Angela Underwood Jacobs
Senior Vice President, Regional Manager @California Bank & Trust
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WORK HISTORY
Senior Vice President, Regional Manager @California Bank & Trust
Oversee the daily operations of the region, manage budgets, and set performance objectives. Achieve business goals and revenue targets. Recruit, train, and support managers. Develop and implement business, marketing, and branding plans.• Reports directly to the Bank President. Works with the Bank President on asset management, credit quality, operational risk, customer experience, associate engagement, and financial results• Managed geographical territories of Los Angeles, Orange, Riverside and San Bernardino Counties• Manage $1B in deposits,$214MM in loans. Generate continuous improvement by driving sales with integrity at a 100% compliance pass rate through proactive risk management. Twelve Branch Managers, two Loan Production Offices, Loan Specialist, and an Executive Assistant• Implemented strategy for region transformation efforts to reduce costs and increase productivity while maintaining associate morale and customer experience advocacy scores. Reduced Efficiency Ratio from 122% to 58%• Increased growth of Combined Loans and Deposits by 299% from FYE 2010 $448MM to Sept YTD 2022 $1.1B through acquisition, expansion, and retention client outreach tactics• Create and implement tactical plan for each market due to the uniqueness of each geographical area• Monitor and track production growth while identifying trends and obstacles impeding performance while focusing on improving efficiency, and client experience• Manage revenues and expense performance utilizing profit and loss financial summary• Coach for performance with dignity and respect in regard to bank strategy, goals, and policies• Transformed a struggling market to unparalleled growth by providing structured high-performance strength-based coaching• Build a dynamic sales and leadership team, effectively building long lasting relationships for generations, while meeting client changing needs thru retail/commercial products and services
EDUCATION
University of Phoenix
Bachelor of Business Administration - BBA
ABOUT ANGELA UNDERWOOD JACOBS
Transformational and inspirational leader known for creating a vision and strategic path…
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