Hailey Amendson
Ponder,TX
Summary
Seasoned Financial Center Assistant Vice President adept at motivating and coaching team members to accomplish demanding financial objectives. Strategic planner with remarkable leadership and communication skills. Ready to offer 7 years' experience in banking and take on a challenging new role.
Overview
10
10
years of professional experience
Work History
Assistant Vice President, Assistant Branch Manager
Independent Financial/SouthState Bank
Krum, Texas
10.2024 - Current
- Assists in leading the branch to achieve sales goals to include outbound calling, sales meetings, and coaching.
- Supervises designated staff members in their daily performance of assigned tasks, which impacts decisions on personnel regarding employment, performance ratings, promotions, salary, transfers, and termination.
- Serves customers quickly, accurately, efficiently, and confidentially.
- Opens new deposit accounts and understands the financial services offered by the bank. This includes knowing the features and benefits, rules, regulations, pricing, and a simple definition of each service. Also handles other services such as stop payments, wire transfers, and other maintenance functions within assigned limits.
- Processes all loan applications (within lending authority) and paperwork, extending credit to qualified individuals and businesses through our various installments, commercial, and real estate products. Assists in the collection of delinquent loans.
- Manages loan and deposit exceptions within the expectation of SouthState Bank both individually and for the branch.
- Responsible for the branch’s security procedures and understands the function and operations of the security devices, which are critical in protecting the facility against criminal and fraudulent activity.
- Provides leadership in all areas by setting an example for the staff to follow. Personifies good customer relations and effective selling and cross selling in contacts with customers.
- Assist tellers in accurate balancing of daily work, assisting in researching differences and making necessary adjustments.
- Resolves customer problems and complaints with courtesy and discretion.
- Knows and ensures compliance to all banking regulations to include Regulation CC and Bank Secrecy Act.
- Ensures an adequate supply of money is available for daily bank transactions.
- Ensures branch has adequate inventory of supplies.
- Understands and complies with branch audit procedures and conducts self-audits using the Branch Internal Control Review.
- Presents a neat and professional personal appearance and orderly work area.
- Develops and maintains a sales culture environment.
Financial Center Operations Specialist
Independent Financial
Corinth, Texas
05.2023 - 10.2024
- Serve as an operational subject matter expert and provide support to Financial Center staff by reviewing complex customer transactions and providing guidance, overrides, and approvals as required.
- Assist Financial Center Manager with overall management of the financial center.
- Lead financial center audit processes, training, and shift scheduling of financial center staff.
- Maintained deep understanding of the bank's products and services to effectively communicate with clients regarding financial products and ensure adherence to all necessary policies and procedures.
- Open new accounts including but not limited to checking, savings, CD’s, IRAs, and Business accounts.
- Process maintenance, operations, and correspondence services for new and existing accounts.
- Perform Financial Center Teller functions, including daily cash drawer balancing, support in vault and ATM reconciliation, and delivering diverse account services to clients.
Financial Center Consultant II
EECU
North Richland Hills, TX
09.2021 - 05.2023
- Effectively handle incoming calls and online applications for prompt member service.
- Performed member service functions including opening new accounts, processing loans from application to loan closing, accurately completing all member service documentation, and maintaining account files in adherence to policies, procedures, and Federal Regulations.
- Maintained a track record of meeting or surpassing monthly service goals.
- Conducted financial profiles to identify possibilities for expanding member relationships; Leveraged Meridian Link cross-selling tools and internal opportunity reports; Actively engaged in sales campaigns.
- Provided troubleshooting and resolution for complex account issues.
- Deliver exceptional customer service by addressing member concerns, demonstrating active listening skills and utilizing effective questioning techniques to fully comprehend issues.
Executive Assistant
Evolution Fleet Services
Fort Worth, TX
07.2018 - 09.2021
- Performed all office duties including but not limited to accounts receivables, accounts payables, billing, payroll, dispatch, P&L reviews, new customer & vendor profile set-up, and fuel card management.
- Organized and managed complex calendar of appointments, meetings, and travel arrangements for executive team.
- Provided administrative support in preparing contracts, invoices, purchase orders, and other documentation required for daily business activities.
- Developed effective filing systems for easy retrieval of information when needed.
- Assisted in developing policies and procedures pertaining to office administration matters.
Financial Center Consultant I
EECU
Southlake, TX
06.2016 - 07.2018
- Developed a strong level of engagement between members and EECU by effectively recommending suitable products and solutions.
- Rotated within the branch helping to support members with products and services as needed.
- Performed teller duties including conducting transactions, providing financial advice, recommending additional products and services, and assisting customers with setting up new accounts.
Office Manager
Flips For Fun
Fort Worth, TX
06.2015 - 06.2016
- Managed and reconciled customer payments
- Scheduled and organized classes, employee calendar, parties, and lessons.
- Ensured timely response to customer inquiries via email and phone.
- Managed all aspects of opening and closing procedures with precision.
- Enhanced customer experience through efficient greeting and registration process.
- Managed social media and website content.
Education
High School Diploma -
Timber Creek High School
Fort Worth, TX05-2016
Skills
- Banking operations management
- Administrative Management
- Attention to Detail
- Multitasking
- Problem-solving aptitude
- Customer Service
- AR/AP
- Payroll Processing
- Adaptability
- Reliable and Responsible
Awards
- PALS Award
- National Honor Society Member
- Leadership Council
- MVP Award- Volleyball
- Varsity Volleyball Manager
- Three-time FraudBuster Winner
- Product Referral Contest Winner
- Highest Teller Rating Score
Timeline
Assistant Vice President, Assistant Branch Manager
Independent Financial/SouthState Bank
10.2024 - Current
Financial Center Operations Specialist
Independent Financial
05.2023 - 10.2024
Financial Center Consultant II
EECU
09.2021 - 05.2023
Executive Assistant
Evolution Fleet Services
07.2018 - 09.2021
Financial Center Consultant I
EECU
06.2016 - 07.2018
Office Manager
Flips For Fun
06.2015 - 06.2016
High School Diploma -
Timber Creek High School