Amy Simpson

Lead 21 branches and teammates for the Retail Community Bank in an effort to deliver on their purpose and exceeded in sales and service goals.

Responsible for continuous improvements in sales effectiveness of Retail/Small Business through sales leadership including coaching, counseling, feedback, reinforcement, and support of the Bank's sales and credit cultures.

Collaborated across lines of business impacting retail and small business clients; Wealth, Premier, Investment, Payment Solutions and Mortgage.

Assisted in managing the efficiency of retention, personnel management, facilities management, and product sales and service.

• Led branch operations, ensuring efficiency and adherence to company policies.
• Developed and implemented strategic plans to enhance customer satisfaction and branch performance.
• Mentored and trained staff, fostering professional growth and improving team productivity.
• Conducted regular performance evaluations, providing constructive feedback to enhance employee engagement and effectiveness.

• Cultivated strong client relationships to enhance customer satisfaction and loyalty.
• Analyzed financial needs to recommend tailored banking products and services.
• Managed a portfolio of high-value clients, ensuring their satisfaction and retention.
• Resolved complex customer issues, resulting in increased trust and loyalty among clients.
• Increased cross-selling opportunities through identifying clients'' needs and recommending appropriate banking products.

• Supervised daily operations to ensure efficient customer service and transaction processing.
• Trained and mentored junior tellers to enhance team performance and service quality.
• Implemented cash handling procedures, reducing discrepancies and improving accuracy in transactions.
• Developed strategies for cross-selling bank products, increasing customer engagement and satisfaction.