Lillie Lacroix
Napa,CA
Summary
Over 25 years as a Banking professional highly successful at account and branch management. Extensive knowledge of banking products and services as well as business development and marketing. Personable leader with impressive customer service skills.
Well-qualified financial systems leader offering demonstrated skill and success in managing internal accounting processes, improving controls and strengthening systems for optimal performance. Proficient in all aspects of accounting, including accounts payable and receivable, budget administration and payroll. Gifted in building and leading solid teams to handle high-volume operations with consistency, accuracy and full compliance with regulatory requirements.
Overview
17
17
years of professional experience
Work History
Branch Manager
BMO Harris Bank
Calistoga, CA
01.2024 - Current
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Maintained friendly and professional customer interactions.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
- Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
Branch Service Manager
Redwood Credit Union
Napa, CA
12.2022 - 01.2024
- Handled customers' complaints and questions with utmost professionalism to restore satisfaction and maintain loyalty to branch.
- Delivered quality service with remarkable efficiency by skillfully overseeing daily branch operations.
- Coached staff to improve efficiency and revenue with more effective procedures and approaches.
- Trained staff in bank products, operations procedures and successful sales strategies.
- Established internal audit procedures to validate and improve accuracy of financial reporting.
- Collaborated with C-level executives and stakeholders to develop long-term financial plans.
Branch Operations Manager
Wells Fargo
Sonoma, CA
06.2008 - 12.2022
- Trained employees on proper procedures and strategies to improve productivity.
- Maintained scheduling for main branch to keep shifts appropriately staffed.
- Increased client and supplier satisfaction by solving complex issues with efficient resolutions.
- Maintained branch files for major accounts, investments and employees.
- Set up and supervised cash shipments.
- Maintained friendly and professional customer interactions.
Skills
- Operational Reporting
- Customer Service
- Shift Scheduling
- Maintaining Clean Work Areas
- Customer Loyalty
- Social Perceptiveness
- Customer service
- Customer relationships
- Branch operations management
Timeline
Branch Manager
BMO Harris Bank
01.2024 - Current
Branch Service Manager
Redwood Credit Union
12.2022 - 01.2024
Branch Operations Manager
Wells Fargo
06.2008 - 12.2022