John D. Email & Phone Number

Los Angeles, Ca, Us

Corona, California, United States

- Helped originate business lending 250k and under through business development- Responsible for selling business, retail, treasury, credit card, and other loan products.- Helped audit bank files and maintain training to ensure bank compliance.- Assisted tellers and bankers with training, over rides, and understanding policy and procedures.- Maintained and built new center of influences through networking groups

- Audited signature cards, wires, notary log, night drop logs, atm, cashiers check logs, cash boxes logs files to ensure branch was in compliance.- Collaborated with bank business partners and outside Center of Influences (COIs) in order to establish a good referral system that resulted in company wide Top 5 Production in Loan and Deposits.- Cross sold merchant services, investments, loans, business loans, and treasury management products to bank clients and outside clients.- Coached tellers and bankers on how to establish and develop center of influences and establish sales success- Acted as a liaison between loan officers and clients to help educate clients on loan verbiage and time guidelines- Streamlined a process for loan clients to help them close on average of 25% faster.- Oversaw the training and roll out of a new banking system and help educate other banking centers on how to utilize the system- Prepared and managed all training for new tellers and bankers- Collaborated with Branch Manager to establish review standards and goals for Bankers and Tellers- Maintained branch knowledge of CTR, BSA, Reg CC, KYC, Reg D, MCTR, drawer limits, delegated authority, overdraft authority, and ILM secure information- Delegated and coached associates on operational activities to help achieve branch audit success.- Maintained and audited branch cash, branch employee cash box, and atm limits.- Conducted and lead daily morning huddles to explain bank promotions, regulatory changes, and communicate bank updates.

- Established review and training strategies for sales associates and mechanics- Attained Top 10 in sales production individually and Top 50 in the country storewide.- Managed appointment and walk in schedule to ensure store was a streamlined process for both mechanics and employees.- Standardized a sales strategy for retail associates to call, explain, and acquire business through phone calls.- Established and maintained merchant fleet accounts like Enterprise, City of West Covina, and Budget

- Collaborated with Branch Manager to establish review standards and goals for Bankers and Tellers - Established Center of Influence Partners with outside Loan Officers, Accountants, ADP Reps, Real Estate Agents, and Hard Money lenders- Maintained and audited branch cash, branch employee cash box, and atm limits.- Coached tellers and bankers on how to establish and develop center of influences and establish overall sales success.- Collaborated with bank partners for treasury management, investments, helocs, deposits, and business loans to cross sell and maintain top market production- Overhauled strategies to develop and generate new leads for business lending and accounts- Led market in deposit (105%) and loan growth (120%)- Audited signature cards, wires, notary log, night drop logs, cashiers check logs, cash boxes logs files to ensure branch was in compliance.- Prepared and managed all training for new tellers and bankers- Maintained branch knowledge of CTR, BSA, Reg CC, Reg D, MCTR, drawer Limits, delegated authority, overdraft authority, and ILM secure information- Delegated and coached associates on operational activities to help achieve branch audit success.- Conducted and lead daily morning huddles to explain bank promotions, regulatory changes, and communicate bank updates.

- Recognized to be the top 5 in the district in Sales numbers and top 20 in the market- Generated new business by servicing existing customers in order to acquire referral business and balance growth- Increased small business balance growth (8% Avg) by helping their business grow through referrals and networking- Helped Service, Originate, and Close Mortgages, HELOCS, Auto Loans, and Investments- Cross-sold Business products, Personal products, Loans, and Investments products to existing and new customers- Prospected local businesses to generate new leads for personal and business accounts- Generated new business by actively searching for school events, company hiring events, and job fairs- Helped customers setup complex accounts such as Trusts, Power of Attorney, Beneficiary, and Estate accounts- Increased sales numbers on an annual basis by an average of 15%- Collaborated with Tellers, Managers, and other Bankers to improve customer experience by cutting wait time.

Bachelor Of Arts (B.A.), Us History

Education record