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Financial Officer and Treasurer, Breyer State University,
Birmingham, Alabama.
Assistant Professor, Breyer State University, Birmingham, Alabama.
Charter One Bank,
Position: Bank Manager
Major Duties and Responsibilities included: Responsible for all
daily operational, financial and sales management. Responsible for
staff of 5 employees.
Major Accomplishments: Exceeded
6 of 7 major goals in 2001.Lead Sr Csr Regional team, with monthly
meeting to build leadership and management skills.
Firstar Bank, NA
Position: Bank Manager.Major
Duties and Responsibilities included:Responsible for all daily operational
financial and sales management. Responsible for a staff of 5 employees.
Major Accomplishments:
Opened new office and built business and established customer relationships.
Responsible for building net interest income and control net interest
expense, met this at 90% consistently.
Sold over ½ million in investments for 1999.
Branch finished 2nd in Corporation for overall percentage to goal
for 1999 major campaign.
Completed four assignments as mentor for training in other states
for major bank system conversions.
Bank One, NA
Position: Banking Officer and
Branch Manager
Held this position from July, 1996
Major Duties and Responsibilities included: Responsible for all
daily operational and sale management.
Leadership for a staff of 9 employees.
Responsible for generation of small business loans.
Responsible for all consumer lending.
Responsible for investment sales.
Responsible to lead and manage all other bank products and services.
Major Accomplishments:
Transferred a nonproductive branch office to greater levels of production
and efficiency. Result in a 50% increase in loan goals in one year.
Achieved small business loan goal in first 9 months of 1997.Provided
mentoring of management associates for placement into management
positions.
Reduced and maintained very low net operating losses for branch
Held position of Assistant Manager of large branch for 2 1/2 yrs.
Major Duties and Responsibilities:To assist manager in the overall
operations of the branch and to
assist in all sales efforts.Managed sales and productivity of the
branch.
Major Accomplishments:
In first year, achieved all goals; only branch to do so out of 29.Was
in top 20% for annuity sales.
Sold over $500,000 in annuities, first year.
Lead monthly meetings for personal bankers, thus increasing their
sales and production; achievement of all objections in first 6 months.Personally
trained and helped promote 8 employees to
management positions.In manager's absence of 9 months, assumed the
role of branch
manager and also carried out responsibilities of the assistant manager.
Experience as personal banker, 1993.
Teller and back-up head teller, 1990-1993.
Small business
banking, loan structuring, time management, extensive sales training,
Myers-Briggs, investment training,corporate management training,
leadership training and customer servicing. Human Resoure Management,
Finance and Accounting, Taxation, operational management, human
behavior, organizational psychology, research writing.
BREYER STATE UNIVERSITY
Masters in Executive Business Administration - 2003
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