Goals-oriented professional with extensive experience in sales, relationship, and business development management. Demonstrated success in leading and motivating employees to provide excellent customer service and achieve high levels of productivity. Excel at analyzing client needs, identifying lucrative sales opportunities, and defining strategies for capturing new business in rigorous markets. Expert in improving financial performance by conducting inventory analyses, retaining top talent, and creating strategic operational and business plans.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Bank Branch Manager
AAC Credit Union
904 Broadway Ave NW Grand Rapids
05.2023 - Current
Managed daily branch operations for optimal efficiency and performance, resulting in improved customer experiences.
Led a team of banking professionals, providing regular coaching and development opportunities for career growth.
Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
Fostered strong relationships with clients by addressing their needs promptly and providing personalized financial solutions.
Promoted a culture of innovation by encouraging staff to share ideas and solutions that improved overall branch operations and customer service levels.
Conducted regular audits of branch operations to maintain compliance with internal policies and external regulations.
Implemented risk management processes to identify potential risks, reducing losses and maintaining compliance with regulatory requirements.
Examined customer loan applications for loan approvals and denials.
Enhanced employee engagement by organizing team-building activities, training sessions, and open communication channels within the branch.
Chef
BBQ Restaurant
Location
01.2022 - 08.2024
Plan, direct, and supervise the food preparation and cooking activities of multiple kitchens or restaurants in an establishment such as a restaurant chain, hospital, and hotel
Estimated amounts and costs of required supplies, such as food and ingredients
Coordinated planning, budgeting, and purchasing for all the food operations within establishments such as clubs, hotels, and restaurant chains
Inspected supplies, equipment, and work areas to ensure conformance to established standards
Meet with customers to discuss menus for special occasions such as weddings, parties, and banquets.
Branch Banker
PNC Bank
Location
01.2020 - 05.2023
Provide customers with financial advice on topics such as investments, debt management, retirement planning, and savings strategies
Answer all queries and develop client relationships to improve clients’ experience
Oversee entire loan process including application, origination, and closing
Open, maintain, and complete client direct IRA s through recommend mandatory distributions/letter of office trust distributions
Processed loan applications and documentation to ensure compliance with lending regulations
Recognized as a top sales producer for 3 years straight in Home Equity, credit cards, and investment
Liaised between the bank’s corporate headquarters and local branches to manage operations, staffing needs, and customer service issues.
Security Officer
Trinity Training and Security
Location
01.2017 - 01.2022
Communicate with law enforcement, fire departments, and emergency medical personnel to swiftly respond to security threats
Monitor public access and ensure the security of all personnel and visitors
Investigate suspicious behavior, incidents, and security breaches, reporting to management
Provided security to bay pointe staff and events, Menards, Stryker Pharmaceuticals, and Festival of Roses at Saint Francis Xavier Church
Established and maintained professional relationships with business and key customers to generate new leads.
Experiential Banking Financial Consultant
PNC Bank
Location
01.2019 - 01.2020
Collected all required data and processed new consumer accounts, home equity loans, credit cards, auto, and personal loans
Resolved issues with banking services and accounts and recommended financial strategies to meet clients’ needs
Searched and secured business-to-business and business-to-consumer sales opportunities, meeting and exceeding assigned goals
Participated in events/shows and consumer meetings to educate and promote banking products.
Personal Banker II
PNC Bank
Location
01.2017 - 01.2019
Recommended and explained banking services/products to clients based on their needs
Managed client bank accounts, including opening and closing accounts, and overseeing transactions
Prepared documentation to open and close accounts, including obtaining signatures and assigning account numbers while meeting banking standards and regulations
Processed applications for credit cards, safe deposit boxes, and loan requests.
Manager in Training
Jared the Galleria of Jewelry
01.2010 - 01.2017
Delivered superior customer service to customers and sold high-end jewelry lines
Educated clients with custom design jewelry and ensured proper presentation, organization, and replenishment of stock
Planned, organized, and chaired Gala for LeVian, increasing customer satisfaction
Achieved overall sales by 35% yearly and custom-designed jewelry by 50% through upselling products/services
Exceeded event goals by 200% yearly, meeting customer satisfaction.
Education
Degree Or Diploma -
Jackson Community College
Skills
Project Coordination
Account Management
Customer Service Engagement
Inventory Controls
Process Improvement
Stakeholder Engagement
Certification
CPL Permit
Diamontologist Certification
NMLS ID # 1630970 Designated Lender (DMLO)
Militaryexperience
Michigan National Guard, Culinary Specialist, CBRN Specialist