As a Personal Banker 11, I had the opportunity to interact with customers on a personal level to meet and exceed their financial goals.
I was able to effectively assist on the Teller side and Platform side.
I have a strong background in lending(mortgage, HELOC).
I worked at the Independent Living facility, helping seniors with financial stability.
I worked with consumer and small business clients on a daily basis, helping them understand the banks products and solutions for a solid banking relationship.
Universal Banker
SunTrust Bank
Winston-Salem
12.2016 - 10.2019
As a Universal Banker I am able to effectively work as a Teller and on Platform.
My primary responsibilities include: Being a Personal Banker where I have the pleasure of sitting with clients helping them understand financial confidence and understand any gaps in their overall financial well-being.
I work with consumer and small business clients on a daily basis helping them understand the banks products and solutions for a solid banking relationship.
Supervisor/Banking Officer Mortgage Division
BB&T
Greensboro, NC
01.2014 - 06.2016
Supervised a group of 10 -15 associates in Lien Release Mortgage Operation to effectively handle lien releases for paid in full mortgages.
The team was responsible for processing releases on paid in full second mortgages.
As a leader, I was responsible for daily reporting of all states, ensuring the team exceeded SLA (processing 7 an hour/ 49 a day); maintained a 12 day lead in all manageable queues.
Signed and notarized documents daily to meet NC notary guidelines.
Conducted yearly performance appraisals, administered monthly touch base sessions.
Supervisor/AVP Mortgage Division
Bank of America
Greensboro, NC
06.2011 - 12.2013
Supervised a group of 12-25 associates in Lien Release Mortgage Operation to effectively handle lien releases for paid in full mortgages.
The team was responsible for processing releases on first and second mortgages.
As a leader, I was responsible for daily reporting of all states, ensuring the team exceeded SLA (processing 12 an hour/ 84 a day); maintained a 15 day lead in all manageable queues.
Signed and notarized documents daily to meet NC notary guidelines.
Conducted yearly performance appraisals, administered monthly touch base sessions.
Team Manager
American Express
Greensboro, NC
01.1986 - 01.2011
Leader of 15-20 associates in Customer Service inbound operations.
Associates primary responsibilities were handling card member inquiries and ensuring they delivered extraordinary customer service at all times.
As a leader, my responsibilities included daily staffing, ensuring associates were available taking calls and not in a non-productive work state.
Conducted yearly performance evaluations, administered monthly touch base sessions.
In Card Replacement, managed 12-15 associates ensuring they replaced lost/stolen damaged and non-received cards.
Instrumental in overseeing the process of calls answered within 20 seconds.
This was accomplished through forecasting of volumes and managing staff effectively.