James Trask

JAMES A. TRASK Barnstable, MA |- |-https://www.linkedin.com/in/james-trask-b772a8114 Vision​♦​ ​Leadership​♦​ ​Execution Senior Manager who offers unparalleled execution and leadership skills with the ability to propel organizational goals, policies and metrics to a higher level​. Unique ability to combine strategy development and thought leadership with implementation and operational execution. Track record of using qualitative and quantitative information to identify market gaps, pinpoint operational opportunities, and align strategies to improve business performance and organizational agility. Passionate people developer with experience recruiting, hiring and training high performance teams. History of meeting and exceeding sales and profit objectives throughout career. CO​ RE​ C​OMPETENCIES​: Revenue Generation ​| ​Strategic Planning | Cross-Functional Collaboration | Fiscal Oversight | Profit & Loss Management ​Partnerships & Alliances ​|​ ​Project Management​ ​|​ ​Business Operations| Negotiations ​| ​Program Management Business Development |Communication | Staff Training & Development | Relationship Building | Financial Services C​AREER​ H​IGHLIGHTS ✔ Demonstrated success leading program operations​ in support of growth, scale and competitive advantage ✔ History of elevating organizational capabilities ​across employee communications, performance management, leadership development, employee relations, talent acquisition, policy development, and recruiting ✔ Improved customer service by 29% and exceeded an annual goal by 103%,​ propelling the bank to the top 25% of all locations in North America ✔ Identified improvements, resulting in the branch exceeding​ customer service goals by 15%, passing the audit at 90% and achieving 117% of their sales goal ✔ Achieved cash goals of $2.5M in personal customers and $1.5M in business customers​ resulting in a decrease of fees from 33% to 17% P​ROFESSIONAL​ E​XPERIENCE AAA Northeast B​RANCH​ M​ANAGER ​Feb 2019 – Present Manage the operations for one of the largest and most innovative membership organizations in North America. ▪ Deliver fiscal, strategic and operational leadership focused on driving the revenue and improving operating results ▪ Oversee multiple business touchpoints including financial planning, marketing, customer service and human resources; ensure lines of communication remain open, objectives are clearly communicated and deadlines are met ▪ Develop and implement frameworks and scalable strategies to replicate wins and ensure consistent branch execution; create a customer-centric model through the flawless execution of service, operational excellence and product knowledge ▪ Execute corporate directed marketing programs to support new promotions, increase cross-sale opportunities and position the branch for future growth ▪ Analyze metrics and dashboards to draw insights, facilitate sound decision making and increase the branch’s bottom-line; evaluate staffing levels and create labor plans that optimize for seasonality, customer experience and profitability ▪ Hire, manage and develop a diverse team of employees; inspire staff on achieving AAA’s standard of performance excellence TD BANK, NA, ​Osterville, MA L​ICENSED​ A​SSISTANT​ M​ANAGER 2019 ​ 2015 – Feb 2019 ​2016 - Oversaw day-to-day operations focused on driving the client experience, sales and compliance. Actively spearheaded business development with a focus on accelerating growth, capturing market share and new acquiring customers. ▪ Established new standards, processes and procedures that streamlined interactions and communications across 2 branches in order to drive the rapid deployment customer solutions that enhanced service levels and unlocked revenue growth ▪ ▪ Set team priorities and created a motivating and challenging environment with a strong emphasis on accountability and training; identified and trained next generation leaders to increase talent pipeline and fuel internal promotions Developed and implemented disciplined processes to improve daily operations and the effectiveness of internal controls F​INANCIAL​ S​ERVICE​ R​EP​ II ​- Championed branch sales for three consecutive quarters. Coached various locations to referrals totaling $1M+. ▪ Received the ​WOW Award​ exceeding personal sales for four quarters and finishing the year at 212% over the goal ▪ Assumed responsibility for creating a rotational schedule for 12 staff members on a three-week basis resulting in increased sales and customer satisfaction levels CITIZENS BANK, ​Fairhaven, Ma L​ICENSED​ B​ANKER ​ 2014 – 2015 Led efforts to generate new revenue, attract and engage clients and accelerate bank growth. Leveraged both personal and professional network, perform cold calls and build ties with local community to promote banks services. ▪ Secured five extra appointments weekly per employee by creating a new approach to cold calling ▪ Achieved money in goals of $2.5M in personal customers and $1.5M in business customers resulting in a decrease of fees from 33% to 17% TD BANK, NA, ​Hyannis, MA F​INANCIAL​ S​ERVICE​ R​EP​ I ​ 2013 – 2014 Cultivated relationships with new and existing customers. Provide platinum level service through strong communication skills and extensive knowledge of services, products, industry trends and marketplace ▪ Expanded investment sales by 200% ▪ Generated $1.85M in investments within one year; sold the first investment product within four weeks of hire E​DUCATION Keene State College, ​Keene, NH Bachelor of Arts in History MA Life and Annuities Insurance Licensure ​2013