Amy Waldera
Winona,MN
Summary
Dynamic Banking Center Manager at Old National Bank with a proven track record in enhancing customer experience and achieving sales goals. Skilled in relationship management and audit preparation, I drive team performance and operational efficiency, ensuring compliance while fostering strong client connections. Committed to exceeding expectations and delivering tailored financial solutions.
Overview
9
9
years of professional experience
Work History
Banking Center Manager
Old National Bank
Winona, MN
12.2024 - Current
- Assist the Community Banking Executive and Community Banking Market Manager in establishing, monitoring, and evaluating banking center and individual sales and service goals.
- Conduct regular meetings with banking center team to build product knowledge, review goals and expectations, recognize areas of success and opportunities for development; share corporate marketing campaign and supporting materials, and proactively introduce all servicing channels to consumer and business clients.
- Participate and encourage attendance in local community events and activities to activate partnerships within the area, through volunteerism of team members and corporate financial support.
- Build banking center team focused on a consultative sales approach, uncovering needs of clients, and providing education and advice regarding the products and services available to meet the clients’ needs. This includes hiring, training, mentoring, and developing team members to create a proficient team with loan and deposit knowledge.
- Leads team in educating clients of all consumer and small business loan and deposit products and services; promotes line of business resources through joint calling efforts including mortgage, investments, wealth management, private banking, commercial, treasury management and merchant processing; as well as the wide range of banking channels available to clients, including emerging technology and digital solutions to enhance the client experience
- Proactively coaches to ensure adherence to all regulatory requirements and guidelines, ethical standards and encourages sharing of best practices and effective sales techniques and tools
- Staff to company benchmarks, ensuring all service standards are met or exceeded; respond to client inquiries in alignment with company policies, procedures, and standards; plan and assign banking center staffing to ensure optimal client service.
- Partners with the Market Service Leader to ensure appropriate oversight of banking center operations including compliance with bank policies, procedures and audit standards, compliance with legal and regulatory requirements, compliance with security practices/procedures and oversight of security equipment.
- Communicates goals, tracks progress against key goals/metrics, effectively utilizing diverse talent and resources to achieve goals. Empowers team members and holds them accountable based on appropriate level of authority; manages progress effectively and takes appropriate measures to address performance issues. Seeks to identify what caused the issue, consults with lines of business and subject matter experts, as appropriate, to determine the best solution and acts within approved policies, procedures, and established guidelines.
Treasury Management Officer
Citizens State Bank
La Crosse , WI
08.2023 - 12.2024
- Managed client relationships to streamline treasury management services and enhance customer satisfaction.
- Analyzed financial data to identify trends and provide actionable insights for cash management solutions.
- Developed training materials and conducted sessions to educate clients on treasury products and services.
- Implemented process improvements that increased operational efficiency in cash flow forecasting.
- Implemented best practices in treasury operations, staying current on industry trends and technologies.
- Increased operational efficiency, streamlining treasury processes and automating manual tasks.
Commercial Relationship Manager
Wells Fargo Bank
La Crosse, WI
10.2021 - 04.2023
- Developed and maintained strong relationships with commercial clients to enhance account retention.
- Analyzed client financial needs to recommend tailored banking solutions and services.
- Facilitated regular client meetings to assess satisfaction levels and address concerns promptly.
- Developed new business opportunities by conducting market research and identifying potential clients in target industries.
- Monitored loan performance regularly, addressing any potential issues proactively to minimize risk exposure.
- Forged strong connections within local business communities by attending networking events and actively engaging with key stakeholders.
Portfolio Execution Specialest
Wells Fargo Bank
La Crosse, WI
10.2020 - 10.2021
- Developed and implemented process improvements to enhance operational efficiency across multiple projects.
- Analyzed data trends to identify areas for improvement and inform strategic decision-making.
- Managed project timelines and deliverables, ensuring consistency in quality and accuracy throughout execution.
- Followed all company policies and procedures to deliver quality work.
- Risk Management/Compliance Due Diligence
Relationship Associate 2
Wells Fargo Bank
La Crosse, WI
05.2017 - 10.2021
- Cultivated strong client relationships to enhance customer satisfaction and retention.
- Assisted clients in navigating financial products and services tailored to their needs.
- Collaborated with team members to identify opportunities for process improvements in client onboarding.
- Conducted regular follow-ups with clients to ensure ongoing engagement and address concerns promptly.
- Coordinated meetings between clients and senior relationship managers, fostering productive collaboration and strategic planning efforts.
- Monitored client satisfaction levels through regular check-ins, promptly addressing concerns as they arose.
Education
Medical Secretary - Medical Secretary
Minnesota State College Southeast Technical
Winona, MN05-2000
Skills
- Branch administration
- Customer experience management
- Goal setting
- Audit preparation
- Communication Skills (Listening, Verbal, Written)
- Flexibility/Adaptability
- Relationship Rapport
- Driven to meet and exceed internal and external customer expectioations
Timeline
Banking Center Manager
Old National Bank
12.2024 - Current
Treasury Management Officer
Citizens State Bank
08.2023 - 12.2024
Commercial Relationship Manager
Wells Fargo Bank
10.2021 - 04.2023
Portfolio Execution Specialest
Wells Fargo Bank
10.2020 - 10.2021
Relationship Associate 2
Wells Fargo Bank
05.2017 - 10.2021
Medical Secretary - Medical Secretary
Minnesota State College Southeast Technical