Kristi Whaley
Lakeland,FL
Summary
Strategic VP recognized for high productivity and efficiency in task completion. Excel in leadership, financial management, and strategic planning. Strong communication, problem-solving, and team collaboration skills ensure successful project outcomes and organizational growth. Drive initiatives with precision and adaptability to meet business objectives.
Overview
16
16
years of professional experience
Work History
VP Senior Community Relationship Manager
Bank Of Central Florida
Lakeland, FL
07.2021 - 11.2024
- Oversaw smooth transition processes during organizational shifts.
- Managed finance, marketing, sales, and customer service departments
- Created guidelines that boosted department efficiency
- Organized daily workflow to maximize efficiency and productivity.
- Recruited, interviewed, and trained new employees as needed.
- Provided advice on various banking products such as savings accounts, loans, investments, insurance policies and credit cards.
- Developed customized plans for each client based on their individual goals and objectives.
- Resolved customer inquiries promptly and effectively while adhering to company policies and regulations.
Branch Manager
GTE Federal Credit Union
Lakeland, FL
03.2019 - 07.2021
- Performed monthly evaluations on branch financial metrics
- Supported various branches during high-demand periods
- Led cross-functional teams in enhancing business operations
- Managed employee schedules and hiring processes
- Performed regular audits on financial records to ensure accuracy
- Implemented internal control systems to uncover potential risks
- Evaluated financial information for potential discrepancies
- Evaluated accounting processes for accuracy
- Studied organizational processes to find areas for enhancement within control systems.
Branch Operations Manager
Midflorida Credit Union
Winter Haven, Florida
02.2014 - 03.2019
- Monitored staff performance and provided feedback.
- Reviewed customer account information for accuracy and completeness.
- Initiated marketing campaigns to promote products and services offered by the branch.
- Coordinated customer service initiatives and staff training.
- Recruited, interviewed, and trained new employees as needed.
- Maintained detailed records of all customer interactions in order to ensure accuracy and compliance.
- Monitored market trends and performance of securities or other investments held by customers to determine appropriate action when necessary.
- Collaborated with internal departments such as operations, technology, legal, compliance, audit on projects related to client services or product development.
Personal Banker Officer
Fifth Third Bank
Lakeland, FL
01.2009 - 02.2014
- Developed relationships with existing customers by providing excellent customer service.
- Developed financial plans for clients based on their individual needs and goals.
- Developed and maintained a portfolio of high-value clients, achieving high levels of client satisfaction and retention.
- Provided financial education and advice to clients, enhancing their understanding of banking options.
- Participated in community events and workshops to promote bank services and financial literacy.
- Managed and deepened client relationships by providing personalized financial solutions and advice.
Education
High School Diploma -
Kathleen Senior High School
Lakeland, FL05-2004
Skills
- Organizational Development
- Operations Management
- Cross-functional team leadership
- Procedure Implementation
- Growth planning
- Schedule Management
- Project Management
- Operational management
- Scheduling
- Strategic Planning
- Internal Controls
- Financial Reporting
- Risk Management
- Audit management
- Audit Planning
- Balance sheets
- Portfolio optimization
- Customer service
- Financial management
- Team leadership
- Business growth and marketing strategies
- Performance monitoring
- Business development
Timeline
VP Senior Community Relationship Manager
Bank Of Central Florida
07.2021 - 11.2024
Branch Manager
GTE Federal Credit Union
03.2019 - 07.2021
Branch Operations Manager
Midflorida Credit Union
02.2014 - 03.2019
Personal Banker Officer
Fifth Third Bank
01.2009 - 02.2014
High School Diploma -
Kathleen Senior High School