William "Bryan" Roddy
Knoxville ,Tennessee
Summary
Overall I am a dedicated professional with over 15 years of experience in the finance industry. I have a passion for serving the public and helping individuals achieve their dreams to the best of my ability. I have developed my skills and expertise in financial management, collections and sales strategies, and I am eager to bring these strengths to your company.
Overview
1
1
Certification
Work History
Branch Manager
Citizens Savings & Loan
08 2022 - Current
- Maintain and strengthen relationships with key clients and dealers, securing long-term partnerships and driving revenue growth.
- Profit and loss management.
- Handle all legal actions.
- Assessed employee performance and developed improvement plans.
- Examined and underwrote all customer loan applications for loan approvals and denials.
- Evaluated and negotiated contracts to procure favorable financial terms.
- Managed delinquency and minimized losses by indentifying and keeping in front of potential issues.
- Taught my team to recognize opportunities to enhance revenue through cross-selling insurances and upselling loan products.
Financial Relationship Consultant
Regions Bank
07 2021 - 08 2022
- Increased client satisfaction by providing personalized financial advice.
- Enhanced client retention rates by addressing concerns promptly and providing excellent customer service.
- Streamlined banking processes for improved efficiency and customer experience.
- Identified cross-selling opportunities within existing client base, promoting additional products and services as appropriate.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Helped with any lending needs.
Branch Manager
Fort Sill National Bank
09 2010 - 07 2021
- Oversaw all hiring and training.
- Managed daily branch operations and sales while conducting regular audits to ensure optimal efficiency and performance.
- Strengthened cross-selling initiatives by identifying customers'' financial needs and recommending suitable products or services.
- Developed and executed strategies to grow the bank''s loan portfolio.
- Boosted branch revenue through targeted marketing campaigns aimed at attracting new clients and retaining existing ones.
Education
Seymour High School
2010
Commercial Drivers License
Tennessee Truck Driving School
02.2015
Skills
- People person with entegrity
- Problem solving
- Highly collaborative individual
- Operations and compliance
- Leadership, training and development
- Skilled in dealertrak, goldtrak, CIM As400
- Underwriting and attention to detail
- Sales with a speciality in upselling while indentifying customer wants and needs
- Collections
- Relationship building and customer management
Accomplishments
- 2023 Most improved Branch of the Year with Citizens.
- 2022, 2023 and 2024 Insurance Sales award with Citizens.
- Obtained all goals for the first quarter of 2025.
- Obtained all sales goal in my time at Regions.
- Three time Branch of the Year 2015,2016, and 2020 with Fort Sill National Bank.
Certification
- Notary Public
Timeline
Branch Manager
Citizens Savings & Loan
08 2022 - Current
Financial Relationship Consultant
Regions Bank
07 2021 - 08 2022
Branch Manager
Fort Sill National Bank
09 2010 - 07 2021
Seymour High School
Commercial Drivers License
Tennessee Truck Driving School