Patti George
Runnells,Iowa
Summary
Results-driven manager with 30 years of experience in enhancing sales productivity and consistently meeting branch objectives. Strong advocate for customer service excellence, fostering a culture of commitment that drives company success. Proven leadership in executing safety, security, quality, and operational policies effectively.
Overview
31
31
years of professional experience
Work History
Bank Manager/Asst Regional Mgr
Great Southern Bank
Clive, Iowa
02.2013 - Current
- Supervised daily operations and staff performance at Great Southern Bank.
- Managed customer relationships to ensure satisfaction and retention.
- Trained and mentored team members on banking procedures and compliance.
- Ensured compliance with regulatory requirements in all banking activities.
- Resolved customer inquiries and issues to maintain high service standards.
- Monitored loan portfolio performance, risk management activities, and compliance with regulatory requirements.
- Resolved customer complaints through effective communication.
- Processed and approved international and domestic wire transfers, cashed checks and posted deposits and withdrawals.
- Provided guidance and training to team members in order to ensure proper procedures were followed consistently.
- Performed daily audits of cash drawers, deposits, withdrawals, transfers.
- Engaged in community events to promote banking services and enhance brand visibility. related to banking services provided by the bank.
- Coordinated with other branches to ensure smooth operation across all locations.
- Delivered associate performance evaluations to determine merit increases and bonus amounts.
- Managed daily scheduling and workflow for branch employees.
- Facilitated team meetings to discuss operational improvements and strategies.
- Supported the regional manager in executing strategic business plans.
- Assisted Regional Manager in creating and executing strategic plans to meet company objectives.
- Conducted regular store visits to assess operations, identify opportunities for improvement and provide support to store personnel.
- Provided leadership, direction and guidance to store managers to ensure operational excellence.
- Analyzed financial data to identify trends and opportunities for improvement.
- Examined markets to inform customers on profitable purchases and financial opportunities.
- Created financial management mechanisms to minimize financial risk to business.
- Managed relationships with tax authorities, bankers and auditors.
- Analyzed competitors and market trends to facilitate business growth.
- Developed or analyzed information to assess current or future financial status of firms.
- Built financial models to allocate resources, forecast cash and investment needs and make capital budgeting decisions.
- Invested funds and recommended appropriate dividend issuances based on historical dividend patterns and expected cash flows.
- Used hedging to mitigate financial risks related to interest rates on company's borrowings.
- Communicated with stockholders or other investors to provide information or raise capital.
- Developed invoicing systems and internal controls to boost billing efficiencies.
- Oversaw financial reporting and analysis for regional performance evaluation.
- Monitored regional sales activities, analyzed trends and reported results to senior management team.
- Reviewed inventory levels at each location in order to optimize stock availability while minimizing excess inventory costs.
- Created monthly reports summarizing sales performance by location as well as overall regional performance metrics.
- Conducted periodic reviews of store operations processes assessing efficiency and making recommendations for improvements.
- Served as a liaison between corporate office and stores providing feedback from field personnel about products and services offered.
- Directed day-to-day operations of stores in the region such as scheduling shifts, ordering supplies, managing payroll.
- Analyzed financial performance of stores within the region, identified areas for improvement and implemented solutions.
- Managed regional budgeting process including forecasting expenses, monitoring spending levels and allocating resources accordingly.
- Participated in weekly conference calls with other Regional Managers discussing industry trends and competitive analysis.
- Implemented strategies to increase brand awareness within the region including organizing promotional events.
- Collaborated with marketing team on regional campaigns including promotions, events, advertising and public relations initiatives.
- Ensured compliance with company policies, procedures and government regulations across all stores in the region.
- Developed and maintained relationships with key customers and vendors in the region.
- Supervised hiring process for new employees within the region ensuring that only qualified candidates were selected.
- Implemented quality control measures to uphold company standards.
Assistant Banking Center Manager / ASSIT REGIONAL
Great Southern Bank
Clive, Iowa
02.2013 - Current
- Provided direct supervision of staff including coaching, training and performance reviews.
- Trained and mentored new team members on banking procedures and compliance.
- Conducted audits of banking practices to ensure adherence to regulations.
- Conducted customer outreach activities such as seminars and workshops on financial literacy topics.
Branch Manager
Bank of the West
Des Moines, IA
01.1996 - 01.2013
- Directed sales and service activities, marketing plan, operating budget, profitability, and operational integrity of the branch, ensuring effective leadership. Communicates and works to achieve the mission of the bank. Directs the branch business development through outside calls, in-branch selling to current and new clients to the bank, promotes staff development through cross training and career planning. Trains staff in area of customer service, sales, operations and bank products. Facilitated ongoing sales and product service training. Makes sure the branch meets all regulatory compliance standards as well as operating policies and procedures. Actively participates in community involvement and networking which in turn increases business opportunities for the bank.
- Achieved Presidents Club recognition for exceptional sales performance in 2007
- Executed successful marketing campaigns in the bank, achieving 5 out of 6 targets in 2010 and 2 out of 2 in 2011
- Secured 2nd place in Spring into Business Campaign 2011 with a performance of 320%
- Received small business kicker incentive and household kicker for performance in 1st and 2nd quarters of 2011
Education
Business Degree, AAS - Business, Marketing, Sales
Des Moines Area Community College
Ankeny, Iowa01-1984
Skills
- Sales development
- Service management
- Retail operations oversight
- Community outreach
- Financial analysis
- Goal achievement strategies
- Performance strategies
- Community engagement
Affiliations
Junior Achievement program, Volunteer, Volunteer in the Junior Achievement program with area schools
Affiliations
- Community Matters Committee Great Southern Bank 2014-Present
- Past President South Des Moines Chamber of Commerce 2012
- President South Des Moines Chamber of Commerce 2011
- Vice President South Des Moines Chamber of Commerce 2010
- Board of Directors South Des Moines Chamber of Commerce 2007-2010
- Bank Liaison for March of Dimes central chapter 2007-2008
- Community Development Committee With Bank of the West 2008-2010
- Warren County Leadership program graduate 2004-2005
Timeline
Bank Manager/Asst Regional Mgr
Great Southern Bank
02.2013 - Current
Assistant Banking Center Manager / ASSIT REGIONAL
Great Southern Bank
02.2013 - Current
Branch Manager
Bank of the West
01.1996 - 01.2013
Business Degree, AAS - Business, Marketing, Sales
Des Moines Area Community College