Assistant Branch Manager whose talents shine in a competitive, innovative and creative environment. Track record of increasing sales, improving client retention and growing customer base.
-Originated over $1.2 Million in loan volume through professional networking, loan reviews and marketing in the past year with Regions Bank
-Exceeded sales objectives in 2012 and 2013 thus far.
-First quarter of being a licensed investment banker, I was recognized for exceeding my goal at 541% in investment sales, and was the #1 Licensed Financial Service Specialist in the Metro Houston market.
-Presidents Club quarterly qualifier
-Sell, process, and close loans and lines of credit. (consumer and business)
-Sell, process, and close mortgage equity products
-Open, close and service consumer and business accounts of all types
-Conduct morning huddles when branch manager was not available
-Coach teller team when needed
-Conducted surprise cash count audits on teller boxes regularly
-Conducted audits on log books for the branch
-Set and upheld investment appointments and provided customer with illustrations and advice of investment opportunities to enhance their financial well being.
-Achieved high sales percentage with consultative, value-focused customer service approach.
-Developed highly empathetic client relationships and earned reputation for exceeding sales goals.
-Promptly responded to general inquiries from clients via mail, e-mail and phone contact.
-Managed quality communication, customer support and product representation for each client.
-Guaranteed positive customer experiences and resolved all customer complaints.
-Generated leads for new sales through telephone, email contact, and personal visits with customers.
-Conducted On-site presentations to business' in the area to sell financial products to enhance their business as well as extended benefits to their employees.
-Conducted On-site financial classes to educate existing and potential customers.
-Sell, process, and close loans. (Consumer and business)
-Open, service, and close accounts of all types for consumer and business
-Ran and balanced a cash drawer when needed.
-Reviewed documents for accounts and loans for accuracy for other FSR's
-Always received perfect scores on shops for my customer service
-Marketing campaign lead for branch.
-Invited to be a member of the Strategic Planning Committee for the state of Louisiana.
-Assigned to be a part of the quality control team for northern Louisiana.
-Open, service, and close all account types for consumer and business
-Made sales calls via phone and personal visits
-Ran and balanced a cash box when needed
-Assisted branch president with loans when needed.
-Opened and closed the branch
-Ran and balanced teller cash box daily
-Promoted to be Vault and Head teller
-Opened, serviced, and closed all account types, consumer and business
-Processed and closed loans for consumers only
-Responsible for ordering and shipping money to and from the branch
GPA - 4.0
GPA - 4.0
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