Experience

Sabal Trust Company

• United States
• Investment Management
• 1 - 100 Employee

• Relationship Manager

  • Feb 2023 - Present



First Horizon Bank

• Financial Services
• 700 & Above Employee

• Head Of Operations

  • Oct 2021 - Jun 2023

  Leads the Customer Service Satisfaction of the Banking Center, including resolving customer issues with a manner that is consistent with goals. Leads the Performance of the Financial Center through maintaining control over key risk areas of the center, including tellers difference, operational losses, and audit control procedures, resolution of out-of-balance conditions, compliance, and quarterly and annual audit functions. Follow all audit and security policies and procedures. Handle single control vault, ensuring proper control of vault cash, follow all audit and security policies and procedures. Maintain work flow and handle scheduling the tellers. Responsible for evaluating the employee’s performance and counseling when needed. Conduct teller meetings to develop a communication line to explain and institute new policies and to ensure continuous development of staff. Assists in conducting meetings to promote sales, product knowledge and customer service Responsible for ensuring proper control and maximum efficiency in the teller line. Ensures all audit and security policies and procedures are followed during customer service hours and at banking office opening and closing. Control the inventory of cash, Traveler’s checks, Official Checks and Personal Money Orders through dual control. Monitors the daily balancing and processing of ATM, including the processing of all entries, servicing and required audits. Responsible for the verification of deposits in the night and lobby depository. Alerts tellers about any suspected fraud, kiting, theft or other illegal activity. Secures all applicable cash records and all other transaction records, supplies and computer equipment at the end of the work day. Responsible for monitoring, controlling teller cash limits and branch cash. Accountable for ensuring that the total cash in the branch is balanced daily. Follow bank policies when overriding transactions for tellers with withdrawals/less cash authority. Show less



BankUnited

• United States
• Banking
• 700 & Above Employee

• Branch Operations Specialist

  • Dec 2019 - Jul 2021

  Ensures service levels are met by actively assisting clients on the platform and performing transactions behind the teller line, as needed. Maintains a cash box. Reviews operational integrity. Monitors branch work daily to ensure it is complete and compliant; ensures branch work is verified for accuracy and legibility before it is submitted for processing to ensure quality and regulatory compliance. Ensures that branch team members adhere to all current policies, procedures and regulations including compliance and security. Ensures that Branch receives "Satisfactory" rating on Branch Internal Control Assessments. Addresses operational exceptions and maintains operational soundness of all branch work. Centrally maintains reserve and working supplies of negotiable instruments, including, but not limited to: official checks, money orders, and counter checks. Balances out branch to standard cash limit, prepares cash shipments to Federal Reserve intermediary banking institution and reconciles cash general ledger account. Maintains and controls vault cash. Participates in sales call activities. Assists team with meeting Branch goals by making referrals, attending business networking groups. Approves specific check amounts, wire transfers, cashier's checks, uncollected funds, and insufficient funds based on credit authority limitations. Show less



Fifth Third Bank

• United States
• Financial Services
• 700 & Above Employee

• Personal Banker ll

  • Oct 2017 - Dec 2018

  Provide long-lasting relationships with clients Develop and maintain relationships with Fifth Third Bank partners to maximize all opportunities Cross-selling all retail banking products and servicing clients, businesses and prospects Use profiling tools to identify opportunities and help with system navigation Identifying the client's needs for products, investments, private banking, mortgages and lending as well as any existing banking outside of Fifth Third Bank Manage client portfolios and consistently follow up on a monthly basis with every client Seeking constant growth completing corporate training classes Show less



KeyBank

• United States
• Banking
• 700 & Above Employee

• Relationship Manager

  • Jan 2016 - Jul 2017

  Provide long-lasting relationships with clients Develop and maintain relationships with KeyBank partners to maximize all opportunities Cross-selling all retail banking products and servicing clients, businesses and prospects Use profiling tools to identify opportunities and help with system navigation Identifying the client's needs for products, investments, private banking, mortgages and lending as well as any existing banking outside of Key Reaching out to businesses and meeting with the owners and employees Manage client portfolios and consistently follow up on a quarterly basis with every client Seeking constant growth completing corporate training courses Helping the teller(s) and operation side as needed Show less