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
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