Shannon Gourlay Martin
Lake Worth,FL
Summary
Skilled Branch Coordinator with 17 years in banking, progressing through positions of increasing responsibility and establishing continuous record of success.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Branch Coordinator/ Bank Officer
Truist Bank Formerly SunTrust Bank
Boca Raton, Florida
01.2015 - Current
- Prepared employee documentation, routine evaluation measures and recommendations
- Encouraged employee development and helped promote staff from within
- Vault custodian
- ATM custodian
- In charge of all operational work relating to audits, daily & monthly retainment, filing, and scheduling
- Branch employee scheduling
- Customer/financial services such as account maintenance, wires, debit card issuance, and closing accounts
Customer Service Manager/ Bank Officer
SunTrust Bank
Boca Raton, Florida
07.2012 - 01.2015
- Supervised employees and assessed performances to determine training needs
- Introduced higher standards for customer service and increased efficiency by streamlining operations
Financial Services Representative
SunTrust Bank
Palm Beach Gardens, Florida
06.2006 - 07.2012
- Promoted to Officer Status December 2011
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances
- Completed loan applications and closings for Personal & Business clients
- Conducted warm & cold sales calls
- On the job trainer for new/promoted FSRs
Lead Teller
SunTrust Bank
Palm Beach Gardens, Florida
06.2005 - 06.2006
- Counted, verified and handled bank deposits and armored car transactions
- Introduced customers to other bank team members to help meet financial needs
- Identified potential needs through observation, questioning and listening
- Maintained friendly and professional customer interactions
- Established rapport with new clients to increase satisfaction and loyalty
Skills
- Prioritizing and Planning
- Proactive and Focused
- Staff Recruitment and Hiring
- Compliance Assessments
- Employee Training Oversight
- Customer Accounts Management
- Operational Reporting
- Problem Anticipation and Resolution
- Branch Operations
- Loan Processing
- Word Processing
- Employee Motivation
Certification
Notary Public (State of Florida) since 2006
Timeline
Branch Coordinator/ Bank Officer
Truist Bank Formerly SunTrust Bank
01.2015 - Current
Customer Service Manager/ Bank Officer
SunTrust Bank
07.2012 - 01.2015
Financial Services Representative
SunTrust Bank
06.2006 - 07.2012
Lead Teller
SunTrust Bank
06.2005 - 06.2006