AVP

WORK EXPERIENCE:

**/****-**/**** ******* - Assistant Vice President - Branch Manager III

Clawson, MI

• Provide service/sales leadership in order to achieve revenue and margin targets, customer loyalty, world-class service and employee satisfaction.

• Responsible for detailed analysis of financial results including an overview of new strategies to improve performance, including making recommendations to senior company leadership.

• Responsible for looking after the administration and daily operations of the bank that is compliance with banking operation and regulation.

• Work with business owners to analyze requirements and processes and with banking technology as an advocate to ensure quality and timeless project deliverables.

• Make recommendations for the resolution, design and functional area organizational issues utilizing business development methods

• Identify and evaluate of new tools and processes with would provide benefit to the team.

• Within one year, helped increase branch revenue by over 130%, and Contribution Margin by 150%.

• Maintain visibility in the community by maintaining an active role in community and civic organizations and development of strategic community relationships and internal partnerships

• Responsible for four regional Key Bank branches. Two branches are now ranked among the top 1% nationwide, including #1 in revenue.

• Participate in the Sales & Operational Planning process by validating product demand forecasts with management and business partners.

Compile and present branch financial results to senior management on a monthly basis.

• Responsible for local branch outside sales. Incorporated new marketing and sales strategies to help increase sales and visibility.

• Responsible for hiring new associates including, employee training and development and conducting interviews.

04/2006-10/2007 JP MORGAN CHASE - Assistant Vice President, Branch Manager Birmingham, MI

• Provide expertise regarding analysis of monthly Profit and Loss (P&L) statements for variances and discrepancies.

• Consistently ensure the delivery of world-class customer service through staff selection, development, supervision and coaching.

• Perform trend analysis of all branches; performance in the relative district for benchmarking and goal setting of branch.

• Perform daily review of Branch Dashboard for operational errors and omissions, as well as fee and revenue income and balances seeking opportunities for improvement in all areas.

• Demonstrate leadership proficiency in sales, service, and operations. Consistently recognized for exceeding sales and loan goals in the district.

• Proven track record of developing and coaching high performance sales and service teams.

• Advanced proficiency with Excel and other business-specific applications.

05/2004-04/2006 CHARTER ONE BANK - Assistant Branch Manager

Farmington Hills, MI

• Actively managed daily operations of #1 retail banking branch in Central Michigan including product sales, customer service, and ATM service and cash/vault management.

• Generated over 100 new accounts by leveraging personal networks, meeting with small businesses and executing 20 site pitches, which resulted in #1 designation for Charter One in the Central Michigan region.

• Trained and managed eight member staff to ensure superior customer service levels and increase profitability, including transaction processing techniques, business etiquette and new product cross-sales

• Responsible for the servicing and management of branch ATM machine and vault, which required daily reconciliation of cash balances and handling of significant amounts of cash funds.

01/1996-05/2004 MOUNTAIN KING RESTAURANT - General Manager Birmingham, MI

• Handled all budgeting, financial planning and investing for the restaurant, which included establishing it as a corporation, helping to raise funds from investors and increasing enterprise value by 400%.

• Successfully installed growth initiatives such as expanding the business by opening two new locations resulting in a 200% increase in revenues.

• Managed daily operations of business by maintaining strict financial and customer service governance across the entire enterprise to combat downturns in the economy.

• Trained staff in culinary, customer service, new business and janitorial duties.

• Hired and managed all employees hereby decreasing employee turnover by 50%.

04/2002-09/2002 MORGAN STANLEY - Financial Advisor/Analyst Intern

Wyandotte, MI

• Constructed financial models to predict future cash flows on investment portfolios hereby helping clients to understand their current portfolio value and future cash needs.

• Evaluated Morgan Stanley financial models and research reports to create structured portfolio products for clients.

• Instructed clients on investment and retirement planning decisions resulting in a combined 15% return on equity for client portfolios.

• Initiated new business by cold-calling potential clients and constructing detailed PowerPoint presentations for 50-70 people, which resulted in 25% new account growth.

• Evaluated client’s risk profiles to assess the viability of future investments.

EDUCATION:

WAYNE STATE UNIVERSITY - Wayne State Business School Detroit, MI

• Bachelor of Science in Business Administration, May 2004

• Emphasis in Finance and Accounting.

• Vice President of Multicultural Activities Council - Wayne State University.

REFERENCES:

• Available upon request

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