Innovative financial industry leader leveraging 15+ years of extensive experience in the financial services industry delivering leadership and operational insight to drive sustainable growth and profitability.
➔ Leadership: Mentors and trains high-performing teams, ascertain the voice of the market, develops productive working partnerships, and secure new business.
➔ Industry Expertise: Professional reputation for SME resourcefulness, strategic project management, accurate reporting analysis, and financial enterprise operations.
● Recognized in company’s “Changing Lives” newsletter for providing stellar customer service to customers and partners within the organization.
● Directed a banking center leveraging $78.6 million dollars in deposits.
● Oversaw medium-sized teams to drive new opportunities for business, ensure customer satisfaction with products and services and achieve above-target customer retention goals.
● Increased the branch Gallup scores from 38% to 90% within 6 months of tenure.
● Conducted outside sales efforts to increase revenue growth while stimulating existing customer accounts.
● Trained and mentored team members on Regions Consumer and Business products and services, including all loan and deposit types, and assists with annuities and life insurance.
● Improved audit/operation score driving the branch location from ineffective to a satisfactory rating.
● Identified opportunities to decrease potential fraudulent account activity through expert risk assessment.
● Awarded Centric Leaf Award by peers in efforts to recognize exceptional member service and teamwork that has aided in the company's advancement.
● Direct a credit union center leveraging $47.5 million dollars in assets.
● Enhance and monitor the status of internal controls and risk management while analyzing 7 employees’ performance and generating improvement plans where necessary.
● Comply with regulations including the Bank Secrecy Act, AML, USA Patriot Act, and CRA.
● Interpret the applicant’s credit health and responsibility, financial status, and property evaluation to determine loan eligibility.
● Increased branch’s new account acquisition by 70% over a 12-month period by educating members on loan products and line of credit options.
● Produced a conducive environment for staff to implement the company’s Live Better culture.
● Contributed to developing the company’s first mass emergency response and notification system.
● Appointed by Market Manager to serve as a mentor for Assistant Branch Manager and Lead Teller Operations trainees.
● Exclusively selected by District Manager to perform mock audits on low operational performing branches in Northeast and Northwest Louisiana.
● Achieved satisfactory audits with exemplary ratings in modules of cash controls, negotiables, and security and compliance.
● Delivered supervision, mentorship, and training to assigned teams of bankers, entry, and senior tellers in compliance with policies, procedures, products, and banking transactions.
● Streamlined the talent acquisition process inclusive of recruitment, interviewing, and training of new talent for the branch.
● Improved the critical operations of the branch including loss control, compliance, customer retention, and audit standards.
● Achieved monthly account goals by marketing bank products and services to existing and potential account holders.
● Optimized transactions to ensure proper endorsements and contribute to fraud reduction.
● Maximized consumer relationships with imperial customer service to shape consumers’ impression of Woodforest Banks’ operations.
● Decreased financial losses by analytically balancing the cash drawer and vault daily.
● Evaluated consumers’ account data to increase cross-sell opportunities.
Louisiana Licensed Life Insurance Producer
Louisiana Licensed Life Insurance Producer