Marcus Lamar Email & Phone Number

Supervise and control all strategic and business aspects of the company. First in command in the company and responsible for giving the proper strategic direction as well as creating a vision for success. Oversee all operations and business activities to ensure they produce the desired results and are consistent with the overall strategy and mission. Make high-quality investing decisions to advance the business and increase profits. Build trust relations with key partners and stakeholders and act as a point of contact for important shareholders.

Charlotte, Nc, Us

Assess performance strengths and gaps with a line of business partners. Recommend improvement opportunities, and serve as a liaison in the areas of small business, mortgage, premier banking, and investment banking. Hold branch teammates accountable for adherence to regulations, operational controls, policies, procedures, and Code of Conduct.- Awarded prestigious Performance Excellence Award for 2014 and 2015, selected to provide regular consultative coaching to branch teammates to enable performance self-assessment and action plan development.- Foster goal-oriented workplace that exceeded branch target goals that embraced team spirit and company core principles, including securing key referral and closing of record-breaking $2M investment- Ranked among top 10 performers in Atlanta Area Market, provide comprehensive support to local small business owners/affluent clients on financial portfolio expansion, and serve as a resource for sharing best practices. - Improved methods to lead 15 branches as Small Business Investment Champion, orchestrating efforts to elevate performance within Small Business and Investment Needs and exceeded 100% of monthly and quarterly goal bringing in $17.4M+ in new deposits YTD 2016. - Excel as a cluster leader for Georgia and Tennessee Market Development Program to increase company performance in investment revenue and referral quality, and graduated from highly selective program amongst 4 branches to achieve lofty investment revenue goals while leading client support metrics amongst 6+ branches. - Oversee South Fulton/West DeKalb (Atlanta) teammate development via new hire onboarding process, and implemented new training methods to secure 307% of quota in only 8 months for FY 2015.

Coach and develop tellers and bankers on successful sales process, meeting required goals, developing outstanding customer service, and retention of clients. Introduced and offer financial products that met client needs. Analyzed financial information obtained from clients to determine strategies for meeting financial objectives. - Chosen to serve as Interim Store and Service Manager for Q1 2013, and ranked No. 1 on Store Motivator Report. - Recipient of multiple coveted awards, including 2013 Accelerate Top Performer Award for the Atlanta Division 2012 11 Ways To WOW Top Service Award, and the 2012 Top Sales Award (230% of all metrics). - Led flawless modeling, planning and execution of all financial processes daily Supervise and facilitated Wells Fargo At Work Program for South Central and South Fulton District. - Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.

Akron, Oh, Us

- Rose above all expectations as Operation Manager Trainee, assisting with managing 6 Service Center and capitalizing on industry changes to maximize company revenue.- Reinvigorated the day-to-day tactical and long-term strategic activities, boosting revenues by 80% in 4 months.- Coached/mentored 10 employees through constructive feedback and career planning, increasing retention by 95%.- Reviewed complex financial statements, sales and activity reports, and other performance data to measure productivity and goal achievement, identifying key cost reduction and program improvement opportunities.- Determined goods and services to be sold, and set prices and credit terms, based on forecasts of customer demand while operating under strict deadlines and heavy workload.- Established and implemented custom-tailored departmental policies, goals, objectives, and procedures, conferring with upper management as necessary.

Master Of Science - Ms, Organizational Leadership & Change Management

Bachelor Of Science, Political Science