Motivated Bank Manager passionate about providing excellent customer service and exceeding expectations. Talented professional well-versed in service marketing and credit offerings. Inspires staff loyalty through strong leadership and communication skills.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Branch Manager
People’s Trust Federal Credit Union
10.2014 - Current
Boosted sales and customer loyalty through incentive programs.
Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
Assessed employee performance and developed improvement plans.
Financially consulted members regarding their credit to cross-sell loan products and services.
Submitted loan applications to underwriting for review.
Examined customer loan applications for loan approvals and denials.
Engaged employees in business processes with positive motivational techniques.
Met deadlines by proactively managing individual and team tasks and streamlining processes.
Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
HELOC and HE Loan Originator/Processor.
Assistant Branch Manager
People's Trust FCU
04.2012 - 10.2014
Effectively resolved customer disputes and finding mutually beneficial solutions to responded to customer concerns and complaints.
Financially consulted members regarding their credit to cross-sell loan products and services.
Submitted loan applications to underwriting for review.
Product Knowledge Guru that was familiar with all bank products and services, which allowed me to guide members effectively in making financial decisions.
Responsible for paying attention to detail in maintaining accurate records of client interactions and transaction, which I believe is crucial for compliance and member follow ups.
Knowledgeable of banking regulations and ability to ensure member transactions and accounts comply with relevant laws.
Responsible for explaining complex financial matters clearly to members both verbally and written.
Collaborated with tellers, universal bankers and personal bankers to exceed sales goals.
Trained and developed new team members in alignment with branch service standards and objectives.
Developed and managed employee schedules, balancing individual requests and requirements with business needs.
Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
Member Sales Representative/Lead Vault Teller
People's Trust FCU
11.2008 - 04.2012
Assisted members with correcting account, service, and system issues by educating on required forms and technical processes.
Handled complaints with prompt, courteous service to uphold professional reputation.
Financially consulted members regarding their credit to cross-sell loan products and services.
Submitted loan applications to underwriting for review.
Promoted high level of customer satisfaction using strong relationship-building skills, consistent follow-up and prompt issue resolution.
Responded to customer calls and emails to answer questions about products and services.
Performed cold-calling and follow-ups with leads to secure new revenue.
Cross-sold bank services and products to uplift customer investments.
Opened customer accounts and provided deposit and withdrawal receipts.
Serviced existing accounts on regular basis to maximize revenue.
Processed teller transactions, supervised teller staff and managed vault transactions.
Personal Banker/Lead Vault Teller
Wells Fargo
09.2006 - 08.2008
Processed wide variety of retail banking transactions for personal and commercial customers.
Performed account maintenance by closing out accounts and changing customer addresses.
Cross-sold credit cards, loans and other bank products.
Executed wire transfers, stop payments and account transfers.
Counted, verified and handled bank deposits and armored car transactions.
Balanced staff and vault at end of day and secured monies in accordance with established procedures.
Referred customers to other banking departments for specialized services.
Teller/Vault Teller
Chase Bank
05.2004 - 09.2006
Balanced staff and vault at end of day and secured monies in accordance with established procedures.
Trained new tellers in processes and procedures for financial institution, answering questions and providing guidance.
Maintained friendly and professional customer interactions.
Performed account maintenance by closing out accounts and changing customer addresses.
Counted, verified and handled bank deposits and armored car transactions.
Referred customers to other banking departments for specialized services.
Armed Messenger/Armored Truck Driver/ATM Tech
Brinks Inc
01.2002 - 04.2004
Supervised unloading and loading of valuables, cash and important artifacts to verify proper delivery of requested items.
Guarded valuables and money bags during transfer and receipt to guarantee safe delivery.
Coordinated with numerous banks to organize transportation of requested amounts of coins and cash.
Maintained safety and security of armored vehicles by properly securing valuables, locking vehicle doors and consistently observing surroundings.
Received and issued receipts from customers to verify successful transfer of valuables.
Drove armored truck several miles per month to transport money and valuables in the state of Louisiana.
Prepared incident reports by noting location, time, date and conditions surrounding incident.
Communicated with security team and building supervisors using two-way radios, mobile phones and other technological devices.
Enforced security policies and removed violators and unauthorized individuals from premises to maintain safe environment.
Greeted guests professionally and courteously to cultivate welcoming atmosphere while making safety top priority.
Communicated with dispatch to discuss and report disturbances or occurrences on route.
Performed pre-trip inspections on armored truck by checking fluid levels, signals, brakes and engine functionality.
Education
No Degree - Accounting
University of Houston
Houston, TX
12.2026
High School Diploma -
Pointe Coupee Central High School
Morganza, LA
05.1997
Skills
Detail Orientation
Completionist
Conflict Resolution
Product Knowledge
Problem Solving
Data Entry
Goals and Performance
Strong Verbal and Written Communication Skills
Customer Service
Client Retention
Banking Operations Management
Sales Expertise
Accomplishments
Repeatedly received recognition from superiors for excellence in service and also members via Goggle and Trust Pilot reviews.
Led branches with more than $8 million in sales per year.
Certification
Credit Union Development Educator (CUDE), National Credit Union Foundation - Issued June 2018