Summary
Overview
Work History
Education
Skills
Timeline
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Anna Mika

Holland,MI

Summary

Banking professional with over ten years of experience. Robust knowledge in investments, consumer finance, banking compliance and general banking operations. Strong leadership skills with superb attention to detail.

Overview

6
6
years of professional experience

Work History

Branch Manager, Assistant Vice President

Flagstar Bank
09.2019 - Current
  • Manage all daily banking operations including monthly reporting, audits, scheduling, alarm testing
  • Grew Branch Deposits by 3.7 million quarterly in Q4, surpassing quarterly goal
  • Orchestrated calling top 150 clients in West Michigan market with Divisional Executive and Market Manager to deepen client relationships
  • Partner with internal and external vendors on local events within the community to drive new cliental
  • Ensure branch stays within compliance and that team members are learning the right way to complete processes and follow proper procedures to mitigate loss
  • Actively facilitated coaching sessions and conducted yearly performance reviews with Client Consultants, Bankers and Assistant Manager to assist in development of staff. Resulting in promotion of two employees to next level positions
  • Executed comprehensive marketing plan to raise awareness of branch products and services to hit sales targets
  • Provide proactive and constructive feedback and solutions to new and existing policies or processes to improve/enhance the process and ensure compliant behavior
  • Maintain deep understanding of financial products and services ensuring staff has knowledge to guide clients.
  • Manage office book of business utilizing sales tools to document all activities, task and imperative follow up opportunities

Wealth Services Client Associate

LPL Financial, Flagstar Wealth Services
09.2019 - Current


  • Registered Representative with Infinex Investments and LPL Financial while employed with Flagstar Bank
  • Consult with clients to access financial situations and goals
  • Enhanced client relationships through offering insurance and investment services to existing and new cliental
  • Exceeded investment sales surpassing 400% of goal YTD for 2023
  • Recognized multiple times on bank-wide company call for insurance/investment achievements.
  • Review, analyze and call on client accounts for annual review and additional opportunities

Relationship Manager

Macatawa Bank
03.2018 - 09.2019
  • Develop, implement and maintain new business plan for the branch
  • Analyzed client relationships and assist cliental with any investment, insurance, lending or account needs
  • Provided exceptional client experience, uncovering needs, resolving issues promptly and maintaining client trust throughout the resolution process.
  • Drive loan growth in moderate to low income area
  • Strengthened client relationships by actively listening to their needs and providing tailored financial solutions
  • Built book of business and maintained relationships with new and existing clients while providing high level of client satisfaction
  • Investigated fraud by reviewing account history, check history, and customer transaction history
  • Prevented multiple clients from wiring money to scammers they thought were legitimate
  • Primary point of contact for all escalations and customer complaints



Education

Bachelor of Science - Hospitality Management

Grand Valley State University
Allendale, MI
04.2011

Skills

  • Financial Analysis
  • Risk Mitigation Strategies
  • Talent Development and Coaching
  • Business Operations
  • Regulatory Compliance
  • Wealth Management

Timeline

Branch Manager, Assistant Vice President

Flagstar Bank
09.2019 - Current

Wealth Services Client Associate

LPL Financial, Flagstar Wealth Services
09.2019 - Current

Relationship Manager

Macatawa Bank
03.2018 - 09.2019

Bachelor of Science - Hospitality Management

Grand Valley State University

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Anna Mika