Bradley Phillips
Greensboro,NC
Summary
Dedicated Administrative Assistant with solid background in high-volume office environments focused on delivering exceptional clerical and operational support for professionals. Upbeat individual with friendly demeanor and sound judgment to handle diverse daily tasks with minimal oversight. Well-versed in managing office supplies, paperwork and project needs.
Overview
18
18
years of professional experience
Work History
Administrative Assistant to Division Sales Manager
Truist Bank
Florida, Alabama, And Texas
04.2019 - 02.2024
- Managed confidential documents, ensuring adherence to established protocols and maintaining organized records.
- Prepared and prioritized calendars and correspondence, demonstrating effective time management skills.
- Responded promptly and efficiently to sensitive inquiries and complaints, showcasing strong interpersonal and problem-solving abilities.
- Coordinated appointments, meetings, and conferences, streamlining communication and facilitating efficient workflow.
- Orchestrated catering services for various functions, including sales trainings and department meetings, contributing to a seamless event experience.
- Assisted in the planning of special events, handling tasks such as arranging catering services, securing venues, and ordering promotional materials.
- Prepared expense reports for executives, ensuring compliance with company policies and procedures.
- Coordinated travel arrangements and completed expense reports for travel reimbursement, demonstrating attention to detail and organizational skills.
- Organized both physical and digital files, updated reports, and coordinated project materials, contributing to effective project management.
- Audited and approved timesheets for Area Sales Managers, Producing Sales Managers, Mortgage Loan Officers, and Loan Officer Assistants, ensuring accuracy and compliance.
- Processed invoices for payment using accounting software applications, maintaining financial accuracy and efficiency.
Community Banking Branch Banker Team Leader
Truist Bank
Oak Ridge, NC
09.2017 - 04.2019
- Coached and motivated employees to ensure strict adherence to compliance with company policies and procedures.
- Conducted regular performance reviews, Fostering a culture of accountability and continuous improvement.
- Cultivated strong relationships with new and existing clients, addressing financial needs and promote branch loyalty.
- Efficiently managed staff scheduling, hiring, and training processes, optimizing team performance.
- Provided guidance and support to resolve client service issues, fostering a positive team environment.
- Conducted applicant interviews, gathered information for loan applications, and clarified processes.
- Tracked and managed new leads, ensuring timely follow-up on referral business opportunities.
Community Banking Branch Coordinator
Truist Bank
Greensboro, NC
06.2006 - 09.2017
- Analyzed weekly sales figures and implemented strategic staffing adjustments to optimize operational efficiency.
- Coached and mentored staff on company policies, procedures, and performance strategies, resulting in improved team performance.
- Supervised and directed the daily activities of tellers, loan officers, and other personnel to ensure smooth branch operations.
- Managed inventory levels of cash, supplies, and other resources, preventing shortages and optimizing resource allocation.
- Conducted routine audits of branch operations, identifying areas for improvement and implementing corrective actions.
- Provided comprehensive training to assistant managers on banking and customer service policies to ensure consistent service standards.
- Organized daily workflow to maximize efficiency and productivity, streamlining processes for improved performance.
- Played a key role in the recruitment process by interviewing and training new employees as needed.
Education
High School Diploma -
Randleman High School
Randleman, NC06-2003
Skills
- Appointment Scheduling
- Clerical Support
- Calendar Management
- Quality Assurance
- Expense Reporting
- Staff Management
- Microsoft Office Suite
- Operational Processes
- Strong Problem Solver
- Travel Planning
- Project Management
References
References available upon request.
Timeline
Administrative Assistant to Division Sales Manager
Truist Bank
04.2019 - 02.2024
Community Banking Branch Banker Team Leader
Truist Bank
09.2017 - 04.2019
Community Banking Branch Coordinator
Truist Bank
06.2006 - 09.2017
High School Diploma -
Randleman High School
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