Elizabeth Jones
Rosharon,Texas
Summary
Skilled Branch Manager with demonstrated success in coordinating team and financial activities. Friendly and adaptable professional with remarkable leadership and program management skills. Detail-oriented and professional Branch manager and successful at meeting and exceeding branch goals. Expertise in customer service relations and sales management.
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
37
37
years of professional experience
Work History
Branch Manager II/Vice President
Origin Bank
2015.03 - Current
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Drive the Sales Strategy of the branch
- Branch compliance and audit readiness
- Maintained friendly and professional customer interactions.
- Lead and Manage Team through Training and Coaching Branch Manager and Relationship Bankers
- Educate customers on products and services
- Coordinate the overall branch activities
- Oversee and implement loan products
- Build existing and new relationships consumer and business
- Manage Daily Sales and Operations Reports for timely execution of tasks
- Assist Commercial Bankers through Sales Calls
- Ensure Policies and Procedures are followed
- Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
Branch Manager II / Vice President
Whitney Bank
2006.11 - 2015.03
- Manage the overall operation of the branch to include Assistant Branch Manager, Relationship Bankers, and Tellers
- Focused on creating a positive work environment, increase growth and profitability monthly and quarterly to achieve annual performance goals year over year
- Actively involved in outside sales to develop existing business and consumer clients, centers of influence, and prospects to grow our portfolio
- Contact customers and businesses in the community and civic organizations
- Proactively partner with Business Banking Team, Wealth Banking, and Mortgage Bankers on Sales initiatives ensure success for the entire team
- Coach this team of individuals through the implementation of sales debriefs, weekly staff meetings, goal setting, in-branch promotions to align with corporate campaigns and strategies
- Supervise activities with personnel on internal risk management operations by providing the tools and guidance needed
- Direct, coordinate, and monitor activities to implement and ensure all policies and procedures are followed to ensure successful audits
- Other managerial duties include hiring, promoting, quarterly career paths, performance coaching, goal setting, and performance evaluations.
Assistant Branch Manager
JPMorgan Chase Bank
2003.01 - 2006.11
- As an Assistant Branch Manager my role is to meet and exceed the branch sales by increasing the month over month goals
- I have taken my team of twelve from a performance level four to a performance level one in a short period of time
- Performance level one is the best score
- I do daily huddles with the team to ensure the entire staff is aware of the goals daily
- I am responsible for doing daily coaching with the tellers
- This has proven to be a very successful tactic due to the fact that I have the number one teller referrer in Houston working at my branch
- I also must ensure that the team is deepening customer relationships by extensive profiling and assessing the needs of the consumer and business clients
- I am also accountable for overseeing the operations of the branch to ensure the bank assets are protected, and that we receive successful audits.
Consumer Bank Officer
JPMorgan Chase Bank
1996.09 - 2003.01
- As a consumer bank officer my role was to meet and exceed my sales goals set by the branch
- I opened new checking and savings accounts, as well assisted customers with their loan and investment needs
- I had to grow my portfolio of customers through expanding the customer experience through effective profiling and cross-selling of bank products as well as investment products
- I also contributed to the branch getting high customer satisfaction scores.
Teller Supervisor and Consumer Banker
Bank One, Texas N.A.
1987.08 - 1996.09
- As a teller supervisor I ensured that the daily operations of the branch were conducted properly
- I also handled cash, did paying and receiving and issuance of consignment items
- I was a top referrer to the sales team
- I then moved into the sales role as a consumer banker
- In this role I opened new accounts, processed loans, and sold as well as referred some investment products.
Education
Associates Degree in Electronics Technology -
McNeese State University
Lake Charles, La.12.1982
Skills
- Branch Operations Management
- Customer Service
- Customer Relationships
- Excellent time management skills
- Attention to Detail
- Coaching and Mentoring
- Relationship building and management
- Client Relationship Management
- Strong team-builder
- Verbal/written communication
Accomplishments
Star Achiever Top Sales Officer 1998 Won Trip to Nashville, Tn
Star Achiever Top Sales Officer 2002 Won Trip to Puerto Rico
Top Branch Award Sugar Land 2012
Individual Service Award Member of Culture Council 2018-2020
Timeline
Branch Manager II/Vice President
Origin Bank
2015.03 - Current
Branch Manager II / Vice President
Whitney Bank
2006.11 - 2015.03
Assistant Branch Manager
JPMorgan Chase Bank
2003.01 - 2006.11
Consumer Bank Officer
JPMorgan Chase Bank
1996.09 - 2003.01
Teller Supervisor and Consumer Banker
Bank One, Texas N.A.
1987.08 - 1996.09
Associates Degree in Electronics Technology -
McNeese State University
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