Nita Kao Email & Phone Number

Chicago, Illinois

Full operational, P&L, administrative, compliance and strategic responsibility for branches representing more than $754 million in baseline. Recruit, hire, train and develop a team of 35. Guide banking representatives to manage and close leads, and train customer-facing personnel. Direct sales, community relations and partnerships. Accomplishments:- Collaborated with L&D Team to design and execute scalable training programs, including workshops, job aids and stay interview valuation. - Led operational and cultural integration following acquisition of New Asia Bank; analyzed operations, business development, compliance, client services and training to identify opportunities and lead regional turnaround. Led design and execution of regional vision, benchmarks, infrastructure, workflow, sales strategies, training programs, successionplans and standards. Drove top and bottom-line growth and established region as a top performer year over year. Grew total balance from $72 million to $754 million. - Owned staffing decisions, administered performance evaluations, performance improvement, and disciplinary process; delivered consistent success in recruiting and developing top talent to position region for exceeding sales and profit goals month over month.- Identified risks, elicited feedback, and removed obstacles; establish key performance indicators and track progress. Drive programs focused on diverse pipelines and successor development. Developed and implemented on-boarding process to strengthen organizational culture and increase engagement with other departments.- Outstanding communication skills and ability to influence people at all levels in the organization; Ability to approach sophisticated organizational problems and drive rapidly towards insight; passion for amplifying the voices of others and creating spaces for people to share experiences and perspectives.

Greater Chicago Area

Strategic operational and business development oversight for a high-volume consumer banking center with $200 million in deposits. Recruited, trained, coached, and developed a team of 11, including assistant branch manager, teller supervisor, safety deposit associate, personal bankers, and tellers. Direct accountability for all areas of business development (deposits, checking, investments, lending), client relations, staffing, public relations, finance, long-range planning, quality, reporting and compliance. Designed and launched marketing, community relations and business development programs. Collaborative leadership, management, coaching and support of diverse staff.Summary of Accomplishments:- Transitioned to branch in a turnaround situation following merger with Uptown National. Led operational audit, eliminated bottom performers, created new standardized processes and performance accountability, and directed a successful, rapid turnaround:- Improved total branch balance from $60 million in 2005 to $200 million in 2008.- Exceeded all goals in first year in position and achieved 100%+ of goal in all key metrics: new accounts, new deposit relationships, mortgages, loans, partner referrals (credit card, investment, wealth management and trust).- Partnered with Regional President and led a regional standardization initiative for area branches. Developed and launched standardized policies, procedures, and training programs to improve company brand and customer experience. Reviewed and audited branch facilities to ensure compliance to internal and regulatory guidelines.- Strong project management skills with the ability to manage multiple priorities and deadlines.- Received corporate recognition for exceeding total and core deposit goals quarter over quarter; received several “Manager of the Quarter” awards.

Charlotte, North Carolina

Direct accountability for managing high-level consultation and marketing to expand wealth management and loan portfolio targeting retail customers. Managed clients’ portfolios, including strategizing investments and long-term account management. Marketed and sold financial planning, investment management, portfolio analyses, retirement planning, education planning and income portfolios. Held Series 6, 63 and Life & Health Insurance Producer Licenses.Summary of Accomplishments:- Partnered with regional presidents, bank managers and sales leaders to define and execute strategy, plan, and communications to integrate Wealth Management Services into branch offerings.- Developed and maintained top ranking in asset acquisition and providing investment solutions. Recognized as top salesperson in the region; consistently met and/or exceeded monthly goals.- Designed, developed, promoted, and conducted presentations at local events and investment seminars, which provided information on developing a financial plan, asset allocation and devising long-term investment strategies.- Orchestrated development and implementation of refined product, sales and lead generation strategies and workshops.