Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Bobbie West

LANCASTER

Summary

Strategic professional with 25 years of experience in retail management, financial sales, and event planning. Expertise in creating customer-focused solutions that enhance business objectives through educational seminars. Demonstrated success in boosting team performance and aligning organizational goals with customer needs for sustainable growth.

Overview

28
28
years of professional experience

Work History

Bank Sales/Sales Representative (BSSR)

PNC
Lancaster
07.2018 - Current
  • Recruited and referred clients for diverse financial services, improving client satisfaction and retention.
  • Scheduled appointments and facilitated sales efforts to drive business growth.
  • Processed account transactions to streamline branch activities and enhance customer experience.
  • Monitored customer accounts to ensure accuracy and minimize errors in processing applications.
  • Managed cash flow operations, ensuring compliance with financial regulations.
  • Maintained operational responsibilities in accordance with regulatory standards.
  • Implemented fraud prevention measures to strengthen security protocols and safeguard client assets.

Senior Financial Sales Consultant/Employee Relations Manager

PNC
Columbus
07.2018 - 04.2026
  • Coordinated and led presentations for direct sales in B2C and B2B sectors.
  • Attracted new customers while nurturing existing relationships within network.
  • Aligned customer needs with satisfaction as a primary focus.
  • Delivered tailored solutions and educational resources to clients.
  • Organized educational seminars promoting financial wellness initiatives.
  • Provided clients with essential resources for comprehensive financial needs.

Assistant Branch Manager

PNC
Lancaster
07.2018 - 04.2026
  • Supervised employees, improving performance through coaching and training initiatives.
  • Managed customer support and escalations, ensuring timely resolution of issues.
  • Implemented goals and updated product knowledge to optimize branch operations.
  • Streamlined workflow processes, enhancing efficiency and employee relations.

Teacher

Part-Time Substitute Teacher
Pleasantville
01.2007 - 05.2018
  • Implemented curriculum tailored for diverse classrooms, enhancing student inclusion.
  • Graded assignments and managed daily educational tasks to support student learning.
  • Coordinated community events at Pleasantville Elementary, fostering engagement and support.
  • Obtained State of Ohio certification as substitute in general education.

Sales

Kay Jewelers
Lancaster
01.2002 - 01.2013
  • Exceeded sales targets by selling fine jewelry, extended warranties, and credit protection plans to enhance customer satisfaction.
  • Cultivated a loyal clientele through personalized service and relationship building.
  • Developed operational schematics to optimize marketing strategies and drive customer engagement.
  • Established inventory guidelines to streamline stock management and ensure product availability.

Store Manager

Limited Brands Inc.
Columbus
01.1998 - 01.2002
  • Managed high-volume test store with 15-30 sales associates to achieve performance goals.
  • Motivated staff to exceed personal sales targets, fostering competitive spirit and team collaboration.
  • Held team accountable for individual sales achievements, fostering a culture of success.
  • Coordinated floor sets and marketing planograms, improving customer engagement and shopping experience.
  • Recruited and trained new managers and sales associates for optimal store operations.
  • Oversaw operations of 10 stores as district manager, ensuring alignment with company policies.
  • Sold cosmetics, fragrances, and beauty products, contributing to overall revenue growth and brand loyalty.
  • Executed recruitment and training initiatives for both district and home store personnel.

Education

Bachelor of Arts - Criminology/Sociology

Ohio University
Athens, OH
05-1995

Skills

  • Event planning and project management
  • Problem solving and strategic thinking
  • CRM proficiency and tech-savviness
  • Oratory and interpersonal communication
  • Operational tactics and team leadership
  • Compliance management
  • Performance management
  • Recruitment and hiring
  • Seminar planning
  • Conference coordinator

References

Available upon request

Timeline

Bank Sales/Sales Representative (BSSR)

PNC
07.2018 - Current

Senior Financial Sales Consultant/Employee Relations Manager

PNC
07.2018 - 04.2026

Assistant Branch Manager

PNC
07.2018 - 04.2026

Teacher

Part-Time Substitute Teacher
01.2007 - 05.2018

Sales

Kay Jewelers
01.2002 - 01.2013

Store Manager

Limited Brands Inc.
01.1998 - 01.2002

Bachelor of Arts - Criminology/Sociology

Ohio University
Bobbie West