
Montgomery County Group Leader at OBA Bank
Washington D.C. Metro Area

Montgomery County Group Leader at OBA Bank
Washington D.C. Metro Area
If you are like most business owners you view your banker as a necessary evil. Someone to clear your deposits and pay your checks. Occasionally they are there to lend you money. My customers don't view me that way. I want to understand your business not just so that I can Bank it but so that I can help you grow it. I spend a lot of time talking to members of the community in various groups and events and I take pride in being able to connect your business with customers and partners. Try putting your banker on your team I think you will find a whole new way of doing business.
In my 17 years in the Financial Services Industry, I have worked with two of the top 10 Financial Service Companies in the United States and their predecessors; I have handled all types of accounts including deposits, loans, and investment accounts for most types of Small Businesses and Individuals. Let me put that experience to work for you.
OBA Bank is 148 years young and as one of the oldest continuously operating Banks we are strong and solid. OBA Bank was always known for its customer service. Ask our competitors once a client is with OBA Bank they don't willingly leave. We now bring the customer service skills that we have honed over the years with a strong balance sheet to work for you and your business. While many institutions in the Montgomery County area are reducing lines of credit for their business customers or are not renewing loans that make sense we has money to lend and want to work with businesses that understand and appreciate what a relationship with a local community bank can bring.
If you feel that your Bank benefits more from your relationship than you do please call me and lets talk about how I can help you.
(Public Company; Banking industry)
July 2008 — Present (1 year 1 month)
Presently I Coach and Lead a team that is focused on growing OBA Banks Commercial Portfolio in Montgomery County and the District of Columbia while maintaining the high level of customer service that we are known for.
In working with the Branch Personnel to ensure that our clients and future customers understand the strength that we bring since we have been through economic hardship before. Many of our competitors will change names because of acquisition or will have to restrict their ability to meet the communities needs. As a well capitalized community bank we have continued to see strong growth in both our deposit and loan portfolios while maintaining high credit quality.
Remember at OBA Bank the Success of your Business is our Business.
(Public Company; CBKN; Banking industry)
July 2007 — July 2008 (1 year 1 month)
As a Market Manager for Capital Bank I was able to work with Small Business Owners to tailor Banking solutions that provided for their needs. Whether it was Deposit Products, Treasury Management (Remote Deposit Capture, ETF, or ACH solutions) or Loans I was able to provide a consultative approach to solutions that ensured that Capital Bank was "helping your business grow."
By using my Contacts within the community I was able to ensure that customers were getting the best services at fair prices whether it was a plumber, limousine, or a Merchant Card Relationship.
(Financial Services industry)
2007 — July 2008 (1 year)
(Financial Services industry)
2006 — April 2008 (2 years)
(Public Company; PNC; Financial Services industry)
June 2004 — May 2007 (3 years)
As the Market Manager for one of the top 5 centers in the Greater Washington area I was responsible for coordinating the activities of the branch with our other lines of business. I worked with the PNC Wealth Management, Small Business, Investments, and Merchant Services to ensure that our clients were aware of and were using the proper services for their business. I increased the offices asset size from $99,000,000.00 when I arrived to $156,000,000.00 when I left by leveraging those partnerships and penetrating the market.
Due to my results in McLean I was sent to the Consumer Banks Circle of Excellence in 2005 and 2006. This is the top award that can be given in the Consumer Bank and is given based on leadership, customer service or sales results.
In 2007 I was nominated for the PNC Banks Performance award along with 3 members of my team. This is the top award at PNC Corporation and is given to those associates that have most reflect the corporate values.
(Public Company; BAC; Banking industry)
February 1991 — June 2004 (13 years 5 months)
During the 13 years with Bank of America I held many positions that added to my expertise. I started as a Commercial Lending Specialist working out bad loans. When C & S/Sovran was acquired by NCNB I moved into the Retail Bank by participating in the first ever Management Program with NationsBank. I managed several high profile branches in PG and Montgomery County before becoming the Market Manger for Mongomery County managing the Sales and Operations for 38 Banking Centers with $2,000,000,000+ in assets and over 300 employees.
2005 & 2006 Circle of Excellence Award at PNC Bank, highest award in the Retail Bank. 2007 Nominee for the PNC Performance Award highest award available at PNC Financial Services Group across all Lines of Business. 5 time trip winner at Bank of America.