Summary
Overview
Work History
Education
Skills
Timeline
Generic
PETTERSON MORAND

PETTERSON MORAND

Orlando,FL

Summary

  • Dedicated Banker well-versed in risk operation and audits.
  • Well-organized with strong relationship-building, time management and documentation skills.
  • Proactive and punctual with team-oriented mentality
  • Desiring to utilize experience and education to build long-term career in Truist.

Overview

14
14
years of professional experience

Work History

Branch Leader

Truist Bank
Orlando, FL
07.2017 - Current
  • Provided leadership to all staff members in the branch, including coaching, mentoring and training.
  • Directed and supervised branch operations, ensuring compliance with established policies and procedures.
  • Conducted regular meetings with staff members to review progress on projects and discuss upcoming tasks.
  • Developed and maintained strong relationships with clients to ensure satisfaction of their banking needs.
  • Assisted in the development of business plans, loan applications, cash flow projections, and other financial documents.
  • Provided guidance and advice to clients on how best to meet their short-term and long-term financial goals.

Branch Manager

Enterprise Rent A Car
Orlando, FL
11.2012 - 07.2017
  • Increased branch's sales through strategic planning.
  • Market and built loyal relationships with key business decision makers.
  • Managed and organized a fleet of vehicles in the most efficient and cost effective manner.
  • Trained and developed my team for internal growth opportunities.
  • Managed branch account receivables and payable.
  • Multi-tasked and managed branches day-to-day schedule.

Sales Representative

Amway
Orlando, FL
05.2010 - 11.2012
  • Built and lead a team to provide quality products to multiple clients.
  • Responsible for scheduling meetings and preparing slideshows for the meetings.
  • Conducting public speeches and announcements to my team.
  • Formulate comprehensive business plans complete with sales goals and target.

Education

Securities Industry Essentials - Securities Industry

FINRA
Orlando, FL
01-2024

Bachelor of Science - Health Service Management

DeVry University
2012

Leadership And Entrepreneurial Development Program
Orlando
2012

Skills

  • Strategic Planning
  • Business Forecasting
  • Training and Development
  • Client Relationship Management
  • Proficient in Small Business Solutions

Timeline

Branch Leader

Truist Bank
07.2017 - Current

Branch Manager

Enterprise Rent A Car
11.2012 - 07.2017

Sales Representative

Amway
05.2010 - 11.2012

Securities Industry Essentials - Securities Industry

FINRA

Bachelor of Science - Health Service Management

DeVry University

Leadership And Entrepreneurial Development Program

Similar Profiles

CREATE PROFILE
PETTERSON MORAND