LESLIE E. WALLPE
Mount Pleasant,SC
Summary
Personable and dedicated customer service/sales manager with extensive experience in industry. Solid team player with upbeat, positive attitude and proven skill in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Articulate, enthusiastic and results-oriented with demonstrated passion for building relationships, cultivating partnerships and growing businesses.
I took a step back from a traditional job in 2022 to stay at home with my children. While it has been a wonderful experience, I am interested in returning to the work force. I am seeking fully remote opportunities.
Overview
23
23
years of professional experience
Work History
Caregiver
THE KEY (formerly HOMECARE ASSISTANCE)
11.2020 - 08.2022
- Provided companionship for elderly clients by engaging in conversation and participating in recreational activities.
- Maintained accurate records of services provided.
- Participated in team meetings regarding client progress or concerns raised by family members.
Teller Supervisor
SOUTH ATLANTIC BANK
Mount Pleasant , SC
10.2019 - 01.2021
- Provided daily supervision and guidance to teller staff, ensuring compliance with bank policies and procedures.
- Developed and implemented strategies to ensure customer satisfaction and meet service standards.
- Resolved customer complaints promptly and efficiently while maintaining high levels of customer service.
Branch Manager, Bank Officer
NBSC, A DIVISION OF SYNOVUS BANK
Mt. Pleasant, SC
10.2012 - 06.2016
- Developed strategies to increase customer satisfaction and loyalty.
- Managed staff scheduling, hiring and training processes.
- Monitored financial performance of the branch on a monthly basis.
- Provided guidance and support to team members regarding problem resolution and customer service issues.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
Small Business Banker, Vice President
BANK OF AMERICA
Timonium, MD
03.2011 - 01.2012
- Developed client relationships through regular calling activities and the cross selling of products and services.
- Provided guidance and advice to clients on the best financial solutions for their businesses.
- Served as a liaison between customers, lenders, underwriters, attorneys, appraisers. throughout the life cycle of a loan.
- Participated in community events such as Chamber meetings or networking groups to promote bank services.
Branch Manager, Assistant Vice President
M&T BANK
Timonium, MD
12.2007 - 03.2011
- Established and built customer relationships through targeted outreach and initiatives.
- Identified opportunities for process improvement initiatives within the branch.
- Provided guidance and support to team members regarding problem resolution and customer service issues.
- Ensured compliance with established policies, procedures and regulations.
Financial Center Manager, Banking Officer
FIRST HORIZON BANK
Baltimore, MD
08.2006 - 12.2007
- Responsible for developing and implementing strategies to maximize financial center profitability.
- Managed the daily operations of a financial center, including staffing, customer service, sales and marketing activities.
- Developed long-term relationships with customers through proactive outreach efforts such as seminars and promotional events.
Senior Retirement Plan Specialist
T. ROWE PRICE ASSOCIATES
Owings Mills, MD
01.2000 - 08.2006
- Principal client contact for several large market 401k, 403b and Employee Stock Purchase plans
- Conducted retirement plan reviews for clients to ensure compliance with IRS regulations.
- Developed strategies to help clients meet their retirement goals through various investment options.
- Provided guidance and support to clients in selecting appropriate retirement plans.
Education
TOWSON UNIVERSITY
Towson, MD01.2002
LINGANORE HIGH SCHOOL
Frederick, MD01.1994
Skills
- Business Development
- Operations Management
- Project Management
- Performance Management
- Team Building and Development
- Sales and Product Management
- Customer Relationship Management
- Customer Needs Assessment
- Relationship Building
- Appointment Coordination
Timeline
Caregiver
THE KEY (formerly HOMECARE ASSISTANCE)
11.2020 - 08.2022
Teller Supervisor
SOUTH ATLANTIC BANK
10.2019 - 01.2021
Branch Manager, Bank Officer
NBSC, A DIVISION OF SYNOVUS BANK
10.2012 - 06.2016
Small Business Banker, Vice President
BANK OF AMERICA
03.2011 - 01.2012
Branch Manager, Assistant Vice President
M&T BANK
12.2007 - 03.2011
Financial Center Manager, Banking Officer
FIRST HORIZON BANK
08.2006 - 12.2007
Senior Retirement Plan Specialist
T. ROWE PRICE ASSOCIATES
01.2000 - 08.2006
TOWSON UNIVERSITY
LINGANORE HIGH SCHOOL