CLIFFORD A. STOKES
Fort Pierce, FL 34950
Home (772) 882-9696 ~ Cell (386) 986-6120 ~ email@example.com
Talented and results-oriented Wealth Management & Finance Executive with a comprehensive background in
diverse areas of wealth management, investment management, retail banking, regional management, and
relationship management. Skilled in identifying financial performance drivers, implementing process improvements,
and streamlining daily activities. Instrumental in achieving financial as well as business objectives. Dynamic
leadership talents relating to team initiatives and staff supervision. Adept in establishing strategic visions, building
top-performing teams, implementing change, and driving results.
Establishes a Clear Vision & Purpose • Builds High Performance Teams • Leads Change
Drives Sales & Business Development • Builds Relationships • Drives Revenue Growth
Built a portfolio of approximately $70 million at PNC/National City, which included 60% new money for the
Ranked #1 in deposit and loan growth for the Private Bankers in Florida in 2008 at PNC/National City.
Exceeded deposit goals by 107% and loan sales goals by 201% at PNC/National City.
Directed the team that garnered recognition as the Region of the Year at Harbor Federal Bank by exceeding
all categories of sales and service goals.
Significantly boosted branch market share from $28M TO $42M in deposits at Fifth Third Bank.
Recipient of Fifth Third's Winner's Circle Award, #1 in loan growth and #2 in deposit growth.
BANK UNITED, St. Lucie County, FL. (2011-Present)
Vice President, Branch Hub Manager
Ensured that branches met or exceeded established sales and revenue goals in credit, deposit and fee
income categories, while minimizing expenses.
Grew small businesses clients through specialized solutions.
Managed, coached, and supported branch employees on developing, managing and growing profitable
Developed collaborative partnerships with other business lines within the bank.
Represented the bank to the community in several civic organizations and two non-profits, while
encouraging subordinates to participate as well.
Ensured overall compliance and operational risk control in accordance with bank and/or regulatory
policies and procedures.
PNC BANK (FORMERLY NATIONAL CITY/HARBOR FEDERAL BANK), Fort Pierce, FL (2005 – 2011)
Vice President, Private Client Group Relationship Manager (2010 – 2011)
Maintained full responsibility for developing, maintaining, and growing a base of affluent clients for elite
banking and financial services.
Presented clients to traditional banking and customized products as well as brokerage, trust and estate
administration, investment management, charitable and endowment strategies, and corporate executive
Played a key role in revenue growth, sales, and business development.
Supervised and mentored the team in surpassing objectives.
CLIFFORD A. STOKES
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Vice President, Private Banker (2007 – 2009)
Established and entered a new wealth management market for the bank on Florida’s Treasure Coast.
Achieved #1 ranking in sales of deposits of $22M and loans of $8.5M for Private Banking in the state of
Florida as well as #2 in revenue generation in 2008.
Surpassed referral goals to investment and trust as well as other business partners.
Regional President (2005 – 2007)
Provided leadership and direction to a team across 13 branch offices located in 4 counties.
Spearheaded efforts to promote ongoing growth and profitability objectives.
Coordinated planning for expansion of 5 banking offices in new markets.
Executed sales management, business development, and high net-worth client relationship management.
Led human resources, talent acquisition, employee relations, and performance management.
Acted as a primary consumer and small business loan administrator with substantial lending authority.
FIFTH THIRD BANK, Maitland, FL (2003 – 2005)
Vice President, Banking Center Manager
Maintained sole accountability for branch management, operations management, team leadership, and
Achieved market share growth through relationship building with clients.
Coached and mentored the team in surpassing objectives.
Delivered investment advice to clients, which included selling annuities and mutual funds.
COURTESY PONTIAC/GMC, Longwood, FL (2002 – 2003)
Handled sales, marketing, and business development functions.
Cultivated positive and enduring relationships with a diverse clientele.
FULTON BANK, Lancaster, PA (2001 – 2002)
Branch Loan and Operations Manager
Directed all operational and personnel matters within the branch.
Managed all aspects of branch operations while serving as a lender, originating consumer, small business
loans, and mortgages.
Ranked #2 in originations of mortgages for the company in 2002.
Regional Sales Manager/ Sector Manager – PNC Bank, Lancaster, PA
Investment Consultant and Branch Manager – PNC Bank, Lancaster, PA
EDUCATION & CREDENTIALS
Sales Techniques for Retail Banking Certificate – Ken Stickler Sales Training
Bank Accounting, Advanced Lending, Basics of Banking – American Institute of Banking
Courses in Business Management and Accounting – Franklin & Marshall College
Series 7 & Series 63 Licenses
Florida Life, Health & Variable Annuity License