Allison Downey

• Enhanced customer satisfaction by providing personalized banking solutions and prompt service through in-person, phone and email interactions.
• Creating a welcoming atmosphere and promoting a high value experience for all customers.
• Collaborating with branch team members to ensure seamless execution of daily operations and optimal customer experience.
• Increased loan portfolio growth by identifying client needs and recommending appropriate financial products.
• Analyze customers’ financial needs and make recommendations for products and services. Referring customers to lending, treasury services, management, and other services to fulfill customer needs.
• Build core account deposits and new customer base with lenders and market manager with outside sales meetings.
• Service Excellence Manager in training-Assist Market Manager with SEM branch operational responsibilities. To include: all monthly audits and proper completion of audit packet. overdraft reports, monitoring and balancing of general ledger accounts, branch cash balancing. Salesforce and Power BI applications, reviewing new account documentation. Branch staff leadership with huddles and coaching. Representing Valley Bank to assist complex customer inquiries.

• Conduct poll worker training for all positions needed on election day to ensure compliance with election laws.
• Assist in recruiting poll workers.
• Create training packets, maintain and update forms and paperwork,
• Training classes approximately 20-40 people in size.
• Teaching all aspects of election day duties, rules and regulations. Train poll workers in set up, use of and closing of all election day equipment.
• Consistently receive positive feedback from class attendees, including PBC employee supervisors.
• In charge of coordinating election clerks and staff at polling locations within assigned area (Wellington/Royal Palm Beach) for election day.
• Ensure staff is properly trained with one-on-one training meetings and maintain extensive contact to ensure compliance.
• Maintain records of all area precincts to monitor opening and closing requirements are adhered to. Correct and report any issues or discrepancies.
• Visit polling locations within assigned area on election day. Assess any staffing or troubleshooting issues.
• Organized and readied election day reports compiled from on site visits for submission to Poll Worker Manager.
• Created new SOE Field Clerk Assessment Form Nov. 2020.
• Nominated for Charles DeLong Poll Worker Award 2016.

• Train and supervise census takers and other crew leader assistants to ensure procedures are understood and followed.
• Perform delegated tasks, e.g., meeting with census takers to review their work, answer questions and process payroll time sheets.
• Perform census field work, deal with confrontational or difficult situations in the Palm Beach County area.

Real estates sales and rentals.

• Responsible for all aspects of day-to-day supervision and direction of all branch operations and staff.
• Initiate new hire interviews, working with confidential employee data and processing job offers. Prepare staff performance evaluations and counseling for both improvements as well as for commendation.
• Provide effective on job training and cross training for staff. Ensuring staff members fully address customer needs and finalize transactions.
• Assist branch manager in formation and implementation of branch goals and objectives. Continue to increase profitability through increased customer investments and loan referrals.
• Monitor payroll and purchase contracts to authorize payment.
• Responsible for retention schedules on reports and forms.
• Compose correspondence and schedule appointments.
• In charge of daily branch cash and deposit balancing.
• Ensure adequate security controls are in place and followed by staff.
• Promote high quality bank image in community.

Same responsibilities as Operations Supervisor at Southeast Bank.

Included supervising operations for two small satellite branches in the Fairbanks area.