Summary
Overview
Work History
Education
Skills
Awardsandacknowledgments
Accomplishments
Timeline
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Heather Hatley

Heather Hatley

Branch Leader I
Memphis

Summary

Experienced with branch operations management, ensuring smooth daily functions and goal achievement. Utilizes strategic planning and team leadership to drive performance and efficiency—track record of enhancing customer satisfaction and operational excellence.

Overview

11
11
years of professional experience
3
3
years of post-secondary education

Work History

Branch Leader

Truist Bank
01.2024 - Current
  • Promoted a positive work environment by promptly addressing employee concerns and fostering open communication lines between staff members at all levels of the organization.
  • Initiated community outreach efforts to increase brand visibility and engagement among local businesses and residents.
  • Enhanced branch performance by implementing effective sales strategies and staff training programs.
  • Established strong relationships with clients to foster trust, loyalty, and long-term business partnerships.
  • Coordinated cross-functional collaboration between sales, operations, and risk management teams to drive overall branch success.
  • Developed high-performing teams by providing ongoing coaching, feedback, and performance evaluations.
  • Boosted customer satisfaction with proactive communication, timely issue resolution, and personalized service.


Retail Team Lead

Truist Bank
01.2022 - 01.2024

Improved customer satisfaction by providing exceptional service and addressing concerns promptly.

  • Conducted thorough staff training sessions on new products, promotions, policies, or procedures to ensure consistent knowledge across the team.
  • Boosted employee morale by recognizing achievements, celebrating successes, and promoting a supportive culture.
  • Increased sales revenue by implementing promotional strategies and upselling techniques.
  • Resolved escalated customer complaints with diplomacy, preserving the company''s reputation for excellent service.
  • Implemented operational improvements that increased overall efficiency while maintaining quality standards.
  • Collaborated with management to develop strategic plans for improving branch performance and reaching sales targets.

Sr. Relationship Banker

SunTrust
03.2018 - 01.2022
  • Resolved complex customer issues, resulting in increased trust and loyalty among clients.
  • Generated revenue growth by successfully closing deals on loans, lines of credit, mortgages, and other banking products.
  • Supervised daily branch operations to ensure efficiency, compliance, and a positive customer experience.
  • Provided support during audits by ensuring accurate documentation was maintained for all client interactions.
  • Conducted financial reviews with clients to identify opportunities for additional product offerings or improvements in their current situation.
  • Strengthened client relationships by providing personalized financial solutions and exceptional customer service.
  • Participated in regular training sessions to stay up-to-date on industry trends and maintain expertise in banking products and services.

Relationship Banker

SunTrust
03.2017 - 03.2018
  • Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
  • Managed multiple customer accounts efficiently, ensuring accurate record-keeping and timely resolution of issues.
  • Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
  • Enhanced reputation as a trusted advisor with clients through consistent delivery of high-quality financial guidance and support.

Teller

SunTrust
10.2013 - 03.2017
  • Processed customer transactions promptly, minimizing wait times.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Maintained cash drawer accuracy by conducting regular audits and implementing effective cash handling practices.
  • Improved customer satisfaction by providing efficient and accurate transaction processing.

Education

Bachelor's Degree - Business Leadership and Administration

Bellevue University
01.2022 - Current

Skills

    Team management

    Sales leadership

    Staff development

    Branch operations management

    Customer relationships

    Cash handling expertise

    Verbal/written communication

Awardsandacknowledgments

  • PEA Award Winner, 2021, For high performance
  • PEA Award Winner, 2023, For top sales performance

Accomplishments

    Top Performance PEA Award 2021

Timeline

Branch Leader

Truist Bank
01.2024 - Current

Retail Team Lead

Truist Bank
01.2022 - 01.2024

Bachelor's Degree - Business Leadership and Administration

Bellevue University
01.2022 - Current

Sr. Relationship Banker

SunTrust
03.2018 - 01.2022

Relationship Banker

SunTrust
03.2017 - 03.2018

Teller

SunTrust
10.2013 - 03.2017
Heather HatleyBranch Leader I