Branch Manager

• Feb 2019 - Present

• Actively engage community and local businesses to generate personal, real estate and commercial loans. • Coach branch staff to provide exceptional member service and generate new account deposits and personal loans. • Analyze financial statements for customers to identify opportunities to improve their financial position. • Provide credit counseling for credit-challenged customers to improve loan approval rates and qualify for mortgage loans. • Actively engage community and local businesses to generate personal, real estate and commercial loans. • Coach branch staff to provide exceptional member service and generate new account deposits and personal loans. • Analyze financial statements for customers to identify opportunities to improve their financial position. • Provide credit counseling for credit-challenged customers to improve loan approval rates and qualify for mortgage loans.

Branch Manager

• Aug 2016 - Feb 2019

• Generated deposits and loan production in a new market to meet production goals. • Developed new business account opening procedures and trained branch managers and staff to keep organization in compliance. • Trained staff in branch policy and procedures in order to increase deposit base. • Audited branch monthly and ensured that operational policies were properly followed. • Generated deposits and loan production in a new market to meet production goals. • Developed new business account opening procedures and trained branch managers and staff to keep organization in compliance. • Trained staff in branch policy and procedures in order to increase deposit base. • Audited branch monthly and ensured that operational policies were properly followed.

Branch Manager

• Apr 2011 - Aug 2016

• Drove new account and loan production while developing strategies to increase PrimeWay's brand awareness in the community. • Responsible for the hiring, training and coaching of all branch staff to ensure that monthly and annual strategic goals were met. • Reviewed branch's annual budget and marketing allowance to develop spending strategy for the following year. • Provided financial counseling for members via credit report and budget analysis. • Served on the South Belt-Ellington Chamber of Commerce Board of Directors. • Dave Ramsey Financial Peace University program facilitator and class instructor. Show less

Financial Services Representative

• Jun 2008 - Nov 2010

Senior Personal Banker & Teller

• Feb 2005 - May 2008

Client Associate

• Oct 2002 - Feb 2005