Kendrick Brown
Ladson,SC
Summary
Over 5 years Personable Assistant Branch Manager skilled at providing empowering team leadership while ensuring efficient and productive branch operations. Accustomed to offering actionable solutions for process optimization resulting in reduced corporate costs. Results-oriented with extensive experience developing high net worth client relationships and referral networks. Top-performer with track record of consistently meeting or exceeding sales goals. Talented at educating customers on banking services and products and recommending best options to meet long- and short-term needs. A strong focus on fostering quality relationships that lead to results and lifelong partnership and an emphasis on business banking with develop with growing deposit base. Flexible in any environment to assure needs of team members, clients and the bank are met. Highly skilled in developing annual budgets and streamlining processes to minimize labor costs. Meticulous and driven to foster a client-focused establishment
Overview
8
8
years of professional experience
Work History
Financial Services Representative
First Citizens Bank
09.2022 - Current
- Increased client satisfaction by providing tailored financial advice and investment recommendations.
- Streamlined financial processes for improved efficiency and reduced errors in transactions.
- Makes impression and demonstrates the value of speaking with admission department
- Uses interactive scripting tool with qualifications to peak with advisor
- Coordinates outbound and inbound calls with prospective and contact clients on daily bases
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Collaborated with team members to achieve sales targets and improve overall branch performance.
- Retail Lending, personal loans, lines of credit, credit cards, auto finance, Home Lending including home equity lines of credit and portfolio mortgages
- Conducted comprehensive financial analysis to identify trends and recommend appropriate investment strategies for clients.
- Responsible for the overall operational compliance, daily, weekly, monthly, and annually ensuring compliance with federal regulations and bank policy for all matters of branches.
Assistant Branch Manager
Truist Bank
01.2016 - 09.2022
- Excelled with a max rating of 3.0 Individual Contribution Rating in Q3 of 2020
- Pulling required reports or data, attending and participating in meetings, conducting follow-up as needed, and properly communicating within the team are all ways to assist the banker team
- Train new tellers, provide supervisory support by providing in-the-action coaching and creating development plans for teller and branch teammates
- Excellent communication skills, including a desire to interact with clients and prospects
- Reconcile and research outstanding items, substantiate general ledger balance, and prepare written reconcilement for assigned accounts
- Provide exceptional client care to Commercial Community Bank clients by taking ownership of their wants, concerns, and requests and following up to ensure that they are met in a timely and correct manner
- Assist with monthly reporting of deposit collection activities
- Work with Consumer Banking and Operations to explain policies and procedures surrounding collection of deposit accounts
- Manage phone calls from clients and referral sources and answer questions, or direct caller to appropriate associate based on need
- Assist with research and solution of client complaints
- Proficiency with routine client maintenance requests, problem resolution and advanced sales functions
- Assist with client due diligence collection and tracking to include collection and data entry of expected fraud behavior
- Execute risk assessments and assist with ongoing risk awareness, and risk management educational processes.
- Streamlined branch operations for increased efficiency through implementation of new processes and procedures.
- Developed strong relationships with key clients, contributing to significant growth in business revenue.
Education
Stratford High School
Goose Creek, SC05.2011
Skills
- Financial Software
- Relationship Building and Management
- Banking
- Sale Force
- Sales Quota Achievement
- Risk Management
- Customer Service Experience
- Ability to adapted to new process
- Inbound & Outbound Calls
- South Carolina Notary Public (exp 9/8/2027)
- Microsoft Office Suite
- Excel
Skills Certifications
- South Carolina Notary Public (exp. 9/8/2027)
- Main Frame
- Enterprise Teller
- Channel Link
- Client Central
- Blue Zone
- Currency Teller
- Work Day
- Signature Cards
- Microsoft Office Suite
- Excel
- Document Direct
- Sale Force
Timeline
Financial Services Representative
First Citizens Bank
09.2022 - Current
Assistant Branch Manager
Truist Bank
01.2016 - 09.2022
Stratford High School