Hillary Burke
Calhoun City,MS
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills. Energetic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Over 7 years of success supporting client financial goals. Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
13
13
years of professional experience
Work History
Treasury Management Specialist
Cadence Bank
Tupelo, MS
01.2023 - Current
- Improved financial forecasting accuracy by closely monitoring cash positions and recommending appropriate actions.
- Supported the implementation of new software tools aimed at automating manual processes within the Treasury department for increased efficiency.
- Maintained an up-to-date knowledge of global economic trends affecting treasury operations for informed recommendations on potential impacts or opportunities within the organization''s financial strategy.
- Streamlined banking relationships, consolidating accounts for increased efficiency and cost savings.
- Prepared comprehensive documentation related to debt issuances ensuring compliance with covenants stipulated by lenders.
- Established strong relationships with external partners such as banks, rating agencies, and auditors to facilitate smooth treasury operations.
- Enhanced cash flow management by implementing advanced treasury management systems and processes.
- Complied with established internal controls and policies.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Provided knowledgeable service and support for all customer needs.
- Enhanced client satisfaction by promptly addressing inquiries and resolving issues.
- Assisted with the development of marketing materials targeting prospective clients, showcasing the value of our company''s services.
- Developed strong relationships with clients, fostering trust and loyalty through consistent communication and personalized service.
- Managed client accounts with attention to detail, ensuring accurate billing and recordkeeping.
- Delivered exceptional customer service through timely responses and personalized follow-up communications.
- Trained new team members on best practices in client services, elevating overall team performance.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Maintained and managed customer files and databases.
- Responded to customer calls and emails to answer questions about products and services.
- Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
Branch Manager
Regions Bank
Calhoun City, MS
07.2021 - 01.2023
- Supported outside sales force in servicing and obtaining new business.
- Planned work schedules to maintain adequate staffing levels.
- Managed and inspired team members to perform to full potential, driving branch profitability.
- Disciplined employees to encourage compliance with company policies and procedures.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Increased efficiency and drove branch revenue by optimizing daily operations.
- Obtained new borrowers and retained existing borrowers to maintain consistent growth in accounts and receivables.
- Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
- Enhanced financial performance metrics by networking to create successful and sustainable relationships.
- Developed annual branch business plan for maximum profitability and effectiveness.
Financial Relationship Consultant
Regions Bank
Grenada, MS
03.2017 - 07.2021
- Counseled clients on financial matters and provided recommendations on investment opportunities, products and services based on client needs and asset availability.
- Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
- Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
- Kept abreast of financial impact of clients' life changes to meet needs and exploit new areas of growth.
- Exceeded goals set by corporate such as outbound phone calls, loans, and credit card production.
Receptionist
Evans Eye Clinic
Calhoun City, MS
05.2011 - 03.2017
- Answered and directed incoming calls using multi-line telephone system.
- Delivered administrative support to team members, including making copies, sending faxes, organizing documents and rearranging schedules.
- Maintained daily calendars, set appointments with clients and planned daily office events.
- Maintained all financial records to verify timely clearance of all credit and debit activities.
- Screened and verified visitors for identification credentials and purpose of visit to maintain security of personnel and office environment.
- Processed payments and updated accounts to reflect balance changes.
- Scheduled and confirmed appointments.
- Provided clerical support to all team members to improve office efficiency and enhance productivity.
- Maintained professional tone at all times, including during peak rush hours.
Education
Associate of Applied Science - Healthcare Data
Northwest Mississippi Community College
Senatobia, MS05.2014
High School Diploma -
Vardaman High School
Vardaman, MS05.2011
Skills
- Developing financial plans
- Planning for retirement
- Increasing savings
- Funding education
- Dependable
- Multi-tasking ability
- Excellent work ethic
- Microsoft Office
- Organization
- Reliable and trustworthy
- Great people skills
- Team building
- Excels in team leadership
- Employee training
- Excellent time management skills
- Excellent communication skills
- Cash Management Expertise
- Collaborative Teamwork Abilities
- Bank Relationship Management
- Financial Reporting Abilities
- Electronic Payment Systems
- Debt Management Knowledge
- Bank Account Administration
- Cash Flow Modeling
- Teamwork and Collaboration
- Problem-Solving
- Multitasking Abilities
- Staff Management
- Staff Training
- Adaptability and Flexibility
- Customer relationship development
References
Courtney Brown 662-227-4006
Missy Tidwell 662-227-3317
Valeri Geiger 662-520-6241
Harry McCarley 662-520-6233
Timeline
Treasury Management Specialist
Cadence Bank
01.2023 - Current
Branch Manager
Regions Bank
07.2021 - 01.2023
Financial Relationship Consultant
Regions Bank
03.2017 - 07.2021
Receptionist
Evans Eye Clinic
05.2011 - 03.2017
Associate of Applied Science - Healthcare Data
Northwest Mississippi Community College
High School Diploma -
Vardaman High School