DAVIDA ROBERTSON
Essex,MD
Summary
Results-driven Manager and Banking Policy expert with 18+ years of experience in finance and healthcare. Develops and executes targeted business initiatives to drive customer growth, enhance profitability, and meet sales objectives. Skilled in building long-term relationships, conducting needs analysis, and resolving conflicts.
Overview
19
19
years of professional experience
Work History
Finance Manager
Greater Baden Medical Services
Brandywine, Maryland
07.2018 - 04.2020
- Vendor Relations and Procurement Specialist for Seven Medical Clinics.
- Implementation of a newly integrated procurement and electronic ordering system.
- Solely responsible for all accounts payable and staff reimbursements.
- Working directly under the Chief Financial Officer, submitting comparative analysis, weekly reports for cash management, company budgets, strategic planning, and decision-making.
- Works closely with Human Resources to ensure process management, implement Standard Operating Procedures, and sustain Company Operations and Policies.
- Collaborate with the senior accountant and finance project manager to ensure financial performance and maintain records for account maintenance.
Personal Banker 2
SunTrust Bank MD
03.2019 - 10.2019
- Top performer for the quarter, with a proven sales history, for meeting and exceeding sales goals, with sheer passion and determination, for operating to increase business growth.
- Worked directly under the branch and area managers to perform managerial roles.
- Coach and train administration to foster a team environment.
- Coordinated and executed morning huddles, team meetings, and training to maintain office morale and company updates. Implemented and executed new bank policies.
- Established, built, and maintained client relationships to deliver a seamless customer experience.
- Traveled throughout the region to assist with staffing shortages in the platform and manager capacity.
- Actively engaged with Business Partners and staff to generate sales and qualitative client experiences, and increase sales growth and client base.
- Executed and pioneered the introduction of the Client Digital Insights, becoming a policy implementation specialist known as a Digital Insights Guru.
Float Universal banker
SunTrust Bank MD
01.2018 - 01.2019
- Assist all branch employees with adequate teller and platform training
- Manage branch compliance of all files and critical documents promptly
- Perform weekly coaching projects with the teller team under the direction of the Float manager and Area Manager to introduce new banking products, strategies, and the role of business client analysis per banking model
- Resolve complex client problems to identify root causes and provide immediate recommendations to include client reconciliation
- Manage a high volume of customer calls to ensure excellent customer service and satisfaction
- Develop solid and trusted relationships with customers through timely and accurate communications
- Refer clients to Financial Advisors, Residential mortgage consultants, Trust & Wealth Management teams, Premier Bankers, Business Banking, Treasury Services, and Merchant Services for additional business growth opportunities.
Float Universal Banker
SunTrust Bank MD
01.2017 - 01.2018
- Provided courteous and professional teller service according to established guidelines
- Identified referral opportunities and made appropriate referrals
- Ensure compliance with internal controls, operational procedures & risk management policies
- Conducted conference calls as the Teller Team Captain to maintain a poised professional team under the company's Code of Conduct Compliance Regulations
- Pursued ongoing certified bank education to include SunTrust’s products, services, and lines of business appropriate products exemplary behaviors to ensure accuracy with leadership qualities and expectations
- Exemplified continual mastery of basic teller transactions and balancing duties
- Consistently followed defined procedures for bank operations and client results in The Exceptional Branch and Exceptional Client Experiences Awards.
Customer Relations Specialist
Abacus Staffing, Temp Agency
Baltimore, Maryland
01.2015 - 01.2017
- Coordinate vendor shows, staff meetings, and all communications between the CEO and clients
- Worked directly with Human Resources to assist in retaining qualified candidates for drug testing, job placement, per-candidate qualifications, and job role sustainability.
- Validate and qualify new custom contracts to secure referrals within appropriate regulatory procedures.
- Assists with technical and marketing teams in developing marketing materials and proposals for new developmental strategies.
- Generate customer and client reports exemplifying sales growth and loss to upper management.
Managing Supervisor
Sears Holding Company
Nottingham, Maryland
01.2014 - 12.2015
- Fostered a departmental staffing approach through disciplined leadership by setting clear expectations to hold teammates accountable detailing performance management
- Followed the weekly processes to develop and prioritize action plans, with timely follow-ups.
- Conducted Departmental Inspections with management and staff consultations to identify growth potential.
- Executed client-driven strategies, policies, and programs, measured through qualitative data and verbatim comments.
Certified Teller & Customer Relations Specialist
State Employees Credit Union
Baltimore, MD
01.2009 - 12.2011
- 2010 Teller of the Year winter quarter and receiving the top quarterly bonus for exceeding teller platform sale goals
- Cross-trained in other bank-certified positions, worked as a team player with fellow employees, and independently in a supervisory capacity.
- Develop and maintain sales incentive programs.
- Consistently scored higher averages throughout the region for exceeding customer satisfaction and loyalty initiatives.
- Recipient of The Award for Stopping fraudulent checks and counterfeit bills.
Certified Lobby Leader, Drive-through Teller Expert
Bank of America
Baltimore, MD
01.2002 - 01.2007
- Resolve problems or discrepancies concerning customers' accounts
- Balance currency, coins, and checks in cash drawers and ends of shift routines
- Assisted management with ATMs, vaults, and bank opening and closing procedures
- Recognition for exceeding sale goals while exemplifying teamwork to teach other employees
- Identify transaction and account reconciliations for credits, debits, and transaction counts.
Front Office Administrator
Nursing Health Services Training Consultants
Baltimore, MD
01.2001 - 12.2003
- Front office liaison between office administration, nursing staff, patients, and external healthcare facilities
- Assist with front desk duties, such as scheduling classes for OSHA, CPR, and caregiver certification, and keeping office staff's appointments.
- Maintain accurate records for payroll, time entry, and scheduling of external nursing staff.
- Spearheaded office documentation, compliance certifications, and regulations.
- Administered background checks for top talent employment with healthcare facilities contracted by the office.
- Managed relations with healthcare facilities, staffing, and scheduling around patient care needs.
Education
Human Services
The Community College of Baltimore County
Catonsville, MD01-2025
Nursing Program -
Wesley College
Dover, DE12.2017
School of Medicine -
American University of Antigua College of Medicine
St John's, Antigua12.2011
Bachelor of Science in Biology -
Coppin State University
Baltimore, MD12.2006
Skills
- Team Building
- Leadership
- Management
- Client Centered Account Maintenance
- Conflict Resolution
- Staff Training & Development
- Business and Office Productivity
- Strategic Operations Management
- New Business Development
- Business Planning
- Market Penetration
- Digital Engagement
- Account Development
- Client Retention
- Consultative Selling Strategies
- Risk Management
- Collections
- Account Reconciliation
Professionalvolunteerexperience
- Visions Christian School of Etiquette & Dance, 2017-01-01, 9999-12-31, Debbie Akles, 8001 Harford Rd # B, (410) 668-6868, Actively Served as the Community Outreach Coordinator to assist with parent volunteers, activity arrangement, and coordinate events and productions.
- Miracles and More Community Development Center, 2011-01-01, 2011-12-31, Kimberly Ridley, (443) 691-2785, http://miraclesnmoreoutreach.com, Currently Serving on the Board of Directors to assist with strategic planning for community initiatives to aid and assist Baltimore’s youth, battered women, and the homeless population.
- Elimu Tutoring and Training Center, 2014-01-01, 9999-12-31, Julie Weche, 9600 Pulaski Park Dr #115, Baltimore, MD, 21220, (410) 303-3335, Working directly under the center manager as the Family Event and Staff Volunteer.
- State Street Assisted Living, 2017-01-01, 2018-12-31, 21 N State St, (302) 213-3747, CNA clinical training and Seminar for Wesley College School of Nursing.
- Harbor Hospital of Baltimore, 2011-01-01, 2011-12-31, Dr. James E. Wood, MD, 3001 S Hanover St, Baltimore, MD, (410) 350-2663, Volunteered under the auspices of the hospital's orthopedic surgeon Dr. James E. Wood, to assist with Orthopedic Surgeries, medical office research, and patient follow-up, including hospital admissions and aftercare.
- Mount St John’s Medical Center, 2006-01-01, 2012-12-31, St John’s, Antigua, A Medical Student while learning firsthand knowledge of main hospital, and staff regulations under the tutelage of the American University School of Medicine.
Communityaffiliationsprofessionalorganizations
- The LEAD Room, President and Founder, 2022-01-01, 2022-12-31
- Children’s Chorus of Maryland, Parent Volunteer and Sponsor, 2022-01-01, 2022-12-31
- Coppin State University, Ms. Coppin State University, 2004-01-01, 2005-12-31
- Maryland Higher Education Commission, Student Advisory Chair, 2005-01-01, 2006-12-31
- Science Technology Education Mathematics, Student of the Year, 2006-01-01, 2006-12-31
- Charles B Wright Leadership Program, Academia & Community Service Leadership Award, 2006-01-01, 2006-12-31
- Changing Lives of Baltimore MD, Mentor, 2014-01-01, 2019-12-31
- Shake & Bake Family Fun Center, Community Volunteer, 2014-01-01, 2020-12-31
- Girl Scouts of America, Volunteer Troup #5395, 2021-01-01, 2021-12-31
- MD Youth Fashion Week, Sponsor & Supporter, 2019-01-01, 2020-12-31
Professionaltrainingcertificationsexperience
- CNA / GNA / CAREGIVER
- Home Health Care training (Hands-On Experience)
- Certified Materials Management and Resource Professional
- Certified Healthcare Environmental Services Professional
- First Responders First Aid and CPR
- OSHA
- HIPAA
- EKG Technician
- Suture Techniques (Insertion and Removal)
- G-Tube Handling, Insertion, and Removal
- Public Notary
Affiliations
- Leader and Founder of the Lead Room Family Group
- Moore Grant Recipient
- Elect Ordained Elder
- Licensed Minster
- Secretary for Another Chance Nonprofit Development Group
- Parent Group Volunteer at the Children's Chorus of Maryland
- Speaker, Advocate and family partner with the Casey Cares foundation
Timeline
Personal Banker 2
SunTrust Bank MD
03.2019 - 10.2019
Finance Manager
Greater Baden Medical Services
07.2018 - 04.2020
Float Universal banker
SunTrust Bank MD
01.2018 - 01.2019
Float Universal Banker
SunTrust Bank MD
01.2017 - 01.2018
Customer Relations Specialist
Abacus Staffing, Temp Agency
01.2015 - 01.2017
Managing Supervisor
Sears Holding Company
01.2014 - 12.2015
Certified Teller & Customer Relations Specialist
State Employees Credit Union
01.2009 - 12.2011
Certified Lobby Leader, Drive-through Teller Expert
Bank of America
01.2002 - 01.2007
Front Office Administrator
Nursing Health Services Training Consultants
01.2001 - 12.2003
Human Services
The Community College of Baltimore County
Nursing Program -
Wesley College
School of Medicine -
American University of Antigua College of Medicine
Bachelor of Science in Biology -
Coppin State University
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