Summary
Overview
Work History
Education
Skills
Certification
Certification
Timeline

Sandy McNab

Meraux,LA

Summary

Proven leader in business administration and project management, adept at enhancing operational efficiency and customer satisfaction. At Gulf Coast Bank & Trust, spearheaded initiatives that significantly increased branch profitability and streamlined processes. Excels in office management and information confidentiality, demonstrating a strong problem-solving ability and a professional demeanor. Achieves results through meticulous planning and effective team collaboration.

Overview

24
24
years of professional experience
4
4
Certification

Work History

Executive Administrative Assistant

Gulf Coast Bank &Trust Company
08.2017 - 01.2021
  • Maintained confidentiality when handling sensitive information, protecting company interests and employee privacy.
  • Handled administrative tasks such as expense report processing or invoice reconciliation efficiently; allowing executives to focus on high-priority responsibilities without distraction.
  • Coordinated and booked airfare, hotel and ground transportation and prepared itinerary to facilitate successful trips.
  • Managed inventory levels for office supplies, reducing waste while guaranteeing availability when needed.
  • Responded to emails and other correspondence to facilitate communication and enhance business processes.
  • Handled scheduling for executive's calendar and prepared meeting agenda and materials.
  • Reviewed incoming communications for urgency or importance; prioritized correspondence accordingly for executive review or action.
  • Scheduled appointments promptly, ensuring optimal use of executive time while minimizing conflicts or cancellations.
  • Managed budgets and expenses, maintaining financial records for accurate reporting and analysis.
  • Scheduled appointments and handled calenders for senior leadership.
  • Collaborated with cross-functional teams, expediting project completion times and enhancing overall efficiency.
  • Seamlessly interacted with colleagues to plan and complete special projects.
  • Gathered documents, data, and formulated analytics to prepare issues for discussion and reports for review.

Branch Manager

Gulf Coast Bank &Trust
02.2006 - 08.2017
  • Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
  • Maintained friendly and professional customer interactions.
  • Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
  • Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
  • Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
  • Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
  • Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
  • Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
  • Managed branch financials including budgeting, forecasting, and expense tracking for accurate reporting and decision-making support.
  • Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
  • Increased branch profitability by implementing cost-saving measures and streamlining operational processes.
  • Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
  • Met deadlines by proactively managing individual and team tasks and streamlining processes.
  • Developed a high-performing team through targeted recruitment, training, and performance management initiatives.
  • Consulted customers to boost product sales and services.
  • Examined customer loan applications for loan approvals and denials.
  • Monitored market trends to identify new business opportunities and capitalize on potential growth areas within the community or region served.
  • Submitted loan applications to underwriter for verification and recommendation.
  • Implemented risk management strategies to minimize potential losses while maintaining a healthy balance between risk and return on investments.
  • Boosted branch revenue by strategically analyzing market trends and aligning financial products to customer needs.
  • Spearheaded community outreach programs, reinforcing branch's commitment to social responsibility and building community ties.
  • Enhanced branch visibility and market presence by orchestrating community engagement initiatives.

Office Manager

Robin Seafood
03.2004 - 09.2005
  • Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
  • Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
  • Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
  • Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
  • Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
  • Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
  • Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
  • Streamlined office operations by implementing efficient filing systems and organizational strategies.
  • Assisted in the recruitment process, conducting interviews and onboarding new employees to promote a seamless integration into the team dynamic.
  • Served as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
  • Managed vendor relationships, negotiating contracts for cost savings while maintaining high-quality services.
  • Supported department heads in accomplishing their goals through diligent administrative assistance such as report generation and data entry.
  • Facilitated smooth communication between departments, addressing concerns promptly to maintain harmonious work relationships.
  • Oversaw facility maintenance requests, coordinating with building management to address repairs or improvements efficiently.
  • Developed comprehensive policy manuals outlining procedures and guidelines, contributing to a well-organized workplace culture.
  • Reduced costs with meticulous budget monitoring and expense tracking for essential supplies and equipment.
  • Streamlined document handling and processing, reducing turnaround time for client inquiries and requests.
  • Handled sensitive employee and client information with utmost confidentiality, maintaining trust and integrity.

Operations Manager

Armed Forces Banked
07.1997 - 03.2004
  • Supervised operations staff and kept employees compliant with company policies and procedures.
  • Empowered employees to take ownership of their responsibilities, leading to increased accountability and improved performance outcomes.
  • Conducted regular performance reviews, identifying areas for improvement and developing action plans to address them.
  • Managed inventory and supply chain operations to achieve timely and accurate delivery of goods and services.
  • Developed and maintained relationships with external vendors and suppliers.
  • Enhanced customer satisfaction by establishing clear communication channels and addressing concerns promptly.
  • Established positive and effective communication among unit staff and organization leadership, reducing miscommunications, and missed deadlines.
  • Analyzed and reported on key performance metrics to senior management.
  • Oversaw facility maintenance, ensuring optimal functionality of equipment and infrastructure at all times.
  • Facilitated smooth collaboration between departments through clear communication channels.
  • Achieved higher employee retention rates by fostering a positive work environment and providing opportunities for professional growth.
  • Handled staff training initiatives aimed at upskilling the workforce to meet dynamic industry demands.
  • Developed and implemented strategies to maximize customer satisfaction.
  • Identified and resolved unauthorized, unsafe, or ineffective practices.
  • Developed strong relationships with vendors, resulting in better pricing and improved service quality.
  • Spearheaded process improvements, resulting in increased productivity and reduced operational costs.
  • Increased profit by streamlining operations.
  • Championed safety protocols to maintain a secure working environment, reducing workplace accidents significantly.
  • Implemented quality control systems to boost overall product consistency and reliability.

Education

High School Diploma -

Yuma High School, Yuma, AZ
05.1989

Skills

  • Expense Reporting
  • Customer Service
  • Office Management
  • Information confidentiality
  • Logistics Coordination
  • File Management
  • Calendar Management
  • Documentation And Reporting
  • Spreadsheet tracking
  • Document Preparation
  • Office Administration
  • Executive Support
  • Phone Etiquette
  • Professional and mature
  • Filing and data archiving
  • Project Oversight
  • Strong Problem Solver
  • Project Management
  • Multi-line phone proficiency
  • Database Management
  • File Organization
  • Technical Support
  • Invoice Processing
  • Financial Services
  • Policy Enforcement
  • Report Analysis
  • Business Administration
  • Business Writing
  • Accounting

Certification

  • CAP - Certified Administrative Professional
  • MFTA - Master of Financial Technical Analysis

Certification

  • CBA - Certified Bank Auditor
  • CGAP - Certified Government Auditing Professional
  • CFSA - Certified Financial Services Auditor
  • CRMA - Certified Risk Management Assurance
  • CPA - Certified Public Accountant
  • ACCA - Association of Chartered Certified Accountants
  • CGMA - Chartered Global Management Accountant

Timeline

Executive Administrative Assistant - Gulf Coast Bank &Trust Company
08.2017 - 01.2021
Branch Manager - Gulf Coast Bank &Trust
02.2006 - 08.2017
Office Manager - Robin Seafood
03.2004 - 09.2005
Operations Manager - Armed Forces Banked
07.1997 - 03.2004
Yuma High School - High School Diploma,

Fraud prevention certificate,

Risk management

Compliance certificate

BSA certification

Certified in auditing

Sandy McNab