Lindsay Walker Email & Phone Number

Responsible for developing and implementing a comprehensive community and place-based investing strategy that aligns with the bank's strategic vision and long-term commitment to the communities we serve. Designs, develops, and delivers engaging and effective community programs. Partners with key community organizations to strengthen relationships and identify mutually beneficial opportunities. Promotes a culture of community and financial empowerment across the organization. Leads in the identification, design, development and implementation of various strategic projects for the consumer and business banking organization. Interfaces with internal and external resources to ensure successful and timely completion and evaluation of each program. Manages performance of project teams and evaluates overall performance.

Leads marketing strategy and operations organization for client communications and in-branch experiences. Drives strategic initiatives including research, product positioning, corporate messaging, marketing planning, competitive analysis, and client acquisition plans. Provides leadership and strategic oversight for communications delivered via email, direct mail, social media, web, statements, advertising, collateral, branded premiums, and signage. Responsible for strategic consulting, and ongoing connections with industry experts and internal constituents. Acts as an escalation point for highly complex problems or roadblocks. Manages large internal teams, external vendors, and creative agency relationships to ensure comprehensive accountability for company efficiency, corporate strategy, and promotional / customer service ROI measurement.

Leads marketing strategy and operations organization, reporting to the CMO, for client communications and in-branch experiences. Drives strategic initiatives including research, product positioning, corporate messaging, marketing planning, competitive analysis, and client acquisition plans. Provides leadership and strategic oversight for communications delivered via email, direct mail, social media, web, statements, advertising, collateral, branded premiums, and signage. Responsible for strategic consulting, and ongoing connections with industry experts and internal constituents. Acts as an escalation point for highly complex problems or roadblocks. Manages large internal teams, external vendors, and creative agency relationships to ensure comprehensive accountability for company efficiency, corporate strategy, and promotional / customer service ROI measurement. • Received the Regional Bank Collaboration Award for proactive leadership across business lines that exceeded enterprise KPIs.• Launched an average of 50 programs each year to support deposit growth, financing, business acquisition, DEI, multiculturalism, brand awareness, and digital adoption.• Recognized with the COVID hero award for companywide COVID prevention efforts.

Plan, execute, and operationalize business development programs to close performance gaps by analyzing internal and external opportunities. Provide solutions including the instructional design of e-learning, instructor-led training, marketing campaigns, communication strategies, virtual simulations, webinars, and videos. Designs customized programs for topics including sales, credit, digital, regulation, leadership/coaching, call center, operations, systems, products, NPS, leadership, and coaching. Regularly review and update training materials to reflect policy, regulatory standards, or internal process changes. Manage internal teams ranging from 3-12, external vendors, and creative agency relationships to ensure comprehensive accountability for company efficiency, corporate strategy, and promotional/customer service ROI measurement.• Directed the development and implementation of all employee training programs for a newly formed digital bank and achieved ~$7B in deposits within three years of consulting.• Acquired the Cultural Influencer Award for role in increasing employee engagement scores year over year.

Deliver in-person and virtual training to new hires and existing team members. Use adult learning principles to engage participants and ensure knowledge retention. Monitor and evaluate the effectiveness of training programs through feedback, tests, and on-the-job observations. Implement changes and improvements based on evaluations to optimize training effectiveness. Schedule training sessions, coordinate logistics, and manage participant records. Track and report on training metrics, including participation rates, completion rates, and performance improvements.• Created and implemented a learning benchmark dashboard that tracked performance as outlined by Kirkpatrick L1–L4.• Cross-trained and mentored department instructors to ensure course coverage across the enterprise.

Design, develop, and facilitate training programs for the retail, private / wealth, and commercial banking segments. Adapt instructional materials to varying audiences and formats ensuring incorporation of adult learning best practices. Achieve desired learning outcomes and customer satisfaction. Collaborate with internal stakeholders and executives seeking training development services to understand needs, and deadlines for development and to ensure the projects are innovative, well-designed, accurate, and delivered on time. Collaborate with Marketing and Product teams to impact ROI.• Designed, developed, and facilitated ‘Effective Sales Management’ training for 100% of the retail and private bank teams.• Developed a state-of-the-art training program to support a bank-wide system conversion.

During this job tenure, I trained and mentored excellent service and sales teams ranging in size from 10 to 25 employees. I established and managed firm growth budgets, targets, and objectives, as well as personnel designs, timelines, and achievement criteria. I was in charge of overseeing and monitoring branch operations such branch credentials, loss prevention, branch/teller alignment, and cash management. I oversaw the entire success of the branch through leadership, customer service, risk management, and sales oversight.• Spearheaded high-impact efforts leading to greater revenue and service results.• Successfully achieved company goals by encouraging, leading, and driving team performance.• Attained various recognition awards, including President’s Club, Top 10 Managers in La Metro, Business Sales Champion, Segmentation Leader, Head Chair of Voice of Pacific Coast, and PCB All-Star.

Camarillo, California

Anaheim, California

Anaheim, California