Kim Sisson
Muskogee,OK
Summary
Highly motivated sales and service leader with 25 years of experience. I bring a lot of energy and passion to any role I take on. Experience in both Retail and Treasury Management sales. I have a proven track record of delivering quality service, exceeding expectations, developing new business and increasing sales. I have a strong background in customer service, and I am highly skilled at building relationships with clients and developing tailored solutions to meet their needs. Possess strong leadership, problem-solving, and communication skills, with a focus on delivering exceptional customer service and building strong and lasting relationships both inside and outside the organization. I value people and pride myself on my ability to relate to each person individually.
Overview
25
25
years of professional experience
Work History
Treasury Management Sales Officer
All Capital Bank
07.2024 - Current
- Enhanced sales operations through development of new sales strategies, cold calling techniques and customer follow-up
- Connected with prospects through trade shows, cold calling and local-area networking.
- Prepared weekly call report for existing and prospective clients including contact method, follow-up, and continued strategies.
- Formulated and presented innovative strategies to build successful sales plans.
Retail Operations Manager
Firstar Bank
12.2019 - 07.2024
- Maintained and exceeded branch operations, including customer service, sales, and financial transactions for 6 locations and 30 employees
- Conducted weekly and monthly audits to ensure branch operations are efficient, effective and compliant with all applicable regulations and sound business practices
- Successfully managed branch personnel activities, including recruitment and selection, orientation of new employees, performance evaluations, training, and performance objectives
- Provided ongoing feedback, recommendations and implementation for bank development and ensured staff efforts were aligned and focused on achieving bank goals
- Active resource to answer difficult questions and solve complex problems for members of staff, resulting in satisfactory resolution for clients and employees
- Provided exceptional customer service to external and internal customers, answered incoming calls and responded to requests received by phone and email
- Completed all product and service implementations, modification, and deletions; including reviewing documents for accuracy and completeness, inputting data into all related systems, auditing input, and scanning documents, accurately and according to procedure
Treasury Management Support Specialist
Firstar Bank
08.2018 - 12.2019
- Provided support for all Treasury Management products and services; including ACH Origination, Remote Deposit Capture, Online Wire Transfers, ACH and Check Positive Pay, Commercial Online Banking, Virtual Vault, and Lockbox
- Assisted clients with file format setup and support for ACH and Positive Pay as needed, while performing a variety of routine daily tasks including validation and review of all products and services
- Maintain knowledge of and ensure compliance with applicable regulatory requirements and internal policies and procedures
Treasury Management Sales Officer
Firstar Bank
11.2011 - 08.2016
- Achieved key objectives and goals in business development, client retention, deposit growth, fee income, client satisfaction, and knowledge of comprehensive Treasury Management solutions
- Called on new and existing commercial clients to develop and close Treasury Management sales business
- Proactively reviewed client base to identify deposit and Treasury Management solutions and engaged business partners for cross-sell opportunities based on customer needs
- Developed Treasury Management sales proposals and pricing pro formas for prospective and existing clients to further develop and strengthen business relationships
- Conducted annual reviews for top tier commercial clients and maintained up to date and thorough knowledge of Treasury Management sales programs, products and services
Teller Supervisor
Armstrong Bank
08.2009 - 11.2011
- Prepared and managed the weekly schedule to ensure sufficient teller coverage and supervised the teller staff and daily operations to meet and exceed operational and service standards
- Ensured each day's transactions balanced while also managing the auditing and reporting of teller standard operations, researching and reviewing expectations and resolving discrepancies according to bank procedures
- Quickly responded to escalated customer issues and presented and provided solutions to satisfy all parties
- Responsible for the hiring and training of all teller personnel for the entire bank footprint
- Completed Teller and Personal Banker duties as needed at multiple branch locations
Branch Manager
Bank of Oklahoma
10.2004 - 08.2009
- Planned and executed the bank’s retention and growth activities while successfully maintaining a book of business with a set number of branch-based clients and driving the team to build a strong pipeline of prospects and clients
- Ensured the team achieved performance and activity expectations through effective and ongoing performance management while maintaining continued development of the team's skills through one-on-one coaching, observation coaching, and team meetings
- Successfully grew branch revenue and business banking through acquisition, expansion, and retention activities and ensured the team effectively provided consultative conversations that improved client wellbeing
- Developed and maintained partnerships with representatives of other Bank lines of business and ensured the branch was in compliance with established operating policies and procedures and all outside regulatory requirements; authorizes transactions, deposits, official checks, and wire transfers within pre-established levels of authority while migrating sales practice risk
Assistant Branch Manager
Bank of Oklahoma
01.2004 - 10.2004
- Assisted Branch Manager with branch sales goals, performance standards and expectations, staff development and compliance with established operating policies and procedures and all outside regulatory requirements
- Supervised teller balancing procedures and assisted tellers with problems and questions on procedures
- Ordered and issued teller cash as needed, balanced the vault and audited teller cash drawers regularly
- Completed Teller and Personal Banker duties as needed at multiple branch locations
Personal Banker
Bank of Oklahoma
05.2002 - 01.2004
- Provided exceptional customer service and exceeded personal and branch sales goals, while working in a high volume sales environment
- Opened new business and personal accounts, including checking, savings, certificate of deposit, safe deposit boxes and all other accounts and services offered by the bank
- Assessed customer needs and recommended new products and services to best benefit the customer to build trust and gain loyalty to the bank
- Exceeded sales referral goals, suggested alternate channels and cross-sold products and services
- Assisted customers with requests and/or complaints; researched account problems
Teller
Bank of Oklahoma
05.2000 - 05.2002
- Conducted routine transactions within time limits and established guidelines, including cash checks, deposits and loan payments
- Daily cash handling and balancing of cash drawer while complying with regulatory requirements and managing risk
- Assessed customer needs and recommended new products and services in order to go the extra mile to build client trust and loyalty
- Exceeded sales referral goals, suggested alternate channels and cross-sold products and services
Education
General Studies - undefined
Connors State College
Muskogee, Ok05.2001
General Studies - undefined
Northeastern State University
Tahlequah, Ok05.2000
Diploma - General Studies
Muskogee High School
Muskogee, OK05.1999
Skills
- Customer Service
- Sales & Upselling
- Active Listening
- Communication
- Presentation
- Product Knowledge
- Problem Solving
Accomplishments
- 06/01/12, Leadership Muskogee Graduate - Program that helped me gain the leadership skills necessary to work effectively toward the growth and development of Muskogee.
Timeline
Treasury Management Sales Officer
All Capital Bank
07.2024 - Current
Retail Operations Manager
Firstar Bank
12.2019 - 07.2024
Treasury Management Support Specialist
Firstar Bank
08.2018 - 12.2019
Treasury Management Sales Officer
Firstar Bank
11.2011 - 08.2016
Teller Supervisor
Armstrong Bank
08.2009 - 11.2011
Branch Manager
Bank of Oklahoma
10.2004 - 08.2009
Assistant Branch Manager
Bank of Oklahoma
01.2004 - 10.2004
Personal Banker
Bank of Oklahoma
05.2002 - 01.2004
Teller
Bank of Oklahoma
05.2000 - 05.2002
General Studies - undefined
Connors State College
General Studies - undefined
Northeastern State University
Diploma - General Studies
Muskogee High School
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