Katlyn Simmons
Leicester
Summary
Accomplished operations leader with a proven track record of managing complex priorities, supporting leadership teams, and coordinating business operations in highly regulated environments. Experienced in preparing reports and presentations, maintaining confidential records, coordinating meetings and schedules, and facilitating communication across multiple departments. Known for exceptional organization, professionalism, and the ability to anticipate needs, solve problems proactively, and provide seamless administrative support that enables leaders and teams to operate efficiently.
Overview
9
9
years of professional experience
Work History
Branch Manager
Regional Finance Corp of NC
02.2022 - Current
- Coordinate daily business operations while supporting company leadership, operational objectives, and regulatory requirements.
- Prepare business correspondence, performance reports, presentations, scorecards, and operational summaries for leadership review.
- Manage employee schedules, calendars, meetings, training activities, and branch priorities.
- Maintain confidential customer, employee, financial, and business records with a high degree of discretion and professionalism.
- Receive, prioritize, and respond to phone calls, emails, and customer communications while ensuring timely resolution.
- Organize and coordinate team meetings, training sessions, customer engagement events, and operational planning activities.
- Track branch performance metrics, budgets, expenses, and operational goals.
- Coordinate communication between employees, customers, corporate departments, and leadership teams while managing multiple competing priorities.
Customer Service Representative
Peach State Federal Credit Union
12.2020 - 02.2022
- Managed member appointments, phone calls, emails, and in-person inquiries while providing professional customer service.
- Prepared and maintained confidential financial records, account documentation, and member correspondence with a high degree of accuracy.
- Utilized business software applications to process transactions, maintain records, and support daily branch operations.
- Coordinated communication between members, branch staff, and internal departments to resolve questions and service requests.
- Maintained organized files, records, and documentation while ensuring compliance with credit union policies and procedures.
Personal Banker
Wells Fargo Bank, N.A.
12.2017 - 12.2020
- Managed customer appointments, daily communications, and service requests in a fast-paced banking environment.
- Prepared account documentation, business correspondence, and financial records while ensuring accuracy and compliance with banking regulations.
- Maintained confidential customer and financial information with professionalism, discretion, and attention to detail.
- Coordinated communication between customers, branch personnel, and internal departments to resolve complex inquiries and service needs.
- Utilized Microsoft Office and banking systems to maintain records, track activities, prepare reports, and support branch operations.
Education
Bachelor of Science - Business Administration And Management
University of North Carolina At Pembroke
Pembroke, NC12-2017
Skills
- Executive Administrative Support
- Calendar Management
- Meeting Coordination
- Report Preparation
- Confidential Information Management
- Records Management
- Project Coordination
- Microsoft Office Suite
- Multi-Priority Management
Timeline
Branch Manager
Regional Finance Corp of NC
02.2022 - Current
Customer Service Representative
Peach State Federal Credit Union
12.2020 - 02.2022
Personal Banker
Wells Fargo Bank, N.A.
12.2017 - 12.2020
Bachelor of Science - Business Administration And Management
University of North Carolina At Pembroke