Bank Manager

Branch Manager — Pacific Crest Bank

Seattle, WA | May 2023 – Present

• Directed daily retail banking operations and managed a $120M deposit portfolio, implementing strategic sales plans that generated 14% year-over-year growth in consumer accounts.
• Led and coached a team of 14 employees, including tellers, customer service representatives, and loan officers, increasing overall cross-sell ratios from 1.6 to 2.4 products per household.
• Consistently maintained a 99.2% compliance audit rating across 3 consecutive annual reviews by ensuring absolute adherence to BSA/AML, Reg CC, and Fair Lending standards.
• Authorized and reviewed commercial and consumer loan applications up to $500,000, boosting loan pull-through rates by 22% and growing total lending revenue by $4.5M.

Assistant Branch Manager — Summit Trust Bank

Seattle, WA | June 2020 – April 2023

• Supervised 8 tellers and customer service representatives, implementing a structured sales training system that improved individual product referral rates by 32%.
• Resolved complex customer escalations and minimized account opening errors by 40% through the introduction of a dual-control validation process for new accounts.
• Assisted in the management of a $75M deposit branch, personally sourcing and onboarding 45 high-net-worth commercial clients to secure $12M in new deposits.
• Coordinated branch security audits and cash management controls, maintaining cash drawer discrepancies under $50 annually across 12 consecutive quarters.

Retail banking, Branch operations, Team leadership, Loan origination, BSA/AML compliance, Deposit growth, Customer relationship management (CRM), Commercial lending, Risk management, Auditing, Cash drawer controls, Staff training, Salesforce Financial Services Cloud, Jack Henry Symitar, nCino, Fiserv

Digital Lending Transition Initiative

Role: Branch Integration Lead

Tools: nCino, Salesforce CRM, SharePoint

Directed the transition of the branch's paper loan applications to a digital platform, reducing loan processing cycles from 7 days to 2.5 days and increasing customer onboarding satisfaction scores by 18%.

Regional Merchant Acquisition Program

Role: Business Development Lead

Tools: Fiserv, Excel, LinkedIn Sales Navigator

Partnered with local business groups to cross-sell merchant services, securing 38 new business partnerships that generated $8.4M in merchant processing volume in 12 months.

• Certified Regulatory Compliance Manager (CRCM) (2024)
• Certified Bank Branch Manager (CBBM) (2022)

• Licenses: Registered Mortgage Loan Originator (NMLS #1928374)
• Volunteer Work: Financial literacy class coordinator for regional community center (2021-present)
• Availability: 3 weeks notice