Lynn Baker
Midland,TX
Summary
Dynamic business professional with distinguished customer service expertise, superior sales experience, and exceptional time management skills. Detail oriented and highly dependable, with a strong passion for delivering outstanding client service. Proficient Trust Assistant with over 27 years of financial industry experience, offering deep knowledge of trust operations, account management, and client support.
Overview
27
27
years of professional experience
Work History
Trust Assistant
SouthWest Bank
Odessa, TX
12.2015 - Current
- Open, maintain, and close trust accounts while developing and sustaining strong client relationships
- Serve as a primary point of contact for clients, providing updates and required documentation
- Support trust officers by prioritizing daily workflow and ensuring deadlines are consistently met
- Work directly with internal auditors, state examiners, and FDIC examiners to achieve exception free audits
- Coordinate all compliance and regulatory meetings for the trust department
- Prepare annual trust tax documents and execute IRS tax filings for assigned trust accounts
- Collaborate with clients' CPAs to provide time sensitive tax documentation promptly and accurately
Branch Manager
Southwest 66 Credit Union
Odessa, TX
05.2015 - 12.2015
- Oversaw daily branch operations, ensuring compliance with credit union policies and regulatory standards
- Led staff in delivering exceptional member service and resolving escalated issues
- Maintained audit readiness and strong internal controls
Odessa Area Sales & Service Manager
Security Bank
Odessa, TX
04.2012 - 08.2014
- Directed sales and service operations for three Odessa branches, including staffing, customer service, and audit readiness
- Served as Branch Manager for the main Odessa location
- Co developed branch managers and supported them in building and maintaining strong customer relationships
- Facilitated weekly branch meetings to reinforce service expectations and ensure sales goals were met
Assistant Branch Manager
Capital One
Frisco, TX
05.2006 - 04.2012
- Managed day to day branch operations, including coaching and development of tellers and bankers
- Ensured the branch achieved passing scores on all monthly internal audits
- Facilitated weekly and monthly sales meetings to drive performance and goal achievement
- Led daily huddles and end of day debriefs to reinforce service standards and operational priorities
- Assisted with escalated customer service needs to ensure timely and effective resolution
Branch Manager
Denton Area Teachers Credit Union
The Colony, TX
01.2005 - 04.2006
- Served as the community representative for the credit union, attending networking and outreach events
- Oversaw daily branch operations to ensure efficiency, accuracy, and exceptional member service
- Maintained compliance with internal controls and regulatory requirements
Assistant Branch Manager
Bank of America
Denton, TX
01.1999 - 01.2005
- Ensured all monthly branch audits were successfully passed through strong operational oversight
- Supported the Branch Manager with staff scheduling, coaching, and performance development
- Delivered high quality customer service while maintaining compliance with bank policies and procedures
Education
Early Childhood Education
University of North Texas
Denton, TX12-2004
High School Diploma -
Lewisville High School
Lewisville, TX05-1998
Skills
- Trust & Financial Operations - Trust account administration, account opening/maintenance/closing, tax document preparation, IRS filings, audit coordination, regulatory compliance
- Customer & Client Service - Relationship management, client communication, issue resolution, service excellence, member support
- Branch Leadership - Staff coaching, team development, scheduling, performance management, daily huddles & debriefs, sales meeting facilitation
- Audit & Compliance - Internal controls, FDIC and state examiner coordination, exception free audit preparation, policy adherence
- Sales & Business Development - Sales coaching, goal tracking, community engagement, networking, cross selling
- Operational Management - Branch operations, workflow prioritization, multi branch oversight, staffing, service standards
- Technical Skills - Banking systems, trust software, Microsoft Office Suite (Word, Excel, Outlook), documentation management
Timeline
Trust Assistant
SouthWest Bank
12.2015 - Current
Branch Manager
Southwest 66 Credit Union
05.2015 - 12.2015
Odessa Area Sales & Service Manager
Security Bank
04.2012 - 08.2014
Assistant Branch Manager
Capital One
05.2006 - 04.2012
Branch Manager
Denton Area Teachers Credit Union
01.2005 - 04.2006
Assistant Branch Manager
Bank of America
01.1999 - 01.2005
Early Childhood Education
University of North Texas
High School Diploma -
Lewisville High School