Marie Wills
Portland,OR
Summary
Responsive team leader with a strong background in finance, combined with motivational and encouraging style. Talented trainer, problem-solver, planner with the ability to take on routine and complex job functions to promote business success. Well-organized and proactive finance professional with good communication skills and positive attitude.
Overview
13
13
years of professional experience
Work History
Branch Manager II
iQ Credit Union
Portland, OR
06.2022 - Current
- Increased efficiency and drove branch revenue by optimizing daily operations.
- Boosted customer base, acquiring new customers and identifying needs to deliver relevant products.
- Assigned duties to employees and examined work for accuracy, neatness and timeliness.
- Managed and inspired team members to perform to full potential, driving branch profitability.
- Established and built customer relationships through targeted outreach and initiatives.
- Planned work schedules to maintain adequate staffing levels.
- Worked cross-functionally to plan and establish branch goals, supporting strategic objectives.
- Disciplined employees to encourage compliance with company policies and procedures.
Assistant Branch Manager
Consolidated Community Credit Union
Portland, OR
08.2021 - 03.2022
- Monitored daily operations and supported Branch Manager in necessary duties.
- Provided bank leadership in absence of branch manager.
- Supervised seven branch team members and provided management with suggestions regarding performance assessments.
- Implemented operational improvements to increase efficiency and reduce labor costs.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Designed sales and service strategies to improve revenue and retention.
- Complied with company policies and government regulations to prevent and detect rule violations and protect organization from fines and lawsuits.
Relationship Manager Lead
Advantis Credit Union
Portland, OR
09.2015 - 09.2021
- Utilized various financial services software to compile data gathered from various sources.
- Collaborated with various departments to discuss new investment opportunities.
- Ability to stay up to date with updated regulatory knowledge through intensive training and testing.
- Collaborated with management to develop effective branch operations procedures.
- Create agendas and communication materials for team meetings; to ensure an efficient daily operations.
- Ability to deliver lending and investment opportunities to a broad range of members.
- Supports branch manager with delegated tasks, including auditing branch operations.
- Improved operations by working with team members and members to find workable solutions.
- Performed site evaluations, member surveys and team audits.
Universal Banker
Umpqua Bank
Portland, OR
09.2013 - 09.2015
- Cross-sold products to bank customers to achieve revenue targets.
- Maintained cash drawer by following exact procedures for transactions and strong security protocols.
- Completed routine teller tasks with high accuracy, including transfers, deposits and bill payments.
- Helped customers understand and use technical tools such as mobile applications and online banking.
- Managed customer referrals to help financial services team members capitalize on sales changes.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Acted as pivotal point of contact between bank branches regarding guidelines and practices.
- Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
Teller Supervisor
Bank of America
Portland, OR
11.2011 - 09.2013
- Maintained optimal financial controls by securing funds and making accurate transactions.
- Conducted special service and account transactions for customers, including ordering checks and placing stop payment orders.
- Met or exceeded sales goals by promoting bank products and services in every interaction.
- Verified amounts and integrity of every check or funds transfer.
- Supplied tellers with coin and currency.
- Balanced daily cash deposits and vault inventory with zero error rate.
- Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.
Education
Bachelor of Science - Business Administration And Management
Capella University
Minneapolis, MN02.2019
Associate of Science - Medical Office Computer Specialist
Heald College - Central Administrative Office
Walnut Creek, CA02.2012
Skills
- Team member motivation
- Developing & implementing procedures
- Educational leadership
- Team member development
- Ability to organize work efficiently and prioritize multiple tasks with interruptions, as well as manage the workload with competing deadlines
- Multidisciplinary team leadership
- Consultation and advisory
- Outlook, Microsoft, Windows, Excel
- Excellent verbal and written communication
- Experience handling confidential or sensitive information
- Experience explaining complex rules, regulations, and procedures
Timeline
Branch Manager II
iQ Credit Union
06.2022 - Current
Assistant Branch Manager
Consolidated Community Credit Union
08.2021 - 03.2022
Relationship Manager Lead
Advantis Credit Union
09.2015 - 09.2021
Universal Banker
Umpqua Bank
09.2013 - 09.2015
Teller Supervisor
Bank of America
11.2011 - 09.2013
Bachelor of Science - Business Administration And Management
Capella University
Associate of Science - Medical Office Computer Specialist
Heald College - Central Administrative Office