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, FL01-2024
Bachelor of Science - Health Service Management
DeVry University
2012
Leadership And Entrepreneurial Development Program
Orlando2012
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