Lathresha McLeod

• Processed financial transactions with accuracy while maintaining compliance and risk controls

• Managed cash operations including vault, ATM, and balancing procedures

• Detected and prevented fraudulent activities to minimize financial loss

• Delivered efficient, high-quality service in a fast-paced environment

• Successfully led a high-performing financial center for 3+ years, consistently exceeding performance goals in revenue, Client experience and operational excellence.
• Develop and coach a diverse team, focusing on talent acquisition, retention, and career growth
• Drive business results through structured routines, performance management and strategic execution
• Create and sustain a world class client experience environment to deepen relationships and increase retention
• Lead risk management efforts by identifying, escalating, and resolving potential operational and compliance risks

• Execute market-level initiatives in alignment with leadership priorities and organizational goals

• Promote financial literacy by leveraging Better Money Habits resources to educate clients and the community

• Serve as a Notary Public, providing trusted and compliant notarial services to clients

• Partnered in leading Financial Center operations, consistently exceeding revenue and client experience goals

• Coached and developed Relationship Bankers and Client Service Representatives to achieve performance and career objectives

• Managed client issues end-to-end, ensuring timely and effective resolution

• Oversaw business account openings, identifying referral and growth opportunities

• Maintained strict compliance with operational procedures and risk management policies

• Contributed to Financial Center budgeting, planning, and performance improvement strategies

• Recognized as a top performer in digital engagement, client satisfaction, and operational excellence

• Delivered comprehensive financial solutions by partnering with internal specialists

• Analyzed business reports to identify risks and improve operational workflows

• Managed reconciliation and reporting processes to ensure accuracy and compliance

• Collaborated cross-functionally to generate referrals and enhance client service delivery