Summary
Overview
Work History
Education
Skills
Community Outreach
Certification
Accomplishments
Affiliations
References
Timeline
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Hannah Lee

Matthews,NC

Summary

Results-driven individual with a strong work ethic and a drive to succeed. Excellent communication, analytical, organization, presentation, and problem-solving skills. Equipped with 8 years of customer service experience, and over three years of management experience. Well-versed in Microsoft Office, Google Drive, and social media platforms.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Assistant Branch Manager

First National Bank Corporation
Charlotte, NC
11.2023 - Current
  • Organized special events such as seminars or workshops related to banking services.
  • Performed financial transactions such as deposits, withdrawals, transfers, loan payments.
  • Planned work schedules to maintain adequate staffing levels.
  • Disciplined employees to encourage compliance with company policies and procedures.
  • Grew business banking relationships through proactive outreach.
  • Maximized sales potential by training new members in improved sales strategies.
  • Managed and inspired team members to perform to full potential, driving branch profitability.
  • Provided bank leadership in absence of branch manager.
  • Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
  • Developed strategy to achieve target sales goals.
  • Supported outside sales force in servicing and obtaining new business.

Senior Relationship Banker

First National Bank Corporation
Charlotte, NC
01.2022 - 10.2023
  • Developed strong relationships with customers by providing personalized assistance and support.
  • Kept records of customer interactions or transactions, thoroughly recording details of inquiries.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Developed strong customer relationships to encourage repeat business.
  • Performed administrative tasks such as filing paperwork, updating databases and generating reports.
  • Engaged in conversation with customers to understand needs, resolve issues and answer product questions.
  • Edited articles for accuracy, grammar, spelling, punctuation, and style consistency.
  • Generated marketing material for promotional events.

Customer Service Representative 1

First National Bank Corporation
08.2021 - 01.2022
  • Provides timely and courteous service by processing, receiving, and paying transactions for bank customers
  • Coordinates with the branch manager on managing workflow, cold-calling new customers and clients, and bringing in new business to the branch through the promotion of bank products and scheduling follow up phone calls and appointments
  • Plans branch wide events and local events to promote the bank and strengthen business relationships
  • Organizes and executes financial literacy and volunteer events
  • Manages multiple report deadlines throughout the week
  • Submits audits and reports promptly and accurately on the weekly and monthly due dates
  • Maintains a daily balance on the personal teller drawer
  • Researches outages and assists branch employees with reported outages on their teller drawers
  • Performs various operational duties such as balancing the main bank vault, balancing ATM/ITM machines, performing monthly audits, ordering office supplies, monitoring daily cash items, and maintaining the security checklist daily
  • Pulls and records necessary reports for financial research and development of the branch
  • Processes loan products by obtaining all necessary customer information and documentation needed for approval
  • Includes reviewing customer credit reports, title searches, and collateral evaluation.

Clinic Manager

Massage Envy
03.2021 - 08.2021
  • Oversee a staff of 10 associates consisting of Front Desk and Massage Therapists on a day-to-day basis and encourage a positive, productive work environment
  • Accountable for generating staff schedules for both the front and back of house
  • Edited and authored monthly clinic newsletter. The monthly newsletter gave updates about changing protocol, HR information, and upcoming events for staff
  • Daily tasks include answering client phone calls promptly, taking messages for the franchisee owner, scheduling client appointments, and ensuring all membership and gift card sales goals are met
  • In charge of bi-weekly tasks such as processing payroll with Dominion Payroll Services, pulling and processing clinic reports, and updating client billing information such as credit cards, FSA/HSA cards, and providing invoices to insurance entities
  • Participate in the hiring process and subsequent training of all Front Desk Associates and Massage Therapists
  • Review and screen all resumes and applications, call and email each candidate to organize interviews, and conduct interviews with potential candidates
  • Lead quarterly clinic meetings to discuss sales results, client experiences and improvements that can be made for future client visits.

Education

Bachelor of Arts - Communication Studies - Media And Technology

University of North Carolina At Charlotte
Charlotte, NC
05-2026

Associate of Arts - General

Central Piedmont Community College
Charlotte
06-2024

Skills

  • Strong Interpersonal Skills
  • Administrative Support
  • Event Coordination
  • Community Engagement
  • Prospecting and Lead Generation
  • Team Leadership and Supervision
  • Punctual and Reliable
  • Detail Oriented
  • Relationship Building and Management

Community Outreach

Partnerships with Urban League of Central Carolina's, Academy of Goal Achievers, L.E.A.D Charlotte, and My Sister's House. Provides financial literacy to students and adults of all ages, as well as mentorship opportunities.

Certification

  • Content Marketing Foundations -LinkedIn Certification, Sep. 2021
  • Social Media Marketing: Social CRM - LinkedIn Certification, Oct. 2021
  • Social Media Marketing Foundations - LinkedIn Certification, Oct. 2021

Accomplishments

  • 5 Star Power Award Recipient in Sales - Acquired and fostered a new account relationship totaling over six million dollars for the bank. Completed through networking and continuing contact with the client for 3 months after the initial meeting.

Affiliations

  • Partnerships with Urban League of The Central Carolinas, The Academy of Goal Achievers, L.E.A.D Charlotte, and 'My Sister’s House'. Provides financial literacy to students and adults of all ages, as well as mentorship opportunities.
  • Charlotte Area Chamber of Commerce - Active membership in the Young Professionals (YP) group.

References

References available upon request.

Timeline

Assistant Branch Manager

First National Bank Corporation
11.2023 - Current

Senior Relationship Banker

First National Bank Corporation
01.2022 - 10.2023

Customer Service Representative 1

First National Bank Corporation
08.2021 - 01.2022

Clinic Manager

Massage Envy
03.2021 - 08.2021

Bachelor of Arts - Communication Studies - Media And Technology

University of North Carolina At Charlotte

Associate of Arts - General

Central Piedmont Community College

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Hannah Lee