Pamela Drake
Pittsboro,NC
Summary
Ambitious banking professional extensively trained in bank leadership, fraud awareness and teller operations. Logical Financial Center Manager skilled in problem-solving and creative decision-making. Financial Center Manager with over 25 years of successful experience in Customer Service and Sales. Recognized consistently for performance excellence and contributions to success in Banking industry. Strengths in Customer Service and Teamwork backed by training in Banking.
Overview
17
17
years of professional experience
Work History
Financial Center Manager
First Horizon National Corp.
Hillsborough , NC
10.2019 - 10.2020
- Implemented policies to improve efficiency and team performance.
- Performed quality assurance checks on transactions and account actions to assess compliance with state and federal regulations.
- Built and lead high-performance team focused on achieving sales and service goals.
- Collaborated with internal business partners to deliver cohesive banking experience to customers.
- Assessed employee performance and developed improvement plans.
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
- Engaged employees in business processes with positive motivational techniques.
Financial Specialist
Pinnacle Financial Partners Inc.
Cary, NC
04.2017 - 10.2019
- Initiated conversations with clients to uncover financial needs, cross-sell products and services and make referrals to business partners to meet sales goals.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Boosted sales by 75% and exceeded sales target by employing consultative sales tactics and superior customer care.
- Drove operational improvements which resulted in savings and improved profit margins.
- Handled 25 calls per day to address customer inquiries and concerns.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
Customer Service Representative
State Employees' Credit Union
RTP Durham, NC
05.2016 - 04.2017
- Answered constant flow of customer calls with up to 10 calls in queue per minute.
- Liaised with customers, management and sales team to better understand customer needs and recommend appropriate solutions.
- Responded to customer requests for products, services and company information.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Provided primary customer support to internal and external customers in fast-paced environment.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Personal Banker
PNC Financial Services Group
Chapel Hill, NC
05.2015 - 05.2016
- Developed top-performing teams, leading to increased branch efficiency and positive customer feedback.
- Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Expanded client base by promoting new financial products.
- Promoted all financial products by maintaining excellent service offering knowledge.
- Maximized revenue through improved sales techniques and branch productivity.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Established rapport with new clients to increase satisfaction and loyalty.
Personal Banker IV
SunTrust Banks
Pittsboro, NC
01.2004 - 10.2015
- Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
- Continually boosted branch production and revenue by 75% by consistently meeting all monthly and quarterly sales goals.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Created innovative financial solutions to meet customer needs and provide competitive edge.
- Developed top-performing teams, leading to increased branch efficiency and positive customer feedback.
- Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Consistently ranked in top 3 for sales in district of over 100 bankers.
- Established rapport with new clients to increase satisfaction and loyalty.
- Maximized revenue through improved sales techniques and branch productivity.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
Education
High School Diploma -
Pinecrest High School
Southern Pines, NC06.1981
Skills
- Operations oversight
- Document preparation
- Partnership development
- Team coaching
- Revenue Generation
- Bank security expert
- Cash handling expertise
- Staff Management
- Business development expertise
- Sales professional
- Relationship building and management
- Operational improvement
- Team management
- Supervision
- Problem resolution
- Relationship development
I have a proven record for makeing sales calls. I love working with customers .
At all of the Banking Centers I have worked at except for the State Employees Credit Union, I have always met my Sales Goals.
I love making Sales Calls. It is one of my qualities. I am also a follow up with clients person. It helps to build rapport with clients,
so they know that someone is there to help them. They know that I am there to always help them.
Additional Information
I am very dependable I never miss work. I thrive on work ethics.
I have a great personality . Clients love me.
Timeline
Financial Center Manager
First Horizon National Corp.
10.2019 - 10.2020
Financial Specialist
Pinnacle Financial Partners Inc.
04.2017 - 10.2019
Customer Service Representative
State Employees' Credit Union
05.2016 - 04.2017
Personal Banker
PNC Financial Services Group
05.2015 - 05.2016
Personal Banker IV
SunTrust Banks
01.2004 - 10.2015
High School Diploma -
Pinecrest High School