Experience

Montgomery Bank

• United States
• Banking
• 1 - 100 Employee

• Customer Service Manager

  • Sep 2018 - Present

• Retail Training and Development Officer

  • Apr 2018 - Present

• Regional Manager

  • Jul 2017 - Apr 2018

• Retail Support Specialist

  • Dec 2010 - Jul 2017

  Write Personal/Universal Banker procedure. Support and train Personal/Universal Banker staff. Report issues and concerns to Senior Management. Assist Management with problem solving and communication to field. Maintain and promote loyalty of existing customer relationships by properly handling and following through with customer requests and needs. Daily exceeding customer expectations for timeliness and effectiveness of requested follow-up assistance. Maintain customer awareness required to make daily/weekly decisions quickly for credit extensions within officer limits, such as overdraft coverage, consumer loans, letters of credit issuance, etc. Analyze customer relationships for overall profitability and develop strategy to maximize profit while ensuring customer loyalty. Monitor insufficient items daily, with the ability to make changes as needed. Open new accounts, accept and process loan applications and Certificate of Deposit requests. Serve as a full service point for all customers. Show less



REGIONS BANK

• CAPE GIRARDEAU

• ASSISTANT BRANCH MANAGER

  • Jun 2004 - Dec 2010

  Supervise all branch operations in the absence of the Branch Sales Manager. Oversee the day-to-day operations of branch staff. Assist in the development of sales goals, personally achieving those sales goals, and assist in ensuring my staff achieves these goals. Supervise all branch operations. Monitor branch service quality levels and coach staff to achieve appropriate levels. Assist in keeping branch in compliance with all bank policies and procedures. Assist the manager in the coordination of branch activities with other branches and the home office. Coordinate with staff regarding shifts and timesheets. Manage holiday and sick pay. Monitor employee activities, assist with problems and take action when necessary to ensure work quality standards and planned schedules are maintained. Participate in training and meetings on operation issues with branch management and staff. Ensure compliance, audit and security procedures are adhered to. Perform FSR duties as needed, such as identify and maximize cross-sales opportunities through customer profiling; enhance customer relationships by telemarketing bank products; ensure customer is referred to correct line of business. Show less