Experienced and compassionate Branch Manager II and Loan Officer with a proven track record of leadership, financial expertise, and client-focused service. Known for building strong relationships with customers and team members, driving operational excellence, and delivering tailored financial solutions. Deeply committed to the well-being of my community and neighbors, I actively work to ensure their financial protection and stability, fostering trust and security through responsible lending and personalized support.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Branch Manager
CNB Bank, Inc
Berkeley Springs, West Virginia
03.2023 - Current
Managed daily branch operations and ensured compliance with banking regulations.
Supervised staff and provided training on customer service standards.
Coordinated branch activities to enhance operational efficiency and customer satisfaction.
Oversaw cash management, ensuring accurate transactions and security procedures.
Facilitated conflict resolution between staff and customers to maintain a positive environment.
Managed customer relationships to enhance satisfaction and loyalty.
Educated employees on fraud detection techniques and company policies.
Provided guidance and direction to subordinates regarding job duties and responsibilities.
Complied with company policies, objectives and communication goals.
Collaborated with team members to enhance service quality and response times.
Reviewed loan applications for compliance and accuracy.
Analyzed customer financial needs and recommended appropriate banking products.
Processed loan applications, evaluated creditworthiness, and approved or denied loans.
Determined whether members were eligible for new services.
Developed relationships with customers to increase sales of bank services.
Drove branch growth and profitability, building credibility, developing relationships and increasing visibility within community and industry.
Assistant Branch Manager
CNB Bank, Inc
Berkeley Springs, West Virginia
02.2018 - 03.2023
Managed daily operations to ensure branch efficiency and compliance with policies.
Coordinated schedules to optimize staffing levels during peak hours.
Monitored daily operations and supported Branch Manager in necessary duties.
Supervised teller duties including balancing cash drawers and verifying accuracy of transactions.
Managed daily cash flow activities including counting cash drawers at opening and closing times.
Provided bank leadership in absence of branch manager.
Personal Banker
CNB Bank, Inc
Hancock, Maryland
11.2017 - 02.2018
Assisted customers with account inquiries and transactions.
Developed relationships with clients to understand their financial needs.
Managed account openings, maintenance, and closures efficiently.
Provided customer service to clients, including answering questions and resolving issues.
Assisted customers with deposits, withdrawals, transfers, loan payments and other banking transactions.
Education
High School Diploma -
Berkeley Springs High School
Berkeley Springs, WV
05-2017
Skills
Financial advising
Policy formulation
Community relations
Financial administration
Strategic planning
Sales expertise
Financial services
Excellent work ethic
Customer service
QuickBooks experience
Client relationship management
Interviewing and hiring
Upselling and cross selling
Staff recruitment
Employee development
Goals and performance
Operations management
Risk mitigation
Attention to detail
Staffing optimization
Revenue generation
Compliance management
Cash handling
Fraud detection
Certification
West Virginia Bankers Association Consumer Lending School - Nov. 2018
West Virginia Bankers Association School of Banking - May 2023
Community Bankers of WV 2025 Catalyst Leadership Banker Development Program- Current