Tom Holtam, Ph.D. Email & Phone Number

Phoenix, Az, Us

Arizona

Cherry Creek & Stapleton

As a Dual Financial Center Manager for UMB, I oversee the daily operations of multiple branches as well as an annual sales plan. I lead and coach multiple teams to deliver specific financial advice and solutions which are built through an advisory approach. In addition to my responsibilities as a Financial Center Manager I also support licensed banking activity and sales throughout Colorado, Kansas and Kansas City. This includes sales training of licensed individuals, conducting monthly and quarterly coaching sessions as well as developing and distributing a quarterly news letter.

Boulder, Co

The Branch Retail Executive position encompasses management of an annual sales budget that includes lending, investments, deposit growth, retention and acquisition. A key component of this position involves analysis and strategic planning around monthly balance of branch P&L. I manage a sales and customer service team through a variety of leadership styles and coach to activity and effectiveness in order to gain results. Individually I work with business and consumer clients regarding any and all financial needs which may include daily banking solutions, mortgage or commercial lending as well as investment analysis and solutions.

Metro Denver Area

Supported 6 banking centers with over 100 team members through coaching, mentorship and development. Truly learned and developed processes in managing each hour, day and week in productivity, efficiencies and activity management.

Lakewood, Colorado

Managed a team of 40 team members, 17 direct reports with a focus on consumer and business banking by providing every day banking needs as well as solutions to achieve long term financial success. This banking center transacted an average of 40,000 transactions per month and with over $250 million on deposit. In addition to running the banking center, I worked as the regional small business champion which consisted of conducting training, observation and providing coaching through call block and business blitz activities.

Various Colorado Locations

Caring for and growing customer base. Acquisition of new deposits and lending through a broad credit spectrum.

Westminster, Co

Highlands Ranch Colorado

Responsible for partnering with the rest of the leadership team to ensure the restaurant operates in a way that creates a superior guest and employee experience while growing sales and increasing profitability. Additionally responsible for delivering proper training and cross training for all hourly positions, Certified Trainers, and Culinary/Service Professionals. Also ensures proper staffing levels are in place to deliver on the guest and team member experience.

Doctor Of Philosophy - Phd, Industrial And Organizational Psychology

Master Of Business Administration (M.B.A.), Business Administration And Management, General

Credit And Lending, Conflict Resolution, Situational Leadership, Understanding Cycles Of Business

B.A., Psychology & Sociology

Psychology

Mortgage Certified Banker