerings and support model.• Responsible for P&L- including expense management, revenue generation and balance sheet growth.• Oversee of a team of relationship managers and financial consultants. Select, develop, motivate, coach and mentor a highly skilled employee team.• Using a data driven approach, continually monitor department results, providing recommendations for improvement.• Demonstrating a commitment to improving member experiences, develop and execute programs that will enhance member experience strategies that differentiate WCU from its competitors.• Work cross-functionally in support of growth and advancement within relevant business lines

As Relationship Banking Team Director, I lead a team of Relationship Mangers to educate our members and provide insightful, personalized advice. Our priority is partner together with our members to provide an integrated banking and borrowing solution to help achieve financial success. We partner with highly skilled wealth management professionals to collaborate and educate on thoughtful strategies.

Develop and deepen long term relationships with existing clients’ through proactive and regular contact in order to gain loyalty and deepen share of wallet.Provide high-level customer service to clients by addressing and resolving issues/concerns and coordinating client service activities within other areas of the organization.Become the trusted advisor to clients, through consistency, credibility, and responsiveness to service a portfolio of affluent households with investable assets of $500,000 or more. Expand and maintain relationships with internal business partners, to include, financial consultant, business banker, loan officer, and retail branch manager.Acquire, grow and manage a profitable portfolio of affluent client households.Contribute to profit, sales and product targets of the Retail and Wealth Management Division by selling appropriate financial solutions and banking services to the portfolio of clients.Expand the size and quality of the client base through initiating new relationships.Expand number of relationships through referrals and provide referrals to other bank specialists.