Michelle Adams
Selma,NC
Summary
Results-driven, high performing professional, with a strong focus on relationship building and proactive client engagement. Proven track record of driving growth and exceeding performance metrics while fostering a positive team environment.
Overview
27
27
years of professional experience
Work History
Financial Sales Manager
First Citizens Bank
Smithfield , NC
11.2023 - Current
- Educated clients on financial strategies, demonstrating strong communication and interpersonal skills.
- Resolved employee and client issues.
- Cultivated client relationships, enhancing satisfaction and retention.
- Facilitated hiring, onboarding, and continuous development of branch staff.
- Fostered a positive work environment.
- Interacted with clients to identify needs and deliver customized financial solutions.
- Accountable for meeting and exceeding individual and branch performance metrics.
Banking Center Manager, VP
First Horizon Bank
Raleigh, North Carolina
11.2018 - 11.2022
- Led training sessions that improved staff knowledge and performance.
- Oversaw compliance with banking regulations and internal policies.
- Developed customer relationships to foster loyalty and retention.
- Counseled customers on financial product selection to align with banking needs.
- Delivered comprehensive process flows for sales, originations, underwriting, closing, and servicing activities, identifying regulations, risks, controls, and opportunities for improvement.
- Organized events such as seminars or workshops related to personal finance topics.
- High performer in individual and branch sales goals.
- Received Diamond Club award for outstanding sales performance as Top Sales Manager in Eastern Region.
Financial Advisor Intern
Edward Jones investments
Smithfield, NC
01.2018 - 04.2018
- Completed training for state investment license
Assistant Branch Manager
First National Bank
Garner, NC
08.2012 - 01.2018
- Created business model, analyzed competitors, and presented solutions while assisting with lending and deposit needs to maintain operational soundness of branch.
- Led daily huddles to learn/reinforce product knowledge and team building skills.
- Provided bank leadership in absence of branch manager.
- Evaluated credit application to determine risk factors and financial feasibility.
- Developed strategy to meet and exceed target sales goals.
Business Banking Specialist
Fifth Third Bank
Garner, NC
09.2009 - 08.2012
- Built strong, trust‑based relationships with business clients through active listening and needs assessment.
- Educated clients on financial strategies, demonstrating strong communication and interpersonal skills.
- Collaborated with internal partners to ensure smooth processes and positive client experiences.
- Prepared detailed reports requiring accuracy, confidentiality, and compliance with internal policies.
Small Business Banker/Financial Specialist
Wells Fargo Bank, N.A.
Smithfield, NC
09.2005 - 09.2009
- Developed personalized financial plans to meet client needs and goals.
- Educated clients on digital banking tools and services for efficiency.
- Conducted financial needs assessments to identify suitable banking solutions.
- Built strong relationships with clients through regular communication and follow-ups.
- Reviewed loan applications and provided recommendations for approval processes.
- Collaborated with internal departments such as compliance or legal teams regarding any regulatory issues associated with lending activities.
Life and Health Insurance Manager
RBC Liberty Insurance
Raleigh, NC
02.2003 - 09.2005
- Oversaw insurance policy underwriting and risk assessment processes to ensure compliance and accuracy.
- Provided expert guidance on complex insurance issues to clients
- Facilitated communication between clients, agents, and underwriters for seamless service delivery.
- Collaborated with insurance companies on employee benefits to optimize client offerings.
- Educated staff on effective procedures for addressing customer inquiries regarding insurance policies.
Owner/Manager
Godwin's Insurance Company
Wilson, NC
09.1999 - 02.2003
- Generated growth in Health and Life sales.
- Recruited and managed other independent agents.
- Conducted business training on Life and Health for agents and clients.
- Educated clients on various health insurance options and benefits.
- Assisted clients in completing insurance applications and paperwork.
- Provided ongoing support to clients regarding policy changes and claims.
- Assisted customers with enrollment in health insurance plans and managed administrative paperwork.
- Attended company-sponsored gatherings to speak to community groups on insurance coverage options.
Education
Bachelor of Science - Middle School Education
Barton College
Wilson, NC05-1997
Skills
- Sales presentations & product knowledge
- Performance Management
- Training & Onboarding
- Rapport and relationship building
- Teamwork
- Diversity & Inclusion Awareness
Timeline
Financial Sales Manager
First Citizens Bank
11.2023 - Current
Banking Center Manager, VP
First Horizon Bank
11.2018 - 11.2022
Financial Advisor Intern
Edward Jones investments
01.2018 - 04.2018
Assistant Branch Manager
First National Bank
08.2012 - 01.2018
Business Banking Specialist
Fifth Third Bank
09.2009 - 08.2012
Small Business Banker/Financial Specialist
Wells Fargo Bank, N.A.
09.2005 - 09.2009
Life and Health Insurance Manager
RBC Liberty Insurance
02.2003 - 09.2005
Owner/Manager
Godwin's Insurance Company
09.1999 - 02.2003
Bachelor of Science - Middle School Education
Barton College