Experience

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  First Citizens Bank

  • United States
  • Banking
  • 700 & Above Employee

  • AVP Business Banking Specialists

    • Aug 2023 - Present

  • Business Services Representative

    • Jun 2019 - Apr 2024

    Uses problem-solving, listening, understanding and responding techniques to address a customers' immediate needs and when appropriate, link need to a solution where there is an opportunity to expand or retain a relationshipDevelops and implements an individual sales & service activities plan.Proactively looks for way to enhance sales performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.Ensures sales activities are aligned to create value for both the customer and the bank. Sales results should align with the needs of the community and ultimately support the organizational commitment to diverse lending.Effectively engages partners to develop holistic customer relationships.Uses a relationship selling approach in customer/prospect interactions, ensuring appropriate preparation and planning is completed and probing customer-centric conversations occur.When appropriate, represents the Bank in the community by attending and participating in civic and community events for purpose of generating additional business and identifying potential CRA opportunities for the Bank. Manages risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions.

  • Operations Services Supervisor

    • Dec 2017 - Jun 2019

    Manage branch operations and service line associates. Identify referrals for sales team. Prepare sales support materials and schedules client appointments for Banking Services Representative and Financial Sales Manager. Manages a team sales & service plan that aligns with the financial expectations of bank and maximizes results by effectively aligning associates and their activities to create value for both the customer and the bank.Through regular interactions and inspection, ensures utilization of the Bank's processes and provides one on one feedback and coaching to support associate development and achievement of resultsPartners with Human Resources to perform various personnel functions to include staffing and disciplinary action.Facilitates regular team meetings that drive team focus on sales & service plans and achievement of results, incorporating recognition, knowledge and skill building activities and best practice sharing.

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  First National Bank

  • Overland Park

  • Assistant Branch Manager

    • Jun 2016 - Nov 2017
    • Overland Park

    I diligently led a team of five full time tellers, with personalized and empowering sales and service coaching. Ensured branch stayed in compliance and knowledgeable on Federal and local regulations . Maintained and built retail customer relationships through effective and beneficial cross sellin...

• 

  Envista Credit Union

  • Assistant Branch Manager

    • 2015 - 2016

  • Member Service Specialist ( Personal Banker )

    • Feb 2013 - May 2015