Monroe L.

Universal Banker Ii @CIBC US

Chicago, IL, US

Served as a strategic growth driver and operational leader within a fiduciary-focused branch, leveraging personal brand equity and market relationships to expand client acquisition and deepen engagement. Frequently stepped into Assistant Branch Manager responsibilities, ensuring continuity and performance during extended leadership absences.Key Achievements:• Activated personal network and marketplace presence to identify and secure new business, contributing to $3M+ in asset growth and onboarding 500+ households in year one in the pandemic• Assumed interim leadership duties during multiple FMLA absences, managing branch scheduling, performance tracking, and reporting with precision• Proactively mitigated fraud risk through account analysis and strict adherence to regulatory compliance protocols• Trained and coached staff in sales strategy and client service excellence, consistently exceeding referral and performance benchmarks• Led operational transitions between in-person and virtual appointment banking during COVID, collaborating cross-functionally to stabilize client experience and support high-anxiety interactions• Mentored 5+ associates using STAR-format coaching; resulted in 3 promotions and a 60% reduction in audit errors

North Park University

Business Administration and Management, General