Responsible for retail management oversight in our Central and North markets which includes 7 charters and approximately 100 branch locations. My role is to support our retail teams with guidance, direction, and coaching in order to deliver best-in-class sales and service.● Spearheaded a small team to design and build a new Retail Manager Scorecard, a major overhaul for how Branch Managers receive bank metrics. This was successfully launched in September 2023.● Revamped and updated methodology for onboarding new consumer clients and worked with internal data teams to build out a Power BI dashboard for daily tracking.● Designed key KPI comparison reporting which is used to compare and rank internal entities.● Strategized and executed a more consistent goal approach across all 15 charters for retail banking in 2024.● Currently leading change across the Central & North Markets to incorporate Salesforce and Power BI usage as a daily routine for our branch employees, increasing both retail growth metrics and customer service levels.

Primary objectives were to grow Retail Deposits and Retail Households for Northbrook Bank & Trust Company, N.A. which has branch locations in Northfield, Northbrook, Glenview, Deerfield, and Buffalo Grove. Additional responsibilities included product pricing where applicable, advertising and sponsorship decisions, coaching / developing team members, CRA activities, and participating in community events throughout our footprint. ● Awarded 2019 Business Person of the Year by the Glenview Chamber of Commerce● Consistently ranked as a top 5 charter for Retail Deposit Growth, Retail Household Growth, and Retail Services Sold (Cross-sell with Integrity).● Team lead for creating a new training course in 2022 called 'The Wintrust Way' for all WTFC Branch Managers and Relationship Bankers centered around improving client facing conversations and manager coaching skills.● Consistently a top scorer for Energage Survey results which measure Retail Employee Engagement.● Participant in the ‘Winning at Wintrust’ Leadership Program in partnership with Lake Forest Graduate School of Business.● Helped execute Northbrook Bank & Trust Company’s conversion from Federal Regulators to the OCC in October 2019● Ran point for retail related decisions regarding the acquisition of American Enterprise Bank in December 2018

Recruited to manage a high visibility de novo branch named 'Glenview Bank & Trust' for Wintrust Financial. Tasked with staffing, marketing, product development, setting goals, and most importantly developing relationships within the Glenview community. Took on additional responsibility in 2018 overseeing two additional Wintrust branches with deposit balances exceeding $650 million. Selected to participate in Wintrust’s six month leadership program for high potential, high performing employees in 2017. ● Grew Deposit Balances in excess of $50 million since opening Glenview Bank & Trust in March 2015.● Opened more than 600 Households (including 380+ Checking Households) since March 2015.● On-Boarded more than 85 Small Business Households from Outside Prospecting and Community Involvement.● Consistently score in the top tier for Services Sold Scores (Cross-Sell with Integrity)● Championed the Northbrook charter’s Services Sold Scores Initiative and moved up in the rankings from #11 to #5 overall.

Branch Manager role with a heavy focus on business development and affluent clientele growth. Responsible for growing the Financial Center P&L, Net New Households, Revenue per Household, Consumer and Business 90 Day Cross-Sell Ratios, and Total Production Points while maintaining excellent Customer Experience Survey scores. Taking on additional responsibility to champion Preferred Household growth throughout the Northwest Region (11 Branches) and as a ‘Hub’ Manager. Selected by Sr Mgmt in May 2012 to participate in 5/3's Executive Leadership Program at DePaul University for high performing high potential managers. AIB Small Business Banking Certified - January 2012.● 2013 President’s Circle Winner (Awarded to the top 100 Retail Managers companywide)● P&L Performance Level 1 (YE 2013 - Top 10% of all Retail Branches)● Increased Total Production Points by 138% YOY ( Dec 2012), 126% YOY (Dec 2013), 125% YOY (Thru Aug 2014)● Ranked #23 in the Chicago Affiliate for Net New Household growth and #3 in Customer Experience Scores (YE 2012)● Asked to take on ‘Hub’ management (July 2014) which includes organizing and running semi-monthly ONE Bank meetings responsible for coordinating the sales process between 5 retail branch managers, 3 mortgage officers, an investment advisor, merchant services, payroll, wealth management, and business banking reps.● Championed the Northwest Region in a corporate-wide initiative for Deposit Simplification. The Northwest finished ranked #5 of 16 regions (April 2013).

Selected by senior management to grow and develop the P&L of a struggling third year branch in Glencoe, IL. Responsibilities include recruiting and interviewing new staff as well as coaching and developing existing staff. Manage and train up to 15 employees in cross-selling, overcoming objections, referring business, and achieving consistently high levels of execution. Bring in new business by implementing bank at work programs and building relationships with local businesses as well as existing and new clients. Other responsibilities include reducing risk by utilizing internal and external compliance measures. ● Consistently recognized for being in the top 10% of Branch Managers for overall performance based on revenue growth and employee development.● Transformed a struggling Glencoe branch from a bottom 20% profitability generator to the top 20% by implementing Chase corporate strategies, working with business partners, engendering teamwork, and personally working with key clients.● Continually ranked #1 in the district in customer service scores.

Sold print and online advertising space for the Ameritech/SBC Yellow Pages and yellowpages.com to small and midsize businesses. Assigned to the telephone sales department and was responsible for calling on 600-700 existing advertisers in order to retain and increase their existing accounts. Also responsible for cold-calling and prospecting new business leads, uncovering the advertising needs and direction of businesses and creating an advertisement to increase their sales.