Julie Dixon
Graham,NC
Summary
Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Overview
13
13
years of professional experience
Work History
Financial Specialist/Operations Manager
Pinnacle Financial Partners
Chapel Hill, NC
02.2023 - Current
- Monitored compliance with corporate policies and procedures regarding financial reporting.
- Provided guidance to business units on budgeting process and best practices.
- Collaborated with external auditors during annual audit processes by providing necessary documents and responding promptly to requests for additional information.
Personal Banker/Operations Manager
Fifth Third Bank Retail
Durham, NC
04.2020 - 02.2023
- Completed documentation for new accounts in alignment with bank policies and procedures
- Supported and managed promotional activities to increase bank exposure and reputation in local community
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty
Lead Customer Service Representative/Operations Manager
Fifth Third Bank
Kissimmee, FL
03.2015 - 04.2020
- Trained new employees on company customer service policies and service level standards
- Coached, monitored and motivated new agents to boost performance and enhance job knowledge.
- Worked with senior leadership to address and resolve disciplinary issues and boost overall team success.
Head Teller/Operations Supervisor
Regions Bank
Orlando, FL
08.2012 - 09.2014
- Upheld quality control policies and procedures to increase customer satisfaction
- Completed monthly audits and managed overdraft reports.
Skills
- Financial product expertise
- Relationship Building
- Client Acquisition and Retention
- Branch operations
Timeline
Financial Specialist/Operations Manager
Pinnacle Financial Partners
02.2023 - Current
Personal Banker/Operations Manager
Fifth Third Bank Retail
04.2020 - 02.2023
Lead Customer Service Representative/Operations Manager
Fifth Third Bank
03.2015 - 04.2020
Head Teller/Operations Supervisor
Regions Bank
08.2012 - 09.2014
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