Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Sara Wayne

Quinlan,TX

Overview

7
7
years of professional experience

Work History

Relationship Banker

First Guaranty Bank
01.2021 - Current
  • Establish and nurture enduring client relationships by gaining a deep understanding of their financial objectives and preferences.
  • Provide financial guidance and solutions tailored to individual client needs and aspirations.
  • Processed customer requests for statements, ordering additional checks, and updating customer personal information in database
  • Identify strategic opportunities to introduce and promote additional banking solutions that meet client-specific requirements.
  • Opened new accounts for consumer and commercial customers such as checking accounts, CDs, IRAs, Safe Deposit Boxes, Estates, Trusts, Corporations and LLCs.
  • Continually boosted branch production and revenue by consistently meeting monthly and quarterly sales goals.
  • Resolved customer complaints and disputes to maintain satisfaction and loyalty.
  • Expand professional networks and cultivate valuable business relationships within the community.
  • Share expertise and best practices to foster a culture of continuous improvement and collective success.
  • Ensure adherence to banking regulations, policies, and procedures in all activities.
  • Pursue professional development opportunities to enhance skills and knowledge.

Assistant Branch Manager

First Convenience Bank
04.2019 - 12.2020
  • Overseeing daily branch operations to ensure compliance with company policy and procedures.
  • Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
  • Collaborated with tellers, universal bankers and personal bankers to exceed sales goals.
  • Coached and developed branch staff by offering constructive feedback and training opportunities.
  • Trained and developed new team members in alignment with branch service standards and objectives.
  • Conducted monthly teller and vault audits.
  • Review teller proof to give appropriate approvals and to make any corrections.
  • Enhanced branch production rates by handling staff conflicts, evaluations, hiring processes and coaching employees on company protocol and operations.
  • Prepare and analyze branch performance reports, including financial statements, sales figures, and customer service metrics.
  • Use data insights to identify opportunities for improvement and implement action plans accordingly

Personal Banker

First Convenience Bank
08.2017 - 04.2019
  • Build and maintain strong relationships with clients to understand their financial needs and goals.
  • Open new accounts and create new relationships with customers.
  • Provide personalized financial advice and solutions based on client objectives.
  • Processed deposits, withdrawals and ACH transfers accurately
  • Executed wire transfers, stop payments and account transfers
  • Balanced teller drawers and ATM cash
  • Achieve sales targets and contribute to business growth initiatives.
  • Resolve client inquiries and issues promptly and professionally.
  • Maintain accurate documentation and records to support regulatory compliance.
  • Prospect and qualify new sales leads through cold calling, networking, and referrals.
  • Develop and maintain a pipeline of potential clients and follow up on leads.
  • Submitted consumer loans.

Education

High school diploma -

Wh Ford High School
Quinlan, TX
05.2017

Skills

  • Financial Services (7 years)
  • Customer service (7 years)
  • Computer skills
  • Cash handling (7 years)
  • Banking Software Proficiency (7 years)
  • Sales and Cross-Selling (7 years)

Accomplishments

    Team Leadership and Development :


    Mentored and trained 5 new hires in banking procedures and customer service skills, contributing to a cohesive and high-performing team.


    Recognized for leadership excellence, receiving the 'Emerging Leadership' award for completion of the Emerging Leader Program.


    Community Engagement and Business Development:


    Represented the bank at local community events, resulting in a an increase in new customer acquisition within the targeted demographic.


    Developed strategic partnerships with local businesses, enhancing the bank's brand visibility and customer base.


Timeline

Relationship Banker

First Guaranty Bank
01.2021 - Current

Assistant Branch Manager

First Convenience Bank
04.2019 - 12.2020

Personal Banker

First Convenience Bank
08.2017 - 04.2019

High school diploma -

Wh Ford High School

Similar Profiles

CREATE PROFILE
Sara Wayne