Kelly Audia
Clarksburg,WV
Summary
Poised and professional Branch Manager skilled at informing clients about banking products and services while recommending best options to meet needs. Self-motivated with knowledge in sales and branch management, loan management and general bank operations. Excellent interpersonal skills.
Overview
32
32
years of professional experience
Work History
Branch Manager
West Union Bank
Clarksburg , WV
08.2010 - Current
- Assessed employee performance and developed improvement plans.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent and skill set.
- Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
- Maintained scheduling for main branch to keep shifts appropriately staffed.
- Compiled database of loan applicants' credit histories, corporate financial statements and other financial information.
- Recommended loan approvals and denials based on customer loan application reviews.
- Maintained friendly and professional customer interactions.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring and termination processes and coaching employees on company protocol and payroll operations.
- Complied with Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
Personal Banker, Operations Supervisor, CSR Senior
Huntington Bank
Clarksburg, WV
12.1990 - 08.2010
- Promoted financial products by maintaining excellent service offering knowledge.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
- Performed vault duties to handle large deposits of up to $100,000 and distribute currency to coworkers.
- Maintained accurate and current customer account data with manual forms processing and digital information updates.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Engaged clients in person and over phone to answer questions and address complaints.
- Expanded client base by promoting new financial products.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
Education
Associate of Applied Science - Office Automation
Fairmont State University
Fairmont, WV12.1990
High School Diploma -
Washington Irving High School
Clarksburg, WV05.1988
Skills
- Adobe Systems Adobe Acrobat
- Interviewing and Hiring
- Microsoft Office
- Loan Documentation
- Branch Operations Management
- Banking Products and Services
- Operational Reporting
- Shift Scheduling
- Customer Service
- Prioritizing and Planning
Timeline
Branch Manager
West Union Bank
08.2010 - Current
Personal Banker, Operations Supervisor, CSR Senior
Huntington Bank
12.1990 - 08.2010
Associate of Applied Science - Office Automation
Fairmont State University
High School Diploma -
Washington Irving High School
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