Consumer Finance Examination Section

• Coach, train and mentor four direct reports. Provide extensive professional development on tactics to build client base. Teach personnel on the value and benefits of leveraging personal relationships to nurture mutually beneficial solutions and drive sales. • Engage proactively with prospective customers to build key partnerships and develop viable business opportunities. Establish and define all standardized sales goals, emphasizing continuous improvement methodologies to maximize deposit growth, credit card sales and other metrics. Successfully fostered $10MM increase in assets within first year. Received significant recognition for elevating team to rank within top 5 out of more than 580 store locations based on JD Power customer satisfaction scores. • Have developed new reporting structures and other procedures to enhance long-term planning and metric analysis. Measure all sales goals across quarterly, semi-annual and annual segments, conducting comprehensive operational reviews to ensure branch-wide efficiency and productivity. Ensure comprehensive compliance with all federal banking regulations, policies and standards. • Strategically manage teams to ensure the consistent fulfillment of both personal and branch-wide performance goals. Foster continuous growth YOY through targeted professional development, team building and tactical planning. Provide tactical oversight on $65MM portfolio.

• Oversaw all daily operations, business development and client management responsibilities for multiple branch locations. Leveraged personal relationships with prospective customers to nurture rapport, develop buy-in and diversify portfolio. Successfully met and exceeded sales goals of total deposit dollars, closed mortgages and other KPIs within first eight months. • Received prestigious Best Banker award out of more than 500 competitors. This was in recognition of securing highest number of joint appointments alongside wealth advisors, commercial lenders and other partners. Conducted thorough analysis of existing portfolio to identify viable targets, turning potential leads into appointments for business loan management and wealth advisory. This led to a growth of $8MM within six month period. • Consistently passed all annual risk assessments. Received recognition for maintaining highest percentage of operational effectiveness and compliance throughout all regions. This was accomplished through strategic professional development and continuous improvement.

• Managed daily operations for two individual store locations. Tracked, prioritized and scheduled key objectives for three associates. Maintained comprehensive oversight on all visual displays, store layout designs and other key marketing responsibilities to enhance visibility and engagement among customer base. • Tapped by senior leadership to serve as training specialists for three individual locations. Provided targeted coaching and mentorship for nine individuals, emphasizing clear communication of all relevant best practices, compliance procedures and customer service tactics. • Led targeted sales demonstrations to entire sales team. Displayed unique opportunities to establish buy-in among customers, maximize satisfaction and identify areas of improvement. This was in recognition of continuously increasing sales volume and nurturing new business across all locations.

• Engaged with diverse client demographics to assess needs and develop individualized solutions. Traveled extensively throughout territory to develop key relationships from the ground up, emphasizing clear communication of services and benefits to develop buy-in. Received prestigious Rookie of the Year award in 1999 for maintaining status as top-performing broker specialist within company.