Corinna Burgess
Richmond,IL
Summary
Results-oriented Assistant Branch Manager with a proven track record in developing strong client relationships and referral networks. Recognized as a top performer, consistently surpassing sales goals. Skilled in effectively educating customers on banking services and products, providing tailored recommendations to meet their long and short-term needs.
Overview
19
19
years of professional experience
Work History
Assistant Branch Manager
State Bank of The Lakes
01.2023 - Current
- Supported Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
- Trained and developed new team members in alignment with branch service standards and objectives.
- Monitored daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.
- Oversaw successful completion of internal audits with minimal findings, demonstrating strong adherence to bank policies and regulations.
- Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
- Enhanced customer satisfaction by providing exceptional service and addressing concerns promptly.
- Trained and mentored new employees, fostering positive work environment that led to higher retention rates.
- Assisted in creating welcoming branch atmosphere by maintaining cleanliness, organization, and visually appealing displays of promotional materials.
- Coached and developed branch staff by offering constructive feedback and training opportunities.
- Help with coordinating and approving staff schedules, maintaining optimal staffing levels during peak business hours for improved customer experience.
Relationship Banker
State Bank of The Lakes
03.2020 - 01.2023
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Implemented new Saleforce software to better track client interactions and needs.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Facilitated customer transactions, including deposits, withdrawals and transfers.
- Joined ACE team in June 2023 to represent SBOTL and give the best customer experience to our customers.
- Joined Employee Appreciation in January 2023 to help with events and make sure our employees feel appreciated.
Relationship Manager
Bank of America
09.2018 - 03.2020
- Branch and district leader for sales and revenue exceeding monthly goals by developing new relationships through telecommunication consulting, proactive conversations, and building deeper relationships with existing clients leading to multiple client referrals
- Open all types of personal and business accounts, direct clients to appropriate departments for Mortgage, Investment and Auto Loan, prepare related documentation, and follow through closure
- Assist customers with requests, complaints, research and follows-up on details to resolve matters to the customer's satisfaction
- Mitigated risk management through proper record retention and filing procedures
- Understanding customers' financial needs and showing them how to get the greatest possible value from all available products and services.
Financial Center Lending Officer
Bank of America
09.2016 - 09.2018
- Successfully closed on over $5 MM dollars and 48 Units of Home Equity loans, Home Equity Lines of Credit and First Mortgages in first year
- Responsible for helping homeowners and prospective home buyers identify their financial goals, and to find ways of reaching those goals
- Pre-Approves Mortgage Loans by examining application and supporting docs; estimating creditworthiness; calculating repayment risk
- Completes Mortgage Loans by monitoring collection, verification, and preparation of Mortgage Loan documentation; scheduling and completing Mortgage Loan closings
- Strategically work with Financial Center Partners to source new business and referrals
- Responsible for making sales calls on Realtors, and other pertinent parties for the purpose of soliciting Mortgage Loans, developing banking relationships, and cross-selling services.
Personal Banker
First American Bank
07.2014 - 09.2016
- Successfully closed on over 2 MM dollars of Home Equity loans, Home Equity Lines of Credit and Mortgages
- Branch and district leader for sales and revenue exceeding monthly goals by developing new relationships through telecommunication consulting, proactive conversations, and building deeper relationships with existing clients leading to multiple client referrals
- Open all types of personal and business accounts, input loan applications and navigate the loan process, prepare related documentation, and follow through closure
- Assist customers with requests, complaints, research and follows-up on details to resolve matters to the customer's satisfaction
- Mitigated risk management through proper record retention and filing procedures
- Card Services - Resolve customer issues including debit card functions, transactions, disputes, fraud, travel, and lost or stolen cards
- Online Support - Resolve customer issues including password resets, security question resets, enrollment issues, alert issues, mobile banking support, and online bill payment issues
- Provide transactional support to the Service Area (Tellers)
- Understanding customers' financial needs and showing them how to get the greatest possible value from all available products and services.
Universal Banker
US Bank
05.2013 - 07.2014
- Successfully closed on over 4 MM dollars of loans and lines of credit within the first 12 months of employment
- Branch and district leader for sales and revenue exceeding monthly goals by developing new relationships through telecommunication consulting, proactive conversations, and building deeper relationships with existing clients
- Leading customer service ratings in district and region
- Open all types of personal and business accounts, input loan applications and navigate the loan process, prepare related documentation
- Assist customers with requests, complaints, research and follows-up on details to resolve matters to the customer's satisfaction
- Provide transactional support to the Service Area (Tellers).
Senior Customer Service Representative
Fifth Third Bank
12.2011 - 05.2013
- Monitor bank vaults to ensure cash balances are correct
- Sell products and services with tailored recommendations
- Resolve problems or discrepancies concerning customers' accounts
- Process deposits, payments, automated teller transactions, night deposits, and mail deposits
- Balance currency, coin, coin machine, atm machine, vault, and checks in cash drawers at ends of shifts, and calculate daily transactions
- Perform specialized tasks such as preparing cashier's checks, personal money orders, issuing traveler's checks and exchanging foreign currency.
Front Desk Receptionist
O Salon and Spa
07.2010 - 12.2011
- Front Desk Support
- Set client appointments
- Salon Service Sales
- Handle all transactions for services and retail goods
- Handle the tasks of marketing and selling salon products to clients
- Coordinate with salon manager in maintaining the inventory of retail goods and products.
Realtor
Bear Realty
06.2005 - 03.2010
- Million Dollar Club for sales in 2006, 2007 & 2008
- Top Customer Service Award leader in 2007 & 2008
- List properties for sale
- Market strategies
- Procure buyers
- Host open houses events.
Skills
- Business Development
- Team Development
- Account Management
- Employee Scheduling
- Staff Management
- Risk Management
- Regulatory Compliance
- Staff Development
- Sales expertise
- Account Retention
- Cash Handling
- Customer Retention
- Branch Operations Management
- Excellent work ethic
- Team Player
- Strong team-builder
- Coaching and Mentoring
- Goals and performance
References
References available upon request.
Timeline
Assistant Branch Manager
State Bank of The Lakes
01.2023 - Current
Relationship Banker
State Bank of The Lakes
03.2020 - 01.2023
Relationship Manager
Bank of America
09.2018 - 03.2020
Financial Center Lending Officer
Bank of America
09.2016 - 09.2018
Personal Banker
First American Bank
07.2014 - 09.2016
Universal Banker
US Bank
05.2013 - 07.2014
Senior Customer Service Representative
Fifth Third Bank
12.2011 - 05.2013
Front Desk Receptionist
O Salon and Spa
07.2010 - 12.2011
Realtor
Bear Realty
06.2005 - 03.2010
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