To obtain a position that will allow me to develop and grow long-term relationships with clients and teammates; where my skills and experience can be effectively utilized for increased profitability.
Results-focused bank manager adept at maximizing revenue and customer acquisitions. 17-year successful history in the banking industry. Talented manager and proactive decision maker.
Strong verbal communication
Client assessment and analysis
Risk management processes and analysis
Meticulous attention to detail
Budgeting and finance
Excellent customer service
Financial product knowledge
Loan application expertise
Client relationship management
Disability Claims Specialist, 01/2015
Communicate in a professional manner and clearly articulate and status of a case, both orally and through composition, with the Claims Adjudicator, Claimants, and Attorneys Review documents to compile a detailed response to Social Security Administration (SSA), so the file may resume the review process Maintain an in-depth knowledge of the current requirements and guidelines issued by SSA Recognize and correct errors found during case load review Work directly with Physicians and Claimants to process client cases quickly and efficiently Responsible for managing and interpreting client and case data by providing reports to management Ensures all federal SSA requirements and state mandates are adhered to at all times Provide insight and direction to management on report quality and compliance with all company policies and procedures, client specifications and SSA guidelines.
Branch Manager, Vice President, 01/2002
to 01/2015 SunTrust Bank, Inc – Atlanta,
Consistently meet and exceed customer and product acquisition goals Proven track record of driving employee behaviors resulting in overall revenue growth for the branch, in addition to meeting district level goals and initiatives Ensure goals and strategic objectives are consistently met by holding daily huddles and debriefs with team members to ensure positive goal progression Proven history of delivering on commitments and managing to the desired outcome Identify market opportunities for sales and revenue growth Consistently provide excellent customer service to clients by immediately responding to questions and concerns and providing a timely response Responsible for reviewing and implementing policies and procedures and requesting updates or changes as necessary to ensure clarity and understanding Ability to influence others across organizational boundaries through the use of effective oral and written communication Effectively communicate directly with all levels of Financial Institution employees to ensure client needs are being met Train, mentor, coach, and develop employees based on performance reviews in areas related to sales, customer service, operations management, and teamwork Works within budgetary and financial obligations set by corporate on a monthly basis Weekly reporting on pipeline, forecasting, sales performance against budget guidelines Collaborate with executive management to identify areas of need and inclusion on bank initiatives, lead area-wide conference calls on a weekly basis, provide updates on area performance, and gain commitments regarding plan of action to increase performance Excellent networking, communication, presentation and marketing skills.
Assistant Branch Manager, Officer, 01/2001
Worked directly with Branch Manager to ensure all bank policies and procedures were followed and that all compliance training was completed Responsible for maintaining all documentation including loans in process, funds availability, wire transfers, currency transaction reports, and new account information Maintained daily cash balancing by monitoring over and short totals and researching unresolved outages Consistently met production goals and was awarded Assistant Branch Manager of the Quarter in 2001 Successfully implemented and maintained expectations regarding internal cash controls and compliance requirements Achieved 0% fraud losses for the year.
Financial Services Representative, 01/1998
Responsible for developing and maintaining client relationships, meeting the needs of clients by providing banking solutions, and providing excellent customer service Referred clients to other lines of business partners for additional services and solutions that could better meet their financial needs Effectively engaged clients using a friendly and consultative approach to uncovering financial needs Consistently met and exceeded all sales goals Ability to overcome client objectives by listening to client concerns and tailoring solutions Performed teller transactions as needed by processing payments, deposits, withdrawals, and change orders Accomplished zero cashbox outages by effectively maintaining proper internal controls Researched client account discrepancies and resolved client servicing issues.
Atlanta Women Driving Payments 2017
Bachelor of Arts: Organizational Leadership,
2018 Brenau University - Gainesville,
Georgia Organizational Leadership
Bachelor of Science: Professional Banking and Operational Leadership,
2014 Bellevue University - Bellevue,
Nebraska Professional Banking and Operational Leadership
Diploma: General Banking and Finance,
2011 The American Institute Of Banking - Gainesville,
Georgia General Banking and Finance
AWARDS AND RECOGNITION Service Excellence Recognition, 2009-2014 Achieved a 96% teammate engagement rating, 2013, 2014 Recognized for Operational Excellence, 2009, 2011-2014 Performance Excellence Leader and Top Performer of Retail Banking 2002-2014