Joanne Lees
Lincolnton,NC
Summary
Accomplished Branch Manager with extensive experience in the banking industry, skilled in retail and commercial business development, staff management, and customer service. Proven track record of driving deposit growth, residential mortgage, consumer lending, and investment sales. Adept at fostering community relations and ensuring operational compliance.
Overview
32
32
years of professional experience
Work History
Team Leader
BB&T Bank
Maiden, NC
10.2014 - 09.2019
- Identified customer needs and recommended appropriate banking solutions.
- Grew business banking relationships through proactive outreach.
- Developed strategies to increase customer satisfaction in banking services.
- Managed daily banking activities including deposits, withdrawals, transfers.
- Assisted in training new employees in proper banking procedures.
- Responded to customer inquiries related to banking services.
- Ensured compliance with federal regulations pertaining to banking practices.
- Ensured compliance with banking regulations regarding check cashing procedures.
- Ensured compliance with banking policies and procedures.
- Advised customers on banking products and services available.
- Monitored daily banking transactions including deposits, transfers.
- Assisted customers with deposits, withdrawals, and other banking transactions.
Branch Manager II
NBT Bank
Nashua, NH
08.2012 - 07.2014
- Actively develop retail and commercial business including deposit growth, residential mortgage, consumer lending and investment sales
- Conduct business development calls on current and prospective customers
- Major responsibilities include working as overall sales manager for the banking center, delegate responsibilities and work assignments as required to ensure company results are met
- Interview and select staff, appraise performance and recommend salary increases while controlling costs
- Hold weekly sales meetings with staff to review sales and new promotional offers including best practices in order to meet performance goals and develop a strategic plan while holding staff accountable for achieving results
- Participate in civic activities to promote growth and development of community and a positive image for the bank
- Open and close accounts, service customers with changes to their accounts as well as any issues they may have
- Make sure Branch operations are compliant per company standards
- Provide personal banking needs to clients to promote growth and ensure quality service when needed, Will assist on Teller window accepting deposits and withdrawals, cashing checks and balancing cash drawer when necessary to promote a team environment per company standard.
Branch Manager II / Banking officer
Sovereign Bank
Merrimack, NH
03.2006 - 08.2012
- Growing the branch through outreach to local business' and current customers alike, Making sure to know each business client and what their financial needs are
- Accept and process small business loan applications and work with SBA for approvals when needed
- Attend networking events, hold weekly sales meetings to motivate and inspire the team to meet weekly and quarterly sales goals, Coach staff as needed, Maintain branch budget and salaries, interview new candidates and recommend salary increases
- Assisted on Teller window accepting deposits and withdrawals, cashing checks and balancing cash drawer when necessary to promote team environment per company standard.
Customer Service Manager
Walmart
Epping, NH
08.2005 - 03.2006
- Supervising cashiers and servicing customers as needed
- Balancing registers and performing cashier audits weekly
- Worked as a cashier and service desk associate when needed
- Scanning and bagging misc items, conducting returns as needed
- Accepting all forms of monetary instruments and verifying customer's identity.
Branch Manager / Assistant Vice President
East Cambridge Savings Bank
Cambridge, MA
01.1988 - 01.2005
- Oversaw a branch on a daily basis while supporting and training staff on the banks policy and procedures
- Conduct weekly/daily meetings as well as yearly performance reviews, create weekly schedules to meet the staffing needs of the branch while staying within the budget allotted
- Assist customers on a daily basis conducting a needs analysis with each customer to grow their relationship with the bank
- Assisted in the Bank wide training of a new account opening platform and held daily training classes for all bank staff where I was responsible for training each individual on the new system and provided feedback to the vendor on a daily basis for operational compliance.
Customer service Rep
- Support the bank's quality customer service standards by providing prompt, courteous and accurate services to all lobby and telephone customers
- Recognize the needs of existing and potential customers and actively cross sell the bank's services in a professional manner to help the branch meet sales goals
- Proactively develop sales leads and contact prospects
- Research account problems, reconcile bank statements, etc.
Teller Responsibilities
- Responsible for representing the bank to the customer in a courteous, professional manner
- Provide prompt, efficient and accurate service in processing transactions
- Suggest the bank products to customers to help the branch meet sales goals
- Consistently meet or exceed referral goals.
Education
High school Diploma -
Cambridge Rindge and Latin High School
Skills
- Hold weekly sales meetings with staff to review sales and new promotional offers including best practices in order to meet performance goals and develop a strategic plan while holding staff accountable for achieving results
- Managed branch operations, trained staff, and conducted performance reviews
Personal Information
Title: Branch Manager II
Timeline
Team Leader
BB&T Bank
10.2014 - 09.2019
Branch Manager II
NBT Bank
08.2012 - 07.2014
Branch Manager II / Banking officer
Sovereign Bank
03.2006 - 08.2012
Customer Service Manager
Walmart
08.2005 - 03.2006
Branch Manager / Assistant Vice President
East Cambridge Savings Bank
01.1988 - 01.2005
Customer service Rep
Teller Responsibilities
High school Diploma -
Cambridge Rindge and Latin High School
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