This document provides the resume of Barbara M Carlsson. It details her employment history working as a Branch Manager for Trustco Bank (2016-present), Assistant Vice President/Branch Manager for Peoples United Bank (2013-2016), Vice President for J.P. Morgan Chase (2006-2013), and Financial Center Manager for Wachovia Bank (1996-2006). It highlights her successful management of branches, development of business and meeting of sales goals. It also lists her qualifications including customer service skills, employee mentoring, and community involvement.

1. BARBARA M CARLSSON
13 UMBERTO PLACE, YONKERS, NY 10701
Telephone: 914-423-2139
Email: BARBARA60@OPTONLINE.NET
EMPLOYMENT HISTORY:
2016-Present - Trustco Bank, Branch Manager
Successfully managing ten million dollar branch
Achieved goals since arrival in March 2016
Working with staff to build business development skills
Establishing business relationships with small business owners and
local real-
tors
Reached new money and lending goals by promoting all specials
offered by the bank
Accolades in customer service shops both internal and external
2013 – 2016– Peoples United Bank, Assistant Vice President/Branch Manager, Yonkers, NY
Successfully managed daily operation of a $20 million
dollar branch
Developed and maintained successful relationships with
personal bankers and business partners in order to develop,
acquire and maintain new business and loans
Branch successfully met and exceeded branch incentive goals
quarter over quarter
Managed branch operations, orchestrate two successful bank
audits
Obtained Life Insurance License and NMLS Certification
2006 – 2013 – J.P. Morgan Chase, Vice President, Yonkers, NY
Successfully managed and orchestrated two branches through
the Bank of NY merger
Successfully managed daily operations of a $33 million
dollar branch
Generated New monies in excess of $700,000 in 2012
Worked closely with personal bankers and business partners
to develop, acquire and maintain new business and loans
Branch ended 2012 in Top 20 Branches in peer group with
Success around new money, acquisition and customer service
Zero staff turnover and New Banker Transferred in by choice
at the branch level
Career Promotion to Vice President
1996 – 2006 - Wachovia Bank, Financial Center Manager, Yonkers, NY
Successfully managed daily operation of $100 million dollar
financial center
Participated in merger to Wachovia Bank

2. BARBARA M CARLSSON
13 UMBERTO PLACE, YONKERS, NY 10701
Telephone: 914-423-2139
Email: BARBARA60@OPTONLINE.NET
Organized and conducted meetings and training sessions on
an as needed basis
Mentor and Train new managers
Open new accounts and Fostered New Business Development
Successfully develop and maintain branch customer base
Responsible for the generation of $1.5 million dollars of
new loans
Sold 2 million dollars in deposit and certificate of
deposit products
Referred $500,000.00 in brokerage product
SUMMARY OF QUALIFICATIONS:
Proven success and track record in managing daily operation
of financial center, customers and employees
Provide consistent support for sales effort in order to
meet and exceed sales and referral goals
Interview new hires
Mentoring and Proactive Team Approach with new hires and
existing branch employees
Instrumental in coordinating and conducting employee
training classes for continuing industry education
Proven track record of employee retention at the branch
level
Dedicated and Loyal Employee who believes in an old fashion
work ethic and longevity with an organization
Superior Customer Service Skills
Excellent Maintenance Skills in terms of maintaining the
branch and it’s customer base
Excellent Customer Assessment Skills
Notary Public
Active Volunteer – Several Community Organizations
Active Member – Rotary and Master Networks
EDUCATION
1986 American Institute of Banking, Degree in Banking, Yonkers,
NY