Motivated financial professional with loan origination, operations, and sales experience with a strong aptitude for customer service seeking to learn more about the world of banking. In my previous line of work, I competently educated customers on their financial options and recommend appropriate products and services to meet financial needs. As well as trained and mentored employees up the corporate latter with a direct approach based on a combination of prior knowledge and current policies and procedures.
Overview
10
10
years of professional experience
Work History
Assistant Branch Manager
Meritus Credit Union
Lafayette, LA
12.2025 - Current
Champion the Credit Union’s member experience standards, ensuring every interaction reflects professionalism, care, and accuracy.
Lead, train, and coach Tellers to deliver outstanding service while effectively identifying member needs and referring appropriate products and services.
Oversee and drive the teller line’s sales and referral goals through coaching, tracking, and in-branch promotions aligned with Credit Union marketing initiatives.
Support and assist branch manager with coaching Member Service Representatives on proper procedures, lending, account opening, and maintenance to ensure compliance and service consistency.
Ensure adherence to Credit Union policies, procedures, and compliance requirements.
Monitor and analyze branch performance, including error trends, cash handling, and transaction accuracy; implement corrective coaching as needed.
Conduct required branch audits and maintain accurate, policy-compliant records.
Review weekly exception and over/short reports; ensure proper dual control procedures are followed.
Oversee branch safety, compliance, and facility maintenance.
Foster a positive, collaborative, and professional work environment that promotes teamwork, accountability, and employee engagement.
Evaluate staff performance, provide ongoing feedback, and complete annual reviews and disciplinary actions when necessary.
Coordinate work schedules and approve time-off requests to ensure adequate coverage.
Facilitate regular staff meetings and huddles to review performance results, share updates, and reinforce service and operational priorities.
Support hiring, onboarding, and ongoing development of retail staff.
Provide backup assistance for Member Service Representatives and perform teller or member service duties as needed, including new accounts, loans, teller transactions and more.
Serve as branch Subject Matter Expert for HSA and IRA processing.
Provide coverage and support at other branch locations as needed.
Perform additional responsibilities as assigned to support branch and organizational goals.
Assistant Branch Manager
Republic Finance
Lafayette, LA
06.2025 - 12.2025
Help customers meet their financial goals
Actively seek opportunities to originate new loan business by contacting current and potential customers and listening to understand their needs so you can recommend the best consumer loan and voluntary product solutions for them
Educate customers on consumer lending services, including how to improve credit and consolidate debt.
Help customers through the loan application process and make payment reminder calls when needed
Evaluate loan applications
Perform risk analysis as well as making credit decisions
Administer loan closings and process insurance claims
Assist the Branch Manager with recruiting and training new employees
Develop and implement plans to meet sales goals while promoting core values
Ensure an outstanding customer experience
Head Teller
Home Bank
Broussard, LA
09.2022 - 06.2025
Assist Banking Center Manager in coaching staff on products and services in order to meet customer needs
Supervise teller operations, including but not limited to, training back up Head Teller, teller overrides, teller outage research, managing difficult customer conversations, teller and branch audits, cash ordering/shipments, ordering branch supplies.
Primary vault custodian (buy/sell cash to tellers, maintain sole control and vault security, count and balance the vault cash daily)
Be self-directed/motivated with the ability work independently or as part of a team with little to no direct supervision
Promptly and accurately handle lobby, drive-thru, night deposit, or bank-by-mail customer transactions including but not limited to deposits, withdraws, transfers, check cashing, certified check requests, loan payments, and maintenance requests according to Home Bank’s policies, procedures and federal and state compliance requirements
Cash handling, including but not limited to, counting, verifying and packaging of coins and currency, daily balancing of cash drawer, assisting with ATM balancing and replenishment
Process daily teller work thru “Branch Capture” ensuring debits and credits balance in accordance with established policies and guidelines
Provide comprehensive, prompt, and efficient customer service in all transactions while ensuring that all federal and state compliance requirements are met
Engage in conversations with customers in order to build relationships, determine financial needs and make recommendations and LOB referrals by performing the expected behaviors in the HOME sales model
Maintain a neat workstation and ensure that needed supplies are on hand and organized to present a professional environment
Use good judgment and be discrete with confidential information
Demonstrate leadership and direction to teller/universal banker team and peers
Universal Banker
Iberiabank/First Horizon Bank
Scott, LA
08.2020 - 07.2022
Assist branch management with “on the job training” of new associates
Provide teller/platform support as needed to keep the lines to a minimum and to provide quality customer service
Teller support would include performing daily processing of financial transactions, i.e Deposits, handling currency, coin, and cashing checks
Platform support would entail opening checking accounts, savings accounts, and provide all other deposit product services
Actively inform client of products/services, profile clients to identify financial needs, follow through, and close the sale
Have a working knowledge and understanding of other bank services, i.e Treasury Management, Merchant Services
Explain product benefits, changes, restrictions, requirements, and any other relevant product information to clients
Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships, participate in client calling activities during special deposit/loan campaigns
Responsible for taking loan application for personal/retail consumer needs and “handing off” the processing of these applications to the appropriate associate
Participate in branch meetings to enhance knowledge of sales initiatives/processes, bank products, operational processes and “exceptional” customer service delivery
Teller
Midsouth Bank/Hancock Whitney Bank
Opelousas, LA
05.2019 - 05.2020
May function in a mentor capacity offering guidance, instruction, and coaching to fellow Tellers enforcing policy and procedure
Works to build client relationships through quality, personalized client interactions based on 5-star customer service, according to company standards
Handles client transactional needs such as processing deposits, withdrawals, check cashing requests, credit card advances, money orders, and other forms of negotiable items
Educates clients on digital solutions such as mobile, online, and ATM offerings all centered around convenience
Refers clients to internal business partners when non- financial client needs are discovered
Assist with financial center morning and evening duties to include opening and closing the vault, working and locking the Night Depository, setting up the Teller station with supplies and cash, and balancing the Teller window/financial center
Accurately utilizes equipment and remains knowledgeable of equipment functionality to perform role
Adheres to professionalism standards to include demeanor, dress, and station orderliness
Images proof work through branch capture machine to include reviewing work and making corrections
Performs research for clients as issues arise
Assistant Store Manager
Dollar General Corp.
Arnaudville, LA
05.2016 - 05.2019
Trained and managed associates in customer service and sales techniques
Coached sales associates in product specifications, sales incentives and selling techniques like up-selling and cross- selling, increasing customer satisfaction ratings to 100%
Maximized sales and minimized shrinkage through excellent customer service and adherence to standard practices
Rotated merchandise and displays to feature new products and promotions
Handled customer service by dealing with complaints, organizing stock and answering customer questions
Reconciled daily sales transactions to balance and log day-to-day finances with the company computer software
Closed and/or opened the store on a day to day basis
Completed all daily tasks and special assignments with efficient and quality-driven approach
Recruited, interviewed and hired individuals which would add value to team while bringing wealth of experience
Helped with planning schedules and delegating assignments to meet coverage and service demands
Supervised associates by providing direction and instruction for stocking shelves, rotating stock and receiving deliveries
Maintained exceptionally clean, customer-friendly and a well-run store
Maintained department's inventory on a weekly basis