Paige Lamkin
Howell,MI
Summary
Hardworking and passionate Member Experience Advisor excited to transition to assistant branch manager offering 6+ years of experience with retail banking and leadership experience, I also bring 12+ years in retail sails and customer service. I'm a servant-leader, I will always put my team and organization objectives before my own needs. I am focused on surpassing expectations and driving team success to solves challenges through creative problem-solving techniques whilst promoting company products and maintaining loyal, satisfied members. Throughout the years I have learned planning and organizational skills that I have achieved through my career. Through advising with Lake Trust and being head teller with Hawaii community I'm able to smoothly equip employees to independently handle daily functions and exceed member needs through conversations and mentoring with the goal of supporting every members financial well-being. With the support of Lake Trust's culture I'm able to empower my co-workers and members to achieve their best self, as an advisor seeing my team achieve great heights brings me emence pride to be a part of this wonderful organization and I cannot wait for the opportunity to pass on this knowledge and to support my organization's success.
Overview
12
12
years of professional experience
Work History
Member Experience Associate Advisor
Lake Trust Credit Union
04.2021 - Current
- Coaching peers on member services and operational success.
- Leading peers on member well-being standards.
- Mentored new commercial lenders through their roles and mentoring those around me.
- Learned and maintained in-depth understanding of product and service information to offer knowledgeable and educated well-being conversations to uncover needs and directly impact our members financial well-being.
- Provide an exceptional financial experience while establishing a relationship as a trusted advisor to our members.
- Designed course materials to implement training on best practices using adult learning principles to ensure my team-members are confident in their well-being conversations through product understanding.
- Onboarded new employees with in-branch training/shadowing to maximize agility and performance.
- Evaluated employees' strengths and weaknesses and offered coaching opportunities based on their predominant learning style.
- Going above and beyond working cross functionally with financial professionals, underwriters and leadership as a member advocate to increase approval rates for loans.
- Establish strategy for existing members that serve their individual and business financial growth.
- Collaborating in meetings with the Howell Chamber of Commerce to organize events for instructional and information purposes to assist new/established business's with professional speakers in the field.
- Work closely with Elizabeth Emmert on identifying policies and procedures in solution center that get overlooked and to ensure they are updated to our current best practice as-well-as document error corrections.
- Preform teller window transactions
- Preform specialty account openings
- Preform business new accounts and loan applications.
Relationship Banker
MIDFLORIDA
11.2020 - 03.2021
- Promoted products or services to each member to consistently achieve sales targets.
- Processed 100+ member requests for financial services per day, including reissuing statements, ordering additional checks and updating members personal information in database.
- Developed customized solutions of deposit, lending and other products for small business members.
- Understood and applied selling techniques to open, develop and close sales and created product interest by actively cross-selling products and services to pursue members.
- Interviewed members to obtain information needed for opening new accounts or renting safe-deposit boxes.
- Presented new and additional products and services to existing members.
- Obtained credit records from reporting agencies.
- Answered member questions and explained available services such as deposit accounts, IRA products and CD Products.
- Carried out day-day-day duties accurately and efficiently.
- Worked closely with Branch Manager to maintain optimum levels of communication to effectively and efficiently complete projects.
Relationship Banker (Team Lead)
Hawaii Community Federal Credit Union
11.2017 - 08.2020
- Trained new on-boarded team-members and monitored their growth.
- Provided coaching for team-members to sales goals and operational success.
- Monitored team-members strengths and weaknesses and delivered feed-back in a creative coaching approach.
- Adapted trainings for team-member using adult learning techniques.
- Continually boosted branch production and revenue by consistently meeting all monthly and quarterly sales goals.
- Processed member requests for financial services including reissuing statements, ordering additional checks and updating members personal information in database.
- Contacted members as soon as issues arose to immediately find resolution before problem escalated.
- Presented new and additional products and services to existing members.
- Interviewed new members to obtain information needed for opening new accounts or renting safe-deposit boxes.
- Keyed members details, including contact information and payment data into system, carefully observing all corporate procedures related to confidentiality.
- Worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately.
- Maintained excellent attendance record, consistently arriving to work on time.
- Processed loans within various departments to achieve timely, accurate and fair proceedings.
- Interviewed members regarding loan needs and financial histories and conveyed information regarding application processes.
Front End Supervisor/Store Protection Specialist
Ross Stores Inc.
01.2014 - 10.2017
- Trained team members in successful strategies to meet operational and sales targets.
- Oversaw employee performance, corrected problems and increased efficiency to maintain productivity targets.
- Coached employees and trained on methods for handling various aspects of sales, complicated issues and difficult customers.
- Structured budget monitoring and cash movements to minimize security risks and maintain tight controls.
- Transformed employee performance by enhancing training and mentoring strategies in operational and customer-facing roles.
- Offered hands-on assistance to customers, assessing needs and maintaining current knowledge of consumer preferences.
- Exceeded sales goals and accomplished business objectives by inspiring staff and promoting target products.
- Established and optimized schedules to keep coverage and service in line with forecasted demands.
- Strengthened merchandising and promotional strategies to drive customer engagement and boost sales.
- Promoted importance of security and customer tracking to minimize store losses.
- Responded to customer concerns with friendly and knowledgeable service and remedied issues promptly and effectively.
- Submitted reports to senior management to aid in business decision-making and planning.
- Upheld strict security and safety procedures to protect business from financial losses due to theft or careless mismanagement.
- Prepared reports for clients and underwriters regarding property loss features and recommendations for improvement and future needs.
Sales Associate
TJ MAXX
06.2012 - 10.2014
- Analyzed and properly processed product returns, assisting customers with finding alternative merchandise to meet needs.
- Maintained records related to sales, returns and inventory availability.
- Implemented up-selling strategies, encompassing recommendation of accessories and complementary purchases.
- Organized racks and shelves to maintain store visual appeal, engage customers and promote specific merchandise.
- Worked alongside retail representatives to boost sales by enhancing product presentations and advertising collateral.
- Maintained organized, presentable merchandise to drive continuous sales.
- Educated customers on promotions to enhance sales.
Education
No Degree -
Upward Bound
KalispellHigh School Diploma -
Glacier High School
Kalispell01.2013
Skills
- Servant-Leader
- Ability to effectively prioritize
- Team Player
- Accountable
- Reliable
- Self-Motivated
- Adaptable
- Relationship building and management
Accomplishments
- Worked to merge multiple departments into one and collaborated closely with the training department to implemented new policies and procedures to improve and refine the process of the new position which led to the maximization of functionality and efficiency in assisting member needs.
- Collaborated with team of 10 in the development of Youth Savings Program, End of The Year Party, Retirement Parties, Marketing new promotions and communicating that to our member's and our Annual Joint Employee Conference. (HCFCU)
- Advising my team members at Brighton Branch location on member well-being conversations and the importance of effective communication to ensure our members financial well-being are taken care of.
- Collaborating with Nichole Dietrich, Justin Haun and Andy McCarty to provide a informational video on effective communication with our commercial members which was attended by over 100+ team members as-well-as leadership.
Additional Information
Sean Bajas
Branch Manager (Brighton)
8661 W Grand River Ave,
Brighton MI, 48114
Cell: (734) 646-0718
Lauren Ward
Branch Manger (Howell)
4465 E Grand River Ave,
Howell, MI 48843
Cell:(517) 294-4682
April Southall
Branch Manager
7139 N U.S Highway 441
Ocala, FL 34475
Cell: 352.875.3698
Jaime Lindsay
Teller Manager
7139 N U.S Highway 441
Ocala, FL 34475
Cell: 352.299.7062
Rose Kagawa
Branch Manager
73-5611 Olowalu St.
Kailua-Kona, HI 96740
Work: 808.756.7299
Erica Calilung
Training Department
73-5611 Olowalu St.
Kailua-Kona, HI 96740
Work: 808.930.7634
April Myers
Ross Store Manager
74-5454 Makala Blvd
Kailua-Kona, HI 96740
Work: 808.327.2160
Mahea
Ross Manager
74-5454 Makala Blvd
Kailua-Kona, HI 96740
Work: 808.327.2160
Diane Lewis
Tjmaxx Coordinator
2391 U.S. 93,
Kalispell, Mt 59901
Work: (406) 755-7026
Cell: (406) 471-1797
Robin Tabors
Tjmaxx Manager
2391 U.S. 93,
Kalispell, Mt 59901
Work: (406) 755-7026
Timeline
Member Experience Associate Advisor
Lake Trust Credit Union
04.2021 - Current
Relationship Banker
MIDFLORIDA
11.2020 - 03.2021
Relationship Banker (Team Lead)
Hawaii Community Federal Credit Union
11.2017 - 08.2020
Front End Supervisor/Store Protection Specialist
Ross Stores Inc.
01.2014 - 10.2017
Sales Associate
TJ MAXX
06.2012 - 10.2014
No Degree -
Upward Bound
High School Diploma -
Glacier High School
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