Hi, I’m
Bryanne "Annie" McClash
Bear,DE
Your most unhappy customers are your greatest source of learning.
Bill Gates
Summary
Proficient bank management professional offering a positive and driven approach to leadership. Talented sales leader and customer service expert. Hard working and results driven in solution based selling and coaching. History of success with implementation of account development strategies. Demonstrate the ability to take on new sales challenges and coaching challenges that produce results. Successful at delivering superior quality service and creating meaningful customer experiences.
Overview
12
years of professional experience
1
Certification
Work History
PNC Bank
Branch Manager/Vice President
01.2022 - Current
Job overview
- Focus on Small Business growth in deposits, long and short term credit/lending, treasury management and merchant services.
- Demonstrate proficient and positive leadership skills to motivate employees and build competent teams.
- Hire and manage employees to maximize productivity and sales results while doing what's best for customer financial needs.
- Clarify and manage to roles, responsibilities and expectations of staff.
- Establish weekly and monthly goals for Platform Staff to meet their quarterly goals for incentive pay.
- Identify and help resolve issues between employees by promoting better collaboration and mutual respect.
- Evaluate and coach to product development strategies and prepare alternative approaches to goal achievement.
- Increase company growth through collaboration with Other Line of Business Partners.
- Comply with established internal controls and policies.
- Perform banking, business acumen, and financial tasks to guarantee five-star service for customers.
- Achievement: 2023 Market All-Stars award
Fulton Bank
Multi-Financial Center Manager
04.2019 - 12.2021
Job overview
- Minimized fraud risks and other potential losses by managing regular security trainings and coaching's.
- Oversaw and spot-checked operational branch items for monthly and quarterly audits, teller and vault cash audits and compliance audits.
- Focused on my personal Small Business knowledge and development by attending and completing personal. development courses: Talking Business with Small Business, and Becoming the Trusted Advisor.
- Implemented strategies to engage Tellers with daily customer conversations to assist in partner referrals and referrals to Platform Bankers.
- Coached Platform Bankers and Tellers to basic sales strategies such as the assumptive sale, professional outbound calling, properly scheduled follow-up, and coaching to find the value of the product/service to fit that specific customers need.
- Coached and Mentored to the specific, professional behaviors needed to help my team succeed in their current roles and prepare them for their next roles.
WSFS Bank
Assistant Branch Manager
09.2013 - 04.2019
Job overview
- Responsible for assisting in the day-to-day operations of the branch.
- Responsible for assisting in the development and training of newly hired Personal Bankers in sales and operations.
- Assisted in keeping branch is compliance with all bank policies and procedures.
- Participated in trainings and meetings on sales and operational issues with branch management and staff.
- Ensured compliance, audit and security procedures are adhered to at branch level.
- Assisted in training, development and motivating of subordinate staff.
- Responsible for making and surpassing personal sales goal through outbound calling, addressing inbound calls and working with branch clients in person.
McDermott Advisory Group
Administrative Assistant/Reception
08.2012 - 06.2013
Job overview
- Responsible for gathering various insurance quotes and applications for clients.
- Proficient with computer applications, calculators, and other office equipment.
- Drafting letters/memos to clients, financial institutions, and Investment Companies.
- Responsible for following office protocol, Broker/Dealer Compliance Rules and FINRA/SIPC Compliance Rules.
- Researched clients various in-force policies for Financial Advisor.
- Executed record filing system to improve document organization and management.
- Prepped documents such as insurance policy or investment account changes, fund re-allocation or beneficiary changes.
First Commerce Credit Union
Teller
04.2011 - 06.2012
Job overview
- Extensive Knowledge of teller operating procedures and Credit Union operations.
- Responsible for balancing, auditing, and filling Cash Dispense Machine's and ATM.
- Processed member transactions accurately and promptly.
- Responsible for making qualified referrals to personal bankers.
- Proficient with computer applications, calculators, and other office equipment.
- Responsible for keeping cash draw balanced throughout the day.
- Uncovered member's needs in order to cross-sell other banking products.
- Participated in Credit Union sponsored charity events.
- Responsible for following credit union policies, procedures, and audits selected.
- Achievement: Lead Teller Line with Most Qualified Referrals through 1st Quarter of 2012.
SunTrust Bank
Financial Services Representative
2009 - 2011 (2 years)
Job overview
- Open new checking, savings, money markets, and CD's accounts for clients.
- Uncover client's financial needs by conducting consultative conversation.
- Uncover personal loan needs and submit loan applications to underwriters.
- Conduct daily phone calls to client's to follow up on new accounts and sales leads.
- Assist branch in meeting loan and deposit goals.
- Make qualified referrals to proper lines of business.
AmSouth Bank
Teller Specialist
2005 - 2006 (1 year)
Job overview
- Handle daily maintenance request of client's accounts and needs.
- Looked for customer's financial needs in order to sell banking products.
- Assisted in training new and fellow tellers.
- Responsible for daily audits of personal cash drawer and branch cash vault.
- Continued to win branch's customer service awards Selected Achievements: Promoted to Head Teller after 6 months of employment.
- Selected Achievements: Finished 1st of 17 FSR's in the region in top loan production during the 4th Quarter of 2011.
Kay Jewelers
Store Manager
2001 - 2005 (4 years)
Job overview
- Managed and oversaw all store functions to include hiring and training 12+ employees.
- My primary focus was on Business and Community development, branding, & increasing profitability through sales and direct-management of asset quality.
- Coached sales associates in product specifications, sales incentives, and selling techniques, significantly increasing customer satisfaction ratings.
- Achievements: Voted “#1 Jewelry store in Tallahassee” by “The Best of Tallahassee” for 2005. Award for “Zero Customer Complaints” for 2004.
Education
Washington High SchoolPensacola, FL
High School Diploma
Skills
- Sales Management Training & Coaching
- Small Business Acumen
- Consultative Selling
- Excellent Team Leadership
- Client Relationship Development
- Staff Evaluations
- Talent Recruitment
- Banker Mentoring
- Operational Efficiency
- Team Development
- Written Communication
- Active Listening
Certification
New Jersey & Maryland Notary
Timeline
Branch Manager/Vice President
PNC Bank
01.2022 - Current
Multi-Financial Center Manager
Fulton Bank
04.2019 - 12.2021
Assistant Branch Manager
WSFS Bank
09.2013 - 04.2019
Administrative Assistant/Reception
McDermott Advisory Group
08.2012 - 06.2013
Teller
First Commerce Credit Union
04.2011 - 06.2012
Financial Services Representative
SunTrust Bank
2009 - 2011 (2 years)
Teller Specialist
AmSouth Bank
2005 - 2006 (1 year)
Store Manager
Kay Jewelers
2001 - 2005 (4 years)
Washington High School
High School Diploma
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