Senior Vice President, Wealth Management Center Manager
Founded in 1905 as an independent community bank, The Mechanics Bank has become one of the largest banks headquartered in the San Francisco Bay Area. Today, with over $2 billion in assets, we continue to maintain our independence and serve the community with our unique brand of relationship banking. We employ much of the latest technology to provide our customers with the conveniences that they would expect from a much larger bank: MechDirect? Internet Banking, MasterMoney? and Gold MasterMoney? Cards to name a few| however, unlike the megabanks, we can provide these conveniences without sacrificing personal service.
Sales management – I have experience in sales planning, promotions, and “big picture” thinking having worked as a sales manager in financial services, direct selling, retail, financial services, and high-end sales. Sales coaching – I have coached and trained selling under many sales systems in various industries - automotive, retail, furniture, telecommunications, and financial services. Sales success - 15 yr sales track record of success. Supervisory – I have managed staffs as large as 25 in multiple locations, requiring delegation, inter-personal, disciplinary, and time-management skills. Leadership – I have worked my way up through organizations by going the extra mile and through self-education. My greatest strength may be in bringing together those with opposite opinions. I am currently leading a merchant association that is driving change in the community by creating common ideals that all can relate to, and then using those ideals to create a consensus proposal for civic improvements and for the petitioning for funding for our long-term vision of the area. Personal growth of my staff – I encourage my staff to have dreams they are willing to chase and then push them to go get those dreams! I want them to grow by setting and then achieving both personal and professional goals. Specialties: Sales coaching and management, compliance and regulatory management experience, marketing and branding of business and civic organizations, consensus building, community leadership and strategic planning