Summary
Overview
Work History
Education
Skills
Timeline
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Karla Perry

Fairview Heights,IL

Summary

Results-driven Branch Manager with several years of comprehensive experience in financial services. Polished in managing branch, promoting, and marketing branch products and allocating funds. Deeply familiar with banking rules and regulations. Friendly professional dedicated to promoting and maximizing sales opportunities.

Overview

20
20
years of professional experience

Work History

Branch Manager

Regions Bank
East Saint Louis, IL
06.2022 - Current
  • Developed strategies to increase customer satisfaction and loyalty.
  • Participated in community events to promote brand awareness.
  • Resolved escalated customer complaints in a timely manner.
  • Implemented internal control procedures to minimize risk exposure and maximize profitability.
  • Provided guidance and support to team members regarding problem resolution and customer service issues.
  • Facilitated weekly meetings with staff members to discuss progress on current initiatives.
  • Directed daily operations of the branch, including customer service, human resources, sales and marketing activities.

Financial Relationship Consultant

Regions Bank
Belleville, IL
07.2017 - 06.2022
  • Developed strong relationships with customers by understanding their individual needs and goals.
  • Provided training support to new team members as needed.
  • Responded promptly to customer inquiries regarding account information or other matters related to their finances.
  • Created customized financial plans tailored to each client's unique situation.
  • Developed and deepened relationships with new and existing clients to advance progress and improve business.

Branch Service Leader

Regions Bank
Collinsville, Illinois
07.2009 - 07.2017
  • Recruited new employees by conducting interviews and making hiring decisions based on qualifications.
  • Developed strategies for improving operational efficiency within the branch.
  • Reviewed daily reports to identify any discrepancies or potential problems with customer accounts.
  • Responsible for ensuring that all customer transactions are handled accurately and efficiently.
  • Scheduled staff shifts according to business needs while taking into account employee availability.
  • Resolved conflicts between customers and employees in a professional manner.

Teller/Senior Bank Teller

Regions Bank
Fairview Heights, IL
09.2004 - 07.2009
  • Provided exceptional customer service while accurately processing routine transactions.
  • Identified opportunities to refer customers to other areas of the bank for additional services.
  • Verified customers' identification to ensure compliance with laws and regulations.
  • Maintained accurate records of all transactions and customer interactions.
  • Performed daily reconciliation of teller drawer within established limits.
  • Balanced cash drawers on a daily basis.
  • Identified fraudulent activity or suspicious behavior immediately reported it to management.
  • Continuously updated knowledge about banking products, services, policies and regulations.
  • Researched discrepancies between actual cash amounts and records of transactions for accuracy.
  • Handled large volumes of currency quickly and accurately with minimal errors.

Education

Lindenwood University
Saint Charles, MO

Skills

  • Process Improvement
  • Proficient in [Software Program]
  • Customer Service
  • Operational Reports
  • Branch Operations Management
  • Sales professional

Timeline

Branch Manager

Regions Bank
06.2022 - Current

Financial Relationship Consultant

Regions Bank
07.2017 - 06.2022

Branch Service Leader

Regions Bank
07.2009 - 07.2017

Teller/Senior Bank Teller

Regions Bank
09.2004 - 07.2009

Lindenwood University

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Karla Perry