Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Renee Willie

Virginia,VA

Summary

Versatile branch manager offers financial consulting, cash handling and employee coaching and training expertise coupled with outstanding time management and conflict resolution skills. Seasoned leader with several years of experience overseeing day-to-day operations of branch. Committed to finding creative ways to motivate employees to exceed customer service and sales goals.

Overview

15
15
years of professional experience

Work History

Branch Manager NMLS

ABNB FCU
Virginia Beach, VA
05.2013 - Current
  • Develops and maintains an environment that focuses on member relationships and retention
  • Ensures retail staff provides prompt, friendly, personal, and professional service to all members and co-workers, develops and retains good rapport to fulfill established service promises
  • Manages, coaches, directs, and motivates every retail team member to promote service excellence and maximize opportunities to broaden member relationships through active listening, anticipating needs and recommending the most appropriate solution to help our members achieve their financial goals
  • Conducts weekly/monthly individual and team meetings with all retail staff to evaluate progress, address concerns, stimulate sales, enhance product knowledge, ensure adherence to compliance, share instances of best practices, etc
  • To ensure a focus on development and employee retention
  • Performs various personnel functions, including interviewing and hiring retail team; scheduling and assigning work tasks, observations of team members, conducting performance reviews and providing disciplinary action when necessary
  • Ensures accuracy in account opening, loan processing, and member transactions maintaining all required documents in accordance with applicable regulatory requirements as well as ABNB policies and procedures
  • Ensures retail staff stay current on training related to product knowledge and compliance procedures
  • Ensures compliance with all regulations, policies and procedures, and internal/ operational risk controls
  • Represents ABNB in the community, by attending civic and community group meetings participating or volunteering on civic and community projects to generate additional business for the Credit Union; maintain relationships within the community by conducting hospitality calls to nearby businesses, organizations, schools, etc
  • Performs other job-related duties as assigned

Store Manger II, Bank Officer

Wells Fargo Bank
Norfolk, VA
03.2012 - 04.2013
  • Manages a team to ensure consistent achievement of sales and customer experience goals daily while acting as a subject matter expert in supporting the overall store’s projected results
  • Actively coaching the entire store of team members in providing extraordinary customer service and contributing consistent positive reinforcement related to the defined expectations
  • Leverages trend-based coaching to identify gaps, develop strategies and execute a plan to increase team member’s success in quarterly performance metrics
  • Serves as a model for the Wells Fargo culture with a focus on ethics, integrity and diversity
  • Successfully builds and maintains a highly engaged team through hiring, developing and promoting team members
  • Consistently provides value-added feedback to ensure accountability and improved team member effectiveness for sales, service, and control functions

Licensed Personal Banker II

Wells Fargo Bank
Norfolk, VA
12.2009 - 03.2012
  • Consistently engaged every customer both in-person and by phone with product solutions and services that met customer’s needs and financial goals
  • Profiled processes that extend to investments, retirement, and insurance solutions that helped to maximize on referrals to Financial Advisor partners
  • Exercised excellent customer service and built long-term relationships with new and existing high value customers to ensure retention in all interactions

Education

BBA - Accounting And Finance

Strayer University
Virginia Beach, VA
12-2016

Skills

  • Account analysis expertise
  • Staffing optimization
  • QuickBooks experience
  • Policy formulation
  • Business development expertise
  • Excels in team leadership

References

References available upon request.

Timeline

Branch Manager NMLS

ABNB FCU
05.2013 - Current

Store Manger II, Bank Officer

Wells Fargo Bank
03.2012 - 04.2013

Licensed Personal Banker II

Wells Fargo Bank
12.2009 - 03.2012

BBA - Accounting And Finance

Strayer University

Similar Profiles

CREATE PROFILE
Renee Willie