Enterprising Assistant Vice President successful in leading every facet of new and ongoing business operations. Strategic, detail-oriented thinker and tactical decision-maker with passion for serving clients and exceeding expectations. Creative problem solver skilled at de-escalating situations and driving positive change. Talented Branch Leader with excellent employee development, customer service and analytics skills coupled with more than 20 years of experience.
Overview
13
13
years of professional experience
Work History
Branch Leader II, Assistant Vice President
SunTrust, Now Truist Financial
Ronoke, Virginia
09.2017 - 01.2022
Boosted branch sales by developing and deepening customer loyalty through incentive programs.
Assessed employee performance and developed improvement plans.
Gathered and reviewed customer feedback to improve operations.
Interviewed and hired talented individuals with top-level strengths, improving organizational talent and skill set.
Uncovered and resolved strategic and tactical issues impacting sales management and business operations.
Compiled database of loan applicants' credit histories, corporate financial statements and other financial information.
Met deadlines by proactively managing individual and team tasks and streamlining processes.
Produced reports outlining financial data to assist management with making strategic plans and operational decisions.
Submitted loan applications to loan underwriter for verification and recommendation.
Developed and delivered polished sales presentations in order to highlight product and service quality.
Engaged employees in business processes with positive motivational techniques.
Identified and capitalized on community business opportunities with effective networking.
Complied with Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
Developed prospects for new loans though weekly cold calling.
Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
Enhanced branch production rates by handling staff conflicts, evaluations, hiring and termination processes and coaching employees on company protocol and payroll operations.
Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
Personal Banker
SunTrust
Roanoke, Virginia
02.2009 - 09.2017
Promoted financial products by maintaining excellent service offering knowledge.
Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.
Networked to increase client base and encourage existing clients to expand financial portfolios.
Created innovative financial solutions to meet customer needs and provide competitive edge.
Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
Maximized revenue through improved sales techniques and branch productivity.
Worked closely with management to strategize sales techniques to increase branch production and customer service.
Achieved consistent recognition as top sales performer.
Approached prospective clients through cold calling and emails to meet sales targets.
Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
Conducted research to answer questions and handle issues using multiple systems and resources.
Education
Affiliate Broker License - Real Estate
Professional School of Real Estate
Memphis, TN
No Degree - Vinification, Viticulture, Geography of Wine
International Sommelier Guild
Charlotte,NC
High School Diploma -
Thompson High School
Scranton, PA
06.1999
Skills
Recruitment and Hiring
Sales Support
Creative and Innovative
Risk Assessment
Employee Training Oversight
Staff Recruitment and Hiring
Employee Motivation
Verbal and Written Communication
Customer Service Management
Proactive and Focused
Sales Tracking
Quality Assurance
Team Leadership
Adaptable to Changing Conditions
Operational Reporting
Goal Setting
Timeline
Branch Leader II, Assistant Vice President
SunTrust, Now Truist Financial
09.2017 - 01.2022
Personal Banker
SunTrust
02.2009 - 09.2017
Affiliate Broker License - Real Estate
Professional School of Real Estate
No Degree - Vinification, Viticulture, Geography of Wine
Assistant Vice President, Branch Leader II at Truist Bank | Small Business AdvisorAssistant Vice President, Branch Leader II at Truist Bank | Small Business Advisor
Sr. Branch Service Manager, Assistant Vice President at HSBC National Bank USASr. Branch Service Manager, Assistant Vice President at HSBC National Bank USA