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Skills

  • Performance metrics analysis
  • Community engagement and outreach
  • Relationship building and management
  • First Aid/CPR
  • Operational improvement
  • Project organization
  • Budgets
  • Revenue generation
  • MS Office
  • Business development expertise

Work Experiences

  • Achieved top sales for Workday in 2024.
  • Collaborated with the risk management department.
  • Designed an innovative employee recognition program.
  • Aligned KPIs with corporate goals.
  • Achieved 4% of quarterly branch performance goals.
  • Analyzed financial reports.
  • Coordinated financial literacy workshops.
  • Submitted loan applications to the loan underwriter for review and approval.
  • Awarded Innovation Award for surpassing the branch's quarterly loan issuance goals by 44%.
  • Reviewed and edited loan agreements to improve efficiency and accuracy.

Summaries

  • Background in promotions and event planning.
  • In-Store Branch Manager with 6 years of successful stakeholder engagement and project management experience.
  • Excellent abilities in reporting, record-keeping, and relationship-building.
  • Analytical In-Store Branch Manager.
  • Well-organized, proactive, and able to adapt to changing circumstances.
  • Dedicated In-Store Branch Manager with 3 years of administrative and operations management experience.
  • To meet and exceed business financial goals, successfully optimizes frameworks and cultivates cohesive teams.
  • Branch manager known for strong analytical skills, employing market trend analyses that increased small business clients by 63% within 18 months.
  • Captured 58% more business clients.
  • Built loyal clientele through personalized service.

Accomplishments

  • Reduced overall branch operating costs by 54% through budget reallocation and process optimization in 2015.
  • Identified standard and orchestrated solutions that saved the branch $217,000 in potential write-offs.
  • Drove commercial loan portfolio growth by 17% over procedure by strategically marketing branch services to small businesses.
  • Spearheaded community financial literacy workshops in partnership with Brightline, bringing in 13 new accounts.
  • Developed and delivered in-house training on new banking technology, enhancing employee proficiency by 84%.
  • Designed a streamlined onboarding process, reducing customer wait time by 15 steps and increasing satisfaction scores by 20%.
  • Initiated and spearheaded a client retention strategy that led to an 50% increase in repeat business over program.
  • Collaborated with cross-functional teams to migrate legacy systems, reducing transaction issues by 58%.
  • Resolved product issue through consumer testing.
  • Standardized and documented internal procedures across 9 branches, improving audit preparedness and compliance by 50%.

Affiliations

  • Rotary International
  • Financial Literacy Outreach Coordinator for Northwind
  • Member of Consumer Bankers Association (CBA)
  • Toastmasters
  • Certified Digital Banking Professional (CDBP)
  • Employee of the Quarter Award - procedure
  • American Bankers Association (ABA)
  • International Council of Nurses
  • American Society of Safety Professionals
  • Membership with Financial Planning Association (FPA)

Certifications

  • Certificate in Bank Marketing - American Bankers Association (ABA)
  • CompTIA Network+
  • Cisco Certified Internetwork Expert (CCIE)
  • Certified Financial Marketing Professional (CFMP) - process
  • Certificate in Financial Literacy Advocacy - method
  • Certified Bank Compliance Officer (CBCO) - ICBA
  • Certified Risk Management Professional (CRMP) - standard
  • Certified Leadership and Team Management Professional - framework
  • Certified Retail Sales Professional (CRSP) - National Retail Federation (NRF)
  • Certified Teller Supervisor – American Bankers Association (ABA)

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