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<pre>Array ( [var] => cut_url ) </pre> Resume for kelly B. for Executive Manager / Banking in waukesha, Wisconsin. Search More Resumes for Executive Manager on #YAYPAB2CJ

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Resume for kelly B. for Executive Manager / Banking in waukesha, Wisconsin

Occupation: Executive Manager Industry: Banking
Country: United States City: waukesha
State: Wisconsin ZIP: 53189

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Kelly A. B.

WS Rockwood Trail

Waukesha, WI




Decisive, resultsoriented executive successful in creating vision, identifying opportunities and building organizational value.  Achieved success through combined expertise in strategic analysis, business development, communication, and team leadership.  Recognized for ability to drive a culture of sales and service resulting in increased revenue, customer retention and employee engagement. Effectively lead teams, collaborate and build consensus across multiple organizational levels.  A developmental leader who believes in the value of an empowered team to produce desired results. 

Core competencies include: 

  • Strategic Thinker With Ability to Execute
  • Dynamic Team LeaderChange Agent
  • Customer – Centric Approach
  • P&L Management
  • Bank Negotiations and Relations
  • Profitability Improvement
  • Market Opportunity Identification
  • + location/ FTE+ Management
  • Productivity Enhancement
  • Strong Executive Presence


    FIRST WISCONSIN BANK & TRUST COMPANY  Brookfield, WI           – Present

    First Wisconsin Bank & Trust is a Wisconsin statecharted commercial bank

    Senior Vice PresidentCommercial/Private Banking/Founder     

    One of four founders that started niche commercial bank.  Involved in all aspects of a startup bank including product development, customer relations, business plan, projections, hiring, capital raise and regulatory compliance. Responsible for strategic vision and to lead corporate initiatives in all sales and marketing aspects of the bank.  Manage commercial staff to include all commercial sales and service activities in commercial lending, private banking, treasury management and retail. Lead team to provide a global understanding of business decisions and setting forth an environment of accountability to achieve performance expectations.

  • Coached and developed commercial team to performance goals and achieved results that include:
  • Grew total assets over $ million in months with deposits of over $ million both on and off balance sheet
  • Noninterest fee income over $, by creating strategic
  •     business partnership

  • Satisfactory results on all regulatory audits
  • Managed net income to % above goal in
  • Exceeded total asset target for by %
  • Created an engaging sales culture to increase morale, build relationships with strategic partners
  •       and enhance overall bank performance levels.  

    First Wisconsin Bank & Trust continued 

    Marketing and Branding Responsibilities

    Responsible for developing marketing plan and driving all marketing products and programs to include internet banking strategy.  Instrumental in creating the Vertical Banking™ niche and garnering national recognition.  Developed and implemented highly effective sales tools.  Coordinated simultaneous advertising campaigns and multiple direct marketing campaigns including case studies and product and program brochures.  Key accomplishments include: 

  • Established core business model with corresponding marketing and internet strategy
  • Coordinated with Chief Credit Officer to develop financial models including forecasting, margin analysis, asset and liability management, margin analysis and overall pricing
  • Designed website, website layout and copy and wrote all copy for online brochures
  • Demonstrated competencies in writing and successfully executing multiple business plans
  • Highly successful public speaker with both large public and private audiences
  • Treasury Management Sales and Service Responsibilities

    Directly involved in the vision, strategic planning, oversight and investment for Treasury Management sales and service. Cultivate strategic, creative partnerships and alliances with the public and private sector and is responsible for programmatic vision that guides the bank to drive deposits and customer relationships.

  • Source alternative fee income sources
  • Direct all activities for both treasury management and medical banking
  • Manage Commercial Trust
  • Manage $ million deposit portfolio
  • Manage Commercial Client Services area


    WCTC is part of the Wisconsin Technical College System with over , enrolled students  

    Adjunct ProfessorManagement and Marketing Department in School of Business

    Teach multiple courses in the Management area in the School of Business including Principles of Supervision and Managing Human Resources. Member of the WCTC Business Advisory Board. 


    State Financial Bank, locations and assets of $. billion, was acquired by Associated Bancorp in  

    Assistant Vice PresidentTreasury Management and Private Banking                                                      

    Managed fullservice commercial relationships with high net worth clients.  Sourced and managed Treasury clients throughout Wisconsin and Illinois that were highly complex.  Instrumental in creation of both private banking and treasury management strategies in the bank.  Key officer for sales and leadership in both areas. Accomplishments would include:

  • Managed $ million deposit portfolio consisting of both commercial and private banking clients
  • Increased noninterest fee income from treasury management activities by % in
  • Increased business deposits .%, exceeding established goal in
  • Manager of the Year
  • Managed expense to % below budget and income to % over budget in
  • Regional Management for offices for retail segment of bank

    U.S. BANCORP, N.A. FKA First Bank Systems, N.A.       

    Assistant Vice PresidentRetail Market Manager, Small Business Lender, Private Banker

    Leader for sales referrals, retention and P&L performance.  Trained and mentored new branch managers for Illinois market.  Coached all WI and IL retail managers in audit process, performance management and increased sales opportunities. Led Bank of Commerce conversion in San Diego and was conversion coordinator for US Bank acquisition in .  Responsible for entire State of Wisconsin sales and service. 


    Master of Science in Management, Magna Cum Laude, Cardinal Stritch University, Milwaukee, WI                                                     

    Bachelor of Science in Management, Cum Laude, Cardinal Stritch University, Milwaukee, WI  

    Executive Education CompletionUniversity of WisconsinMadison School of Business      

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