LaVasia Peterson is an executive with financial industry experience of 15+ years. LaVasia is open to travel....
LaVasia Peterson (917) 361-2286 |
[email protected] | LinkedIn Executive with financial industry experience of 15+ years. In pursuit of Management role to integrate exceptional organizational and leadership work with focus in driving growth and operations in Healthcare
CORE E X PE RT I SE General Administration Strategic Planning Employee Training & Leadership New Client Development Operations Revenue & Profit Growth Sales Planning & Marketing Business Development
Recent Accomplishments Leadership: Denovo Branch was recognized as #1 Denovo branch in market on 2014, having the highest ranking team in customer service, sales, revenue, P&L, and other measurements. Nominated as Branch Manager of the Year Business Development: Grew deposit base from 0 to $40MM and lending Portfolio to over $21MM in 18 months of opening new location. Exceeded investment revenue goal by over 175%. Directed and awarded top honors bank wide for the banks new cross selling strategy. Client & Community Relations: Recognized as an exceptional relationship builder by Regional Market Manager and also exceeding customer service goal by 115%. Awarded the Brooklyn Salutes Award by Community Concern Network and named Benefit Systems Director of CCMP nfp.
CAREER SUMMARY TD B A NK (B R OO K L Y N , N Y ) 2002-Present TD Bank is one of the largest 10 banks in the US, serving over 8.5 million customers throughout the Northeast. B R A NC H M AN A G ER II I, V IC E P R E SI D EN T 2010-Present Manage and direct a Branch with a $130MM deposit base and a staff of 21 FTE. Develop new client relationships, acquire new commercial loans and establish full service depository relationships with large corporations, municipalities, education institutions, and not for profit organizations in Brooklyn, NY. Business Development/Operations: Led and implemented all phases for the opening of a new (Denovo) branch for the bank including the hiring, operational plan, marketing and growth into a successful location in 2 years Reached key goals of $5MM in deposits and over 300 new account households acquired on the Grand Opening day. Most successful Denovo opening in the NYC Market for 2013 Served as Brooklyn Regional and Market lead for the branch profitability metric. Impacting all NYC branches an increase in cross selling percentages Piloted and won top honors bank wide for cross selling strategy Exceeded investment revenue goal consistently, managed top 5 investment rep in the bank. People Operations & Training: Increased and managed an employee satisfaction score above 4.86 against a 5.0 goal Promoted 11 employees to next level positions in a 12 FTE environment for Denovo location in 1 year. Successfully promoted over 150 employees during career. Created mentee / mentor platform for career advancement; Served as Brooklyn regional lead for employee development Annual mentor for the Power of Women program
Community Relations: Promoted company brand through active leadership within the community. Maintained and built strong relations with clients through research and understanding the areas of risk and emerging trends in their business (e.g. functional differences, complexity, centralization, automation, etc.) to provide effective solutions and comprehensive client servicing. Recipient of the following awards: Brooklyn Salutes Award presented by the Community Concern Network N.Y. State Assembly Citation Certificate of Special Congressional Recognition Brooklyn Borough President’s Office Citation AS SI ST A N T B R A NC H M A N A GER
2006-2010
Oversaw all general operations and business development goals for a new Denovo branch opening. Developed a sales and business plan for the branch and was offered the Vice President position to implement and lead all general administration, business development, and staff hiring. Directed branch operations and supervised team of 40+ employees. Worked closely with Branch Manager for the detailed preparation, strategy, and development of the branch sales plan by establishing and solidifying customer relationships. Assisted in opening the Denovo Borough Park Location; Planning all phases of the opening spanning over 6 months Regional Ambassador supporting all stores and VIP clients through the banks merger period Monitored and drove growth, ensuring that the branch met Key Performance Metrics in revenue and client relationships TEL L ER S ER VIC E M A N A G E R B R A NC H SU P ER VI S OR H E AD T EL L ER
2005-2006 2004-2005 2002-2004
Provided leadership, conflict resolution, process improvements and communication management for the Customer Service Representatives Recruited, trained, oriented, managed and reviewed performance of 28 Tellers for Brooklyn’s flagship office Solidified Partnership with American Cancer Society, organizing an annual volunteer group to support Brooklyn’s Making strides walk by calculating the events donations. Has been up and running for 9 years. Nominated Head Teller of the Year
VOLUNTEER WORK C O AL I T IO N OF C O NC E R N ED ME DIC AL PR OF E SSI O N AL S C ER T IF IE D M ED IC AL A D VOC A TE & B E N EF IT S Y S TE M S D IR EC T OR
Facilitate all patient/doctor (or other healthcare professional) transactions, as well as follow-up plans, for the best care for the patient, and increased participation for the health professional. Administer various member benefit programs such as medical, dental, podiatry and dermatology.
Prepare and setup meetings designed to help members obtain information and understand the organization benefits and related programs. Update and maintain files regarding the tracking of all benefit visits assuring accuracy, compliance and confidentiality.
RECENT COURSEWORK M . B QU IC K B O OK S QU IC K B O O K S P O I NT OF S AL E SA G E 5 0 AC C OU NT I N G T R A IN I N G PR O GR A M ME DIC AL C O DI N G A N D B IL L I N G IC D - 9 & IC D - 1 0