Activities
Personal Activities
A Follower of Jesus Christ
Exploring new place with my lovely wife Priscilla
Downhill Skiing
Service Coordinator for New Horizons Community Church
Past - Lead Royal Rangers - It is a church-based mentoring ministry for future men
Work Activities
SUMMARY: Dynamic team builder and leader with 15+ years’ experience in the financial industry along with 30+ years in leadership. Committed to success and developing small team building in effort to meet and exceed the expectations of customer and company goals. Consistently seeks for growth opportunities in response to the ever-changing organizational environment. Partners with organizational leaders to accomplish company objectives.
U.S. Bank Gonzaga University - John Hemmingson Center | Spokane, WA
Branch Manager (NMLS)
2022 – Present
Responsible for day-to-day operation of the branch, while deepening the relationship with Gonzaga University and other partners.
Understanding the needs of the student population, to help shape a positive outcome for their financial goals
Intentionally deepening the partnership with Gonzaga University
Partnered with Goal Coaches to bring financial literacy to the students, staff, and partners of Gonzaga
Partner with WA State for the blind and low vision in bring financial literacy
Currently help the district as a Credit Card lead, by creating ambassador team to help with branches education and goals, send out weekly emails, monthly ambassador’s calls, 1:1 coaching, and being a part of branch huddles
Collaborate with other branches to help with staffing
Mentor with other university branch managers to help duplicate what we have done on Gonzaga University campus
NW Web Ministry
Founder and Director
1987 – Present
Responsible for all aspect of the company and client relationship
Meet with clients to discuses their need in website
Intake client needs build a mock site to see if clients like what they see and make changes as needed
Publish site and help maintain it and update as info changes
Handle hosting of site and domain name registration
U.S. Bank Indiana Ave | Spokane, WA
Client Relationship Consultant (NMLS)
2019 – 2021
Responsible for meeting and exceeding customer expectations
Understands the needs of the customer to shape a positive outcome for their financial goals
Intentionally develop customer relationship to ensure financial portfolio health
Lead the development of Client Relationship Consultants
Collaborate with business partners to achieve customer needs
Designated appointee for branch operations in absence of the Branch Manager
U.S. Bank Service Center | Coeur d’Alene, ID
Solution Supervisor
2010 – 2019
Triaged and escalated calls from front line service advisors
Empathized with customers and partnered in effort to develop a solution in line with company values and philosophies
Collaborated and empowered front-line service advisors to answer questions and take full ownership of calls
Awarded as “Top Solution Supervisor” of four service centers
West Corporation | Spokane, WA
Team Lead
2007 – 2010
Built and led a team of 40 license agents from a team of ten; sold and in took applications for individuals’ health insurance
Wells Fargo Bank | Seattle & Spokane WA
Assistant Branch Manager
2002 – 2007
Responsible for the operations of an in-store branch
Led the development of the team to mature into one of the top ten branches in the Seattle metropolitan area
Recognized as a high performer and progressed from Teller to management with a “customer first” mentality all while balancing the goals and expectations of the company
EDUCATION/TRAINING
H&R Block Tax Training | Spokane, WA
Tax Preparer | 2020
Northwest University | Kirkland, WA
Bachelors of Arts | 1997
Church Ministry
SKILLS & EXPERTISE
Leadership Development • Team Building • Teaching • Staff Development • Community Outreach • Human Resource • Communications • Digital Marketing • Training • Coaching • Strategic Planning • Notary • Team Work • Mentoring
TECHNICAL PROFICIENCES
Web Site Building • Site Hosting • Microsoft Business Suite • Mobile Banking • Core Banking Software • Loan Origination Platforms • Document Management System