Financial services professional with diverse background in relationship management, business-to-business and business-to-consumer business development, consultative selling, Treasury Management, Public Relations, daily operations, HR management, and successfully opened three de novo locations for three different companies.
Earned Bachelor of Science in Business Management and a Master of Business Administration (MBA).
Seeking to utilize diverse background and formal education to contribute and enhance a company's financial standing, market share and brand in the marketplace.
AVP/Division Manager @ Administered, coordinated and oversaw the efficient operation of branches in a designated divisional area. Worked with and supervised Branch Managers to establish and achieve branch goals in sales, household growth, service delivery and branch operations. Charged with building strategies to increase market share and promote branch/division growth by actively participating in the business development function. Partnered with Branch Managers to hire key personnel as well as address performance & HR related situations involving all personnel within division.
ESSENTIAL JOB FUNCTIONS:
• Managed a multiple branch division through assigned Branch Managers. Established individual branch sales and production goals.
• Oversaw strategic operations of branches within assigned division.
• Conducted annual performance appraisals of direct reports within the division.
• Resolved employee problems and performance issues. Provided support and suggestions in regards to operational issues for employee development or performance improvement.
• Coached, led and motivated retail branch employees to meet or exceed sales goals and Service Excellence standards.
• Supported the public relations effort within the division by participating in events and/or coordinating staff support
• Prepared forecasts, annual budget and monitored division expenses.
• Participated in Management Team, Branch Manager Meetings and attended other meetings as required. From December 2014 to March 2015 (4 months) Branch Manager @ Leads all branch staff to achieve sales, service, and operational goals. Identifies and leads in the development of staff for increased performance and promotional opportunities.
ESSENTIAL FUNCTIONS:
Maintains overall responsibility for branch sales and service levels. Develops an effective sales culture utilizing daily, weekly, and monthly sales management tools, processes and techniques.
Leads, coaches, develops, supports, and motivates all branch staff to achieve sales, service, and operational goals.
Ensures branch staff is in compliance with policies, procedures, and any other Credit Union requirements.
Administers the budget to goals, ensuring deposit and loan growth, income/expense, loss prevention and salary expense management.
Demonstrates appropriate lending skills in approving loans by adhering to Credit Union lending guidelines and reinforcing quality lending practices; exercises good analytical skills, judgment and decision-making in lending and in the supervision of lenders.
Actively promotes teamwork by working closely with the Assistant Branch Manager and Branch Operational Supervisor to ensure support and consistent communication of policies, procedures and sales/service objectives.
Ensure staff development is available in all areas; sales, service, policies and procedures, product knowledge, operations and compliance. Recognizes leadership qualities and cultivates supervisory candidates. From March 2013 to December 2014 (1 year 10 months) AVP/Branch "Store" Manager II @ Responsible for the delivery of outstanding customer service as measured by ROQ scores, achievement of sales goals and development of store associates. Implements sales and promotional programs with creativity and energy such that goals are achieved and quality standards are met or exceeded. Facilitates integrated delivery of financial services and products, including customized lending, cash management, investment management, etc. by referring customers to the appropriate organization within the Holding Company. Manages the selection, placement, performance, development, promotion and termination of store associates. Ensures operational efficiency and quality standards are met. Responsible for all aspects of store security in accordance with Umpqua Bank’s security policy. Responsible for positive community relations in the store market area. Actively learns, demonstrates and fosters the Umpqua corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate. Embraces our vision to become "The World's Greatest Bank". Manages a medium-sized, moderately complex store with deposits between $16MM and $39MM. Concentrates approximately 10% of time managing a book of business for high end, high volume customers. Requires an Associates Degree, or equivalent work experience, in Banking & Finance, Business or a related field. Typically requires 2-3 years of supervisory/management experience (preferably at Umpqua Bank) and completion of the WGBU Supervisory Training Series. From April 2011 to March 2013 (2 years) Business Services Officer @ Putting together and managing a successful business services program isn’t a simple task, it’s a long-term process with many stages along the way. Business lending, deposits, package services and staff training each have unique needs and require specific expertise. We’ll help you understand, manage, and capitalize on the unique risks business services can bring through technical guidance, strategic answers, and a complete package of loan and deposit services. All designed to build your members’ bottom lines. And yours.
I have developed competitive analysis/sales tools. I am in the process of writing an industry white paper on the effectiveness of Remote Deposit Capture and ACH Origination. In partnership with the CEO, I have established a new product line. From August 2010 to May 2011 (10 months) Portland, Oregon AreaBranch Manager/Business Development Territory Manager @ Ensure that employees support the Advantis value of improving member value at every opportunity by using professional, consultative selling skills to sell products and services, which are relevant and of value to the member. Ensure that employees support the organizations member service and satisfaction objectives, and that members are served in an extraordinary manner to deliver on the Advantis brand promise. Ensure that employees have a thorough knowledge of the Advantis products and services, consultative selling skills, and member satisfaction objectives. Drive membership retention and relationship development at the branch. Develop and maintain productive relationships with assigned Select Employer Groups (SEG’s) with regular, consistent contacts with key personnel. Provide feedback to marketing department regarding sponsor group and member concerns, quality issues and product acceptance. Recommend solutions to problems, product enhancements, and operational changes when applicable. Develop and manage elements of a sales culture, including product knowledge, sales philosophy, sales strategy, sales planning, data infrastructure, sales techniques, cross-sell/referral, sales training/coaching, sales tracking (performance) and recognition/reward systems Utilize interdepartmental support in the implementation of a sales culture, coordinating efforts with training, marketing, human resources, and information technology to create a sales oriented branch retail environment. Provide employees with regular sales tracking reports, coaching and feedback to help them attain branch sales and service objectives. Represent the credit union at designated SEG, community or credit union related special events and programs. Promotes credit union staff involvement in these activities as appropriate. Effectively provide leadership through being a positive role model, setting goals, coaching, and ongoing communication. Encourage teamwork and cooperation among all personnel. From December 2007 to August 2010 (2 years 9 months) Branch "Store" Manager @ Responsible for the delivery of outstanding customer service as measured by ROQ scores, achievement of sales goals and development of store associates. Implements sales and promotional programs with creativity and energy such that goals are achieved and quality standards are met or exceeded. Facilitates integrated delivery of financial services and products, including customized lending, cash management, investment management, etc. by referring customers to the appropriate organization within the Holding Company. Manages the selection, placement, performance, development, promotion and termination of store associates. Ensures operational efficiency and quality standards are met. Responsible for all aspects of store security in accordance with Umpqua Bank’s security policy. Responsible for positive community relations in the store market area. Actively learns, demonstrates and fosters the Umpqua corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate. Embraces our vision to become "The World's Greatest Bank". Manages a medium-sized, moderately complex store with deposits between $16MM and $39MM. Concentrates approximately 10% of time managing a book of business for high end, high volume customers. Requires an Associates Degree, or equivalent work experience, in Banking & Finance, Business or a related field. Typically requires 2-3 years of supervisory/management experience (preferably at Umpqua Bank) and completion of the WGBU Supervisory Training Series. From August 2005 to December 2007 (2 years 5 months) Portland, Oregon Area
Masters, Master of Business Administration @ Marylhurst University From 2009 to 2011 B.S., Business Management @ University of Phoenix From 2005 to 2007 Jeff Goodman is skilled in: P&L Management, Small Business Development, Public Relations, Cash Flow, Business Development, Strategy, Competitive Analysis, Financial Services, Leadership, Sales, Management, Budgets, Team Building, Sales Operations, Coaching
Websites:
https://www.umpquabank.com/Home.aspx