Terry White Email & Phone Number

Chelan, Wa

Chelan, Wa

Bank of America now Washington Federal in Chelan, WA!Specialties: Custom Construction loans, LOT loans and Mortgage lending. Growing deposit base and managing all aspects of the branch, including operations. Consistently receiving 100% audit results. AWARDS received for 2016! The President's Award for Top Deposit Growth for First Half Fiscal Year 2016! Presented by our CEO, Roy Whitehead and Chief Banking Officer, Brent J. Beardall in July 2016!Chelan Branch, TOP Branch in Central WA Division for January, February and April 2016 with 3 FTE, among branches in our division, with 10-13 FTE! Loans, deposit growth, new accounts, net accounts, community service are among the specific categories.

Chelan, Wa

I was recruited to expand a stagnant existing portfolio in a highly-diverse five-branch area in North Central WA. Potential clients included affluent retirees, farmers, doctors/dentists, hotel/motel executives, tourism professionals and small business owners.Managed and expanded a portfolio of 500 affluent clients while maintaining high levels of client satisfaction and far exceeding production goals in investments, credit and deposits. Successfully grew book of business from $30MM to $191MM in five years in the Chelan County market and exceeding 90% in client delight.Consistently far exceeded sales and service goals ranking in the TOP 10% nationally among 1,800 client managers. Effectively developed partnerships to increase market share across all lines of business. Received the Northwest All Stars Award and Partnerships for Growth Award for partnership referrals that resulted in closed business.Provided confidential counsel to clients in areas of investments, deposit and credit alternatives to assist clients with short and long term financial goals.Managed a large pipeline of real estate and business loans, from origination to closing.Generated sales leads through community outreach activities and developing business partnerships, as well as consistent client referrals.Chosen by my peers and management team to perform as a service champion to our team of 18 client managers to resolve and address service issues. Partnering with appropriate management teams for resolution improving the associate and client experience.

Chelan, Wa

I was recruited to improve the performance of an underperforming banking center in a rural area of North Central Washington. Highly-diverse potential clients included retirees, farmers, doctors/dentists, hotel/motel executives, tourism professionals and small business owners.Effectively managed a team of sales and service professionals to far exceed sales goals and service targets. Successfully managed sales and operations while consistently far exceeding sales/service/operational goals to obtain the Bank of America Spirit Award of Excellence. The Spirit Award of Excellence is awarded to associates that are ranked in the top 1% nationally. Improved client satisfaction scores to rank #1 in the INLAND market and top 1% nationally, achieving world class distinction, through consistent lobby leadership.Successfully managed a large pipeline of loans, from origination to closing, exceeding goals in credit and client satisfaction.Ensured audit/compliance procedures of the banking center were followed, achieving excellent operational audits as a result. Managed and coached a team while tracking campaigns, setting goals and coaching on sales techniques, service expectations and compliance guidelines. Promoted to Vice President in 2002 for consistent operational, service and sales excellence.Conducted quarterly and yearly performance evaluations in addition to consistently monitoring the development plans of associates.

Issaquah, Wa

Responsible for managing and growing a portfolio in the Issaquah market. Successfully managed a large pipeline of loans, from origination to closing, exceeding goals in credit and client satisfaction. GOLD Club Award issued in 1998, 1999 and 2000 for far exceeding goals in credit, deposit, investments and operational excellence, ranking in the top 10% of 1,800 client managers nationally. Selected by our management team to mentor and assist with training and on-boarding of new client managers.

Issaquah, Wa

Began my career with Seafirst Bank/Bank of America as a Teller and was soon promoted to Personal Banker/Greeter in the Issaquah and Pine Lake Banking Centers. Consistently achieved Top Seller Award for far exceeding sales and service goals. Ranked in the TOP 10% of personal bankers/managers nationally.Received Northwest All Star Award for ranking in the top 5% of personal bankers/managers for referrals to our financial advisor partners.Successfully managed a large pipeline of business and personal loans, from origination to closing, exceeding goals in credit and client satisfaction.