Content copyright . Patrick Ahern. All rights reserved.
SENIOR BANKING BRANCH MANAGER – VICE PRESIDENT
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Top-producing,
award-winning manager with 17-year history of leading branches and business
development to record-breaking results in multimillion-dollar B2B sales and
account growth.
Demonstrate broad
strengths in:
Competitive
Intelligence, Sales Strategy Development, Sales Team Leadership, Cross Selling
& Up Selling, Partnership & Alliance Building, Business Solutions
Consulting, Effective Communications, Budgeting & Fiscal Oversight
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PROFESSIONAL
EXPERIENCE
CITY NATIONAL BANK OF FLORIDA, FL 2011 - Present
VP & Banking Center Manager – Manage sales and business operations for one of the
largest CNB Banking Centers.
• Sales
Leadership: Oversee retail sales and service function to effectively
serve customers’ total financial service needs and providing
Best-in-Class-Service, achieving #1 branch status in June 2011, up from #19 of
26. 100% of bankers at branch obtained incentives. Promoted to the
Downtown Flagler/Main banking Center May 2012.
• Lead/Referral
Generation: Developed strategic partnerships with business owners and
real estate industry professionals to increase deposits, loans, and accounts.
Active networker through Business Networking International (Current Educational
Coordinator), Coral Gables Chamber of Commerce, Greater Miami Chamber, and the
Probate and Banking Committee.
• Staff
Supervision & Retention: Coach, train, and mentor branch staff and
sales team to exceed sales goals and qualify for incentives. 100% staff
retention thus far in 2012.
• Business
Growth: Attained 50% increase in deposit balance and 38% increase in
loan balance for 2011.
• Operations
Management: Direct all activities to meet and exceed compliance,
regulations and set goals, including effective salary administration and
rewards, budget development and administration, creation of goals, staffing
models, schedules, and performance standards.
WACHOVIA BANK/WELLS FARGO COMPANY,
FL 2006 – 2011
Advanced within Wachovia and Wells Fargo to leadership positions
of increased accountability and influence based on consistent record of
exceeding all staffing, sales, account growth, and profitability performance
metrics.
Store/Branch Manager & AVP (2010 – 2011) – Manage sales and business
operations for $100 million branch in Coral Gables with 13-member
retail sales and service team.
• Sales
Leadership: Oversee retail sales and service function to serve
customers’ total financial service needs, resulting in greater market share,
wallet share, and profitability through teamwork, collaboration, and a vital
sales and service organization. Increased sales rank to #1 from #7, out of nine
Dade Downtown branches and only store at 100%+ to goal YTD.
• Lead/Referral
Generation: Developed a referral strategy that increased teller
referrals from 40% to 160%, #1 in SE Florida.
• Staff
Supervision & Retention: Coach, train, and mentor platform sales
team to exceed sales goals and qualify for incentives. Achieved significant
increase in staff retention (15% vs. 50%) in a branch that had experienced
three branch managers leaving during the previous 18 months.
• Business
Growth: Expanded store team from 8 to 13 employees as a direct result
of sales and revenue growth.
• Customer
Service: Boosted customer service scores from 76% in Q1 to 91.3% in
Q3, 2010.
• Operations
Management: Directed all activities to meet and exceed goals,
including effective salary administration and rewards, compliance, staffing
models, schedules, and performance standards.
Licensed Financial Specialist/Personal Banker (2008 – 2010) – Prospected and obtained new
banking relationships among small business and personal accounts in Aventura
market.
• Sales
Achievements: Surpassed colleagues as consistent Top Licensed
Financial Specialist in total investment revenue.
• Recognition: Earned
multiple Shared Success Awards for teamwork, policies, performance, and
investment dollars.
• Financial
Sales: Sold a wide range of retail banking and credit products (loans
and cards), including payroll and insurance services, mutual funds, annuities,
and checking and savings accounts.
• Relationship
Building: Collaborated with Wells Fargo partners such as payroll,
merchant, insurance, private, and business bank professionals, increasing
cross-sell opportunities and maximizing sales and quality outcomes.
• Staff
Supervision: Coached tellers and mentored bankers to increase referral
and store numbers.
Wholesale Account Executive (2006 – 2008) – Substantially increased Wachovia marketable and
portfolio wholesale mortgage sales by building long-term relationships with
mortgage broker businesses throughout the tri-county area (Palm Beach, Broward,
and Dade Counties).
• Sales
Achievements: Consistently performed in the top 10%, including
boosting revenues 43% from 2006 to 2007.
• Recognition: Won
such awards as Rookie of the Year for 2006, Top Gun Award (12 times), and
Shared Success Award for exceptional teamwork, April 2008.
• Account
Development: Secured major new accounts as a result of broker
presentations, formal seminars, and broker training sessions. Built client base
through aggressive marketing campaign that involved cold calling and direct
mail, outstanding customer care and follow-up, reliable service, and ongoing
pursuit of referral business.
• Staff
Supervision: Provided new-hire training and mentorship to account
executives.
CLEAR COMMUNICATIONS, INC., West Palm
Beach,
FL 2000 – 2005
General/Sales
Manager – Played key
role in growing startup business into highly profitable telecommunications
company servicing local, regional, national, and international clients.
• Revenue
Increase: Built a customer base of 1,600 accounts and grossed more
than $1 million in residual annual commission revenues to the company.
• Major
Account Sales & Development: Personally handled presentations to
senior executives and closed large deals. Achieved awards from numerous
carriers and negotiated multimillion-dollar contracts. Secured $4.8 million
contract with Aviall (aviation parts supplier) and provided service to major
retail chains such as For Eyes Optical.
• Staff
Supervision: Recruited and directed activities of 150 independent
sales agents.
• Business
Startup: Created business plan, acquired financing, and developed
operations strategies. Established sales offices, recruited sales personnel and
negotiated contracts with 15 carriers.
• Company
Sale: Positioned business and brokered profitable sale of company.
AT&T WIRELESS, West Palm Beach,
FL 1998 – 1999
Major
Account Executive – Sold wireless services to large business accounts
throughout the tri-county territory.
• Recognition: Earned
Peak Performer 4th Quarter 1998 for achieving 133% of quota and
Top Producer averaging 127% for four consecutive quarters.
• Account
Development: Secured, grew, and maintained key client accounts by
identifying telecommunications needs and presenting affordable and broad-based
solutions. Closed sales with such businesses as Fidelity Federal Bank, Carl’s
Furniture, BE Aerospace, Sysco Foods, Cheney Brothers, and The Dioceses of Palm
Beach.
• Lead
Generation/Collaboration: Increased referrals and sales by
spearheading and leading a Communication and
Technology Lead Group comprised of technology-driven sales champions.
Worked closely with long distance, data, and local service reps to present
customized solutions.
ARMY NATIONAL
GUARD 1992 – 1996
E-4
Specialist – Served in
both squad leader and hands-on technician roles, managing six technical
personnel.
• Technical
Training: Received technical instruction in Radioteletype and Landline
Communications.
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EDUCATION &
CERTIFICATIONS
CENTRAL CONNECTICUT
STATE UNIVERSITY, New Britain, CT
Completed
coursework toward B.A. in Marketing while working full time.
GOLD COAST SCHOOLS,
Boca Raton, FL
Real Estate Sales
Associate and Real Estate Broker
KAPLAN UNIVERSITY,
Miami, FL
Series 6, 63, &
Health, Life, and Annuity Licenses
Notary Public,
Medallion Stamp Certified, and Wire Certified