Barbara Schultz
Edgerton,WI
Summary
Poised and professional Branch manager skilled at informing clients about banking products and services while recommending best options to meet needs. Self-motivated with knowledge in sales and branch management, loan management and general bank operations. Excellent interpersonal skills.
Overview
21
21
years of professional experience
Work History
VP Retail Branch Manager
First National Bank And Trust
Beloit, WI
12.2007 - Current
- Maintained friendly and professional customer interactions.
- Assessed employee performance and developed improvement plans.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Engaged employees in business processes with positive motivational techniques.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring and termination processes and coaching employees on company protocol and payroll operations.
- Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
- Boosted branch sales by developing and deepening customer loyalty through incentive programs.
- Complied with Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent and skill set.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Provided leadership and direction to grow team portfolio and increase revenue.
- Met with customers to assess needs and propose customized solutions.
Retail Branch Manager
Associated Bank
Janesville, WI
09.2001 - 12.2007
- Maintained friendly and professional customer interactions.
- Assessed employee performance and developed improvement plans.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Engaged employees in business processes with positive motivational techniques.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring and termination processes and coaching employees on company protocol and payroll operations.
Education
Associate of Science - Legal Administrative Assistance
Blackhawk Technical College
Janesville, WI06.1991
Skills
- Compliance Assessments
- Handling Complaints and Inquiries
- Adaptable to Changing Conditions
- Customer Satisfaction
- Regulatory Compliance
- Customer Service
- Cash Handling and Reconciliation
- Delegation and Supervision
- Scheduling and Time-Tracking
- Goal Attainment
- Staff Coaching and Training
- Coaching and Mentoring
- Interviewing and Hiring
- Motivational Techniques
Timeline
VP Retail Branch Manager
First National Bank And Trust
12.2007 - Current
Retail Branch Manager
Associated Bank
09.2001 - 12.2007
Associate of Science - Legal Administrative Assistance
Blackhawk Technical College