BRANDI MCMILLON
Williamsville,NY
Summary
Results-driven banking professional skilled in contact center operations, branch banking, and retail management. Expertise in resolving complex customer issues and ensuring regulatory compliance, while fostering strong relationships and high customer satisfaction. Experienced Toastmaster and financial education instructor, ready to leverage operational knowledge to excel in formal leadership roles.
Overview
11
11
years of professional experience
Work History
Financial Center Banker
Northwest Bank
Amherst, NY
05.2025 - Current
- Managed client relationships to enhance customer satisfaction and retention.
- Oversaw daily operations, ensuring accuracy in transactions and adherence to policies.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Delivered exceptional customer service, addressing concerns promptly and professionally to ensure client satisfaction.
- Educated customers on features and benefits of banking products and services.
Relationship Banker
Evans Bank
Buffalo, New York
01.2021 - 01.2025
- Building and maintaining meaningful relationships with clients
- Opening and maintenance of accounts and banking products
- Engaged with community members through local events to promote services and build connections.
- Maintaining financial industry updates and best practices
- Community outreach and involvement and local events
Store Manager
Zumiez
Buffalo, New York
01.2018 - 01.2021
- Trained and supervised employees on company policies and sales strategies, ensuring compliance and enhancing team readiness
- Coordinated with teams, vendors, and customers to streamline daily operations and resolve issues promptly
- Analyzed sales reports and performance metrics to inform strategic decisions and drive improved results
Store Manager
Journeys
Buffalo, New York
01.2016 - 01.2019
- Led team to achieve sales targets through effective staff training and motivation.
- Implemented inventory management systems to enhance stock accuracy and reduce shrinkage.
- Mentored junior staff, providing guidance on best practices in retail management and customer interactions.
- Ensured compliance with company policies and procedures, maintaining high standards of customer service.
Skills
- Loan Origination
- Financial Literacy
- Data Verification
- Customer Relations
- Customer relationship development
- Community Engagement
- Client support
- Time Management
- Quality control
- Team Collaboration
- Customer support
- Adaptability
- Customer relationship management
- Self-motivation
- Regulatory compliance
- Customer onboarding
Section name
- OBJECTIVE:
- Customer-orientated, experienced banker, who is looking for a long-term Mortgage Loan Officer opportunity.
- Passionate about learning and helping others receive financial guidance.
Personal Information
Title: Financial Center Banker
Timeline
Financial Center Banker
Northwest Bank
05.2025 - Current
Relationship Banker
Evans Bank
01.2021 - 01.2025
Store Manager
Zumiez
01.2018 - 01.2021
Store Manager
Journeys
01.2016 - 01.2019