James Wolfe

About James Wolfe

I am an enthusiastic retail, banking, and financial services professional with extensive multi-layered experiences. As an engaged and collaborative team leader, I have proven success in influencing, inspiring, coaching, and executing on key growth strategies including business and consumer lending growth, product development and implementation, communications and marketing, learning and facilitation, and team development. I thrive in team-led activities and customer-centric strategies both relationship-minded and value-focused. Core competencies and impacts include-Market growth implementation -Team coaching and development include call center environments-Team leadership and management-Process and strategy creation and execution-Professional and community relationships I am a principal of hard work, integrity, honesty, listening, partnerships, and collaborative advocacy for my company, my customers, and my colleagues. Strong leadership skills include credit sales management, public speaking, learning and development, agile project/process implementation, and transforming complex processes and procedures into actionable and relatable activities.

Experience

1. Sales and Service Leader

   BankUnited

   Dec 2023 — Present · Pompano Beach, FL, US

   Spearheaded sales and service initiatives, enhancing operational integrity and compliance. • Developed and implemented training programs focused on deposit and credit sales, fostering team growth and performance. • Established effective cross-selling strategies with Merchant Services, Mortgages, and Commercial Business, significantly improving client experiences.* Created branch referral strategies, project execution, team training, and inclusive coaching to achieve goals, improve client experience, and coach teams to excellence.* Increased referrals activities and ensured operational integrity.* Provided performance feedback, integrated managers, and communicated growth and training progress.* Balanced operational activities with sales initiatives while accelerating successful customer interactions, engagement, and growth.

Education

• University of the Pacific

  Bachelor of Arts - BA, Liberal Arts and Sciences/English

• City College of San Francisco

  Fire Science/Fire-fighting

  1997 — 1997

Skills

• Leadership Development
• Credit Analysis
• Strategic Planning
• Small Business Lending
• Mortgage Lending
• Small Business Credit
• Credit
• Management
• Team Building
• Business Development
• Loan Origination
• Commercial Banking
• Coaching
• Leadership
• Sales
• Financial Analysis
• Team Leadership
• Customer Service
• Executive Management
• Cross Selling
• Financial Services
• Strategic Partnerships
• Retail Banking
• Strategy
• Training
• Consumer Lending
• Commercial Lending
• Business Relationship Management
• Loans
• Banking
• Risk Management
• Team Management
• Marketing
• Analytical Skills