AVP - Branch Manager

• Jun 2023 - Present

Private Banker

• Jul 2019 - Jun 2023

I am a highly skilled professional with expertise in client services, business development, and compliance in the banking industry. I have extensive knowledge of the latest product offerings and services, particularly in Trust, Wealth Management, and Loan products. I have managed accurate and timely recording of new account information, reports, and transaction logs while ensuring compliance with regulatory requirements and internal policies. I have collaborated with Relationship Managers and Preferred Bankers to drive Business Development initiatives and collaborated with the lending team to facilitate the Paycheck Protection Program application, underwriting, and forgiveness process while adhering to regulatory guidelines. I also provide software-based financial planning services customized to client needs. I adhere to and comply with applicable federal and state laws, regulations, and guidance, including anti-money laundering regulations, and verify the identity of clients that enter into a relationship with the Bank. Show less

Small Business Specialist

• Oct 2018 - Jun 2019

Ranked in the top 1% of personal bankers/small business banker in the companyOne of the region's top new business and consumer accounts producers and increased branches deposit portfolio by 22% in one yearWorked and managed a portfolio of business clients and was responsible for acquiring new relationships and deepening existing relationships. I was responsible for retaining clients while growing a business portfolio for retail branches that I supported.

Senior Personal Banker / Manager on Duty

• Dec 2016 - Oct 2018

As a Personal Banker, my primary goal was to help clients by discovering financial needs, helping with problem resolutions, and processing transactions when needed. I took a lead role in creating an outstanding customer experience by resolving customer service issues, opening new accounts, offering convenience services, assisting with mortgage and equity lending, and helping the Branch meet sales objectives.Supported a team of 4 tellers by coaching, training, and ensuring operational excellence and superior customer serviceResolved conflicts between staff members and implemented corrective actions to create a professional work environmentPrevented and minimized the number of deposit losses due to fraudulent activityThe supported management team to pass the yearly audit with a perfect score Show less

Account Executive / Assistant Manager

• Jun 2015 - Dec 2016

Independently managed sales and marketing activities, implemented successful marketing strategies, and effectively communicated product features to customers. Additionally, performed customer service and telemarketing tasks, utilizing Google Analytics to track advertising ROI and website traffic, contributing to increased business success. Independently managed sales and marketing activities, implemented successful marketing strategies, and effectively communicated product features to customers. Additionally, performed customer service and telemarketing tasks, utilizing Google Analytics to track advertising ROI and website traffic, contributing to increased business success.