Summary
Overview
Work History
Education
Skills
Timeline
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KALLEE SWAYNE

Phoenix,AZ

Summary

Seasoned Bank Manager with successful track record in overseeing bank operations and providing strategic financial guidance. Bring solid experience in risk management, regulatory compliance, and team leadership, bolstering overall operational efficiency. Proven ability to drive customer satisfaction by delivering tailored banking solutions while ensuring adherence to industry standards and practices. Notable impact on revenue growth through adept decision-making and strong business acumen.

Overview

22
22
years of professional experience

Work History

Branch Manager II

Foothills Bank
Phoenix, AZ
04.2023 - Current
  • Coordinated promotional campaigns for new products or services in order to boost sales revenue.
  • Analyzed actual financial results to budget, preparing variance reporting to functional groups.
  • Maintained regular performance appraisals for subordinates through verbal, written and on-going review programs.
  • Boosted customer base, acquiring new customers and identifying needs to deliver relevant products.
  • Performed regular audits of financial records in order to ensure accuracy.
  • Reviewed loan applications to ensure accuracy and compliance with regulations.
  • Established strong working relationships with external partners such as vendors and suppliers.
  • Established and built customer relationships through targeted outreach and initiatives.

Bank Manager

BMO Harris Bank
Phoenix, AZ
10.2021 - 04.2023
  • Maintains current knowledge of personal banking and credit card industries, practices, and trends and integrates into customer conversations.
  • Builds effective relationships with internal and external stakeholders.
  • Explained benefits of various investment options to help customers fulfill personal investment goals.
  • Delivered associate performance evaluations to determine merit increases and bonus amounts.
  • Conducted weekly consultative sales meetings with prospects and clients to drive deposit growth.
  • Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
  • Maintained regular performance appraisals for subordinates through verbal, written and on-going review programs.
  • Managed relationships with tax authorities, bankers and auditors.
  • Prepared internal and regulatory financial reports, balance sheets and income statements.

HR Assistant Store Manager

Kroger
Royal Oak, MI
09.2017 - 10.2021
  • Provide day to day human resource and administrative support to Managers and Employees of the Kroger Marketplace Store.
  • Conducts recruitment efforts at the store, which include reviewing applications, conducting interviews and testing process.
  • Administering new hire orientation, overseeing the on boarding process.
  • Coaching and developing Department Heads to provide positive employee relations.
  • Maintain employee record keeping.
  • Work with Union Representatives to resolve employee relations.
  • Coached and developed store associates through formal and informal interactions.
  • Oversaw aspects of maintenance, inventory and daily activity management.
  • Delegated assignments based on team strengths to optimize floor coverage and service levels.

Operations Manager

GUARANTY BANK (Bestbank)
Southfield, MI
11.2014 - 07.2017
  • Managed branch operations and sales to ensure high quality service in alignment with applicable regulations and internal policies daily.
  • Manage operational efficiency for 17 banking centers including: communicating regularly and effectively.
  • Retail Banking Sales Managers to identify operational deficiencies, collect and analyze data, establish facts, draw valid conclusions and recommend solutions to the Corporate Branch Operations Vice President.
  • Provides documentation for audits and coordinate with Internal Audit and Corporate Security that branch related policies and procedures are kept current and updated.
  • Perform cash counts, teller difference reviews, cash item reconcilement, charge off oversight and approval, and training of branch staff.
  • Regularly visits branches and evaluates needs as they relate to the day to day operations, customer service and marketing
  • Keep branches informed of changes to branch/compliance polices and procedures.
  • Assist in developing and maintaining branch operational procedures.
  • Developed and implemented new branch audit review process.
  • Implemented training for Branch Manager on equipment, processes, policies and products.

Store Retail Banking Manager

GUARANTY BANK/BESTBANK, President's Club
Highland Park, MI
10.2003 - 11.2014
  • Mentored, recruited, and trained a team of Personal Bankers and Customer Service Representatives
  • Defined sales goals and executed marketing strategies to boost business
  • Established relationships with diverse customer base, offering information on available products and services to meet a range of financial needs
  • Responsible for branch audits
  • Successfully launched several new banking centers
  • Appointed as manager liaison to resolve escalated customer operational issues from other branches in the Market
  • Recognized with Top Sales Performer, award for successfully increasing revenues, referrals, and deposits
  • Developed strategic alliances with local businesses resulting in new clients
  • Led implementation of preventive maintenance, innovative training programs, and proactive problem solving approach driving increased efficiency and productivity
  • Delivered comprehensive training on financial products to improve team success and ensure promotion of revenue- generating products.

Education

Some College (No Degree) - Business Management

Wayne County Community College District
Detroit, MI

Skills

  • Procedure development
  • Hospitable
  • Team Building and Leadership
  • Effective Problem Resolution
  • Project Organization
  • Talent Acquisition and Onboarding
  • Quality Assurance
  • Human Resources Oversight
  • Effective Goal Development
  • Process Improvement Strategies
  • Systems Implementation
  • Regulatory compliance
  • Operational efficiency

Timeline

Branch Manager II

Foothills Bank
04.2023 - Current

Bank Manager

BMO Harris Bank
10.2021 - 04.2023

HR Assistant Store Manager

Kroger
09.2017 - 10.2021

Operations Manager

GUARANTY BANK (Bestbank)
11.2014 - 07.2017

Store Retail Banking Manager

GUARANTY BANK/BESTBANK, President's Club
10.2003 - 11.2014

Some College (No Degree) - Business Management

Wayne County Community College District

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