Sales Associate

• Oct 2022 - Present

Relationship Manager/Assistant Treasurer

• Jan 2018 - Oct 2020

I am responsible for promoting the sales and service culture, business development, meeting operational initiatives and ensuring the branch achieves its annual goals through sales initiatives, referrals and retention of existing relationships. Staff development, engagement, ongoing coaching, supervisory responsibilities for branch staff and performance management. Achieve personal sales goals by developing new business in retail deposits, consumer lending, building a presence in the community, business prospecting, and enhancing business relationships. Ensures the safety and security of the branch in accordance with the Bank’s policy. Assists the Bank in meeting its goals of profitability by providing the highest level of customer service and sales. Show less

Assistant Vice President/Branch Manager

• Apr 2012 - Jan 2018

I am responsible for the administration and efficient daily operation of a full service branch office, including operations, lending, product sales, customer service, and security and safety in accordance with the Bank's objectives. Develop new deposit and loan business; provide a superior level of customer relations and promote the sales and service culture through coaching, guiding and motivating staff. I provide leadership, training and supervision; delegate day to day operations to the Assistant Branch Manager or other branch personnel. Responsible for attaining established Bank and branch goals through active participation in sales management and officer call programs. Participate in community affairs to increase Reading Cooperative Banks visibility and to enhance new and existing business opportunities. Show less

Certified Customer Service Representative

• Mar 2009 - Apr 2012

Supports the development of new business for the branch and promotes the image of the bank in the community Maintains strong knowledge of all products and services Responsible for proper documentation, follow up and reporting. Accountable for file maintenance, safe keeping and all related customer documentation Promotes the image of the bank by participating in community related and civic activities Supports the development of new business for the branch and promotes the image of the bank in the community Maintains strong knowledge of all products and services Responsible for proper documentation, follow up and reporting. Accountable for file maintenance, safe keeping and all related customer documentation Promotes the image of the bank by participating in community related and civic activities

OWNER

• Jan 2006 - Feb 2009

Owned and operated an indoor paintball complex. Managed the startup process including; working with landlord, contractors, and vendors Overall responsibilities for Human Resources including identifying candidates, hiring staff and maintaining employee records Managed the weekly work schedule for twenty five; Managed the entire payroll process Managed the retail store including purchasing, managing inventory, maintaining vendor relationships and reviewing current buying trends Established customer friendly atmosphere setting the standard for employees Managed event planning and contributed to significant growth Resolved customer issues and concerns Show less

SALES ASSISTANT

• Jan 1981 - Jan 1993

Assisted several Vice-Presidents. Performed all administrative work to support sales efforts and ensure client satisfaction. Communicated with clients (via telephone and in person) Resolved client problems and account maintenance issues Organized Vice Presidents' work schedule and client meetings Assisted several Vice-Presidents. Performed all administrative work to support sales efforts and ensure client satisfaction. Communicated with clients (via telephone and in person) Resolved client problems and account maintenance issues Organized Vice Presidents' work schedule and client meetings