Amy Whitney
Summary
Effective senior level manager with 23 years' experience in the financial services industry and over 17 years' of experience in leadership roles. Skilled at streamlining procedures, setting clear and manageable performance objectives and linking action to the business' strategic goals. I thrive in an environment that offers a positive company culture, effective communication, a proactive and collaborative leadership approach.
Overview
22
22
years of professional experience
Work History
Retail Banking Sales Manager
Countybank
, SC
05.2019 - 02.2024
Retail Banking:
- Accountable for operating, directing, and administering the bank’s retail network to achieve growth, profit, and customer service objectives.
- Overall performance of the Retail Banking network following established strategic plans, financial budgets, production goals, and associates' individual/team performance.
- Developed strategies to optimize operational efficiency and reduce costs.
- Collaborated with marketing team to create promotional materials for target customers.
Financial Integration:
- Conducted onboarding sessions to orientate new associates about company policies and procedures related to financial integration (referring to all lines of business).
- Led regular meetings with division leaders to assess and address issues and identify and implement improvements.
- Created reports, presentations, and other documentation for stakeholders.
Vendor Management:
- Evaluated cost effectiveness and customer service levels of existing providers.
- Negotiated new and existing vendor contracts for the organization's benefit.
- Managed third-party relationships to include card services, rewards checking, and customer satisfaction reporting.
Various Positions
BB&T
, SC
07.2002 - 05.2019
Financial Center Manager/Business Development/Commercial Loan Officer
- Bankwide Top three revenue producer as Business Development Officer
- Sterling Performer Award
- Best of the Best Recipient (Top 5%)
- Million Dollar Producers Club
- Consecutive 100% Financial Center Annual Audits
- Regional top 10 Customer Service Surveys
- Five title promotions and three officer appointments during tenure at BB&T
Education
Associate of Science - Business Administration
Southern Wesleyan University
05-2007
Certification
- South Carolina Bankers Association - Banking School Graduate and Class President (96% grade average) 2023
- Moody's Omega Performance Commercial Credit Training - Certificate of Completion 2016
- BB&T Banking School at Wake Forest University - Banking School Graduate 2013
- BB&T Consumer Credit Training - Completed 2005
Skills
- Financial Strategy & Operations
- Budget Forecasting & Administration
- Key Metrics Reporting & Analysis
- Profit & Revenue Growth
- Bank & Vendor Negotiations
- Team Leadership & Development
- Excellent Communicator
Affiliations
- Leadership Anderson Board of Regents
- Leadership Anderson Class 35 graduate
- Chamber of Commerce Ambassador
- Rotary Club of Anderson
- Anderson University College of Business Board (past)
Accomplishments
Customer Satisfaction Results
- Retail Banking 97%
- Organization 94%
Revenue Growth
- Merchant Services 278%
- Credit Card interchange income 68%
- Credit Card portfolio size 44%
References
References available upon request.
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