Very much a great multi-tasker along with being observant and organized.
Took care of all of the CEO's banking needs on spreadsheets, filing, calendar, and managed the corporate office on all that was needed supplies, meetings, construction, etc. Cultivated strong relationships with Shareholders when I would take the minutes for the Board Meetings for the Bank and Holding Company. Assisted the Chief Credit Officer for 3 years and the Chief Financial Officer for over 4 years with meeting and committees. Helped the bank with long term success and was part of the merger with b1BANK. Successful completion with major projects for the CEO, a great multitasker.
Managed three direct reports and I am the regional service solution leader for 5 locations and 16 indirect reports. I'm responsible for payroll management of 8 people, accounts payable invoices for the location. Design, develop and implement process improvements, CRA Committee, Operational Procedure overview committee. Coordinate community marketing events, organize corporate events. Manage location operations and facilitate business development. Manage deposit portfolio in excess of $45M. Personal customer relationship in the Bent Tree area and surrounding areas of North Dallas, Plano, and Addison. General back office administration and support.
Branch Manager, opened accounts for walk in clients and all lenders in the corporate offices. Customer service and managed four direct employees. Deposit portfolio of approximately $12MM.
Assistant Branch Manager and direct reports to all the teller & personal bankers. General customer service. Started as a part time teller and worked the way up the line on the operations side.