Summary
Overview
Work History
Education
Skills
Timeline
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LATIA IRVIN

LATIA IRVIN

1932 15th Court N,AL

Summary

Professional in financial services industry, bringing comprehensive expertise in banking operations and client relationship management. Proven ability to improve branch performance through strategic planning and effective problem-solving. Known for fostering collaborative environments and delivering results, ensuring seamless adaptation to changing demands. Key skills include financial advising, risk management, and customer service excellence.

Overview

9
9
years of professional experience

Work History

Branch Banker

PNC Bank
01.2020 - Current
  • Delivered exceptional service through effective communication skills, empathy towards clients'' needs, problem-solving abilities, and attention to detail in daily tasks.
  • Optimized branch performance by analyzing key metrics and implementing targeted action plans.
  • Strengthened client relationships, offering tailored financial advice to meet individual needs.
  • Ensured compliance with bank policies and regulatory requirements to maintain a secure environment.
  • Achieved performance goals regularly by monitoring progress towards sales targets and implementing strategies to maximize branch revenue generation.
  • Maintained strict adherence to internal audit protocols ensuring full compliance in all aspects of branch operations including security measures related to vault access controls and dual control procedures.
  • Collaborated with cross-functional teams to streamline processes and enhance overall performance.
  • Increased loan portfolio with diligent assessment of borrower applications and risk analysis.
  • Utilized financial software to prepare consolidated financial statements.

Assistant Branch Manager

Woodforest National Bank
05.2019 - 01.2020
  • Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
  • Trained and developed new team members in alignment with branch service standards and objectives.
  • Monitored daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.
  • Oversaw successful completion of internal audits with minimal findings, demonstrating strong adherence to bank policies and regulations.
  • Coordinated staff schedules, maintaining optimal staffing levels during peak business hours for improved customer experience.
  • Managed branch budget effectively by controlling expenses and optimizing resource allocation for maximum profitability.
  • Created financial dashboards to provide insights into key performance indicators.

Retail Store Manager

Touchpoint
08.2015 - 05.2019
  • Maintained a clean and organized store appearance to enhance the overall shopping experience for customers.
  • Managed inventory control processes to restore back stock, control costs, and maintain sales floor levels to meet customer needs.
  • Coached employees and trained on methods for handling various aspects of sales, complicated issues, and difficult customers.
  • Managed all aspects of budgeting for the retail location including labor costs, expenses control, revenue tracking.
  • Recruited and retained top talent, with focus on completing timely performance evaluations, providing positive feedback, and rewarding superior performance.
  • Developed strong vendor relationships to ensure timely delivery of products while negotiating favorable terms for payments or discounts on bulk purchases.
  • Managed inventory control, cash control, and store opening and closing procedures.
  • Reconciled daily sales transactions to balance and log day-to-day revenue.
  • Implemented business strategies, increasing revenue, and effectively targeting new markets.
  • Reduced financial inconsistencies while assessing and verifying billing invoices and expense reports.
  • Reduced operational risks while organizing data to forecast performance trends.

Education

Bachelor of Science - Accounting

Bellevue University
Bellevue, NE
05-2026

Certification - Project Management

LSU
07-2023

Skills

  • Cash handling proficiency
  • Credit analysis
  • Retirement planning
  • Debt counseling
  • Branch operations
  • Financial analysis and reporting
  • Analytical thinking
  • Operations management
  • Project management

Timeline

Branch Banker

PNC Bank
01.2020 - Current

Assistant Branch Manager

Woodforest National Bank
05.2019 - 01.2020

Retail Store Manager

Touchpoint
08.2015 - 05.2019

Bachelor of Science - Accounting

Bellevue University

Certification - Project Management

LSU

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