Skilled banking professional with 25+ years of bank management experience and knowledge in the financial banking industry. Aiming to leverage and successfully fill a Branch Leadership-Management role.
Overview
29
29
years of professional experience
Work History
Relationship Banker
BB&T/ Truist
03.2021 - Current
Provides industry leading client service, exercises advanced proficiency with routine client maintenance and safe deposit requests, provides financial solutions, completes referrals for business growth, cross-trained to support teller transitions, adheres to internal controls, advises on consumer lending options, contributes in meetings, debit card custodian, and trains branch staff.
Maintained in-depth product and service knowledge for well-informed customer advice.
Fostered positive working environment by actively participating in team meetings and supporting colleagues in their professional development.
Played key role in developing mentorship program for new Relationship Bankers, improving team performance.
Strengthened client relationships by providing personalized banking solutions and excellent customer service.
Customer Service Rep, Floating Teller, and Floating Banker
South Atlantic Bank
06.2019 - 03.2021
Provided excellent client service, traveled throughout bank footprint, handled wires, overdrafts, reports, opened and closed accounts, uncovered loan opportunities, followed policies for compliance, built relationships, problem solved, and multi-tasked.
Administrative Assistance
Olsten-Coastal Carolina University
05.2018 - 06.2019
Maintained and submitted licensure paperwork, managed records, performed data entry, handled office duties, managed director's calendar, and prepared materials for events.
Vice President / Branch Manager/ Loan Officer
Sandy Spring Bank
11.2009 - 05.2017
Led, managed, trained staff, generated business, originated and settled loans, provided customer service, managed community events, analyzed strategies to reduce expenses, and achieved 100% of 2015 goals.
Demonstrated proficient leadership skills to motivate employees and build competent teams.
Collaborated with senior management to develop strategic initiatives and long term goals.
Built high-performance teams through effective recruitment practices focused on competency alignment coupled with ongoing performance management processes.
Ensured regulatory compliance at all times by implementing robust internal controls systems coupled with proactive monitoring mechanisms.
Launched new products or services in various markets by conducting comprehensive market research studies and tailoring offerings based on customer needs analysis.
Established and maintained strong relationships with customers, vendors and strategic partners.
Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
Branch Manager / Loan Officer
Sovereign/Santander, BB&T/Truist,Chevy Chase
05.1995 - 11.2009
Led, managed, trained staff, originated loans, ensured perfect client experiences, generated business, retained business and participated in community functions.
Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
Maintained friendly and professional customer interactions.
Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within team.
Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
Complied with regulatory guidelines and requirements.
Examined customer loan applications for loan approvals and denials.
Drove cross-selling efforts by collaborating with various departments within organization to maximize revenues from existing clients.
Spearheaded community outreach programs, reinforcing branch's commitment to social responsibility and building community ties.
Education
Skills
Relationship building and management
Customer Service-Oriented
Sales expertise
Cash Handling
Cross-Selling Products
Business Development
Loan Origination
Employee Motivation
Problem-solving abilities
Additional Information
Member, Frederick County Chamber of Commerce, Frederick, Maryland, Frederick County MD Home show, Community Service- Habitat for Humanity, Rebuild Together, Mission of Mercy food bank, Make a Wish, Walk with Anthony Golf Event, Arlington Cemetery Wreaths, Wounded Warriors, High School Senior Interviews, In School Banking, MB Homeless Shelter, Joy Prom, and Church Events.
Educationtrainingandcertifications
Omega, Cohen Brown, and B2B Training (Sales), Local Classes, Various dates
National Mortgage Lending Service (NMLS) No. 500546, Notary Public, State of Maryland, Since 1990 in South Carolina since 2020
Community Services
Habitat for Humanity, Rebuild Together, MIssion of Mercy food bank, Make a Wish Foundation, Arlington Cemetery Wreath laying, Wounded Warrior Project, High School Sr interviews, In School Banking, MB Homeless Shelter, Joy Prom.
Timeline
Relationship Banker
BB&T/ Truist
03.2021 - Current
Customer Service Rep, Floating Teller, and Floating Banker
South Atlantic Bank
06.2019 - 03.2021
Administrative Assistance
Olsten-Coastal Carolina University
05.2018 - 06.2019
Vice President / Branch Manager/ Loan Officer
Sandy Spring Bank
11.2009 - 05.2017
Branch Manager / Loan Officer
Sovereign/Santander, BB&T/Truist,Chevy Chase
05.1995 - 11.2009
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