Cheri Adkins
Huber Heights,OH
Summary
At Civista Bank, I spearheaded initiatives that significantly enhanced client retention and branch efficiency through exceptional customer service and innovative process improvements. My expertise in compliance and risk management, coupled with a talent for cross-selling and problem-solving, drove substantial growth and operational excellence.
Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance.
Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence.
Overview
21
21
years of professional experience
Work History
Branch Operations Specialist
Civista Bank
02.2004 - 11.2024
- Developed strong relationships with clients by providing exceptional service, resulting in increased retention rates.
- Enhanced branch efficiency by streamlining operations and implementing new processes.
- Implemented risk management strategies to minimize potential losses from operational risks.
- Monitored branch work for completion and compliance.
- Reduced operational errors through diligent monitoring, reporting, and addressing of issues.
- Maintained reserve and working supplies of official checks, money orders and counter checks.
- Assisted team with meeting branch goals by making referrals.
- Maintained accurate records of branch transactions, ensuring regulatory compliance and audit readiness at all times.
- Improved response time by managing customer inquiries quickly and efficiently.
- Coordinated staff training to foster a knowledgeable and skilled workforce, leading to increased productivity.
- Assisted customers in navigating complex financial products, improving their understanding and decision-making abilities.
- Increased customer satisfaction by providing excellent service and promptly resolving any concerns.
- Managed daily branch activities to ensure smooth operations and compliance with regulations.
- Evaluated staff performance regularly, providing constructive feedback for continuous improvement and career growth opportunities.
- Developed strong working relationships with colleagues and partners.
- Balanced out branch to standard cash limit, prepared cash shipments to Federal Reserve intermediary banking institution and reconciled cash general ledger account.
- Maintained friendly and professional customer interactions.
- Assisted customers with banking needs and inquiries.
- Educated customers on online banking and mobile banking applications.
- Counted, verified and handled bank deposits and armored car transactions.
- Executed wire transfers, stop payments and account transfers.
- Handled various accounting transactions.
- Processed wide variety of retail banking transactions for personal and commercial customers.
- Referred customers to other banking departments for specialized services.
- Cross-sold credit cards, loans and other bank products.
- Monitored and verified suspicious activity on customer accounts.
- Trained new hires on customer service policies and procedures.
- Established rapport with new clients to increase satisfaction and loyalty.
- Processed applications for new accounts.
- Performed account maintenance by closing out accounts and changing customer addresses.
- Arranged monies received in cash boxes and coin dispensers according to denomination.
- Received loan and utility payments, sending funds to correct destinations.
- Received mortgage, loan or public utility bill payments, verifying payment dates and amounts due.
- Wrote and distributed customer correspondence.
Education
General Studies
Sinclair Community College
Dayton, OHSkills
- Cross-selling strategies
- Quality control implementation
- Cash handling experience
- Problem-solving abilities
- Multitasking
- Reliability
- Exceptional customer service
- Cash handling and management
- Compliance, banking laws, and regulations
- Loans
Timeline
Branch Operations Specialist
Civista Bank
02.2004 - 11.2024
General Studies
Sinclair Community College
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