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Management

Location:
New Berlin, WI, 53151
Posted:
August 10, 2023

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Resume:

To Whom It May Concern,

I am writing this letter to wholeheartedly endorse Brooke McPhail and provide my

strongest recommendation.

I have worked alongside Brooke for most of her time at Tri City National Bank, approximately

four years in total. Brooke was initially tasked with managing our West Allis location (where my

office is located). At the time Brooke was hired and took over the branch manager position, the

West Allis location was performing below standards, frequently missing key sales goals. There

were severe staffing issues, an underperforming sales environment and overall poor

morale/customer service skills.

Branch management responsibilities within Tri City National Bank include; staffing, scheduling,

hiring, meeting sales goals, training and much more. I observed Brooke quickly get to work by

stabilizing our front-line team (tellers and customer service), putting effort into them via training,

frequent one-on-one meetings and most notably, leading by example. Understanding the state

of the branch, Brooke took on any responsibilities necessary. This meant working as a teller or

customer service representative at times where she would demonstrate, to her team, proper

sales conversations within those roles.

In a short period of time, expectations were established and those team members who were

engaged were given a clear path and the help necessary to succeed. In less than 12 months’

time, through further development, staffing changes, etc. the West Allis branch was

consistently performing amongst the top branches in sales goals which includes items such as

new accounts, additional products, service charge income and more. The team became very

engaged in the process as they were seeing results. This led to a more cohesive team who

began contributing their own ideas to sales growth.

The development of the front-line team is what stood out to me most. Several team members

who did not have the proper coaching under previous management were now flourishing.

Many of those tellers and customer service representatives who worked alongside Brooke are

still with the bank today in enhanced roles.

The bank took notice of Brooke’s ability to cultivate a sales culture and she was most recently

promoted to AVP – Retail Lending Sales Development. In this role, Brooke expanded her sales

training to our retail lending team, advising on sales practices around products like vehicle

loans, personal loans, mortgages and more. Again, a one-on-one approach was used where

Brooke’s sales training could be tailored to the strengths or weaknesses of the people she was

working with.

In short, Brooke has many skills that companies seek in applicants: leadership, sales skills,

people skills, but most importantly, Brooke placed a higher emphasis on her team members

than herself and propelled those individuals further in their careers. To me, this is the mark of

a great manager.

I’m happy to provide any further details and give additional insight. Please do not hesitate to

contact me.

Dan Franecki – Senior Vice President, Commercial Lending – Tri City

National Bank P: 414-***-**** E: adyt9t@r.postjobfree.com



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