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Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000

xxx-xxx-xxxx

xxx-xxx-xxxx

abc@xyz.com

 

Dedicated and accomplished Management Executive with extensive financial services background eager to contribute operations and staff leadership talents toward supporting a dynamic organization in optimizing bottom-line-performance.

 

Qualifications Profile

 

Continually analyze business operations to maximize competitive positioning, identify opportunities for revenue growth, ensure regulatory compliance, and achieve superior levels of customer satisfaction. Systematic problem solver with a demonstrated track record of executing innovative solutions to meet defined business goals and needs. Seasoned experience in personnel management and team building; motivate staff to attain peak levels of productivity and surpass revenue targets.  Foster and maintain cohesive relationships at all levels throughout an organization. 

 

Selected Achievements:

 

  • Consistently meet or exceed all performance goals at Union Bank: consumer loans (92%), business loans (89%), consumer deposits (85%), business deposits (85%), and blended average (88%).
  • Considerably elevated Union Bank staff performance through various incentives such as Premier Teller Program which recognized top three tellers region-wide. 
  • Mentor, motivate and meet with Customer Service Managers (CSMs) individually to provide constructive feedback, and heighten performance and target attainment.
  • Met or surpassed all retail targets in a highly competitive market, producing annualized growth rate of at least 7%.
  • Championed efforts to dramatically raise Redlands branch rating from 340 to top 20 in one year.
  • Bolstered production at Redlands by 200+% in all four levels of measured achievement.
  • Four-time winner of President s Trophy during tenure as VP of Redlands Federal bank.
  • Grew annual revenues at Corona branch from $45M to $60M.
  • Recognized and awarded as Manager of the Year in 1998 and 1999.
  • Increased new accounts for Riverside branch and significantly improved Secret Shopper reports.
  • Winner of Circle of Excellence award.

 

Professional Experience

 

Union Bank  (formerly Jackson Federal Bank), 2001 to Present

Steadily promoted to most recent role based on proven performance and results.

Senior VP / Regional Manager          (2004 to Present)

  • Spearhead daily business operations for 12 branches in Orange County south region with accountability for staffing, mentoring and directing branch managers and personnel base of 250.
  • Proficiently managed 24-branch Orange County south area prior to region re-alignment and oversaw 22-branch Los Angeles south region prior to transfer to Orange County.   
  • Conduct regular performance evaluations, award promotions, and provide coaching and motivation to optimize productivity, morale and retention of top talent.
  • Drive continuous branch growth through deposits, new customer acquisition, assets, loans, return on revenue, profit maximization, and cost control. 

 

Continued

 

 

 

Yyyyyy x. yyyyyy ~ Page 2 of 2

 

Professional Experience continued

 

  • Proactively accompany branch managers on appointments with key clients to secure deals.
  • Resourcefully designed and instituted Booked Teller Referral report to aid CSMs in hitting targets.
  • Handpicked to participate in Executive Leadership Development program.

 

VP of Branch Administration, Retail Sales, Bank Security Officer         (2001 to 2004)

  • Applied sharp organizational and prioritization skills to oversee 15 Jackson Federal Bank branch offices in three counties. 
  • Performed recruiting, hiring, training, coaching, and evaluations of branch managers. 
  • Steered goal setting, budget administration, reporting, human resources, mergers and acquisitions, policy/procedure development, and compliance.
  • Coordinated sales process for retail network spanning all assigned branches while improving customer service bank-wide. 
  • Defined strategic objectives for deposit mix, product sales, and new customer acquisitions.
  • As Bank Security Officer, monitored and enforced safety and security, asset protection, loss prevention, and internal and external investigations for all branches. 

           

California Federal Bank / Redlands Federal Bank, 1979 to 2001

Advanced through a series of promotions based on dedication, leadership, and accomplishments.

Vice President / Bank Manager, Redlands         (1999 to 2001)

  • Navigated daily operations for $120M branch, successfully defining and launching operating policies to achieve goals, fortify quality, and optimize customer satisfaction.
  • Recognized with Silver Circle award for generating outstanding monthly sales.
  • Led branch to qualify for Circle of Excellence award as a result of consistently meeting goals.
  • Handpicked to train more than 350 staff members in loss prevention policies and procedures.

 

Assistant Vice President / Bank Manager, Corona          (1993 to 1999)

Assistant Vice President / Bank Manager, Riverside       (1989 to 1992)

  • Exercised strong multi-tasking capabilities to manage staff, monitor goal attainment, facilitate bank security, and prepare regular reports outlining branch performance.
  • Diligently ensured constant adherence to corporate and regulatory rules and guidelines.
  • Hired, trained, coached, directed and supervised personnel.

 

Prior Roles:

 

Assistant Secretary / Bank Manager, Redlands Mall 

Operations Officer / Bank Manager, Corona

Operations Supervisor, Corporate Office, Redlands

Operations Assistant, Financial Counselor, Redlands

 

Education

 

Business Administration, University Of California, Riverside

           

Institute Of Financial Education Leadership School

           

Computer Skills / Software

 

Microsoft Word, Excel and Outlook; Lotus; WordPro; WordPerfect

 

 

Yyyyyy x. yyyyyy

0000 xxxxxx xxxx , xxxx , xxxxx 00000

xxx-xxx-xxxx

xxx-xxx-xxxx

abc@xyz.com

 

 

 

 

 

Date

 

 

 

Interviewer s Name

Title

Company Name

Address

City/State/Zip Code

 

Dear__________________:

 

It was a pleasure (speaking with you/meeting with you) on [insert date here]. I would like to take this opportunity to thank you for the time you spent with me, as well as to express my appreciation for the information you offered. I am still very interested in the [insert name of position] position, and I am convinced that it is the right job for me. I feel my background and qualifications prepare me well for the challenges and responsibilities we discussed.

 

The position as you described it to me would combine my strong skills in [insert two skills or qualities here].  This would allow me to make the same valuable contribution to your organization as I ve made to my past employers a win-win proposition for both of us.

 

(Choose one of the two paragraphs below, depending on whether or not you have, or have not yet, interviewed with the person)

 

(I am eager to meet with you in person to further discuss my background and qualifications. Please feel free to contact me at the above phone numbers so we can continue the discussion we began over the telephone.)

 

(Again, thank you for considering my qualifications. I enjoyed our talk, and am available at any time to provide you with any more information you may need. I look forward to hearing your decision.)

 

Sincerely,

 

 

 

Yyyyyy x. yyyyyy

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