Brenda Umanzor

• Developed comprehensive business plans for clients to achieve growth and profitability.
• Coached clients through challenging situations, offering conflict resolution strategies and mediation services when needed.
• Mentored new Small Business Advisors by sharing best practices and industry knowledge gained from years of experience in the field.

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• Enhanced communication among team members, fostering a collaborative and supportive work environment.
• Evaluated client needs and expectations, establishing clear goals for each consulting engagement.
• Managed multiple deadlines across several businesses to meet dynamic needs of multiple clients.
• Worked with different partners in branch to achieve cient goals such as Wealth Management and Home Lending processing Home Equity Applications and closings

• Strengthened client relationships through consistent follow-ups and proactive communication.
• Managed high-net-worth clients, ensuring their financial goals were met with tailored banking services.
• Mentored junior personal bankers, sharing industry knowledge and best practices for career development.
• Collaborated with mortgage lenders to facilitate timely loan approvals for homebuyers seeking financing options.
• Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.

• Increased client satisfaction by providing personalized business advice and guidance.
• Identified new market opportunities for clients, contributing to increased revenue generation.

• Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
• Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery.
• Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
• Collaborated with branch team members to achieve monthly sales targets and improve overall performance.

• Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
• Assisted customers in navigating online banking providing digital tools and resources available, improving overall user experience.
• Exceeded performance metrics consistently, earning recognition as a top performer within the team.

• Enhanced branch security through vigilant monitoring of suspicious activities and timely reporting to supervisors.
• Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
• Disbursed cash and checks accurately while maintaining security of cash drawers.
• Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.