Professional Summary

•Accomplished and seasoned operations professional with experience in project management, bank operations management, process improvement and staff development

• Proven ability to successfully manage large staffs, multiple complex projects across a variety of systems, operations, and people

• Demonstrated the ability to implement cost efficiencies and streamline operations and resolve complex issues

•Subject matter expert in various areas including check processing applications, branch capture, ACH processing, exception item processing and operational issues

Professional Experience

Vice President, Zions Bancorporation-California Bank and Trust (various positions) 1996 –2020

Business Analyst, Branch Administrator, Bank Liaison

•Managed teams that successfully completed various projects across a variety of systems resulting in significant expense savings, customer experience improvements and the streamlining of processes

•Standardized and simplified procedures for teller capture processing, including cross affiliate transactions for the enterprise (six banks)

•Managed and trained teams that successfully converted 102 branches and 5 departments on to a branch capture platform, reducing item processing expense allocations by $6million

•Liaison between California Bank & Trust and Zions Bancorporation strengthening overall partnerships

•Provided technical guidance, advice and coaching to branches, departments and call center regarding application interfaces and operational issues

Item Processing Manager

Directed and coordinated operations for all day one processing (inclearings, proof of deposit, courier deposit processing, check sorting and report printing) supporting over 100 branches

•Supervised 75+ employees

•Managed operational risk, capacity planning, budgeting, optimizing resources and strategic planning to ensure customer service and product quality

•Coordinated and assisted with projects including remote image capture product for highly valued customers, check 21, compliance programs and MICR forms standardization

Account Services Manager

•Directed and coordinated operations for all day two exception item processing including check fraud, overdrafts, returned items, signature verification and statement processing

•Supervised 40+ employees

•Completed successful conversion of two service centers with improved customer service after conversion

Central Operations Manager

•Managed all bank operations support areas including non-post, NSF, adjustments, returned items, branch cash balancing, research, and GL reconciliations

•Supervised 15+ employees

•Exceeded all service level agreements and received superior audits

Professional Experience -Continued

Retail Manager

•Managed three different branches generating over 3 million in new business

•Setup effective in-branch training program enabling staff to perform multiple duties

•Received superior branch audits

Education

Hartnell College – Salinas, CA – Associate of Art, Business Administration

1000+ hours of corporate sponsored business and management courses, including:

•Workfront – Project Management

•Omega Relationship Selling

•Project Management for Operations & Technology

•Cohen-Brown Managing Sales & Service

•Managing the Production Environment

•Extraordinary Service Management

•American Banking Association

•Bankers Compliance Group

References Available Upon Request

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