PROFESSIONAL OBJECTIVE To contribute to a dynamic and high-performing team that values excellence, fosters personal and professional growth, and seeks a motivated and organized individual dedicated to making a meaningful impact as a valued team member.
Overview
33
33
years of professional experience
1
1
Certification
Work History
Complaint Monitoring Officer
Bank of Oklahoma
10.2014 - Current
Works directly with business line leaders and key stakeholders to collect information, perform analysis, and deliver accurate and timely risk-related information to the entire organization, including the board, executive leadership team, and general counsel
Performs crucial functions related to one of the essential elements of an effective compliance management system: response to complaints
Provides leadership to the organization in overseeing the complaint management program, ensuring adherence to bank policy in handling responses to complaints
Reviews complaints to identify areas that require further, enhanced root-cause analysis for continuous improvement
Develops advanced trend reporting using statistical techniques to provide insightful analysis.
Branch Manager/Vice President
Bank of Oklahoma
04.2007 - 10.2014
Manages customer relationships in alignment with bank objectives for profitability and risk, ensuring consistent adherence to procedures while opening accounts and processing customer loan requests
Focuses on consumer small business development and sales within the branch area, driving growth and revenue generation
Organizes and directs sales efforts by setting goals, motivating, coaching, and training team members to maximize performance
Ensures a high level of service quality is maintained, prioritizing customer satisfaction
Manages staffing, scheduling, performance appraisals, promotions, salary recommendations, and implements the company's discipline program when appropriate
Implements prescribed security controls to safeguard the facility against criminal and fraudulent operations, minimizing risk and exposure
Consistently executes operating and financial plans to achieve branch goals
Represents the bank in the community, fostering positive relationships and promoting the bank's image.
Banking Center Manager
MidFirst Bank
06.2003 - 04.2007
Managed sales, operational functions, deposits, and loan activity while consistently meeting established goals
Successfully led a team of sales professionals in a dynamic sales environment, driving high performance and achieving targets
Resolved customer service issues promptly and effectively, ensuring customer satisfaction and retention
Actively brought in new business and personal accounts, contributing to the growth and profitability of the bank
Prepared and maintained required reports for upper management, providing crucial insights and performance analysis
Oversaw the hiring and training of new employees for the banking center, building a skilled and motivated team
Conducted employee evaluations and administered counseling forms, fostering professional growth and development
Additionally, fulfilled all responsibilities of the Assistant Banking Center Manager role.
Assistant Banking Center Manager
12.2002 - 06.2003
Assisted in daily operations, providing crucial support to employees and ensuring smooth workflow
Processed and closed all personal, home equity, mortgage, and small business loan applications for new and existing customers, ensuring accuracy and timely completion
Opened new accounts and actively sold banking products and services, effectively meeting customer needs and promoting customer satisfaction
Made outbound sales calls to both new and existing customers, offering additional banking products and driving revenue growth
Additionally, fulfilled all responsibilities of the Senior Teller role, providing exceptional customer service and managing cash transactions.
Senior Teller
09.2002 - 12.2002
Supervised and delegated responsibilities to tellers, ensuring efficient operations and optimal customer service
Balanced and maintained all vault transactions, guaranteeing accurate cash handling and security
Responsible for balancing and servicing the branch ATMs, maintaining their functionality and availability to customers
Conducted research and review of all teller outages, identifying and resolving discrepancies promptly
Assisted customers in completing loan applications, providing guidance and facilitating the application process
Proactively contacted new and existing customers to discuss bank products and identify additional banking needs
Cross-sold banking products and services to all customers, promoting customer satisfaction and revenue growth
Additionally, fulfilled all responsibilities of a Teller, delivering exceptional customer service and performing various cash-handling tasks.
Premium Customer Care Analyst
Trase Miller Technologies/American Airlines Vacations
05.2002 - 09.2002
Worked directly with management to re-accommodate passengers in cases of oversold hotels, renovations, or closures prior to travel, ensuring seamless travel experiences
Resolved all complaint issues for passengers and travel agents prior to travel, addressing concerns promptly and effectively
Maintained a comprehensive database of compliments and complaints, tracking customer feedback and identifying areas for improvement
Proofed all ad pricing and information for newspaper ads and website promotions, ensuring accuracy and compliance
Processed refunds on vacation packages and accurately entered refund information back to passenger credit cards
Managed a refund database, keeping records organized and up to date
Reported and logged all travel agent system errors, contributing to the identification and resolution of technical issues
Traveled to trade shows to present the services provided by the company to the public and travel agents, promoting brand awareness and fostering relationships
Additionally, fulfilled all responsibilities of an Online Analyst and Premium Customer Care Agent.
Online Analyst
05.2000 - 05.2002
Maintained and verified all information on AAVacations.com and affiliate sites, ensuring accuracy and up-to-date content
Handled all customer email inquiries from AAVacations.com, providing timely and informative responses to customer questions and concerns
Offered detailed technical support for premium customer care agents regarding AAVacations.com, assisting with troubleshooting and resolving website-related issues
Reported and corrected website errors promptly, ensuring a seamless user experience for customers
Proofed all promotional items featured on AAVacations.com and associated sites, guaranteeing accurate and compelling marketing materials
Built and maintained web pages for Trase Miller Technologies' intranet using Microsoft FrontPage, keeping internal information accessible and organized
Data entered absorb tracking information into the company's database, maintaining accurate records of customer interactions and transactions
Created weekly spreadsheets on competitor's pricing and promotional information, providing valuable market insights to upper management
Additionally, fulfilled all responsibilities of a Premium Customer Care Agent, delivering exceptional customer service and assisting customers with their travel needs.
Premium Customer Care Agent
09.1999 - 05.2000
Supervised and assisted reservation sales representatives with technical inquiries and product knowledge related to AAV (AA Vacations) products
Took over and resolved customer service calls, ensuring prompt and satisfactory resolution of customer concerns
Assisted travel agents and direct passengers with reservations comments, complaints, and errors, offering responsive and empathetic support
Provided assistance to passengers experiencing difficulties while on their trip, addressing issues and providing solutions to enhance their travel experience
Offered technical support for customers using AAVacations.com, guiding them through any technical challenges or questions they encountered
Provided complex technical support for travel agents utilizing Sabre's Faast system, Apollo's Leisureshopper system, Worldspan, Amadeus' Toursource system, and AAVacations.com for booking AA Vacations
Answered all tour refund calls and assisted passengers with refund inquiries, ensuring a smooth refund process and resolving any concerns
Additionally, fulfilled all responsibilities of Reservation Sales Representatives, delivering exceptional customer service and assisting customers with their reservations.
Reservation Sales Representative
American Airlines
09.1998 - 09.1999
Answered all inbound calls for, Vacations, providing exceptional customer service and assisting callers with vacation or business travel plans
Created and booked reservations for callers, ensuring accuracy and meeting their travel needs
Informed travel agents and direct passengers about hotels, tours, rental cars, theme park passes, and city highlights for all destinations offered by American Airlines Vacations
Provided correct and up-to-date information to assist customers in making informed decisions about their travel arrangements
Posted payment for passengers and travel agents for vacation packages, ensuring accurate and timely processing
Additionally, maintained an above-average time control on all calls, efficiently assisting customers while delivering a high level of service.
Assistant Manager
Communication Federal Credit Union
12.1997 - 09.1998
Supervised and assisted employees, ensuring smooth operations and providing guidance and support as needed
Approved and opened various types of new accounts, maintaining strict adherence to policies and procedures
Reviewed credit reports for new accounts and all loans, assessing creditworthiness and managing risk
Assisted members in opening certificates of deposit (CD) and individual retirement accounts (IRA), while also maintaining these accounts and providing ongoing support
Submitted all types of loans, including second mortgages, and prepared and completed loan closings, ensuring accurate documentation and compliance
Additionally, fulfilled all responsibilities of a Head Teller and Member Service Representative, delivering exceptional customer service and conducting various banking transactions.
Head Teller
09.1996 - 12.1997
Supervised and delegated responsibilities to tellers, ensuring efficient operations and optimal customer service
Balanced and maintained all vault transactions, guaranteeing accurate cash handling and security
Responsible for balancing and servicing ATMs, ensuring their functionality and availability to customers
Submitted loan applications, returned results to members, and assisted in the closing process, facilitating smooth loan transactions
Opened new safety deposit boxes for members and managed the closing process as needed
Additionally, fulfilled all responsibilities of a Member Service Representative, providing exceptional customer service and assisting members with various banking needs.
Member Service Representative
09.1995 - 09.1996
Provided members with accurate and timely information on new accounts, loans, certificates of deposit (CDs), individual retirement accounts (IRAs), and money market accounts
Created collection letters based on weekly reports to address delinquent loans and checking/savings account issues, ensuring prompt resolution and adherence to collection policies
Assisted members in accessing their safety deposit boxes, maintaining strict security protocols and providing excellent customer service
Additionally, performed basic teller duties, including processing deposits, withdrawals, and other banking transactions.
Cash office and Office Assistant
Kmart
08.1991 - 09.1995
Picked up money from all cash registers, ensuring accurate balancing and completeness of the registers
Balanced reports and encoded checks for bank deposits, adhering to established procedures and accuracy standards
Prepared deposits for armored car pick-up, following security protocols and maintaining a secure chain of custody
Maintained detailed records and documentation of cash transactions and deposits.
Cashier and Customer
06.1990 - 08.1991
Operated cash registers, helping customers with inquiries and purchases.
Education
Broken Arrow Senior High School
Tulsa Community College
Northeastern State University
Education and Accounting
Skills
Special Assignments
Budget Control
Verbal and Written Communication
Key Performance Indicators
Strategic Planning
Policy Implementation
Financial Management
Business Development
Workforce Management
Staff Development
Performance Management
Expense Tracking
Operations Management
Customer Relationship Management (CRM)
Complex Problem-Solving
Project Management
Salesforce Management
Accomplishments
Perfect Circle Awards
Pinnacle Club Award
Certification
Google Data Analytics Certification
Timeline
Complaint Monitoring Officer
Bank of Oklahoma
10.2014 - Current
Branch Manager/Vice President
Bank of Oklahoma
04.2007 - 10.2014
Banking Center Manager
MidFirst Bank
06.2003 - 04.2007
Assistant Banking Center Manager
12.2002 - 06.2003
Senior Teller
09.2002 - 12.2002
Premium Customer Care Analyst
Trase Miller Technologies/American Airlines Vacations