Summary
Overview
Work History
Education
Skills
Timeline
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Karen Deuel

Cleveland,TN

Summary

Accomplished Branch Operations Partner with a demonstrated track record of success in bank leadership positions. Well-versed in BSA, OFAC, Patriot Act and other governing standards, as well as industry best practices and methods to optimize operations for long-term business success. Highly effective leader, planner and problem-solver. Accomplished in selling banking solutions to drive sales and revenue generation goals. Offering 23 years of banking experience in providing personal financial counseling. Comfortable working independently or as part of professional banking team.

Overview

24
24
years of professional experience

Work History

Branch Operations Partner

Truist
Kissimmee, FL
04.2010 - 03.2022
  • Bank Officer
  • Assigned 5-7 Branches
  • Trained employees on proper policies, procedures and regulations : Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act, California Consumer Privacy Act and Telephone Consumer Protection Act .
  • Supervised cash volume, handling and processes.
  • Interviewed and hired, with management team, talented individuals with top-level strengths, improving organizational talent and skill set.
  • Protected company assets with strategic risk management approaches.
  • Completed daily new account review to include Bank Secrecy Act monitoring.
  • Increased client satisfaction by solving complex issues with efficient resolutions.
  • Met deadlines by proactively managing individual and team tasks and streamlining processes.
  • Gathered and reviewed customer feedback to improve operations.
  • Engaged employees in business processes with positive motivational techniques.
  • Security officer for each branch. Training teams on: Information Security, Robber prevention , Emergency response
  • Audit and review of branch's internal control strengths.
  • Primary point of contact , for assigned locations, partnering with Facilities to over see execution of new construction, renovations , closing of branches, and repairs
  • Assisted assigned branch to keep shifts appropriately staffed including emergency staffing.

Relationship Banker

BB&T (now Truist)
Orlando , FL
09.1998 - 04.2010
  • Set up new customer accounts and updated existing profiles with latest information.
  • Adhered to standards of quality and service as well as all compliance requirements.
  • Supported loan processing by compiling applicant documentation such as credit reports, employment verifications and financial history paperwork.
  • Assisted with timely loan closing and funding activities with efficient management of task checklists.
  • Completed routine and complex account updates to resolve problems.
  • Reviewed account activity to assess financial status and evaluate discrepancies.
  • Motivated team members to meet and exceed sales targets.
  • Prospected for new customers in target areas or demographics to bring in new business.
  • Supported key promotions by contacting established and potential customers to discuss offerings.
  • Backed up teller team by handling needs of new and existing customers at main counter.
  • Approached prospective clients through cold calling and emails to meet sales targets.
  • Interviewed customers to obtain information needed for opening accounts or renting safe-deposit boxes.

Education

Associate of Science - Marketing/Management

Orlando College
Orando
06.1994

Skills

  • Proficient in Word, Excel, Power Point
  • Coaching and Mentoring
  • Compliance Assessments
  • Account Reviews
  • Adaptable to Changing Conditions
  • Bank Secrecy Act
  • Operational Reporting
  • Operational Efficiency
  • Motivational Techniques
  • Work Prioritization
  • Banking Products and Services
  • Customer Service

Timeline

Branch Operations Partner

Truist
04.2010 - 03.2022

Relationship Banker

BB&T (now Truist)
09.1998 - 04.2010

Associate of Science - Marketing/Management

Orlando College

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Karen Deuel