Kristi Whaley
Auburndale
Summary
Financial management professional with strong leadership capabilities and focus on achieving results. Proven track record in optimizing financial operations, driving customer satisfaction, and ensuring compliance with regulatory standards. Expertise in team collaboration, strategic planning, and adapting to evolving business needs. Known for effective problem-solving, communication, and ability to inspire and guide teams toward common goals.
Overview
12
12
years of professional experience
Work History
Denevo Financial Center Manager
Fifth Third Bank
02.2025 - Current
- Led financial center operations, ensuring compliance with regulatory standards and internal policies.
- Developed and implemented strategic plans to enhance customer service and operational efficiency.
- Mentored and trained staff on financial products, services, and sales techniques to improve performance.
- Analyzed financial data to identify trends, risks, and opportunities for revenue growth.
VP Senior Community Relationship Manager
Bank Of Central Florida
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
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
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.
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
Denevo Financial Center Manager
Fifth Third Bank
02.2025 - Current
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
High School Diploma -
Kathleen Senior High School