Shanmarie Tatum
Durham,CA
Summary
Professional with significant expertise in banking industry, prepared to drive operational excellence and customer satisfaction. Known for strong leadership, fostering collaborative team environments, and adapting to changing needs seamlessly. Adept in financial analysis, risk management, and customer relationship management. Dependable and results-focused, ensuring that organizational goals are met efficiently.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Bank Manager
Wells Fargo
Durham, NC
02.2010 - Current
- Led branch operations, ensuring compliance with regulatory standards and internal policies.
- Developed and implemented strategic initiatives to enhance customer service and retention.
- Mentored staff on banking products, services, and sales techniques to boost performance.
- Analyzed financial reports to identify trends and recommend improvements for profitability.
- Managed risk assessments and mitigation strategies to safeguard bank assets effectively.
- Optimized workflow processes to increase operational efficiency across all departments.
- Collaborated with cross-functional teams to align branch goals with corporate objectives.
- Conducted performance evaluations, providing feedback and coaching for professional development.
- Increased customer satisfaction by implementing efficient banking processes and providing exceptional service.
- Coached and mentored staff to improve job performance, resulting in higher productivity and employee retention.
- Managed banking operations for smooth daily transactions, ensuring accuracy and compliance with regulations.
- Led efforts for branch growth, successfully achieving targeted loan portfolio expansion while maintaining credit quality.
- Developed a loyal customer base through personalized service and tailored financial solutions.
- Cultivated a high-performance culture within the branch by setting clear expectations and rewarding top performers accordingly.
- Maintained scheduling for main branch to keep shifts appropriately staffed.
- Championed community involvement initiatives to strengthen the bank''s reputation as a responsible corporate citizen.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
Operations Manager
Wells Fargo
Durham, NC
02.2010 - 07.2012
- Streamlined operational workflows to enhance efficiency and productivity across teams.
- Led cross-functional teams in implementing process improvements, reducing turnaround times.
- Developed and executed training programs to elevate team performance and engagement.
- Analyzed data trends to inform strategic decision-making and resource allocation.
- Fostered a culture of continuous improvement through regular feedback and performance assessments.
- Managed inventory systems to optimize stock levels and reduce costs.
- Implemented safety protocols ensuring compliance with regulatory standards across operations.
- 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.
- Led hiring, onboarding and training of new hires to fulfill business requirements.
- Enhanced customer satisfaction by establishing clear communication channels and addressing concerns promptly.
- Analyzed and reported on key performance metrics to senior management.
- Achieved higher employee retention rates by fostering a positive work environment and providing opportunities for professional growth.
- Assisted in recruiting, hiring and training of team members.
- Trained and guided team members to maintain high productivity and performance metrics.
- Scheduled employees for shifts, taking into account customer traffic and employee strengths.
- Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
Mortgage Consultant
The Bank of New York
Greenwich, CT
05.2002 - 02.2005
- Guided clients through mortgage application processes, ensuring compliance with lending regulations.
- Analyzed financial documents to assess borrower eligibility and risk profiles.
- Developed customized mortgage solutions based on client needs and market conditions.
- Collaborated with underwriting teams to streamline loan approval processes and enhance efficiency.
- Implemented process improvements that reduced turnaround times for loan processing by optimizing workflows.
- Established strong client relationships, resulting in increased referrals and repeat business opportunities.
- Maintained compliance with industry regulations and company policies while processing loan applications.
- Provided exceptional customer service throughout the entire mortgage process, resulting in repeat business and client referrals.
- Mediated communication between borrowers, lenders, underwriters, and other stakeholders involved in the mortgage process to ensure timely completion of transactions.
- Prepared comprehensive reports for senior management detailing loan performance metrics and recommending areas for improvement.
- Analyzed complex financial data to determine appropriate loan options for clients based on their unique circumstances.
- Streamlined loan application processes for faster approvals and more efficient service to clients.
- Continuously updated knowledge of market trends and lending guidelines, staying ahead in the competitive mortgage industry.
- Increased overall efficiency by implementing new technologies and software tools into daily tasks.
- Coordinated with other departments, such as processing and closing teams, to streamline workflow and increase overall efficiency.
- Managed a diverse portfolio of mortgage products, offering tailored solutions for various financial situations.
- Enhanced client satisfaction by providing personalized mortgage consultations and addressing their individual needs.
- Followed up with clients on missing loan documents, providing guidance on best way to complete application process.
Personal Banker
The Bank of New York
Croton On Hudson, NY
04.1998 - 05.2002
- Cultivated strong client relationships through personalized financial advice and tailored banking solutions.
- Streamlined account opening processes, enhancing efficiency and improving customer experience.
- Trained and mentored junior bankers on compliance procedures and product offerings.
- Analyzed customer needs to recommend appropriate financial products and services for optimal satisfaction.
- Implemented strategies to cross-sell products, increasing overall portfolio growth and client retention rates.
- Conducted regular reviews of accounts, ensuring compliance with regulations and identifying potential risks.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.
- Boosted sales of bank products through effective cross-selling and up-selling techniques.
- Enhanced client retention with proactive follow-ups and timely resolution of account issues.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
Education
Bachelor of Science - Finance
Mercy College
Dobbs Ferry, NY05-2019
Associate of Applied Science - Marketing
Westchester Community College
Valhalla, NY05-1996
Skills
- Operational efficiency
- Branch administration
- Cash management
- Credit analysis
- Teamwork and collaboration
- Customer service
- Problem-solving
- Risk management
- Excellent communication
- Critical thinking
- Team building leadership
- Self motivation
Accomplishments
- Achieved level 1 performance through effectively helping the team unlock their collective genius.
Certification
- Notary Public
Timeline
Bank Manager
Wells Fargo
02.2010 - Current
Operations Manager
Wells Fargo
02.2010 - 07.2012
Mortgage Consultant
The Bank of New York
05.2002 - 02.2005
Personal Banker
The Bank of New York
04.1998 - 05.2002
Bachelor of Science - Finance
Mercy College
Associate of Applied Science - Marketing
Westchester Community College