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George Kerr

309 Chardonnay Way - Rio Vista, CA 94571


gk8901a4@westpost.net - (707) 480-9691 cell

LEADERSHIP PROFILE
* Results Oriented Problem Solver
* Corporate Philanthropic Representative
* Team Leadership & Training
PROFESSIONAL EXPERIENCE
WACHOVIA BANK November 1986 To August 2010
District Manager (May 1996 - June 2002)
Lead and directed managers of a 7 - 11 branch district in planning, scheduling,
control of their environments to include interviewing, hiring, training, operati
ons control, sales processes, facilities and budgets. Results achieved through
consistent use of the management process; setting expectations, coaching, traini
ng, inspecting for desired results, and resetting expectations along with expand
ed coaching or training if necessary.
Key Contributions:
Enabled employees and company growth through active participation in and inspect
ion of monthly training, operations, sales, budget, facilities and hiring plan p
rogress.
Inspired the heart and fostered team building to be consistently ranked in top t
en districts in country for training hours/percentages used, service, deposit gr
owth and operational control through training classes, district and one on one m
eetings, district wide boot camp, town meetings/KOA campground service and sales
meetings.
Director of Policies and Procedures (June 2002 - October 2005)
Leveraged and fostered relationships with directors of Legal, Internal Audit, Se
nior Executive Managers, Field Support, and technology to protect company from l
oss through development, revision, and enforcement of strong policies and proced
ures. Strengthened operational control nationwide through support of branch lea
dership and personnel with procedural and audit inquiries as well as development
and delivery of specialized training. Mentored Advocates for Action, a volunte
er employee organization whose purpose was to streamline branch processes. Dire
cted savings field organization self audit program as well as budget and mystery
shopper program departments at the same time.. Audit Liaison between retail sa
vings organization and Internal Audit department.
Department Contributions during my tenure:
Directed, organized, planned and controlled 60,000 key word search functionality
additions during the initial six months of the Online Procedure Manual introduc
tion. Over next two years made this manual a one stop shop for retirement plans
, compliance, online banking, and ATM information by collapsing these websites i
nto it.
Inspired a shared department vision which achieved a #1 ranked back office depar
tment for customer service by our customers, the retail organization, two first
Quarters in a row.
Enabled the department manager to leverage technology as sponsor department to c
reate Online Operations Manual for branch keys & bait money.
Organized, planned, directed and controlled automation of news and bulletins, br
anch audit scoring and A.C.E. (Attitude, Climate and Environment surveys) to adv
ance field operations, service and sales.
Operations and risk subject matter expert advisory committee member for inceptio
n of ATMs, Online Banking, automation of safe deposit boxes, and many other comp
any wide initiatives.
Director of Operations - Central California Division
(October 2005 - July 2007)
Directed operational control of a 25 branch division. Ensured success through t
eam building strong partnerships with Division, District and Branch Managers wit
hin Central Valley to ensure front-line operational soundness. Organized, plann
ed, directed and coached a team of Manager Trainees, an assistant and other fiel
d employees to ensure quality operational reviews. Implemented best practices a
nd initiated process improvements.
Key Contributions:
Inspired operational efectiveness of the Division's manager trainees and thus a
stronger division by utilizing manager trainees as inspectors for operational re
view program to fast track their operational expertise.
Enabled the Division to achieve 100% Internal Audit Passes. Nine of nine intern
al audits passed due to use of the management process of regular operations insp
ection, communication of expectations training and follow up.
Quality Review Adviser (July 2007 - November 2008)
Built strong partnerships with Service Leaders, Financial Center Managers and Te
ller Managers within Greater Bay Area market to ensure front-line operational so
undness. Enabled a secure environment as subject matter expertise on control an
d security procedures. Directed implementation of best practices and process im
provements. Organized, planned and controlled quality audits according to set t
ime frames. Utilized the management process with Store Managers and Teller Mana
gers to address deficiencies and identify opportunities for improvement. Provid
ed robbery response support.
Key Contributions:
Directed, organized, controlled, enabled through training and use of the managem
ent process an inspired shared vision of operational soundness in Greater East B
ay Region during operational conversion from World Savings to Wachovia upon whic
h 2008 results were achieved:
#1 region in per Financial Specialist total checking products sold
#1 region in completed customer needs assessments,
top 10 regions in expense management company wide,
top regions in the West in customer Gallop Poll surveys.
Planned, organized and controlled audits to achieve 131% of required audits allo
wing time to assist other team members struggling to meet requirements.
Enabled the West Coast division to remediate new account errors violating the Pa
triot Act by development and distribution of a 9 page job aide to all West Coast
leaders and branches.
Saved bottom line dollars from being wasted by actively working with branch empl
oyees, their leaders as well as fraud investigators to mitigate $58,000 of emplo
yee defalcations, $23,000 in unresolved shortages, $1.4 million risk in unfunded
certificate of deposits.
Quality Assessment Specialist (November 2008 - August 2010)
Planned, organized and controlled operational data on an all inclusive bank bran
ch audit. Enabled the management process as subject matter expert to testing st
andards through partnership with Remediation and Support team to provide clarity
on gaps that may be identified through the audit process. Provided robbery sup
port.
Key Contributions:
Planned, organized and controlled audits to achieve 117.65% of required audits a
llowing time to assist other team members struggling to meet requirements.
Enabled East Bay Region to be lowest in repeat audit rate error percentages thro
ugh team & leader partnership communication, training and follow up.
Enabled 4 of 21 coworkers to obtain permanent full time positions with Wells Far
go by training Wachovia's Interviewing & Resume workshops.
Always planned, organized and controlled time effectively to allow participation
in special projects such Wells Fargo merger integration transaction timings and
new account testing.
OTHER ACCOMPLISHMENTS
Co-Captain of Wells Fargo/Wachovia San Francisco AIDS Walk 2008 & 2009 teams. 55
0 walkers registered, raised over $35,000.00, fed over 700 walkers, foundation e
mployees and homeless people lunch. Mentored 2008 Los Angeles AIDS Walk team.
Other Organizations Past & Present: Napa Homeless program, Napa Boys & Girls Clu
b, Victoria House - Santa Rosa, The Family Connection - Guerneville, Family Buil
ders (Oakland), American Cancer Society Relay for Life.
EDUCATION
Bachelor of Science, Education - University of Maine, Orono
Kappa Kappa Psi

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