Todd Morrison Email & Phone Number

Charlestown, In, Us

Drive the on-time, on-budget delivery of key projects and initiatives in line with quality standards by proactively collaborating with cross-functional teams and stakeholders; led projects including the 2012 server upgrades with vendor application updates; also worked on fraud detection system implementations.Streamline project delivery processes by gathering and reviewing feedback from leadership and team members.Adapt to quickly changing priorities while managing multiple projects and priorities simultaneously.Guide the end-to-end project management lifecycle, including developing project charters, determining and updating budgets, producing project schedules, overseeing change requests, and conducting weekly reviews of project plans.Champion a culture of transparent communication by leading weekly meetings and producing biweekly status reports.Troubleshoot and resolve project-related issues in a timely and effective manner.Conduct in-depth project risk assessments and develop mitigation strategies to drive seamless execution; maintain strong knowledge of relevant regulations and policies to ensure ongoing project compliance.Draft and prepare formal presentations for project governance as well as participate in governance meetings.Partner with colleagues to gather and document cross-functional business requirements.Navigate complex challenges and obstacles with an innovative and solution-focused mindset.Employ strong knowledge of project management methodologies, such as Agile/Scrum and Waterfall.Chart the successful development and execution of high-impact project strategies in line with client requirements.

Demonstrate expertise in prospecting and securing new business while strengthening relations with current customers. Administer accounts primarily in the areas of businesses and non-profits which have substantial balances and needs for complex services. Promote and utilize bank technology to for the purpose of continuously enhancing business relationships.Carry out the alignment of objectives with multiple departments to ascertain client requirements with limited services and deposit balances and deepen those relationships.Conduct comprehensive research and analysis into client needs in order to present applicable proposals which display added value. Educate clients on the full range of products and services offered for future needs such as business onsite deposit, ACH modules, lockbox and purchasing cards.Participate actively in programs, non-profit organizations, and boards with the goal of positively impacting the community.Network with public groups to onboard new clients and grow relationships with businesses with similar involvement.

Louisville, Kentucky

Achieved measurable success while engaging with potential and current clients to conduct needs-based analysis of their current financial picture. Devised and implemented methods for consistently hitting sales goals and revenue production through client meetings and sales calls. Generated accurate forecasts regarding client needs and wants as well as monitored budgets, regulated large future purchases, and planned for excess cash.Administered retirement funds and conceptualized a comprehensive strategy to maximize all categories and produce revenue for the branches.Trained and guided bank staff on advisement methods in order for them to be successful in making quality referrals and great conversations. Safeguarded adherence to requirements and regulations to support business acquisitions and staff.

As a Financial Specialist, my role in the branch is to act as a financial concierge, increasing the share of wallet of every customer, as well as a concentrated focus on the mass affluent. Partnering with all lines of business, especially the Financial Advisor is key to the role as well as being the most effective in producing revenue for the branch. Being a Financial Specialist means you are the sales leader of the branch as well as the sales coach to help with uncovering the needs of all of our customers.

I acquire and deepen relationships with customers through comprehensive promotion and marketing of mortgage products, as well as work with centers of influence to expand my customer base. I deliver knowledge of mortgage and home lending products, demonstrate strong interpersonal skills and provide exceptional customer service throughout the sales process. I also am responsible for serving as the home lending specialist at the branch by coaching and mentoring the branch team and providing training on products and services. I work hand-in-hand with bankers and managers, meeting with their customers and introducing new customers to bankers for additional products and services to help meet their banking needs.

Took a lead role in creating an outstanding customer experience and helping the branch meet sales goals and contributing to the success of the company. I would proactively meet with customers - face to face and over the phone - to discover their financial needs and provide product and service recommendations. I would also partner with specialists (such as Loan Officers, Business Bankers, and Financial Advisors) to ensure our customers get access to experts who can help them with specialized financial needs. I was one of the top 3 producing bankers out of 60+ in the KY/Southern Indiana market for my entire time in the position. I was a Branch Manager in training for the last year of being a banker with the focus of coaching tellers, service members and sales staff of the branch on getting referrals to the correct line of business as well as increasing productivity.