Katlyn Simmons
Arden,NC
Summary
Enterprising Branch Manager successful in leading every facet of new and ongoing business operations. Strategic thinker and tactical decision-maker with passion for serving customers and exceeding expectations. Creative problem solver skilled at de-escalating situations and driving positive change.
Overview
5
5
years of professional experience
Work History
Branch Manager I
Regional Management Corporation
02.2022 - Current
- Hire, schedule, develop, mentor, coach and assess team members. Oversee disciplinary action with the assistance of Human Resources.
- Maintain a cohesive, highly trained, and motivated staff to meet daily department demand and long-term organizational goals.
- Establish and maintain commitments and professional business relationships with employees, members, vendors, the community, professional organizations, and Credit Union trade organizations.
- Lead branch management in obtaining branch objectives and goals, including deposit objectives, lending objectives, account relationships, transactions, referrals, employee agreement and profitability.
- Lead team members through change management effectively when required.
Customer Service Representative
Peach State Federal Credit Union
12.2020 - 01.2022
- Worked with customers to resolve problems and concerns regarding products or accounts.
- Reviewed account statements and other financial documents to ensure accuracy of entries.
- Performed cash handling duties, such as processing payments from customers using automated teller machines or hand-held devices.
- Processed account transactions such as deposits, withdrawals, or loan payments on behalf of customers.
- Maintained accurate records of account activity and transactions to ensure compliance with industry standards and regulations.
Personal Banker I
Wells Fargo Bank
12.2017 - 12.2020
- Expanded customer relationships by maintaining regular follow-up processes and rapport.
- Build a strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
- Exercised judgement when dispensing information to maintain confidentiality of sensitive information.
- Described promotional offers and used persuasive sales techniques to upsell services.
Education
Bachelor of Science - Business Administration And Management
University of North Carolina At Pembroke
Pembroke, NC12.2017
High School Diploma -
Richmond Senior High School
Rockingham, NCSkills
- Regulatory Compliance
- Social Perceptiveness
- Business Relationship Management
- Banking Products and Services
- Customer Service
- Staff Recruitment and Hiring
- Business Development
- Prioritizing and Planning
- Operational Reporting
- Account Reviews
- Management of Financial Resources
- Performance Review
- Loan Documentation
- Work Prioritization
- Interviewing and Hiring
- Coaching and Mentoring
- Financial Analysis
- Training and Development
Timeline
Branch Manager I
Regional Management Corporation
02.2022 - Current
Customer Service Representative
Peach State Federal Credit Union
12.2020 - 01.2022
Personal Banker I
Wells Fargo Bank
12.2017 - 12.2020
Bachelor of Science - Business Administration And Management
University of North Carolina At Pembroke
High School Diploma -
Richmond Senior High School
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