Kelly Logan Bankston

• Provided onsite training
• Delivered an exceptional level of service to each customer by listening to concerns and answering questions
• The purpose of this job as branch manger is to effectively manage and operate a full service branch, including the Pinnacle process, which satisfactorily provides for the financial needs of the consumers within the Bank's geographic market area, insuring that the branch goals are in line with the Bank's strategic goals
• Assists with the management of the Pinnacle sales and service process by preparing and conducting meetings, selling, processing and referring all bank products, handling complaints and monitoring goal accomplishments
  • Assists with supervising, coaching and training for branch personnel and staffing including performance appraisals
  • Take and process loan applications, interview applicants and clear exceptions and past dues
  • Manage overtime, scheduling, teller management process and cash items as well as monitoring employee time report, approve and submit time to HR
  • Develop and maintain a quality business development program, increase wallet share, market share and profitability
  • Participate in visible roles in the community in civic and other service organizations
  • Approves checks and handles complaints and other branch duties as required

• Assigned individual roles and tasks, as well as monitoring employees for security, compliance and performance
• Managed teller and customer service representative schedules
• Encouraged employee development through training, coaching and motivational strategies
• Helped tellers and relationship managers with resolving customer concerns and securely handling large transactions
• Worked with regulatory representatives to complete accurate filings and maintain compliance
• Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty
• Networked within communities to identify and capitalize on business opportunities
• Boosted customer base, acquiring new customers and identifying needs to deliver relevant products
• Maximized branch revenue by optimizing daily operations and increasing efficiency
• Educated customers on variety of loan products and available credit options to promote valuable decision-making

• Launched internal postings and marketing in addition to maintaining employment opportunities online
• Optimized processes by training employees to apply industry best practices and observe all protocols
• Supported human resources, controlling resume flow within applicant tracking system
• Stayed current on EEO, ADA and other applicable federal and state policies governing employment
• Oversaw exit interviews and maintained department records and reports
• Thoroughly vetted job candidates by conducting interviews, verifications and background checks

Represent Trustmark professionally, efficiently, and tactfully in order to assure customer satisfaction when in contact with customers, either face-to-face or by telephone. Acknowledge and greet the customer with a smile and call the customer by name while processing deposits and withdrawals for transaction accounts. Always check for customers' additional needs and thank them as they leave.
• Sell, service, and cross sell deposit accounts, investment products, loan products, transaction accounts, insurance products, and safe deposit boxes.
• Continually safeguard the bank's cash and security of the working environment while processing transactions accurately, securing large dollars, and balancing the teller window daily. All work must be performed within bank guidelines, following bank policies, procedures, and standards of performance.
• Assist in the development of new business for the bank by identifying customer needs for additional products and services, by using related tag-ons, through referring customers to appropriate sales staff, and by completing documentation for all referrals.
• Process various other transactions including but not limited to night drops, ATM deposits, collection items, wire transfers, foreign currency, credit card transactions, loan payments, money orders, and official checks.