Catherine Halbauer
St Louis,MO
Summary
Motivational leader and organizational problem-solver with advanced supervisory, team building and customer service skills. Experience stepping into roles and quickly making positive changes to drive company success. Focused on using training, monitoring and morale-building techniques to maximize employee engagement and performance.
Overview
12
12
years of professional experience
Work History
Service Manager
Busey Bank
Clayton, Missouri
06.2022 - Current
- Evaluated employee performance, recommending personnel for pomotion, transfer, or dismissal
- Hired and trained service department staff to drive performance.
- Upheld established policies and procedures for maximum workplace efficiency
- Provided and attended workplace training on improving customer service practices
- Delegated tasks to employees to effectively complete projects
- Supervised daily office operations and addressed any workplace inconsistencies or issues.
- Organized fundraising events such as galas, auctions, walks and runs, and dinners.
Financial Relationship Consultant/Commercial
Regions Bank
Des Peres, MO
07.2018 - 06.2022
- Met production targets that impacted overall company revenue goals
- Developed client pipeline by prospecting, networking and developing niches
- Created and maintained comprehensive financial plans that analyzed client's investment allocation
- Implemented business development strategies to acquire new business
- Identified financial needs of customers through effective questioning and listening techniques.
Personal Banker
Commerce Bank
Richmond Heights, MO
08.2017 - 07.2018
- Helped new and existing clients open personal accounts and resolve issues related to ATM machines and online banking
- Exceeded branch expectations and banking goals by teaming up with associates in closing potential leads
- Utilized marketing tools to proactively reach out to customers and set appointments for periodic financial reviews
- Assessed client financial situations to develop strategic financial planning solutions.
Universal Banker
PNC Bank
St Louis, MO
03.2013 - 08.2017
- Acted as digital ambassador to transition customers to digital solutions
- Initiated quality financial wellness conversations to add value to customers relationships
- Supported branch in achieving individual and team goals while acting in customer's best interest
- Executed proactive marketing activities for attraction, retention and expansion of customers
- Assisted in community awareness events to increase bank outreach and foster new business relationships.
Education
High School Diploma -
South County Tech
Skills
- Coaching and Mentorship
- Employee Supervision
- Sales Strategies
- Financial Management
- Office Administration
- Time Management
- Risk Management
- Revenue Generation
- Business Development
- New Employee Hiring
- Reporting and Documentation
Timeline
Service Manager
Busey Bank
06.2022 - Current
Financial Relationship Consultant/Commercial
Regions Bank
07.2018 - 06.2022
Personal Banker
Commerce Bank
08.2017 - 07.2018
Universal Banker
PNC Bank
03.2013 - 08.2017
High School Diploma -
South County Tech
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