Branch Manager / Vice President
Chicago, Illinois, United States
Promoted to provide governance and growth, managing multiple branches throughout the course of the last 7 years, including the headquarter branch in Chicago. Starting at the area level (13-19 branches), then state level 69 branches, then division level (3 states IL, FL, VA/MD). Member of the Branch Change Network 2018 & 2019.★ Customer-facing role, utilizing solution selling and consultative sales to grow/manage a Book of Business consisting of $579.2 million in deposits, $52.1 million in loans, and $88.7 million in investments, with 3,200 Households alongside 6 Direct Reports and 8 key partners.• Coach consultative and solutions selling sales techniques, objection handling, and upselling/add-on techniques to drive sales performance and individual and team success.• Hire, train, and supervise the sales team. Meet with sales team regularly to develop monthly and annual goals and objectives, and to review projections versus actual performance.• Lead strategic market assessment to determine optimum service, price, and brand positioning to maximize penetration and profitability.• Understand and articulate customer needs and provide "Voice of Customer" feedback, working with cross-functional teams to develop effective delivery roadmaps and generate plans for future product offerings. • Leader in prospecting new accounts- cold calling, emailing, in-person meetings, video conferencing, and online research tools to identify key business verticals.• Division Digital Champion since 2016. In 2018-2019 Led a team of 9 digital champions representing their areas across 3 states (Illinois, Florida, VA/MD Cap)• Managed and led multiple digital enhancement projects, including the rollout of Salesforce CRM, DocuSign, Remote account opening (AVOKA), and digital engagement (bill pay, paperless, alerts). • Presently lead LMI (Low Moderate Income) project partnering with Accenture. The goal of the project is to reimagine the branch experience.