Teri Brown has over 35 years of experience in financial services management, retail banking, and operations. She has consistently exceeded sales objectives and received awards for her personal sales and asset gathering. As a Vice President and Branch Manager, she oversees all operational and business aspects of a retail bank branch to maximize performance and sales objectives. She develops client relationships, recommends and sells banking products and services, and ensures regulatory compliance.

1. 08/1982 to Current
Thousand Oaks , CA
TERI BROWN
Summary
Results-driven, Financial Services Management Professional with extensive experience in retail banking, operations
management, banking products, sales / business development, financial products and account management.
Demonstrated ability to deliver unparalleled client service, analyze complex financial issues, recommend solutions,
motivate teams, and attain major corporate performance / sales goals. Proficient in utilizing complex financial services
methodologies to identify and capitalize on business development / sales opportunities. Relationship builder and able
negotiator, successfully presenting and selling strategic financial plans, products and programs to clients at all levels.
Highlights
Retail, Banking Management
Profit Maximization
Sales Management
Ethical Issues
Requirements Gathering
Client Communications
Retail Banking Products
Human Resources
Account Management
Regulatory Compliance
Goal Attainment
Relationship Development
Accomplishments
Originated over $25M in loan volume in a single year through professional networking, loan reviews and
marketing.
Exceeded sales objectives for last 10 consecutive years.
Received three “Presidents Club” awards for asset gathering.
Achieved "Circle Of Excellence" five years in a row as result of exemplary personal sales.
Ranked #1 sales person for five years running.
Gained promotion to Branch Manager in 2006; grew branch to over $87M in core deposits and $40M in loan
out-standings.
Distinguished as #1 Branch Manager within bank.
Experience
Vice President and Branch Manager
Bank of The West
Oversee all business and operational aspects of busy retail bank branch, with responsibility for maximizing
performance in support of corporate sales and service objectives.
Coordinated closely with clients to ascertain current and future financial and banking requirements;
recommended and sold bank products and services.
Maintain branch compliance with organizational policies as well as all federal, state and industry regulations,
while motivating employees in attainment of sales and customer service targets.
Train and supervise employees in all aspects of sales, customer service and banking operations.
Develop relationships and business networks, while implementing marketing and sales initiatives to drive branch
performance.
Coordinate closely with managers and human resources department in interviewing, hiring, training and
terminating employees.
Administer development plans and conduct staff performance reviews for staff within branch.
1718 Hanley Avenue, Simi Valley, CA 93065 | H: 805-368-2579 | terilee63@yahoo.com