Savannah Eversole
Parker,
Summary
Seasoned Operations Manager, banker and talented leader with 10+ years of experience applying exceptional planning and problem-solving abilities toward enhancing business plans, financial plans, and day-to-day activities. Results-driven and resilient in developing teams while improving processes and increasing productivity. Bringing solid understanding of industry trends, excellent communication skills, talent for spotting areas in need of improvement and implementing changes with a strategic approach.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Wealth Management Banker
U.S. Bank
04.2024 - Current
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.
- Delivered exceptional customer service, addressing concerns promptly and professionally to ensure client satisfaction.
- Educated customers on features and benefits of banking products and services.
- Increased client satisfaction by providing tailored financial advice and personalized banking solutions.
- Assist customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Strengthened customer relationships through attentive service and prompt resolution of inquiries.
- Collaborated with team members to consistently meet or exceed branch sales targets and objectives.
- Streamlined operations, implementing efficient processes to improve overall productivity and performance.
- Mentored junior staff members, fostering a supportive work environment that encouraged professional growth and development.
Market Administrative Leader - Operations Manager
U.S. Bank
01.2022 - 04.2024
- Directly managed a team of registered and non-registered client associates across multiple states
- Performance management, coaching, hiring, discipline and professional development
- Managed and monitored daily activities and workflow of associates
- Onboarded and taught new employees systems and core values
- Supported market by reviewing and monitoring reports, managing compensation, exception processes, and incorporating process and procedure improvements as needed
- Helped introduce, train and incorporate new work tools, technology, processes and procedures
- Coordinated multiple events for staff and clients
- Ensure compliance with FINRA and SEC regulations
- Improved office efficiency by streamlining administrative processes and implementing new organizational systems.
- Oversaw inventory management process for office supplies, ensuring adequate resources were available without excessive spending.
Registered Investment Sales Assistant and Junior Financial Advisor
CUSO Financial Services
08.2021 - 01.2022
- Supported a $1 million advisor in building his business and deepening client relationships
- Met with new and existing clients to help begin the financial planning process
- Worked referrals received from the branches
- Managed current client accounts and responding to client questions, process and discuss paperwork and systems with the advisor and clients
- Pre-client meeting preparation and post-client meeting processing work
- Responded to client inquiries and assist with client requests to provide the highest level of client service
- Attended and planned team meetings; take, assemble and transcribe notes relative to action items and decisions made during meetings
- Monitored and followed up with all action items from client meetings and all work related notes with reps or clients
- Participated in product promotions and special events to attract customers.
- Increased sales by building strong customer relationships and providing excellent service.
- Met and exceeded sales targets consistently, contributing to overall team success.
Registered Investment Sales Assistant - Promoted from Regional Administrative Coordinator
BBVA Investments
04.2017 - 08.2021
- Helped increase territory revenue 70% in four years, was still increasing in 2021
- Assisted advisors by helping increase production by 20%-50%
- Oversaw and supported advisors in pre-client meeting preparation and post-client meeting processing work
- Responded to client inquiries and assist with client requests to provide the highest level of client service
- Attended and planned team meetings; take, assemble and transcribe notes relative to action items and decisions made during meetings
- Assisted with signature collection from clients, copying of documents and other tasks required during and after client meetings
- Monitored and followed up with all action items from client meetings and all work related notes with reps or clients
- Calendared, confirmed and started appointment preparation for each client appointment set
Market Center Administrator
Keller Williams Realty
10.2016 - 04.2017
- Equivalent to a Chief Financial Officer, responsible for accurate banking and accounting services
- Maintained, developed relationships with existing Realtors and students preparing to become a Realtor
- Helped lead and prepare presentations for new agent/employee orientation and training
- Provided support and feedback to the team lead on all matters affecting the productivity and operation of the office
Human Resources Coordinator
Wal-Mart
06.2011 - 08.2016
- Spearheaded training and development operations for all staff
- Promoted and organized information about associate benefits and associate paperwork
- Spearheaded staffing and employee morale during massive store renovation by hiring more than 55 people in addition to seasonal associates
- Implemented employee recognition activities, company events, and fundraisers
- Marketed Walmart specifically the Newport store, through social media, job fairs and traditional print marketing vehicles
- Met deadlines through prioritizing daily tasks and projects while assisting associates with day-to-day needs
- Complied with all government and company policies such as I-9 regulation, OSHA compliance and Global Learning Managing Systems
- Demonstrated critical thinking and creative problem solving in a fast-paced work environment
Education
Masters - Business Administration
Salve Regina University
05-2016
Bachelors - Marketing
Salve Regina University
05-2015
Skills
- Operations management
- Financial planning
- Relationship building
- Customer education and relationship management
- Regulatory compliance
- Staff management
- CRM systems
- Onboarding and training
- Employee relations
- Training and mentoring
Awards
- BBVA Rising Star Award, 2018, 2019, 2020
Certification
- Series 7 License - Financial Industry Regulatory Authority (FINRA).
- Series 63 License - North American Securities Administrators Association through FINRA.
- Insurance Licenses, Life, Health, and Annuities – Colorado Department of Insurance.
Timeline
Wealth Management Banker
U.S. Bank
04.2024 - Current
Market Administrative Leader - Operations Manager
U.S. Bank
01.2022 - 04.2024
Registered Investment Sales Assistant and Junior Financial Advisor
CUSO Financial Services
08.2021 - 01.2022
Registered Investment Sales Assistant - Promoted from Regional Administrative Coordinator
BBVA Investments
04.2017 - 08.2021
Market Center Administrator
Keller Williams Realty
10.2016 - 04.2017
Human Resources Coordinator
Wal-Mart
06.2011 - 08.2016
Masters - Business Administration
Salve Regina University
Bachelors - Marketing
Salve Regina University
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