Owning community and business banking and wealth management results for the West Florida Region, I steered the design of strategic plans impacting day-to-day operations, balance sheet growth, customer experience, and risk management. Additionally, I oversaw the daily operations of 155 branches across eight counties and led a management team comprised of six direct reports, six senior staff members, and eight business partners. My achievements included:• Producing $56M in revenue growth by collaborating with wealth management to establish brokerage and trust processes between licensed bankers, financial advisors, and senior wealth advisors.• Generating double-digit top-line revenue growth alongside a $1.25M reduction in operating costs by introducing new strategies for customer acquisition and improved risk management.• Innovating branch-level business development initiatives resulting in the highest deposit increase and household growth in the region’s history.• Achieving best-in-class customer experience by revamping the regional mission, redefining teller/banker expectations, and introducing new coaching practices and business protocols.• Realizing a significant reduction in team member turnover through the adoption of new onboarding tools, talent development protocols, networking groups, and management training programs.• Leading all branches to receive pass audit scores in sales quality and risk performance through an improved focus on risk management and operational soundness.• Fostering improved collaboration among senior leadership, developing a Reputation Operating Committee (ROC) to unite leaders across lines of business to manage reputational risk and rebuild trust among partners.• Delivering shareholder value through deliberate expense management and implementation of cost savings-strategies resulting in the lowest efficiency ratio of the entire group and a reduction in controllable expenses.

Entrusted to engineer affluent strategy driving asset growth for a large, complex region with 11K+ team members servicing 160K+ high-value households across hundreds of branches, I managed multiple simultaneous, high-visibility project work streams, maintained lines of communication with senior executives, reported on affluent strategy outcomes, and advised on analytics metrics and customer feedback.My achievements included:• Successfully spurring asset growth to $1.2B through execution of strategies yielding a $300M improvement in top-line revenue without sacrificing our commitment to high sales ethics.• Cultivating a seamless banking experience for customers across all branches, adopting customer experience protocols and processes key to achieving the top customer satisfaction score in the Eastern U.S. • Delivering an improvement in licensed banker engagement through the implementation of an onboarding program supporting pre- and post-hire bankers across Florida locations.• Improving cross-sell brokerage penetration among high-value households by utilizing market-specific data insights to drive business decision making.• Hastening the speed to market for new products and technologies while ensuring strict compliance with quickly evolving industry rules and regulations.

Driving excellence in community banking for the third-largest division in the Eastern Region with billions of dollars in deposits and loans, I led 650 team members in meeting customer needs and operational demands.My achievements included:• Surpassing expectations while leading a team of four district managers to successfully execute the largest financial merger in U.S. history.• Directing the rollout of a new leadership training program facilitating the seamless onboarding of nearly 50 Wachovia branch managers while improving corporate culture.• Securing an outstanding 100% branch audit pass rate through the integration of superior operating risk practices.• Delivering improved customer experience scores while also driving a boost in community outlook and engagement.

Meeting profitability objectives while leading the bank’s largest retail team nationally, I directed 190 team members and managed nearly $2B in deposits. My achievements included:• Achieving targets for growth by adopting a forward-thinking approach to enhancing the customer experience.• Bettering team member retention by launching a centralized assessment process generating concrete, consistent feedback supporting talent management. • Modeling and promoting a culture of strong business ethics, reflected by consistent audit pass rates.

Managed a team of 52 Regional Bank Private bankers focused on the affluent segment• Influenced and lead a team comprised of wealth, business banking, and community bank leaders focusing on training content, teaching methods, and instructional procedures• Created procedures and coaching processes to help improve banker skills that ensured a consistent customer experience • Implemented a communications plan for line managers, senior community bank, and wealth leaders • Created and lead risk protocols with line managers to ensure proper risk management