Haleigh Bates
Greenville,SC
Summary
Highly detail-oriented and results-driven professional successful at meeting and exceeding sales and service goals. Expertise in coaching to customer service expectations, outside business development, and operational excellence.
Overview
11
11
years of professional experience
Work History
Store Manager
Td Bank
10.2021 - 06.2024
- Fulfill key multifaceted role focused on overseeing daily operations of the store, outlining business development strategies, and building a high-performance team dedicated to meeting set objectives
- Leverages strong leadership skills to outline individualized growth plans for each team member; set development objectives, and provides highly effective coaching
- Communicates Employee Incentive Plan (EIP) to employees
- Sets regular meetings to track progress
- Gives quarterly and annual reviews/ratings
- Handles employees raises and bonuses set within store budget
- Completes consumer and small business loan applications
- Collaborate with team members to ensure seamlessness throughout daily operations
- Responsible for store managing employee scheduling and paid time off
- Ensures proper staffing throughout the day
- Recruits, interviews, hires, and trains a high performing team
- Utilize a consultative approach to identify client needs and develop solutions to ensure fulfillment
- Match clients with associates specializing in other areas of financial expertise
- Business development activities such as - Financial Education classes in the community, Hosting Bank at Work events, and connecting with key decision makers of businesses to promote TD's products and services
- Attends ribbon cuttings and other community events
- Manages overall store operations and cash controls on both platform and teller sides; manages vault and teller drawer cash limits, coaching to proper balancing and preparing store for internal audits
- Promptly identifies and resolves discrepancies
- Responsible for balancing store vault, ordering cash, and making sound decisions on how much cash to receive and sent out
- Handles complex customer transactions such as Fiduciary accounts, Trusts and Estates, Wills, and probate court legal documents
- Member of the Professional Network Connections group Greenville
- Ensures compliance with Regulation CC, the Bank Secrecy Act, and Anti-Money Laundering laws
- Notary licensed in the state of South Carolina
- NMLS Registered through TD Bank
- Assisted in the Grand opening of new stores in Charlotte, NC.
Care Transitions Navigator/Business Development Rep
Providence Care
03.2021 - 10.2021
- Coordinates marketing activities for the company within the community which includes activities such as lunch and learns and presentations to market to doctor offices, hospitals, and assisted living facilities
- Discusses with families what their goals of care are, and makes recommendations for care such as home health or palliative care
- Educates physicians, medical team, and families on our services, such as the Medicare Hospice Benefit so that educate referrals can be made and families can make educated decisions on medical care
- Responsible for maintaining relationships with over fifty accounts and visiting these accounts on a weekly basis
- This includes updating the referral coordinator on successful or unsuccessful admissions, asking for referrals, and solving complex customer service issues should they arise
- Meets and exceeds hospice and home health admission goals.
Assistant Branch Manager
Ameris Bank
11.2020 - 03.2021
- Recruits, trains, coaches, leads, schedules, motivates, and evaluates the work of the tellers, head tellers, personal bankers, and other staff in the branch
- Interviews and hires branch teller and banker staff
- Performs staff monthly and quarterly performance reviews/training
- Supervises the operations of the branch which includes performing audits of drawers, safe boxes, keys and combinations, and customer accounts while maintaining proper documentation
- Generates and reviews daily reporting for overdrafts and makes decisions on whether to pay or decline
- Maintains branch cash limits and oversees balancing of ATM and vault
- Oversees customer experience by observing and providing feedback to employees and by resolving complex customer issues
- Manages branch safety, security, and compliance.
Care Transitions Navigator/Business Development Rep
Providence Care
01.2020 - 06.2020
- Coordinates marketing activities for the company within the community which includes activities such as lunch and learns and presentations to market to doctor offices, hospitals, and assisted living facilities
- Discusses with families what their goals of care are, and makes recommendations for care such as home health or palliative care
- Educates physicians, medical team, and families on our services, such as the Medicare Hospice Benefit so that educate referrals can be made and families can make educated decisions on medical care
- Responsible for maintaining relationships with over fifty accounts and visiting these accounts on a weekly basis
- This includes updating the referral coordinator on successful or unsuccessful admissions, asking for referrals, and solving complex customer service issues should they arise
- Meets and exceeds hospice and home health admission goals.
Relationship Manager
Bank of America
08.2013 - 01.2020
- Works with consumer and small business clients, to build and deepen relationships by uncovering financial needs and recommending the best products and services to meet those needs
- Maintains a working knowledge of dozens of account types to recommend to client depending on their need
- Identifies and resolves risk transactions
- This includes fraudulent ACH, debit card, and online purchases
- Teaches the client safety tips for their bank account
- Works with Relationship Bankers and Customer Service Representatives
- This involves role- plays, settings specific examples by allowing associates to shadow, and holding CSR's accountable throughout the day to their goals
- Gathers and analyzes data daily to determine individual and team goals
- Uses strong organizational skills including the ability to manage multiple responsibilities; including the ability to sell Bank of America Products, manage sales of other employees, give outstanding customer service, and stay operationally compliant while doing so
- Uses SalesForce and LeadGen for CRM (Customer Relationship Management)
- This includes usage of the full sales process from prospecting to following up
- Sound knowledge of the customer service concept and expanding customer relationships
- Mentored and assisted in training of newly hired associates.
Education
Bachelor's Degree - General Studies, Business and Public Administration
Georgia Southern University
Statesboro, Georgia07.2017
Skills
- Revenue Generation
- Partnership Building
- Budget Planning
- Bank auditing
- Operational Efficiency
- Staff Recruitment and Hiring
- Prioritizing and Planning
- Goal Setting
- Team Building Leadership
- Business Relationship Management
- Customer Relationship Management
- Operational Reporting
- Data Analysis
- Audit preparation
- Sales Leadership
- Operations Management
Volunteer Experience
- Committee Member, Bank of America Community Volunteers, 2017 - 01/2020
- Campaign Coordinator, BOA upstate team - Susan G. Komen Race for the Cure, 2016 - 01/2020
- Campaign Coordinator, BOA upstate team - United Way of Greenville County, 2016 - 01/2020
- Facilitator, TD Financial Education, 10/2021 - 06/2024
- Volunteer Coach/ Kids Leader, Upstate Church Five Forks, 2021 - Present
Accomplishments
Q2 2024 Financial Educator of the Quarter for the Metro Mid-South TD Bank
WOW! Quartile recipient February, March, and August 2023 TD Bank
Q2 2014, Q1 2015 Top Performer Bank of America
Timeline
Store Manager
Td Bank
10.2021 - 06.2024
Care Transitions Navigator/Business Development Rep
Providence Care
03.2021 - 10.2021
Assistant Branch Manager
Ameris Bank
11.2020 - 03.2021
Care Transitions Navigator/Business Development Rep
Providence Care
01.2020 - 06.2020
Relationship Manager
Bank of America
08.2013 - 01.2020
Bachelor's Degree - General Studies, Business and Public Administration
Georgia Southern University
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