Summary
Overview
Work History
Education
Skills
References
Accomplishments
Timeline
BusinessDevelopmentManager
ROBBIE PEMBERTON

ROBBIE PEMBERTON

ATLANTA,GA

Summary

Vice President Branch Manager III at Cadence Bank with expertise in strategic planning and business development. Achieved a 66% increase in profitability through innovative solutions and strong customer relationship management. Recognized for leading the top branch in Bank @ Work accounts and exceeding goals for Business and Consumer accounts by 150%. Committed to enhancing team collaboration and driving sustained growth.

Overview

30
30
years of professional experience

Work History

Vice President Branch Manager III

Cadence Bank
East Point, GA
07.2020 - Current
  • Led strategic planning and execution to enhance profitability and company growth.
  • Fostered collaboration and development of new practices by business leaders.
  • Directed business development initiatives, including acquisitions and joint venture agreements.
  • Developed long-range plans for business growth, resulting in increase in annual sales.
  • Hired, trained, and mentored staff members to maximize productivity.
  • Facilitated weekly meetings with staff members to discuss progress on current initiatives.
  • Approached customers and engaged in conversation through use of effective interpersonal and people skills.
  • Exceeded customer satisfaction by finding creative solutions to problems.
  • Supported outside sales force in servicing and obtaining new business.
  • Reviewed loan applications to ensure accuracy and compliance with regulations.
  • Analyzed data to identify trends related to products, services, customers and markets served by the branch.
  • Grew business banking relationships through proactive outreach.
  • Managed and inspired team members to perform to full potential, driving branch profitability.
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.

Licensed Sr. Relationship Consultant Team Lead

Regions Bank
Atlanta, GA
09.2018 - 11.2019
  • Delivered exemplary customer service and support by remaining poised in most stressful situations
  • Attended conferences, vendor events and workshops to meet and network with potential new clients
  • Provided bank leadership in absence of branch manager
  • Evaluated credit application to determine risk factors and financial feasibility
  • Networked within communities to identify and capitalize on business opportunities
  • Demonstrated expertise and reasoned guidance regarding loan products, lines of credit and account options
  • Built client rapport through frequent individualized recommendations for financial products and services
  • Monitored daily operations and supported Branch Manager in necessary duties
  • Educated customers on variety of loan products and available credit options to promote valuable decision-making
  • Oversaw branch team with 2 customer service representatives and 3 personal bankers and implemented training for all new employees
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty
  • Optimized staff productivity by managing inter-team conflict resolution, yearly performance reviews, hiring and terminating processes, training initiatives, scheduling, time and attendance and payroll
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs
  • Established performance and service goals and held associates accountable for individual performance
  • Coordinated daily cash reconciliation in high-volume location

Senior Financial Sales Advisor Workplace Banking

PNC Bank
Dunwoody, GA
01.2012 - 09.2018
  • Marketed business to increase customer base and grow revenue
  • Recruited, trained and mentored junior bankers and support staff
  • Partnered with local organizations to provide specialized support to diverse populations with unique needs
  • Worked with clients to assess and meet short- and long-term financial goal
  • Set up and updated customer accounts with interactions, payments and personal information
  • Researched topics and completed due diligence to resolve issues in a timely manner
  • Prepared documents, reports and presentations using advanced software proficiencies
  • Conducted and facilitated financial services workshops and seminars on credit, home buying, identity theft, money management and more
  • Boosted sales by 100% and exceeded sales target by employing consultative sales tactics and superior customer care

Office Manager

K and K Tax and Accounting Services
Lithonia, GA
01.2006 - 04.2012
  • Provided training and guidance for new employees within the department
  • Handled complex issues and multi- task projects in a professional and timely manner
  • Assisted the public with information and guidance for filing exemptions and grievances regarding assessments
  • Established and maintained filing system, screened telephone calls, scheduled meetings, prepared documents, and drafted business correspondence
  • Communicated corporate objectives across all divisions through regular correspondence and scheduled follow-up
  • Held oversight of office inventory activities, including ordering and requisitions, stocking and shipment receiving
  • Solved problems timely and effectively, ensuring customer satisfaction
  • Received, screened and routed incoming calls
  • Enhanced productivity of the CPA with expert administrative support
  • Streamlined office operations by computerizing activities, managing customer communications, scheduling appointments and tracking records and documents
  • Automated office operations to manage client correspondence, record tracking and data communications

Financial Services Representative

SunTrust Bank
Duluth, GA
01.2005 - 01.2006
  • Developed prospects from current commercial customer, referral leads and other sources
  • Contacted prospective clients to present info on available services such as deposit accounts, lines of credit, cash management and investment services
  • Reviewed business trends and advised clients regarding expected fluctuations
  • Made presentations on financial services to groups to attract new clients
  • Delivered informational sales presentations to potential investors to build symbiotic client relationships
  • Assessed individual clients' financial situations to develop strategic financial planning solutions
  • Increased quarterly sales by 40%
  • Established new customer accounts including checking, savings, lines of credit and loans

Operations Manager

Men's Warehouse
Snellville, GA
01.2003 - 11.2004
  • Enforced security policies and procedures to protect company assets from theft, loss or damage
  • Oversaw financial management activities, including budget management, accounting and payroll
  • Aided senior leadership during executive decision-making process by generating daily reports to recommend corrective actions and improvements
  • Trained, mentored and supported high-performing team, providing regular performance review, feedback and coaching in deficient areas
  • Conducted performance reviews providing coaching and feedback to benefit both company and employee
  • Replenished inventory to maintain par levels and completed quarterly inventory audits, counted and updated inventory reports upon receipt of new shipments
  • Recruited, hired and trained crew members on application of projects, customer relations and customer service
  • Worked collaboratively to enhance processes and implement client engagement survey, resulting in 25% increase in profitability

Store Manager

McDonald's
Atlanta, GA
06.1995 - 01.2003
  • Ensured customer satisfaction with their dinning experience
  • Managed inventory and ordering of food, equipment, and supplies
  • Arranged for routine maintenance/upkeep of the restaurants facilities, and equipment
  • Supervised 30-50 employees, scheduled work hours, resolved conflicts and determined salaries
  • Scheduled and led monthly store meetings for all employees
  • Assigned work to team members based on company needs, personal strengths and job knowledge
  • Completed profit and loss performance reports
  • Interviewed job candidates and made staffing decisions
  • Increased profits through effective sales training and troubleshooting profit loss areas
  • Managed staff of 60 sales associates, 10 team leaders and 5 assistant managers
  • Exceeded specific team goals and resolved issues by partnering with staff to share and implement customer service initiatives
  • Minimized financial discrepancies by accurately controlling monthly operations budget
  • Hired, trained and managed team of 50 associates, including evaluating performance and enforcing disciplinary actions
  • Supervised and trained team of 7 consultants while improving store sales by 30%

Education

Diploma - Cosmetology. Organizational Management

Dekalb Technical College
Clarkston, GA
2008

Skills

  • Self-motivated
  • Powerful negotiator
  • Conflict resolution
  • Interpersonal and written communication
  • Team leadership
  • Team building
  • Problem Resolution
  • Supervision
  • Customer relationship management
  • Strategic planning
  • Business development

References

References Available upon request

Accomplishments

  • President's Award for the 4th Quarter of 2024
  • #1 Bank @ Work accounts Atlanta Market
  • #15 Bank @ Work accounts for the company
  • 693% increase year to date in account acquisitions

Timeline

Vice President Branch Manager III

Cadence Bank
07.2020 - Current

Licensed Sr. Relationship Consultant Team Lead

Regions Bank
09.2018 - 11.2019

Senior Financial Sales Advisor Workplace Banking

PNC Bank
01.2012 - 09.2018

Office Manager

K and K Tax and Accounting Services
01.2006 - 04.2012

Financial Services Representative

SunTrust Bank
01.2005 - 01.2006

Operations Manager

Men's Warehouse
01.2003 - 11.2004

Store Manager

McDonald's
06.1995 - 01.2003

Diploma - Cosmetology. Organizational Management

Dekalb Technical College
ROBBIE PEMBERTON