Summary
Overview
Work History
Education
Skills
Affiliations
Accomplishments
Timeline
Generic

ELZA CLARKE-SAMUEL

Ocoee,FL

Summary

Dedicated and results-oriented banking professional with 26 years of extensive experience in the banking industry. Seeking to leverage my expertise as a VP, Retail Market Manager to drive growth, enhance customer satisfaction, and contribute to the strategic success of a progressive financial institution.

Professional Summary:

Highly accomplished banking executive with a proven track record of success in senior management roles. Adept at driving branch profitability, optimizing operations, and fostering strong client relationships. Recognized for exceptional leadership, strategic thinking, and team development skills. An effective communicator with a strong commitment to achieving business objectives while ensuring exceptional customer service.

Overview

13
13
years of professional experience

Work History

Vice President- Retail Market Manager

Synovus Bank
Apopka, FL
05.2020 - Current
  • Manages the sales staff for daily business development efforts via sales calls, leads utilization and generation and attendance of business networking events
  • New Manager Mentor for new hirers
  • Ensures overall branch success, including branch profitability, sales, customer experience, and team development
  • Creates, maintains, and carries out the branch business plan and sales activity plan
  • Develops and maintains a quality, diversified loan portfolio and ensures an effective and timely management of loan portfolio
  • Manages and participates in outside calling activities to small business owners
  • Collaborates with business partners such as private wealth, financial planning, commercial banking, and other line-of-business segments to strategize and develop comprehensive banking relationships
  • Sales Coaching and development of the branch team of Bankers, tellers, and business partners
  • Action planning and behavioral implementation of activities, focus on generating revenue growth and market share and increasing the overall P&L for the Branch
  • Exceeded goals and expectation, conducted skills assessment, performance management, and development feedback
  • Utilized consultative sales approach to define customer goals and development solutions that cultivated strong relationships with customers leading to positive deposit and loan growth
  • Established and achieved sales target consistently through effective sales management techniques; Recruited, trained, and mentored staff on client profiling, conducting sales meetings and closing deals
  • Directed and successfully increased the Commercial loan portfolio
  • Create positive results in referral to internal business partners in Home Mortgage, Payment Services, Investment and Insurance, Commercial Lending, and treasury Management
  • Serves as a Relief Manager in the absent of Retail Market Managers of neighboring branches

AVP, Branch Operations Manager

Florida Community Bank-Merger Synovus
Apopka, FL
04.2018 - 03.2020
  • Coached staff on policies, procedures and performance strategies.
  • Generated daily reports to comply with Bank Secrecy Acts.
  • Managed and inspired team members to perform to full potential, driving branch profitability.
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
  • Verified cash by balancing cash drawers and maintaining cash count records.
  • Designed sales and service strategies to improve revenue and retention.
  • Strengthened operational efficiencies and traceability by developing organizational filing systems
  • Trained Tellers on all banking and customer service policies.
  • Implemented and monitored internal control procedures.
  • Conduct monthly and quarterly audits

Relationship Manager

Bank of America
Orlando
02.2016 - 04.2018
  • Established strong client relationships to drive business development.
  • Coach and train sales Team.
  • Delivered positive experiences to customers at every touch point through clear communication and implementing strategies to improve satisfaction.
  • Achieved client loyalty through quality, productivity, service and proactive management.
  • Addressed inquiries from clients and department team members.
  • Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.

Licensed Relationship Banker

JP Morgan Chase
Orlando, FL
08.2011 - 02.2016
  • Identified financial needs of customers and presented appropriate product and service options.
  • Advised customers on bank products, services and financial planning options.
  • Educated customers on options for managing financial transactions by leveraging technology, tools and resources.
  • Resolved discrepancies concerning customers' accounts, improving client satisfaction.
  • Collaborated with mortgage and wealth management partners to assist customers with specialized needs.
  • Participated in training and mentoring of new associates, assisting with onboarding .
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.

Education

Courageous Leadership 2.0 -

Cindy Solomon
04-2024

Courageous Leadership Training 1.0 - Leadership

CIndy Solomon
02-2023

Gold Certificate in Leadership & Management -Synovus -

02.2020

Series 6 & 63 (FINRA) and Life and Variable Annuity License -

06.2013

Certificate in Understanding Financial Statements St. Lucia Employers’ Federation -

05.2010

Certificate In Training in Supervisory Management, Managing and Consulting & Staff Development -

10.2008

Certificate In Anti-Money Laundering Financial Intelligence Authority -

06.2008

AICB Certificate (Consumer Behavior and Financial needs) & Organizational Behavior -

Canadian Institute of Bankers
01.2008

High School Diploma -

Leon Hess Secondary School
St. Lucia

Associates Degree - Hospitality Management

Sir Arthur Lewis Community College
St Lucia

Skills

  • Excellent Interpersonal skills
  • Customer Service Focus
  • Business Networker
  • Team Leader and player
  • Adaptable to change
  • Operations Expert
  • Excellent Sales & Cross- selling skills Excellent Communications skills
  • Strategic Thinker
  • A peoples’ person
  • Goal Setting and achieving
  • Sales Techniques
  • Team Building
  • Salesforce Management
  • Professional and Courteous
  • Verbal and Written Communication
  • Managing Operations and Efficiency
  • Work Planning and Prioritization
  • Training and Development
  • Complex Problem Solving
  • Employee Development

Affiliations

Advisory Broad Member- Mainstreet Apopka

2023 Business Champion Award- Apopka Chamber of Commerce

Apopka Chamber of Commerce - Ambassador

Networking International- BNI Gold Partners- Membership Committee

Notary Public: commissioned in the State of Florida

Accomplishments

  • 2023- YTD Ranked 30 out of 280 Branched, exceeding sales goal of 130%
  • 2022- Exceeded sales goals by average of 160%
  • 2022-YTD ranked 21 out of 289 branches
  • Placed 11 in 2022, Q4 out of 289 branches
  • Achieved recognition through the Chairman Circle of Excellence-2022
  • Consistently maintained high customer satisfaction ratings.

Timeline

Vice President- Retail Market Manager

Synovus Bank
05.2020 - Current

AVP, Branch Operations Manager

Florida Community Bank-Merger Synovus
04.2018 - 03.2020

Relationship Manager

Bank of America
02.2016 - 04.2018

Licensed Relationship Banker

JP Morgan Chase
08.2011 - 02.2016

Courageous Leadership 2.0 -

Cindy Solomon

Courageous Leadership Training 1.0 - Leadership

CIndy Solomon

Gold Certificate in Leadership & Management -Synovus -

Series 6 & 63 (FINRA) and Life and Variable Annuity License -

Certificate in Understanding Financial Statements St. Lucia Employers’ Federation -

Certificate In Training in Supervisory Management, Managing and Consulting & Staff Development -

Certificate In Anti-Money Laundering Financial Intelligence Authority -

AICB Certificate (Consumer Behavior and Financial needs) & Organizational Behavior -

Canadian Institute of Bankers

High School Diploma -

Leon Hess Secondary School

Associates Degree - Hospitality Management

Sir Arthur Lewis Community College

Similar Profiles

CREATE PROFILE
ELZA CLARKE-SAMUEL