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Allen
Dallastown, PA 17313
(H) 717-578-2811
Summary of Qualifications
Twenty-four years of experience managing sales performance, operations, training programs,
special projects and acquisitions with expertise in:
Leadership Development
Strategic Planning
Business Planning
Sales Management Programs
Business Development
Sales Production Programs
Budgeting
Policies and Procedures
Loss Prevention
Implementation of Automated Systems
Process Re-engineering
Management in Front Line Conversion of Acquired Financial Institutions
Creative, energetic, dependable professional with strong verbal and written communications
skills. Excellent planning, problem solving and analytical skills
Selected Accomplishments
Develop and implement a Sales Leadership Program that improve sales results by 40%
Install Sales Management System in support of profitability system
Develop Service Excellence Program to improve overall customer satisfaction score by 15%
Develop and implement a Professional Development program that places all employees on
a career development path, tied to performance objectives included in the companies annual
review process
Focused activities of associates toward retention of existing households to improve overall
retention by 5%
Install customer profitability system to improve overall profitability within the first year
Successfully converted three 2 branch acquisitions and 3 full bank acquisitions attaining a
retention rate of 92%
Fully Automated Consumer Loan processes
Develop standardized job descriptions and operational policies and procedures
Install a Branch Distribution Plan model to increase deposit base by 10%
Implement reconfiguration of branch facilities to convert to proactive sales/service
environment
Proactively right sized 20 branch network to achieve payroll savings of $650,000
Professional Experience
Professional Recognition
March 1998 Outstanding Leadership Award
March 2000 Outstanding Leadership Award
October 2003 Leaders in Finance Central Penn. Bus. Journal
Technical Background
Proficient in Windows operating environment
Proficient in Word, Excel, Powerpoint, Microsoft Project, Outlook
Education
Graduate School of Retail Banking, University of Virginia 1994-1996
Maryland Banking School, University of Maryland 1981-1984
Essential of Bank Marketing, University of New Hampshire 1987
References available upon requests