
Allen Choy
Branch Manager

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About me
Vice President Facilities, Programs & Planning at Wellby Financial
Education

University of Illinois at Chicago
1993 - 1997PSYCHOLOGY
Experience

Woodforest National Bank
Apr 2001 - Dec 2005Branch ManagerManages branch personnel including training, mentoring and development; monitoring, evaluating and coaching performance; and staffing, scheduling, prioritizing, and delegating work assignments.Professionally and actively represents the Bank in the Community by strategically participating on boards and committees, partnering with charitable organizations, coordinating and teaching financial literacy and attending local professional networking groups. Creates, drives, monitors and reports progress on branch objectives, standards and goals; develops and implements process and performance improvement solutions when gaps are identified. Oversees day to day operations of the branch; provides guidance and participates in daily operational and sales activities to achieve customer service and business growth objectives. Promotes a positive image of the bank; develops and maintains effective business relationships with customers, employees and retail partners; serves as a liaison between the branch and corporate departments. Addresses and resolves complex customer service issues and employee disputes; performs and reviews tasks requiring manager level approvals. Show less

Woodforest National Bank
Jun 2006 - Aug 2018Regional Manager - Vice PresidentProvide senior level guidance and support to 71 branches regarding customer concerns, operational questions, risk management, and human resource issues. Manages, develops and lead 5 Markets and 70 branch management teams; approves incentives, expense reports, and other personnel and compensation matters. Drives branch sales and performance and provides strategic direction focused on the continued growth and development of assigned branches and districts within the region.Reinforces the bank’s mission, vision and values by serving as a culture agent, motivating employees to achieve higher standards and promoting a commitment to excellence in service, sales, knowledge/learning, and technology-driven products and processes.Conducts regular update and strategy meetings with direct reports, peer management and leadership teams.Tracks and reviews daily region performance levels; compiles summary reports and communicates standings; develops and directs action plans for improvement areas. Conducts frequent branch visits to ensure adherence to bank policies, consistency in sales and marketing efforts, successful implementation of new products and services, and to develop and maintain strong professional relationships with branch employees and host retail partners.Promotes community development and serves in the communities serviced by the region.Performs other job related duties or special projects as assigned. Show less

Wellby Financial
Jan 2020 - nowVice President
Sept 2022 - nowDirector of Projects and Planning
Jan 2020 - nowDirector of Programs & Planning
Jan 2020 - nowDirector of Projects and Planning
Jan 2020 - now
Licenses & Certifications
- View certificate

Certified SAFe® 5 Product Owner/Product Manager
Scaled Agile, Inc.Jul 2021
Volunteer Experience
Leadership Board Member
Issued by Houston Money Week non-profit on Aug 2015
Associated with Allen Choy
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