Experience

First Mid-Illinois Bank & Trust, National Association
• United States
• Banking
• 1 - 100 Employee
• Loan Review Analyst

  • Oct 2023 - Present


First Mid

• United States
• Financial Services
• 200 - 300 Employee

• Branch Manager

  • Oct 2019 - Oct 2023

  LEADERSHIP: •Supervises, trains and coaches Tellers on sales, operational, and regulatory initiatives. •Responsible for assisting with the implementation of bank policies, procedures and objectives. •Resolves customer concerns and issues when the next level of authority is needed. •Provides supervisory override approval for certain transactions within authority limits. •Assigns and schedules staff to ensure optimum service coverage, even distribution of the workload and… Show more LEADERSHIP: •Supervises, trains and coaches Tellers on sales, operational, and regulatory initiatives. •Responsible for assisting with the implementation of bank policies, procedures and objectives. •Resolves customer concerns and issues when the next level of authority is needed. •Provides supervisory override approval for certain transactions within authority limits. •Assigns and schedules staff to ensure optimum service coverage, even distribution of the workload and appropriate project delegation. •Reviews teller work prior to submission to ensure accuracy. Ensures the staff’s balancing performance meets teller balancing procedures. •Responsible for ensuring strict adherence to dual control procedures. •Provides input with regard to staff performance for annual performance review process. SALES: •May open new accounts, close accounts and assist customers with account questions as necessary. •Proactively cross-sells other bank products and refer customers to appropriate departments when necessary. •Meets minimum sales goals provided by management. Reviews sales/referral goals with teller and customer service representatives on a weekly basis and formulates strategy for attainment of goals. •Assists in the planning of and participates in all sales meetings. Educating customer on the security of their accounts and avoiding fraud. · Security meetings with other banks each month, had to stop those meetings in end of 21 due to COVID. Show less



PNC Business Banking

• Financial Services
• 1 - 100 Employee

• Branch Sales and Service Associate

  • Jan 2018 - Oct 2019

  Urbana-Champaign, Illinois Area Hold team to the highest standards in complying with bank policy and procedures. • Monitor and uphold staff to all policies and risk management and assist all other branches with risk and assessments. • Mentor and train new platform employees at the branch as well as the Champaign Urbana region. • Assist customers with personal loans, mortgage, car and or credit cards. • Make sure all branch operations are completed for the month, quarter or year. • Managed branch relocation… Show more Hold team to the highest standards in complying with bank policy and procedures. • Monitor and uphold staff to all policies and risk management and assist all other branches with risk and assessments. • Mentor and train new platform employees at the branch as well as the Champaign Urbana region. • Assist customers with personal loans, mortgage, car and or credit cards. • Make sure all branch operations are completed for the month, quarter or year. • Managed branch relocation Safe Deposit Box project. • Manages our Champaign Urbana Grow Up Great team in projects and communication with the sites.

• Lead Teller

  • Oct 2016 - Jan 2018

  Everyday customer transactions. • Team with Sales Associates to reach personal and branch sales goals. • Prepare our branch for our annual audits. • Hold team to the highest standards in complying with bank policy and procedures. • Monitor and uphold staff to all policies and risk management. • Do monthly one on ones with each one of my tellers. • Mentor and train new hires employed within Champaign Urbana. • In charge of incoming as well as outgoing cash flow.



Marine Bank

• United States
• Banking
• 1 - 100 Employee

• Universal Banker

  • Apr 2015 - Oct 2016

  Urbana-Champaign, Illinois Area Handled everyday transactions. • Process new account transactions including completing related account opening documents, data input, and receiving initial deposits. • Prepare and sell money to fed when needed. • Assist in delegating tasks to tellers as well as train new employees. • Cross sale Marine Bank and subsidiary products and services to further relations. • Execute wire transfers, stop payments and account transfers. • Help customers with more complex transactions… Show more Handled everyday transactions. • Process new account transactions including completing related account opening documents, data input, and receiving initial deposits. • Prepare and sell money to fed when needed. • Assist in delegating tasks to tellers as well as train new employees. • Cross sale Marine Bank and subsidiary products and services to further relations. • Execute wire transfers, stop payments and account transfers. • Help customers with more complex transactions such as IRAs, power of attorney documents, trusts, and handling affairs of deceased account holders. Show less



TCF Bank

• Banking
• 700 & Above Employee

• Teller

  • Sep 2013 - Apr 2015

  Performed many duties from doing simple transactions to opening account, sending wires transfers, and answering any banking questions a customer may have.