Sharp banking professional whose talents shine in a competitive, innovative and creative environment. Skilled in developing and grooming exceptional personnel. Strong focus on staff relations and teamwork. Track record of increasing sales, improving client retention and growing customer base.
Received a customer service excellence score of 90% or higher for 9 consecutive years. Originated over $1,300,000 in loan volume through professional networking, loan reviews and marketing.
Actively recruited and oversaw training for all new branch employees. Implemented annual performance appraisals for all branch staff. Developed the annual branch business plan for maximum profitability and effectiveness. Managed the 2nd largest branch in the region, achieving high customer satisfaction ratings. Increased core deposit growth by 110% of annual goal. Assisted senior-level credit officers with complex loan applications. Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loans. Educated customers on the variety of loan products and available credit options. Provided expert financial advice on mortgage, educational, personal and business loans.
Actively recruited and oversaw training for all new branch employees. Implemented annual performance appraisals for all branch staff. Received an internal audit score of 92 %. Increased core deposit growth by 88% of annual goal. Educated customers on the variety of loan products and available credit options. Exceeded quarterly sales goals by 10%. Developed the annual branch business plan for maximum profitability and effectiveness. Monitored more than 50 client relationships per quarter.
Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives. Reviewed clients' accounts and results regularly to determine whether life changes, economic developments or financial performance indicated a need for plan revision. Increased overall annual branch sales by 25%.
Identified prospective customers using lead generating methods and performing an average of 10 cold calls per week. Retained and ensured proper handling and care of 150 existing client accounts.
Opened a new store location and assisted in recruiting and training new staff. Designed and implemented customer satisfaction metrics. Directed and supervised employees engaged in sales, inventory-taking and reconciling cash receipts. Determined staff promotions and demotions, and terminated employees when necessary. Trained all new managers on store procedures and policies. Wrote order supply requests to replenish merchandise. Trained staff to deliver outstanding customer service. Worked closely with the district manager to formulate and build the store brand. Contributed to merchandising ideas at team sales meetings.
Coursework in Finance, Economics and Business Administration
Principles of Banking
Analyzing Financial Statements
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