David Smith
Salem,OR
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Reliable business professional with experience in project management, process improvement and financial analysis. Proven track record of successfully streamlining business operations and reducing costs. Adept at analyzing data to identify trends and developing strategies to improve efficiency.
Strong leader with proven history to manage people and exceed performance goals. A strong history in community volunteer involvement with Rotary International, Keizer Chamber of Commerce, SMART Reading Program, and Willamette Agate and Mineral Society.
Overview
31
31
years of professional experience
Work History
Financial Service Representative III
First Interstate Bank
07.2018 - Current
- Handled customer complaints quickly and professionally to restore customer confidence and prevent loss of business.
- Greeted customers warmly to set tone of customer experience and provide welcoming and friendly atmosphere.
- Developed and maintained positive customer relations and coordinated with team members to properly handle requests and questions.
- Communicated with clients and customers to gather, provide and share updated information on products and services.
- Learned and followed all organizational policies and procedures to maintain safe and professional working environments.
Branch Manager
First Technology Federal Credit Union
02.2010 - 05.2018
- Maintained friendly and professional customer interactions.
- Assessed employee performance and developed improvement plans.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Engaged employees in business processes with positive motivational techniques.
- Complied with regulatory guidelines and requirements.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
Branch Manager/Relationship Manager
Key Bank National Association
08.1993 - 01.2010
- Maintained friendly and professional customer interactions.
- Assessed employee performance and developed improvement plans.
- Engaged employees in business processes with positive motivational techniques.
- Complied with regulatory guidelines and requirements.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Resolved various issues impacting sales management and business operations.
Education
Associate of Applied Science - Banking And Finance
Chemeketa Community College
Salem, OR06.1992
Associate of Applied Science - Business Management
Chemeketa Community College
Salem, OR06.1992
Skills
- Market Research
- Telephone Reception
- Technical Troubleshooting
- Network Development
- Business Development
- Client Service
- Up-selling strategies
- Problem-solving abilities
- Client relationship building
- Performance tracking
- Time management
- Cross-selling abilities
Accomplishments
Past President and Board Chair: East Salem Rotary : 2009-11
Board Of Directors: Keizer Chamber of Commerce: 2020-22
SMART reading program volunteer: Cummings Elementary: 2015-16.
Past President: Willamette Agate and Mineral Society: 2014-15
Club Newsletter Editor: Willamette Agate and Mineral Society: 2021-Present.
Timeline
Financial Service Representative III
First Interstate Bank
07.2018 - Current
Branch Manager
First Technology Federal Credit Union
02.2010 - 05.2018
Branch Manager/Relationship Manager
Key Bank National Association
08.1993 - 01.2010
Associate of Applied Science - Banking And Finance
Chemeketa Community College
Associate of Applied Science - Business Management
Chemeketa Community College
Similar Profiles
Chris HybertsonChris Hybertson
Commercial Banking Representative III at First Interstate BankCommercial Banking Representative III at First Interstate Bank
Jerimiah BurtJerimiah Burt
Financial Services Representative at First Interstate BankFinancial Services Representative at First Interstate Bank
Cars DelaneyCars Delaney
Bank Teller at First Interstate BankBank Teller at First Interstate Bank
Sara MaySara May
Financial Services Representative II at First Interstate BankFinancial Services Representative II at First Interstate Bank
Ronaldo SalcedoRonaldo Salcedo
Grader at Frank Lumber Co.Grader at Frank Lumber Co.