Endria Mccalla Email & Phone Number

Manage a team of 6 coaching them to sales and performance excellence; preparing the branch for successful bi-annual audit; review YoY performance metrics with regard to profitability, loan volume and dollars as well as successful relationship management with community banking partners all while providing award winning customer satisfaction

Houston, Texas Area

Create best practices plans in order to advance the Firm objective for gaining additional market share in the banking industry. People management expert with the ability to assess and anticipate people related risks to the Firm and take steps to help mitigate those risks and offer alternatives. Resposnsible for the implementation of Firm sponsored marketing campaigns to ensure that set goals are constantly exceeded beyond expectation.

Houston, Tx

Appropriately assess suitability for the Firm to successfully determine and identify prime candidates for the program. Served in an advisory capacity to help clients structurally change thier financial strategy to assist better security and legacy planning. Worked with business partners to on-board new clients who would mutually benefit from access to the largest Private Bank in the world.Met regularly with upper levels of management to report best practices and successes with the implementation of seasonal campaigns. Coached and mentored on a regular basis personal bankers to help them be able to not only identify ideal candidates, but also appropriately assess any risks that could impede progress with the on-boarding process.

4010 S Braeswood Blvd Houston, Tx 77025

Identify business owners in the immediate area and assess the profitability of on-boarding new clients to the Firm. Provided business intelligence to upper levels of management and partners in an effort to handle all aspects of the business model to ensure that each recommended product/service was adequate and implemented properly. Continued evaluation and assessment of participating businesses for the recommendation of loans and/or lines of credit as to not interrupt necessary cash flow in order to sustain business continuity. Develop and maintain relationships with partners of the Firm to ensure the matrix/cross-functional teams deliver desired results that would exceed customer expectation.

Stafford, Tx

Worked with clients to get them partnered with local financial advisors to help change their financial strategies for retirement. Mentored and coached up and coming financial advisors who sought to strike out on their own building a book of business. Created and implemented sales and marketing strategies to increase agent effectiveness. Also implemented best practices business module that served as a play-book for business. Focused on changing trends in the financial services industry through compliance and regulations. Continued to assit previous clients transition into retirement seamlessly.

Sugar Land, Tx

Worked with a major educational organizations to assist clients with the prospect of changing thier attitudes about retirement, cash flow planning and daily spending. Assessed needs as well as identified financial vulnerabilities and provided advisory council. Created and implemented business presentations for those who were transitioning into retirement and helped them work out viable solutions for financial provisions afterward. Disseminated complex information into laymans terms to help facilitate easier understanding of difficult financial and investment concepts.

2929 Allen Parkway

Assist particiapnts in active in the 403(b) plans provided by their employers with superior customer service as well as educating them on the process of accessing funds due to hardship. Responsible for advising them of all impacts (positive and negative) of taxation upon premature withdrawals.Effecting Telephone transfer requests between accounts affording clients the ability to participate in stock price appreciation.Obtained licesure from NASD: Series 6, Series 63 and Group I

Professional Development, Certified Financial Planning

Education record

Bachelor Of Arts (B.A.), Psychology