Summary
Overview
Work History
Skills
Timeline
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Kaycie Coffman

Greenwood,Missouri

Summary

Branch Manager with 6+ years of experience. Drive consistent bank success by actively developing teams, engaging customers, and maintaining strict legal and corporate compliance. Committed to continually developing and honing professional skills.

Overview

9
9
years of professional experience

Work History

Banking Center Manager

Southern Bank
09.2024 - Current
  • Recruited and hired talent for operations and service delivery and managed branch offices by mentoring and cross-training new leadership as part of succession planning.
  • Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
  • Collaborated with internal business partners to deliver cohesive banking experience to customers.
  • Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
  • Collaborated with C-level executives and stakeholders to develop long-term financial plans.

Banking Center Manager

First Federal Bank of Kansas City
06.2023 - 09.2024
  • Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
  • Implemented policies to improve efficiency and team performance.
  • Built and lead high-performance team focused on achieving sales and service goals.
  • Collaborated with internal business partners to deliver cohesive banking experience to customers.
  • Recruited and hired talent for operations and service delivery and managed branch offices by mentoring and cross-training new leadership as part of succession planning.

Relationship Banker

Bank of the West
08.2022 - 07.2023
  • Cultivated and maintained strong relationships with clients to understand their financial goals and provide personalized banking solutions
  • Achieved sales targets by promoting and cross-selling a variety of banking products and services to meet clients' needs
  • Resolved customer inquiries and concerns in a timely and professional manner to ensure high levels of customer satisfaction
  • Collaborated with team members to optimize branch performance and contribute to overall business growth

Assistant Banking Center Manager

First Federal Bank of Kansas City
11.2020 - 08.2022
  • Assist the Banking Center Manager in overseeing daily operations and managing a team of tellers and customer service representatives
  • Support in developing and implementing strategies to drive sales and achieve branch goals
  • Conduct regular audits to ensure compliance with banking regulations and internal policies
  • Assist in training and coaching staff members to promote professional growth and improve overall performance

Legal Assistant

Schwartzkopf Law Office
02.2019 - 11.2020
  • Drafted and prepared legal documents such as briefs, pleadings, contracts, and correspondence under the supervision of attorneys
  • Conducted legal research using online databases and resources to support case preparation and trial proceedings
  • Organized and maintained physical and electronic files, including case documents, evidence, and client information
  • Assisted with case preparation by compiling evidence, reviewing documents, and preparing exhibits for court presentations

Center Manager

Check Into Cash
06.2017 - 02.2019
  • Developed and implemented operational procedures to ensure smooth and efficient day-to-day operations of the center
  • Conducted regular staff training sessions to ensure all team members were up-to-date on product knowledge and sales techniques
  • Build, manage, and develop a team comprised of 5 individuals, provide coaching and mentorship, conduct performance evaluations, and establish inclusive work cultures
  • Assisted in developing and executing community outreach programs to increase local brand awareness and drive
  • Maintained compliance with all state regulations and policies to ensure a safe and secure environment for both staff and customers
  • Oversaw budgeting and financial reporting for the center, identifying cost-saving opportunities and improving overall profitability
  • Maintained high levels of customer satisfaction through excellent service delivery and timely resolution of customer issues

Teller Supervisor

Central Bank of Sedalia
09.2015 - 06.2017
  • Managed and led a team of tellers in providing exceptional customer service and efficient transaction processing
  • Oversaw daily operations, including cash handling, balancing, and vault management
  • Collaborated with branch management to meet sales goals and enhance the overall customer experience

Skills

  • Developing Client Relationships
  • Operational and Audit Standards
  • Excellent Communication
  • Coaching & Training
  • Customer Service Leadership

Timeline

Banking Center Manager

Southern Bank
09.2024 - Current

Banking Center Manager

First Federal Bank of Kansas City
06.2023 - 09.2024

Relationship Banker

Bank of the West
08.2022 - 07.2023

Assistant Banking Center Manager

First Federal Bank of Kansas City
11.2020 - 08.2022

Legal Assistant

Schwartzkopf Law Office
02.2019 - 11.2020

Center Manager

Check Into Cash
06.2017 - 02.2019

Teller Supervisor

Central Bank of Sedalia
09.2015 - 06.2017
Kaycie Coffman