Larissa Clark
Rockwall,TX
Summary
I'm eager to use 22 years of banking experience to collaborate with others in building a strong foundation of improved efficiencies that will contribute to increasing overall production, revenue, employee engagement and client experience scores while adhering to operational guidelines.
Overview
75
75
years of professional experience
Work History
Sales and Client Experience Specialist Sr
PNC
Dallas, TX
10.2021 - Current
- Support sales and customer experience strategy and accountable for tactical execution.
- Supports development of tactics aligned with strategic priorities. Implements initiatives to grow revenue including acquisition, grown, retention and improve cross-channel experiences.
- Through observation and coaching, tasked to influence manage, identify gaps in performance and create and execute plan to bridge it.
- Directs development and delivery of readiness materials for the field to execute on sales and service initiatives.
- Collaborates with peers and other departments to coach, identify and share best practices to increase production activity and increase revenue.
Sales Productivity Executive
BBVA Compass Bank
Dallas , TX
01.2014 - Current
- Managed a team of 4 who specialized in different segments (Business, Consumer Lending, Consumer Deposits and Productivity) to increase overall production activity.
- Tasked as lead in managing all aspects of staffing models for North Texas (184 branches) which includes helping develop methodology used to ensure a right headcount for each location.
- Worked closely with HR, recruiters and regional team to deliver the staffing model and build a plan to execute and meet headcount goal.
- Created and delivered reporting/dashboards to better manage productivity, performance goals and areas of opportunity.
- Managed Incentive Plans for all job families to include collaboration on creating each plan, analyzed scorecard data for accuracy, supported over 1200 employees in the correction process and helped improve efficiencies and implement new processes.
- Worked with training and development to create and deliver product/process training and managed employee attendance.
- Identified region/district in all sales and scorecard areas tasked to develop and execute a plan of action to improve activity and increase revenue.
- Involved with opening/closing of banking centers and facility work order approvals.
- Worked closely with many departments across BBVA on many projects and managed the process for North Texas.
- Managed entire marking budget for North Texas.
- Collaborated with the finance and incentive team on a regular basis to discuss scorecards, P&L, revenue and things we can do to help the field.
- Tasked to work with finance and manage annual market/branch budget distribution across the North Texas Region.
Sales Productivity Specialist
BBVA Compass Bank
Phoenix, AZ
08.2011 - Current
- Provided support and training to entire Region (AZ, CO, CA & El Paso)
- Tasked to identify areas of improvement and create a plan of action to execute and help increase field production activity.
- Collaborated with different areas in creating, developing and delivering training to increase employee product and process knowledge.
- Evaluated current processes and develop improvement plans.
- Collaborated with regional team, peers and other departments improve rollouts, training, reporting and product or process issues.
- Produced detailed and relevant reports for use in making business decisions.
- Facilitated focus groups to better understand obstacles, share best practices and gain overall insight to any field successes or challenges.
- Worked closely with the Client Experience team to create a plan of action and improve survey scores across footprint.
- Tasked to manage all incentive plans to include delivery, corrections and accuracy for entire region.
Branch Manager
BBVA Compass Bank
Tucson, AZ
10.2005 - Current
- Managed team of 4-7 tellers and bankers.
- Tasked to increase production/sales while minimizing risk and adhering to operational requirements.
- Managed branch sales and loan pipeline.
- Facilitated any and all staff conflicts, evaluations, hiring and termination processes and coaching employees on company guidelines.
- Delivered company priorities and ensured employees followed all operational and audit guidelines.
- Opened accounts, submitted loan applications while continuing to handle client issues and maintenance requests.
- Focused on team collaboration, leading engaging team meetings, delivering training/product knowledge and dedicated to coaching and development of all team members.
Personal Banker
Compass Bank
Tucson, AZ
04.2005 - Current
- Worked mainly with premier clients and created financial solutions to help met their financial goals.
- Helped clients plan for retirement by providing options to investment products.
- Tasked to increase client base and deepen existing client portfolios.
- Handled all research, issues and maintenance requests client expressed and provided solutions.
- Worked closely with other lines of business to ensure each client maximized their account features and benefits or the appropriately experienced banker to help them.
Financial Sales Associate
Compass Bank
Tucson, AZ
10.2002 - Current
- Responsible for delivering exceptional customer experience while helping clients achieve their financial goals.
- Opened all business and consumer deposit accounts and facilitated loan applications from start to finish.
- Handled client concerns, issues and maintenance requests while adhering to all operational guidelines.
- Worked with other departments to ensure clients experience a seamless positive outcome.
- Participated in all calling efforts to gain and maintain client relationships.
Client Service Associate
Bank One
Tucson, AZ
01.2001 - 10.2002
- Managed branch lobby area by greeting clients and answering incoming calls.
- Educated clients on account features and benefits.
- Participated in warm and cold calling efforts to acquire new clients and deepen existing client relationships.
- Processed client transactions.
- Identified client or prospect needs and opened accounts to fit their needs.
- Referred clients to other lines of business.
Teller
Compass Bank
Tucson, AZ
01.2000 - 01.2001
- Processed client transactions while providing exceptional client experiences.
- Educated clients on their use of banking options that fit their needs.
- Identified sales opportunities and referred clients to the appropriate line of business.
- Handled client questions regarding accounts and provided solutions to any issues or client concerns.
- Followed all policies and procedures in efforts to meet all audit requirements.
Education
No Degree - Communications
Pima Community College
Tucson, AZNo Degree - Communications
Maricopa Community Colleges - Rio Salado Community College
Tempe, AZSkills
- Quality Assurance
- Influence
- Strategy Development
- Critical Thinking
- Decision Making
- Creative and Innovative
- Problem Anticipation and Resolution
- Prioritizing and Planning
- Data Analysis
- Relationship Building
- Internal and External Client Service
Accomplishments
- BBVAX3 Award for Teamwork and Collaboration
- Four year Gold Club and Pinnacle winner ranking in top 10% in Sales.
Languages
Spanish
Native or Bilingual
Affiliations
- Rockwall Woman's League Member
- Soroptimist International Member (Effective April 4, 2022)
Timeline
Sales and Client Experience Specialist Sr
PNC
10.2021 - Current
Sales Productivity Executive
BBVA Compass Bank
01.2014 - Current
Sales Productivity Specialist
BBVA Compass Bank
08.2011 - Current
Branch Manager
BBVA Compass Bank
10.2005 - Current
Personal Banker
Compass Bank
04.2005 - Current
Financial Sales Associate
Compass Bank
10.2002 - Current
Client Service Associate
Bank One
01.2001 - 10.2002
Teller
Compass Bank
01.2000 - 01.2001
No Degree - Communications
Pima Community College
No Degree - Communications
Maricopa Community Colleges - Rio Salado Community College
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