Experience

American Nation Bank

• United States
• Banking
• 1 - 100 Employee

• VP/ Branch Manager

  • Jun 2014 - Present

  • Responsible for all check card operations for my banking center such as ordering cards, working customer disputes, raising and decreasing customer limits. I work directly with third party vendor with fraudulent reports for the bank as well as all updates and trainings needed. • Responsible for all Internet Banking services for my location such as enrollment, set up in platform, validate accounts for customer viewing and availability to reset customers login and passwords. • IRA specialist, assist all customers with any IRA needs as well as responsible for mailing out all required minimum distributions by year end. • Train and review policy and procedures monthly regarding different CIP and security issues that need addressed. Conduct yearly robbery response trainings as well as business continuity planning for my location. • Manage all expenses for the branch, ensuring that expenses are maintained at a minimum and the branch is operating profitably. • Creating and revising all internal bank documents as well as customer documents. Enhancing documents by adding bank logos and making all bank forms fillable by using Adobe Acrobat. • Create images for Internet banking web page such as cover images on main page, location images and personalized stock photos incorporating American National Bank. • Responsible for all inside and outside maintenance for my banking center. Contract third party vendors such as landscaping, electrical and cleaning services. • Create training modules for account opening procedures for new hires as well as manage New Hire Orientation for Texas region. • Currently I am on the Operations Board as well as IT committee. I represent the Texas region by attending all meetings in Oklahoma.



Southside Bank

• Banking
• 400 - 500 Employee

• Banking Center Manager

  • Feb 2013 - Jun 2014

  • Develop sales techniques relating to the branch as well as implementing a positive approach to offer quality products to our customers. • Perform daily huddles with staff to set the tone for the day. As a team we create a daily focus, set a manageable goal, and discuss ways on how to achieve the results pertaining to the goal. • Responsible for staffing, scheduling, performance appraisals, and promotions to obtain highest proficiency within the branch. • Manages day to day operations, while complying with internal and external audit and security policies and procedures. • Performs weekly meetings to ensure that staff us up to date on regulation changes as well as institutional changes and trainings set forth by regional management. • Responsible for customer retention as well as growing our customer base with new business and personal relationships, expanding existing customer’s portfolios and ensuring that the needs of our clients are met. • Assist with opening all new consumer accounts, loans and investment accounts. Responsible for reviewing all maintenance and new account documents to ensure that all CIP information is recorded and correct. • Ensures team motivation by daily training, coaching for new and missed opportunities as well as counseling when appropriate to provide highest service standards.



Bank of Texas

• United States
• Financial Services
• 700 & Above Employee

• Senior Relationship Banker

  • Jul 2010 - Feb 2013

  • Responsible for opening all new accounts for existing and new clients. Profiled all clients to ensure that all credit and financial needs are met. • Initiated loan requests by submitting completed applications, satisfied all stipulations, and closed loans. • Assist with teller responsibilities by accepting deposits and withdraws, negotiating checks and apply payments to loans. • Responsible for monthly audits, reviewing logs, and approving CIP documents required by Audit/Compliance. • Coach all new employees, ensuring they are familiar with policy and procedure and comfortable to handle their job functions. • Successfully completed Assistant Branch Management Development Trainee course. Assisted staff by assuming management responsibilities in the absence of Branch Manager and Assistant Branch Manager. • Achieved highest ranked banker in Dallas/Fort Worth in 2011 by achieving highest rank in sales, loan production, customer service and work efficiency. • NMLS certified.



IBERIABANK

• United States
• Banking
• 700 & Above Employee

• Assistant Branch Manager

  • Aug 2005 - Jul 2010

  • Experienced in teller line transactions such as making deposits, loan payments, as well as processing daily work. • Making sure that all momentary instruments are balanced daily as well as performing ATM task and balancing weekly. • Obtained knowledge in BSA training and other Federal Regulations, OFAC and other trainings that is required to perform daily activities within the bank. • Specialized in processing loan applications for simple consumer loans, title loans and home equity loans. Performed daily work to ensure that loans were processed in a timely manner. • Specialized in opening various accounts such as Personal and Business Accounts, Certificate of Deposits, Money Market Accounts, IRA’s and HSA Accounts. • Enhanced the customers experience by introducing them to product partners such as Mortgage and Investments. • Making sure customers are provided with excellent customer service and making sure that their needs and expectations are met. • Perform monthly audits and security procedures to ensure bank safety and efficiency. • Organized meetings and weekly huddles with staff members to set goals in retail banking and discussing different ways we can achieve these goals. • Promote a positive attitude in customer service and personal moral. Perform as a leader and model for my team. • Making sure all work assigned is completed in a timely manner and completed correctly. • Ranked #1 in company for sales leadership and products in 2008. Consistently met goals within company. • Very competitive with product sales and personal achievements within the banking industry.



Progressive Bank

• United States
• Financial Services
• 1 - 100 Employee

• Relationship Banker

  • Jun 2003 - Aug 2005

  • Performed daily work assigned to tellers such as accepting deposits, balancing cash drawer daily and completing proper paperwork needed within my position. • Performed duties such as back up Vault Teller, balanced and filled ATM weekly and performing maintenance and balancing the company’s coin counter. • Specialized in opening Personal and Business accounts, Certificate of Deposits, Health Savings Accounts, IRA’s and other products to ensure the customer’s needs have been met. • Maintaining branch operations in the absence of Branch manager, ensuring all duties are completed. • Captured work in house and balanced transactions daily. • Completed courses with Louisiana Bankers Association as well as other trainings associated with my job field. • Conducted meetings with other staff relating to BSA material as well as sales material. • Awarded Progressive Bank Star for 100% mystery shops.



Thomas and Young Veterinary Hospital is now Ouachita Pet Clinic

• Monroe, Louisiana Area

• Lead Technician

  • Apr 2001 - Jun 2003