Dynamic Branch Manager with a proven track record at SouthState Bank, excelling in business development and customer relationship management. Skilled in regulatory compliance and team leadership, I successfully boosted customer acquisition and branch profitability through strategic outreach and employee coaching, fostering loyalty and driving exceptional service.
Overview
30
30
years of professional experience
Work History
Branch Manager
SouthState Bank/Independent Financial
Longmont
01.2021 - 03.2025
Grew business banking relationships through proactive outreach.
Supported outside sales force in servicing and obtaining new business.
Conducted regular performance reviews for all employees in the branch.
Facilitated weekly meetings with staff members to discuss progress on current initiatives.
Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
Boosted customer base, acquiring new customers and identifying needs to deliver relevant products.
Participated in community events to promote brand awareness.
Managed and inspired team members to perform to full potential, driving branch profitability.
Managed staff scheduling, hiring and training processes.
Directed daily operations of the branch, including customer service, human resources, sales and marketing activities.
Resolved escalated customer complaints in a timely manner.
Reviewed loan applications to ensure accuracy and compliance with regulations.
Disciplined employees to encourage compliance with company policies and procedures.
Worked with cross-functional teams to achieve goals.
Approached customers and engaged in conversation through use of effective interpersonal and people skills.
Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
BRANCH RETAIL EXECUTIVE IV BANKING CENTER MANAGE
BBVA Compass Bank
Longmont
01.2019 - 01.2021
Managed daily operations of the branch including staffing, scheduling, training, purchasing, and payroll management.
Supported sales team members to drive growth and development.
Coached staff on product knowledge, sales techniques, and customer service standards.
Established ambitious goals for employees to promote achievement and surpass business targets.
Established relationships with key customers to foster loyalty and repeat business opportunities.
Established overall growth, sales and profit objectives for branch in coordination with corporate office and established and adhered to annual branch budget.
Motivated employees by recognizing individual accomplishments through rewards programs.
Built relationships with new and existing customers by personally interviewing to identify needs and preferences and delivered products and services that fit customer perfectly.
Assisted customers with product selection based on their needs or preferences.
Coached, developed and motivated team to achieve revenue goals.
Recruited, interviewed, hired and trained employees, planned, assigned and directed work, appraised performance and inspired engaged team to please and retain customers.
Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
LICENSED BRANCH MANAGER
Key Bank
Fort Collins
12.2013 - 01.2021
Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
Established strong working relationships with external partners such as vendors and suppliers.
Planned work schedules to maintain adequate staffing levels.
Participated in community events to promote brand awareness.
Facilitated weekly meetings with staff members to discuss progress on current initiatives.
Supported outside sales force in servicing and obtaining new business.
Directed daily operations of the branch, including customer service, human resources, sales and marketing activities.
Managed staff scheduling, hiring and training processes.
Licensed Branch Manager
BBVA Compass
Boulder
05.2011 - 12.2013
Participated in community events to promote brand awareness.
Reviewed loan applications to ensure accuracy and compliance with regulations.
Planned work schedules to maintain adequate staffing levels.
Facilitated weekly meetings with staff members to discuss progress on current initiatives.
Directed daily operations of the branch, including customer service, human resources, sales and marketing activities.
Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
Increased efficiency and drove branch revenue by optimizing daily operations.
LICENSED BRANCH MANAGER
Wells Fargo
Denver
03.2007 - 05.2011
Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
Participated in community events to promote brand awareness.
Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
Provided excellent service and attention to customers when face-to-face or through phone conversations.
Maintained updated knowledge through continuing education and advanced training.
Collaborated closely with team members to achieve project objectives and meet deadlines.
Recognized by management for providing exceptional customer service.
Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
Approached customers and engaged in conversation through use of effective interpersonal and people skills.
Teller Manager
Wells Fargo
Longmont
09.2006 - 03.2007
Drove daily operations through cash drawer balancing, counterfeit currency identification and vault cash management.
Ensured adherence to bank policies and procedures by all tellers.
Managed teller staff schedules while ensuring adequate coverage at all times.
Oversaw daily actions of tellers, responded to escalated customer inquiries and assigned tasks to meet operational needs.
Reviewed and approved transactions above limits and authority levels of teller staff.
Provided feedback on employees' performance during one-on-one meetings.
Collaborated closely with team members to achieve project objectives and meet deadlines.
Personal Banker
Well Fargo Bank
Boulder
12.2004 - 09.2006
Developed relationships with customers by providing exceptional service in order to increase sales opportunities.
Interviewed customers to obtain information needed for opening accounts or renting safe-deposit boxes.
Cultivated relationships with partners to fulfill or provide appropriate referrals for clients.
Expanded customer relationships by maintaining regular follow-up processes and rapport.
Processed loan applications according to established guidelines.
Provided customer service to clients, including answering questions and resolving issues.
Executed wire transfers of funds in compliance with banking best practices.
Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
Followed operational standards, promoting security, risk management and compliance.
Recognized by management for providing exceptional customer service.
Provided support and guidance to colleagues to maintain a collaborative work environment.
Senior Account Manager
McLeod USA Communications
Denver
01.2003 - 01.2004
Sold Telcom services to small- to medium-sized businesses.
District Sales Manager
Selden Integrated Systems
Greeley
01.2002 - 01.2002
Sold accounting software to accountants and CPAs, consistently awarded top sales representative, all sales done over the phone.
MGR. CHANNEL PARTNERSHIPS
Broadwing Communications
Denver
07.1999 - 11.2001
Managed a large group of third-party national vendors that sold our Telcom service and was awarded top partner manager.
DISTRIBUTION SUPPORT REP.
Qwest Communications
Denver
07.1996 - 07.1999
Broke all sales records at the time, selling phone, long-distance and toll-free numbers.
District Manager
FirstTech Corporation |
01.1995 - 07.1996
NY,NJ,PA,DE & WA Markets
Promoted by business owner to relocate and cover a five-state region on the east coast, retain and grow clean room maintenance service. Retained and grew service and products and added new services
Education
Bachelor of Science - Management
St. John's University
Jamaica, NY
Skills
Business development
Customer relationship management
Financial analysis
Regulatory compliance
Sales forecasting
Team leadership
Employee training
Coaching staff
Relationship building and management
People-oriented
Timeline
Branch Manager
SouthState Bank/Independent Financial
01.2021 - 03.2025
BRANCH RETAIL EXECUTIVE IV BANKING CENTER MANAGE
BBVA Compass Bank
01.2019 - 01.2021
LICENSED BRANCH MANAGER
Key Bank
12.2013 - 01.2021
Licensed Branch Manager
BBVA Compass
05.2011 - 12.2013
LICENSED BRANCH MANAGER
Wells Fargo
03.2007 - 05.2011
Teller Manager
Wells Fargo
09.2006 - 03.2007
Personal Banker
Well Fargo Bank
12.2004 - 09.2006
Senior Account Manager
McLeod USA Communications
01.2003 - 01.2004
District Sales Manager
Selden Integrated Systems
01.2002 - 01.2002
MGR. CHANNEL PARTNERSHIPS
Broadwing Communications
07.1999 - 11.2001
DISTRIBUTION SUPPORT REP.
Qwest Communications
07.1996 - 07.1999
District Manager
FirstTech Corporation |
01.1995 - 07.1996
Bachelor of Science - Management
St. John's University
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