Dedicated to client satisfaction and brand excellence, I excel in delivering full-service financial solutions, positioning myself as a trusted partner in clients' success. With a strong focus on sales coaching, I lead teams in identifying client needs, driving sales, and fostering lasting relationships across various lines of business. Mentoring and coaching are integral to my leadership style, enhancing skills and confidence to cultivate enthusiastic client relationships and grow personal banking portfolios. Adept at process optimization, I leverage customer insights to implement and maintain efficient administrative procedures and ensure regulatory compliance. My ability to utilize financial expertise is demonstrated through accurate preparation and monitoring of reports, effectively communicating branch progress, goals, and strategic objectives on a weekly, monthly, and quarterly basis.
· Develop and implement strategies to improve customer satisfaction and loyalty in the branch
· Implement innovation and technology solutions to enhance branch operations and improve customer experience
· Analyze branch performance metrics and data to identify areas for improvement and develop action plans to drive sales growth and enhance customer experience
· Ensure compliance with all relevant banking regulations and company policies to mitigate operational risk
· Collaborate with local community organizations and leaders to identify and address specific needs and opportunities for community involvement and support
· Manage and oversee the branch's budget and financial performance to ensure profitability and cost-effectiveness
· Develop and implement employee engagement programs to foster a positive and inclusive work environment
· Motivate and coach a high-performing team of Advisors in a dynamic, high-volume, and rewarding marketplace, while establishing and achieving team sales objectives
· Delivering results through strong sales management routines and coaching ability
· Partner with my manager to ensure operational effectiveness of the branch and maximize the performance of the team
· Coaching my team on client advice and education, problem resolution and prevention at first point of contact, and advocate for digital enablement and multichannel usage
· Leverage partners to establish both internal and external working relationships to support business objectives
· Address local community needs through appropriate recruitment and management practices
Planned work schedules to maintain adequate staffing levels.
District Coordinator for Multicultural ERG
District Champion Lead for Creditor Protection