Dana Alexander
Peachtree Corners,GA
Summary
Self-directed Operational Partner with adaptability to meet changing operational and sales needs. Energetic, professional and resourceful in the field of operations, sales and internal controls.
Overview
31
31
years of professional experience
Work History
Branch Operations Partner
BB&T Bank
Atlanta, GA
08.2005 - Current
- Trained employees on proper procedures and strategies to improve productivity.
- Supporting branches with out of balance situations, clearing corrections and other operational duties.
- Identified control gaps in processes, procedures and systems through in-depth research and assessment and suggested methods for improvement.
- Completed audit papers by thoroughly documenting audit tests and findings.
- Performed internal audits of financial and departmental operations, developing risk assessments and conducting process walkthroughs for compliance with documented processes.
- Reviewed and identified risks, analyzed controls and tested compliance.
Relationship Banker
BB&T Bank
Atlanta, GA
01.1999 - 08.2005
- Built relationships with customers by learning about financial needs, understanding life events and goals and following up through proactive outreach and appointments.
- Grew book of business through proactive outreach.
- Performed daily overdraft review.
- Responsible for opening and closing checking accounts
- Provided primary customer support to internal and external customers.
- Offered advice and assistance to customers, paying attention to special needs or wants.
Senior Teller
BB&T
Atlanta, GA
11.1997 - 01.1999
- Managed overdraft reports and performed audits.
- Performed general teller duties.
- Coached and trained 10 of new bank tellers.
- Identified potential needs through observation, questioning and listening.
Senior Teller
Colonial Bank
Atlanta, GA
02.1997 - 11.1997
- Coached and trained 2 of new bank tellers.
- Managed shift schedule for team of 5.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Investigated and promptly resolved issues with patron accounts.
Teller
Nations Bank
Atlanta, GA
01.1995 - 01.1997
- Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
- Processed customer transactions promptly, minimizing wait times.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Identified sales opportunities and referred customers to branch partners in financial services.
Education
High School Diploma -
Acadiana High School
Lafayette, LASkills
- Compliance Assessment
- Problem Anticipation and Resolution
- Risk Assessment
- Operational Reporting
- Time Management
- Customer Service
- Proactive and Focused
- Internal Controls and Reporting Systems
- Willing to Learn
- Sound Judgment
Timeline
Branch Operations Partner
BB&T Bank
08.2005 - Current
Relationship Banker
BB&T Bank
01.1999 - 08.2005
Senior Teller
BB&T
11.1997 - 01.1999
Senior Teller
Colonial Bank
02.1997 - 11.1997
Teller
Nations Bank
01.1995 - 01.1997
High School Diploma -
Acadiana High School