Versatile professional adept in financial analysis, audit support, account reconciliations and collections. Proficient in preparing financial statements, monitoring controls and completing closings. Highly detail-oriented, proactive, and diligent.
Overview
22
22
years of professional experience
Work History
Assistant Branch Manager
Ameris Bank
Stockbridge, Georgia
07.2014 - 01.2025
Manages day-to-day operations of the branch, which includes opening and closing, overseeing the teller line, the lobby, and the remote drive-thru, and conducting monthly and quarterly audits.
Developed and managed employee schedules, balancing individual requests and requirements with business needs.
Trained and developed new team members in alignment with branch service standards and objectives.
Supervised and evaluated staff, enabling them to improve their skills, achieve daily objectives, and attain advancement.
Conducted weekly staff meetings to motivate staff members, address concerns and questions, plan improvements, and evaluate progress toward goals.
Reviewed applications against established parameters to determine approval, rejection, or modification requirements.
Built rapport with account holders by reaching out with product recommendations and account updates.
Demonstrated knowledge of branch financial products, including loans, lines of credit, IRAs, and trust/estate setup.
Managed a branch size of over $180 million in deposits and a team of 5 full-time employees.
Analyzed financial data and prepared reports on the branch's performance for senior management utilizing Salesforce and Power BI.
TELLER MANAGER
Chase Bank
Fayetteville, GA
04.2007 - 07.2014
Executed customer transactions, including deposits, withdrawals, money orders, and checks.
Provided a high level of customer service through a friendly approach, strong professionalism, and timely assistance with customer transactions.
Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Oversaw daily operations, trained, and supervised staff.
Assessed employee performance, and developed improvement plans.
Enhanced branch production rates by handling staff conflicts, evaluations, hiring and termination processes, and coaching employees on company protocol.
Processed quarterly Vault and ATM audits with a zero error rate.
FINANCIAL AID ASSISTANT
University Of New Orleans, University of New Orleans
New Orleans, Louisiana
01.2003 - 12.2006
Guided students through financial aid processes, including completing necessary forms, filing documentation, preparing reports, and updating account records.
Assisted students with enrollment for payment plans.
Reconciled accounts and payments received for student accounts.
Handled customer complaints with relative ease by conducting research, listening carefully, and taking appropriate action.
Education
Some College (No Degree) - Accounting And Finance
University of New Orleans
New Orleans, LA
Skills
Account management
Effective Application of Critical Thinking
Skilled in both written and spoken communication
Flexible in Dynamic Environments
Strategic Decision Making
Deadline Management
Strategy Development
Sales Support
Relationship building and management
Audit monitoring
Account collections
Audit preparation
Staff education and training
Operational efficiency
Revenue generation
Strong interpersonal skills
Timeline
Assistant Branch Manager
Ameris Bank
07.2014 - 01.2025
TELLER MANAGER
Chase Bank
04.2007 - 07.2014
FINANCIAL AID ASSISTANT
University Of New Orleans, University of New Orleans