Open To Work
Carol Shandera
Gilbert,Arizona
Work Preference
Summary
Banking manager overseeing the daily operations of a bank branch, ensuring customer satisfaction, managing staff, and achieving financial targets. They play a crucial role in decision-making and strategic planning within the bank
Dynamic business banker specializing in managing commercial sales activities and optimizing loan processes. Builds and maintains robust client relationships, accurately assesses financial requirements, and tailors loan solutions that enhance client satisfaction and drive growth.
- Operational Oversight — Overseeing daily branch operations, ensuring efficiency and compliance with regulations.
- Staff Management — Manage and train staff, fostering a productive work environment.
- Customer Service — Ensuring excellent customer service is a priority, as it directly impacts client retention.
- Financial Targets — Responsible for meeting financial goals and driving business growth.
- Strategic Planning — Participate in strategic planning to align branch operations with overall bank objectives
Overview
15
15
years of professional experience
Work History
Business Banker
US bank
06.2021 - Current
- Exceptional experience in managing commercial sales activities for business banking processes.
- Profound knowledge of customer financial requirements and objectives.
- I prepare and maintain all relevant documents and file loan applications, approval documents, process papers, and client financial statements.
- Depending upon market requirements, I devise and modify loans and study loans offered by competitors, and develop new loans for the clients.
Client Relationship Consultant
US bank
06.2018 - 06.2021
- Exceptional finance professional who manages the accounts and finances of their clients.
- I am responsible for overseeing all aspects of their clients' accounts, providing them with banking services like loans or credit cards, and advising investment opportunities.
- I am also responsible for acquiring new consumer and small business clients, to expand relationships with existing clients and help clients achieve confidence in their financial wellness.
- Develop a comprehensive understanding of client needs by utilizing the Financial Wellness Guide.
- I manage existing clients/book of business to support the retention and growth of profitable client relationships through sales of deposit, loan and investment products (with appropriate licensing).
- Recommend products and services to help the client achieve financial goals and the team to achieve business goals.
Branch Sales Manager
Denali Federal Credit Union
01.2012 - 05.2018
- A talented Branch Sales Supervisor to assign and direct all work performed in the branch and to supervise all areas of operation.
- I manage staff, foster a positive environment and ensure customer satisfaction and proper branch operation.
- I love hands-on approach and will be committed to the expansion and success of the business by implementing strategies that increase productivity and enable sales targets achievement.
- Direct all operational aspects including distribution operations, customer service, human resources, administration and sales.
Education
MBA - English
Beijing University of Chemical Industry
Beijing08-2012
Skills
- Mentor/Managing skill
- High achiever
- Problem Solver
- Communicator
- Top Performer
- Financial analysis
- Risk assessment
- Credit evaluation
- Customer relationship management
- Business development
- Loan documentation
Timeline
Business Banker
US bank
06.2021 - Current
Client Relationship Consultant
US bank
06.2018 - 06.2021
Branch Sales Manager
Denali Federal Credit Union
01.2012 - 05.2018
MBA - English
Beijing University of Chemical Industry