Manager Management

WILLIAM T. KLENA

**** ******* ***** #**; FORT COLLINS, CO 80525

970-***-****

*******@*.***

OBJECTIVE

To utilize my higher education and vast experience to implement growth and retention strategies in the challenging, and long-term leadership role of Commercial Lender.

HIGHLIGHTS OF QUALIFICATIONS

 Over10 years experience in the banking industry including commercial and business banking encompassing areas of management and lending

 Organized, multi-tasking, role-model with problem solving skills

 Aggressive, creative business developer with relationship management skills

 Credit analysis expertise

RELEVANT EXPERIENCE

Business Development

 Winner of the 2005 Annual Gold Club Award for top business development in Colorado

 Secured over 150 new clients and cross-sold over 300 new bank products

 Actively participated in community and bank functions, such as the Chamber of Commerce, Business Networking International, and Northern Colorado Economic Development

 Developed a strategic plan to market bank products and services to new prospects

 Prepared monthly pipeline reports, booking of loans, and deposit reports along with

current key customer and prospect lists

Relationship Management

 Managed and developed a diversified commercial portfolio of over $20,000,000

 Included other departments for internal relationship management of portfolios

 Profiled current clients on a monthly basis for cross-selling opportunities

Credit Analysis

 Collected and compiled financial data for loan approvals ranging from $10,000 to $2,000,000

 Structured loans with appropriate collateral and sound repayment terms

 Approved or declined loans based on current credit information

Supervision

 Managed a team of twelve employees, which included hiring, training, and conducting

performance evaluations

 Coached business banking team for Northern Colorado by educating branch personnel

through meetings, seminars, and contests on seeking potential business opportunities

 Set attainable goals for employees and branch personnel

 Processed daily branch reports, budgets, FTE reports, NSF reports, and branch

administration duties

 Successfully opened up and managed in-store branch in Longmont

EMPLOYMENT HISTORY

2010-present Branch Manager Bank of the West, Loveland, CO

2009-2010 Commercial Banker Bank of Choice, Greeley, CO

2008-2009 Commercial Banker Home State Bank, Loveland, CO 2007-2008 Commercial Banker FirsTier Bank, Loveland, CO

2002-2007 Commercial/Business Banking Officer/AVP Compass Bank, Loveland, CO

1999-2002 Personal Banker Wells Fargo Bank, Ft. Collins, CO

1998-1999 Branch Manager/AVP US Bank, Ft. Collins, CO

EDUCATION

Bachelors Degree in Business Management-St. Leo College, Gainesville, FL

A.A. in Business Administration-Santa Fe Community College, Gainesville, FL

ADDITIONAL EDUCATION AND SKILLS

Fundamentals of Management, 2010

Building a High Performance Team, 2010

Buker's Taxanalysis 2009

Corporate credit classes, 2005, 2006

Uncovering Cash (cash flow analysis) 2003, 2004

Credit Essentials (Underwriting and processing commercial loans) 2004

Creating Customer Loyalty, 2000

Selling Edge Seminar, 1999

Expertise in Excel, Word, Outlook, Sageworks underwriting program, Buker’s tax analysis program,

spread sheets, and the spreading of financials: P&L’s, tax returns and balance sheets

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