Summary
Overview
Work History
Education
Certification
References
Governor Appointments
Timeline
Generic

Connie Thomas Anderson

Lake City,Florida

Summary

Branch manager with proven success in leading high-performing teams focused on account service and retention. Extensive experience in the financial industry, demonstrating strong attention to detail. Effective communicator skilled in proactively addressing account and customer service challenges.

Overview

38
38
years of professional experience
1
1
Certification

Work History

Branch Manager/Consumer Lender-VP

Millennium Bank
Lake City , Florida
06.2020 - Current
  • Oversaw daily branch operations ensuring compliance with banking regulations.
  • Managed staff scheduling and performance to optimize customer service.
  • Supervised staff performance and provided training for professional development.
  • Coordinated marketing efforts to promote financial products and services.
  • Facilitated communication between departments to resolve customer issues promptly.
  • Cultivated relationships with customers to enhance loyalty and satisfaction.
  • Managed staff scheduling, hiring and training processes.
  • Managed and inspired team members to perform to full potential, driving branch profitability.
  • Conducted regular performance reviews for all employees in the branch.
  • Provided guidance and support to team members regarding problem resolution and customer service issues.
  • Planned work schedules to maintain adequate staffing levels.
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
  • Verified cash by balancing cash drawers and maintaining cash count records.
  • Assigned duties to employees and examined work for accuracy, neatness and timeliness.
  • Disciplined employees to encourage compliance with company policies and procedures.
  • Facilitated weekly meetings with staff members to discuss progress on current initiatives.
  • Established and built customer relationships through targeted outreach and initiatives.
  • Assisted other branches when needed during peak periods or special projects.
  • Participated in community events to promote brand awareness.

Branch Manager and Consumer Lender-VP

Columbia Bank
Lake City , Florida
11.2015 - 06.2020
  • Oversaw daily branch operations and ensured compliance with banking regulations.
  • Managed staff recruitment, training, and performance evaluations to enhance team effectiveness.
  • Ensured compliance with banking regulations and internal policies.
  • Developed strategies to improve customer service and satisfaction levels.
  • Monitored financial performance and managed branch budget effectively.
  • Coordinated marketing efforts to promote banking products and services.
  • Resolved customer issues promptly to maintain positive relationships.
  • Collaborated with regional management on branch performance goals and initiatives.
  • Managed staff scheduling, hiring and training processes.
  • Managed and inspired team members to perform to full potential, driving branch profitability.
  • Conducted regular performance reviews for all employees in the branch.
  • Planned work schedules to maintain adequate staffing levels.
  • Resolved escalated customer complaints in a timely manner.
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
  • Assigned duties to employees and examined work for accuracy, neatness and timeliness.
  • Verified cash by balancing cash drawers and maintaining cash count records.
  • Disciplined employees to encourage compliance with company policies and procedures.
  • Facilitated weekly meetings with staff members to discuss progress on current initiatives.

Consumer Lender VP

Columbia Bank
Lake City , Florida
06.2014 - 10.2014
  • Advised clients on loan options and repayment plans tailored to needs.
  • Evaluated consumer loan applications for creditworthiness and compliance.
  • Educated clients on financial products and services offered by the institution.
  • Assisted customers with completing loan paperwork accurately and efficiently.
  • Processed loan payments in a timely manner according to established policies and procedures.
  • Reviewed and evaluated customer credit applications to determine loan eligibility.

Corporate Trainer

Columbia Bank
Lake City , Florida
11.2013 - 06.2014
  • Developed training materials for employee onboarding and professional development.
  • Conducted workshops on customer service best practices and compliance standards.
  • Facilitated team-building exercises to enhance employee engagement and collaboration.
  • Monitored employee progress during training sessions to ensure understanding of material presented.
  • Provided individual coaching sessions for employees who needed additional support with their job duties.
  • Boosted confidence of employees by providing skilled training to improve knowledge and productivity.

Internal Auditor

Columbia Bank
Lake City, FL
03.2012 - 11.2013
  • Provide an independent and objective evaluation of the company's financial and operational business activities.
  • Also provide evaluations of operational efficiencies and report to the Chief Risk Officer and Board of Directors on how to improve the overall structure and practices of the company.
  • Work with The Board of Directors and management to ensure a system is in place which ensures that all major risks are identified and analyzed, on a quarterly basis.
  • Plan, organize and carry out the Internal audit function including the preparation of an audit plan which fulfills the responsibility of the department and estimating resources needed.
  • Report to both the Audit committee and Chief Risk Officer on the activities of the department.
  • Make recommendations on the system and procedure enhancements, report findings and recommendations and monitor management’s response and implementation.

Branch Manager

Columbia Bank
Lake City, FL
07.2002 - 03.2012
  • Oversee the branch daily operation and ensure all policy and procedures are adhered too.
  • Promote leadership skill examples to branch employees; i.e. professional dress, customer service skills, positive attitude, etc.
  • Promote branch success by continued calling on prospective customers monthly; maintain customer relationships already established to ensure good customer service.
  • Promote enthusiasm and team spirit by challenging employees to meet monthly goals as established.
  • Promote employee advancement by establishing an individual guideline for each employee so that continued success may be reached for individual goals submitted.
  • Submits information to Branch Administrator as warranted for review or disciplinary action that shall include: Employee performance evaluation, Items in branch needing repair or replaced, Any customer complaint or compliment.
  • Oversee daily operations of the branches that include but are not limited to the following: Overseeing the scheduling of staff appropriately to maintain excellent customer service.
  • Opening and maintenance of new and existing accounts as needed.
  • Review and maintain all auditing practices to ensure compliance.
  • Maintain accurate reporting of all Safe Deposit Boxes. To include: Verifying all open and closed boxes to the BancPac system and Report 734 monthly.
  • Maintain rotation of boxes quarterly.
  • Maintain past due boxes and ensure bank policy regarding such are adhered to.
  • Random audits of various size boxes as it pertains to customer identification and complete information maintained in file.
  • Verify internal logs are accurately completed and maintained and all bank policies and procedures are followed.

Customer Service Manager/Head Teller

Bank of America
Lake City, FL
07.1993 - 07.2002
  • Oversee the daily branch operations and ensure that policy’s and procedures were adhered too:
  • The scheduling of staff members.
  • Open new accounts (Checking, Savings, CD’s etc).
  • Cross sell Investment products.
  • Balance customers checkbooks and statements.
  • Train new tellers and new account representatives.
  • Solicit new business (visit local business and make sell calls(via phone) once a week).
  • Audit Safe Deposit boxes to ensure accuracy.

Teacher

Happy House Daycare
Lake City, FL
06.1991 - 11.1992
  • Ensure the students were provided a daily curriculum to enhance their knowledge through songs, books and interaction with other students.

Manager

Wendy’s
Lake City, Florida
06.1987 - 04.1990
  • Oversee the daily operation.
  • Train all new hires.
  • Maintain great customer service.
  • Make bank deposit.
  • Scheduling of employees to ensure adequate coverage.
  • Balance cashier’s at the end of each shift.
  • Order supplies.
  • Ensure proper controls for Quality Control Inspection (Food).

Education

High School Diploma -

Hamilton County High
Jasper, Fl
01.1987

Certification

  • Risk Based Internal Auditor, Sheshunoff, 10/05/12
  • Branch Manager Certification, Florida Bankers Association, 02/03/11

References

Available upon Request

Governor Appointments

  • The Early Learning Coalition of Florida’s Gateway, Chair, 06/21/13, 06/21/17
  • Early Learning Coalitions, Secretary, 02/06/12, 02/06/15

Timeline

Branch Manager/Consumer Lender-VP

Millennium Bank
06.2020 - Current

Branch Manager and Consumer Lender-VP

Columbia Bank
11.2015 - 06.2020

Consumer Lender VP

Columbia Bank
06.2014 - 10.2014

Corporate Trainer

Columbia Bank
11.2013 - 06.2014

Internal Auditor

Columbia Bank
03.2012 - 11.2013

Branch Manager

Columbia Bank
07.2002 - 03.2012

Customer Service Manager/Head Teller

Bank of America
07.1993 - 07.2002

Teacher

Happy House Daycare
06.1991 - 11.1992

Manager

Wendy’s
06.1987 - 04.1990

High School Diploma -

Hamilton County High

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