Amy Jo Herrera
Great Bend
Summary
Highly motivated Regional Retail Sales Manager with talent to drive team spirit and morale while promoting operations and sales techniques and methods. Effective leader with pleasant personality and commitment to build successful teams.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Regional Retail Sales Manager, AVP
Equity Bank
09.2022 - Current
- Promoted and led performance enhancement culture by actively coaching and mentoring direct reports.
- Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer banking products.
- Trained and developed new employees for ease of transition into team.
- Coached employees and trained on methods for handling various aspects of sales, complicated issues, and difficult customers.
- Oversaw employee performance, corrected problems, and increased efficiency to maintain productivity targets.
- Exhibited excellent people skills during interaction with employees and customers.
- Clarified roles, responsibilities and expectations of staff.
- Established performance goals for department and outlined processes for achievement.
- Identified and resolved issues between employees, promoting better collaboration and mutual respect.
- Established performance goals for department and provided methods for reaching milestones.
- Participated in community outreach programs on behalf of the bank, promoting positive brand image and building relationships with local organizations.
Operations Management Specialist
First Kansas Bank
04.2022 - 09.2022
- Streamlined company processes and procedures while enhancing customer satisfaction.
- Met customer service standards and expectations consistently by effectively communicating and actively listening.
- Monitored internal controls to protect client facilities and assets.
- Trained new employees on proper protocols and customer service standards.
- Daily processing of ACH transactions, check adjustments, and returns.
- Improved operational efficiency by streamlining processes and implementing best practices in operations management.
Bank Manager, AVP
Equity Bank (f/k/a American State Bank)
03.2014 - 04.2022
- Assessed employee performance and developed improvement plans.
- Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
- Provided first-rate customer service by identifying and addressing customer concerns and inquiries.
- Assisted customers with account set-up and maintenance, ensuring accurate and up-to-date records at all times.
- Processed and approved international and domestic wire transfers, cashed checks, and posted deposits and withdrawals.
- Directed team in opening checking and savings accounts.
- Built strong rapport with new and existing customers to better serve financial needs and promote branch loyalty.
- Complied with established internal controls and policies.
- Assisted CFO with accounts payable and general ledger balancing.
- Communicated with leadership teams to assist with administrative initiatives and decisions and attended weekly meetings to support policy changes.
- Attended weekly meetings and special sessions of Leadership and Executive Leadership Teams and contributed to major administrative initiatives, policies and decisions.
- Managed banking operations for smooth daily transactions, ensuring accuracy and compliance with regulations.
- Increased customer satisfaction by implementing efficient banking processes and providing exceptional service.
- Ensured compliance with internal controls, policies, and regulatory requirements related to treasury activities.
- Conducted research on debit card fraud and provided customers with communication and money back as required by banking regulations.
- Streamlined banking operations by implementing new procedures and optimizing workflow.
Education
Bachelor of Arts - Business Administration
Wichita State University
Wichita, KS05-2025
Associate of Science - General Studies
Barton Community College
Great Bend, KS12-2021
Skills
- Adaptable to Changing Conditions
- Business Relationship Management
- Staff Recruitment and Hiring
- Risk Assessment
- Customer Service
- Willing to Learn
Certification
Golden Belt Leadership Certificate
Affiliations
Great Bend Chamber of Commerce Ambassador
Great Bend Economic Development Committee Member
Timeline
Regional Retail Sales Manager, AVP
Equity Bank
09.2022 - Current
Operations Management Specialist
First Kansas Bank
04.2022 - 09.2022
Bank Manager, AVP
Equity Bank (f/k/a American State Bank)
03.2014 - 04.2022
Golden Belt Leadership Certificate
Bachelor of Arts - Business Administration
Wichita State University
Associate of Science - General Studies
Barton Community College
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