Angela Patton
Winnsboro,SC
Summary
Results-driven Branch Manager with 9 years of comprehensive experience in financial services. Polished in managing branch, promoting and marketing branch products and allocating funds. Deeply familiar with banking rules and regulations. Friendly professional dedicated to promoting and maximizing sales opportunities. Branch Manager with exceptional drive and dedication to accomplishing business objectives and exceeding customer expectations. 9+ year history of success in Finance. Versatile Branch Manager offers financial consulting, cash handling and employee coaching and training expertise coupled with outstanding time management and conflict resolution skills. Seasoned leader with 9 + years of experience overseeing day-to-day operations of branch. Committed to finding creative ways to motivate employees to exceed customer service and sales goals. Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience. Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Organized and motivated employee eager to apply time management and organizational skills in various environments. Seeking entry-level opportunities to expand skills while facilitating company growth.
Overview
1
1
Certification
Work History
Branch Manager
Lendmark Financial Services LLC
Columbia, SC
09/08/14 - Current
- Managed staff scheduling, hiring and training processes.
- Directed daily operations of the branch, including customer service, human resources, sales and marketing activities.
- Managed and inspired team members to perform to full potential, driving branch profitability.
- Conducted regular performance reviews for all employees in the branch.
- Monitored financial performance of the branch on a monthly basis.
- Provided guidance and support to team members regarding problem resolution and customer service issues.
- Planned work schedules to maintain adequate staffing levels.
- Resolved escalated customer complaints in a timely manner.
- Increased efficiency and drove branch revenue by optimizing daily operations.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Assigned duties to employees and examined work for accuracy, neatness and timeliness.
- Developed strategies to increase customer satisfaction and loyalty.
- Identified opportunities for process improvement initiatives within the branch.
- Verified cash by balancing cash drawers and maintaining cash count records.
- Disciplined employees to encourage compliance with company policies and procedures.
- Facilitated weekly meetings with staff members to discuss progress on current initiatives.
- Established and built customer relationships through targeted outreach and initiatives.
- Worked cross-functionally to plan and establish branch goals, supporting strategic objectives.
- Boosted customer base, acquiring new customers and identifying needs to deliver relevant products.
- Established strong working relationships with external partners such as vendors and suppliers.
- Assisted other branches when needed during peak periods or special projects.
- Supported outside sales force in servicing and obtaining new business.
- Reviewed loan applications to ensure accuracy and compliance with regulations.
- Complied with company policies and government regulations to prevent and detect rule violations and protect organization from fines and lawsuits.
- Ensured compliance with established policies, procedures and regulations governing banking operations.
- Provided feedback on employee performance evaluations conducted by supervisors.
- Maintained consistent growth in accounts and receivables by obtaining and retaining loan borrowers.
- Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
- Coordinated approval or rejection of lines of credit or commercial, real estate or personal loans.
Education
High School Diploma -
CornerStone Christian Academy
Ga. Skills
- Coaching and Mentoring
- Excels in Team Leadership
- Shift Scheduling
- Account Review
- Work Prioritization
- Process Improvement
- Sales Professional
- Risk Mitigation
- Customer Service
- Performance Reviews
- Financial Oversight
- Business Development
- Branch Operations Management
- Interviewing and Hiring
- Relationship Building
- Operational Reports
- Sales Development
- Business Development Expertise
- Employee Development
- Relationship Building and Management
- Documentation
- Business Planning
- Staff Supervision
- Basic Mathematical Aptitude
- Excellent Work Ethic
- Team Player
- Financial Services
- Excellent Communication Skills
- Excellent Time Management Skills
- Multi-Tasking Ability
- Reliable
- Financial Advising
- Federal Regulations
- Product Training
- Sales Management
- Training and Development
- Cash Handling
- Security and Safety Protocols
- Collections
- Dependable
- Bottom Line LoanMaster Loan Servicing
- People-Oriented
- Conflict Resolution
- Resourceful Nature
- Customer and Vendor Relations
- Verbal/Written Communication
- Information Security
- Sales Expertise
- Team Supervision
- Approachable
- Regulatory Compliance
- Customer Relationships
- Client Relationship Management
- Staff Management
- Attention to Detail
- Decision-Making
- Friendly
- Relationship Management
- Loan Documentation
- Client Acquisition
- Marketing
- Staff Training
- Safety Protocol
Certification
- State of SC Department of Insurance Insurance Producer Lines of Authority Credit.
- South Carolina Department Of Consumer Affairs The American Traveler Motor Club.
- SC Notary Public.
Timeline
Branch Manager
Lendmark Financial Services LLC
09/08/14 - Current
High School Diploma -
CornerStone Christian Academy
- State of SC Department of Insurance Insurance Producer Lines of Authority Credit.
- South Carolina Department Of Consumer Affairs The American Traveler Motor Club.
- SC Notary Public.
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