Brad Klapheke

About Brad Klapheke

Currently serving as a Branch Manager at Truist, my career journey reflects a consistent trajectory of growth and success. By leveraging emotional intelligence and embracing key lessons from each role I’ve held, I’ve built a foundation for ongoing professional achievement.Career Highlights and Key TakeawaysChase Bank: “Do not hope and wait.”Proactivity was the cornerstone of my success at Chase. Whether engaging clients in-branch, scheduling appointments through outbound calls, or collaborating with Mortgage Officers, Relationship Managers, and Investment Advisors, I consistently drove profitability and delivered outstanding results:• July 2013: Promoted from Relationship Banker to Business Specialist• 2014: Ranked in the top 20% of Relationship Bankers company-wide and in my market• 2015: Ranked in the top 11% of Relationship Bankers company-wide and in the top 6% within my marketIntegrity One Technologies: “Say it first, it’s a fact; say it second, it’s an excuse.”This principle has been instrumental in shaping my results-driven mindset. By focusing on accountability and action, I’ve consistently delivered exceptional outcomes for both customers and management:• 2019: Top Revenue Producer (percent over plan)Achieving CEO and President’s Club recognition (Top 1%)Cabela’s: “Drive sales through great processes.”By prioritizing operational excellence, including maintaining a clean, well-stocked store and coaching team members to do the same, I helped achieve measurable success:• Exceeded company sales expectations by 15%(2022/2023)• Improved customer satisfaction by 89%• Increased Outdoor Fund participation by 3%• Grew credit card applications by 2.5%Oak Street Health: “Seek to understand, then implement change.”A focus on understanding internal and external needs allowed me to secure special permissions and foster stronger relationships. This approach resulted in a significant impact:• Increased provider appointments by 50% within the first 90 days

Experience

1. Branch Manager

   Truist

   Dec 2024 — Present · Louisville, KY, US

   As a Branch Leader, I am passionate about driving success for my team, clients, and community. My role involves managing all aspects of branch performance, from business development and team leadership to ensuring operational excellence and risk management compliance.I focus on building strong relationships with clients, especially in the small business and Mass Affluent segments, to help them achieve their financial goals. By leveraging face-to-face interactions, outbound calls, and strategic partnerships, I drive revenue growth and foster meaningful connections.Leadership is at the core of what I do. I coach, mentor, and motivate my team to deliver exceptional service while embracing Truist’s Purpose, Mission, and Values. From hiring and development planning to performance reviews, I ensure every teammate has the tools and support they need to thrive.Community engagement is another key part of my role. I actively participate in civic, professional, and community organizations to build Truist’s brand and create new opportunities for growth.Collaboration is essential, and I work closely with Truist’s Integrated Relationship Management (IRM) partners and operations teams to deliver seamless experiences for our clients. Together, we uphold the highest standards of compliance, ethics, and teamwork.I am driven by the belief that we can inspire and build better lives and communities. This role allows me to make a tangible impact every day—leading, connecting, and empowering those around me to achieve success.Let’s connect if you’d like to learn more about my experience or discuss opportunities for collaboration!

Education

• Saint Xavier High School

  High School Diploma

  1995 — 1999

• University of Louisville

  BSBA, Marketing

  1999 — 2004

Skills

• Sellers
• Real Estate
• Real Estate Transactions
• Buyers
• Property
• Negotiation
• Renovation
• Relocation
• Short Sales
• Buyer Representation
• Foreclosures
• Condos
• Listings
• New Home Sales
• First Time Home Buyers
• Single Family Homes
• Reo
• Investors
• Investment Properties
• Referrals
• Customer Service
• Sales
• Strategic Planning
• Finance
• Team Building
• Workflow Optimization
• Strategic Consulting
• Managed Print Services
• Xerox Printers