Steve Boote Email & Phone Number

Tampa, Florida, United States

Tampa/St. Petersburg, Florida Area

• Partner with stakeholders and senior leadership to create and deliver a comprehensive suite of employee training offerings while meeting tight deadlines and strict quality standards.• Forge and foster positive, long-lasting partnerships with clients and colleagues; collaborate cross-functionally to identify and achieve shared goals.• Spearheaded design and development of PEO onboarding training program; leveraged self-directed learning modules and instructor-led touchpoints to optimize the learning process.• Championed creation of the brand-new Client Advocate training program; collaborated with management teams to define program needs and goals; hosted workshop to understand desired knowledge from the ground up.• Pioneered and deployed “soft skill” programs to boost responsiveness, time management, and de-escalation skills across the teams.• Coached and mentored employees with a focus on continuous improvement and professional development; efforts led directly to 14 employees receiving promotions.• Maintained 0% voluntary employee turnover for entire Supervisor career.• Engineered and rolled out processes for transition to a single point-of-contact service model; propelled client satisfaction scores by an average of 11% annually.• Identify opportunities to streamline processes and maximize efficiency; strategize actionable recommendations for the leadership team.• Pivot quickly to adapt to changing learning and development priorities; cultivate a productive and cooperative workplace culture.• Established a successful record of advancement within the company.Previous Roles at Paychex:Multi-Product Service Center Learning InstructorMulti-Product Service Center SupervisorSMB/ASO SupervisorMajor Market Services SupervisorMajor Market Services Implementation SpecialistMajor Market Services Client Service Representative

Branch ManagerMay, 2011-PresentIncreased loan volume 25% month-to-month from 2010.Coached and led team to win referral contests for both Auto Loans and Visa Platinum Rewards cards.Created and facilitated a “Basics of Referral Selling” presentation for a branch of 7 employees.Created and facilitated a “Robbery Do’s and Don’ts” presentation for a branch of 7 employees.Acted as liaison between Credit Union and current building tenants, ensuring needs were met. Made outbound sales calls to local Auto Dealerships, securing two new dealer relationships in 3 months.Took applications for, and booked Automobile, Unsecured, Visa Credit Card, Home Equity Fixed Rate, and HELOC loans.Provided timely and relevant performance related feedback to Teller Supervisors, Member Services Representative, and Tellers

Joliet, Il

Sales ManagerSeptember, 2010-May, 2011Led sales huddles and individual coaching sessions to improve overall store sales performance.Conducted group sales training on “5 Steps of Selling” for a group of 7 employees.Executed on 3 major market focuses with excellence. Led a sales staff of 5 in the successful roll out of The Belief Project. Exceeded customer migration goals in the 4th quarter of 2010Trained staff on new customer advocacy referral system, resulting in 25 customer referrals in two months.

Selected by upper management from a field of 5 candidates to establish and solely run First United Investment Services.Established referral sales program for retail staff, including leading branch workshops and engaging staff in 1-on-1 coaching.Met with clients to counsel them on their financial needs and plans. Built portfolios that best fit the client needs.Established 15 new client accounts within the first 6 months of existence.Fully responsible for all necessary compliance standards, including Rule 2821 and 1031 Exchange policies for Variable Annuity transactions.

Banking Center Manager Used proactive outbound sales calling to increase business checking accounts by 80%Increased total deposits from $25million to $42million using sales coaching and customer service techniques.Achieved a bank-wide low of under $100 in total teller loss per year. Managed a staff of 11, 4 of whom received promotions.Led branch to a bank-wide high score of 90% on surprise compliance exam.Responsible for external and internal fraud, audit, and compliance controls.Established Business Continuity and Disaster Recovery plans, and tested both with surprise drills.Planned and hosted a variety of community events (Car Show, Christmas tree sales, Community Appreciation Day, etc).

Hired as Part-Time Teller in 2001, promoted 3 times by 2003, to; Balanced ATM, daily vault, cashier's checks and other instruments accurately and efficiently on a daily basis.Directed branch sales and services efforts in accordance with bank standards.Consistently exceeded goals on quarterly Teller Performance Review.Responsible for a staff of 12, including 3 personal bankers, 3 teller supervisors, and 6 tellers.Recognized as #1 branch in Western Region for 2004.

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