Summary
Overview
Work History
Education
Skills
Timeline
Generic

Brooklyn Beach

Gray

Summary

Dynamic Branch Operations Leader at Cadence Bank with a proven track record in enhancing client relationships and driving sales. Skilled in staff supervision and operational efficiency, I consistently exceeded performance metrics while maintaining a collaborative team environment. Recognized for outstanding customer service and adept at implementing process improvements to boost productivity.

Overview

3
3
years of professional experience

Work History

Branch Operations Leader

Cadence Bank
10.2023 - Current
  • Developed strong relationships with clients, resulting in increased loyalty and repeat business.
  • Managed daily branch operations for optimal productivity and customer satisfaction.
  • Supervised a team of employees, fostering a positive work environment and emphasizing professional growth.
  • Trained employees on proper procedures and strategies to improve productivity.
  • Improved branch efficiency by streamlining operations and implementing new processes.
  • Contributed to ongoing process improvements that led to increased efficiency across various aspects of branch operations.
  • Consulted customers to boost product sales and services.
  • Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
  • Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
  • Collaborated with branch team members to achieve monthly sales targets and improve overall performance.
  • Supported managers in implementing operational improvements that increased efficiency across the branch network.
  • Balanced cash drawers and vault accounts on daily basis with little to no discrepancies.
  • Conducted regular audits of cash handling procedures, minimizing risk exposure for the branch.
  • Resolved client disputes with empathy and efficiency, restoring confidence in banking services.
  • Achieved recognition for outstanding customer service
  • Trained new personal bankers, elevating team performance and service quality.
  • Backed up teller team by handling needs of new and existing customers at main counter.
  • Coached and mentored staff to improve job performance, resulting in higher productivity.
  • Managed banking operations for smooth daily transactions, ensuring accuracy and compliance with regulations.

Personal Banker III

Cadence Bank
12.2022 - 10.2023
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Enhanced client retention with proactive follow-ups and timely resolution of account issues.
  • Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
  • Resolved client disputes with empathy and efficiency, restoring confidence in banking services.
  • Enhanced client investment portfolios with personalized financial advice and product recommendations.
  • Collected customer information and completed new account forms.

Personal Banker II

Cadence Bank
04.2022 - 12.2022


  • Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
  • Improved customer satisfaction by providing personalized banking solutions and exceptional service.
  • Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
  • Cross-sold bank products and services to meet customer needs and provide options.
  • Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
  • Processed deposits, withdrawals and ACH transfers accurately.
  • Maintained high accuracy in transaction processing, ensuring client trust and financial security.
  • Increased branch revenue by cross-selling banking products


Education

High School Diploma -

Jones County High School
Gray
05-2017

Skills

  • Staff supervision
  • Customer relationships
  • Branch operations management
  • Excellent work ethic
  • Customer service
  • Strong team-builder
  • Relationship building and management
  • Goals and performance
  • Client relationship management
  • Team supervision
  • Sales professional

Timeline

Branch Operations Leader

Cadence Bank
10.2023 - Current

Personal Banker III

Cadence Bank
12.2022 - 10.2023

Personal Banker II

Cadence Bank
04.2022 - 12.2022

High School Diploma -

Jones County High School
Brooklyn Beach