Talented Vice President with 15 years of experience and successful career in planning, developing and executing events and initiatives to achieve maximum potential. Creative and highly strategic with excellent leadership and client relations abilities. Professional and outgoing with success in building relationships and attracting new clients.
Overview
15
15
years of professional experience
Work History
Vice President of Retail Market
Freedom First Credit Union
Salem, VA
03.2020 - Current
Oversaw corrective action plans to remedy structural, organizational and departmental issues.
Cultivated and maintained industry relationships and customer partnerships to capitalize on opportunities and maximize business success.
Organized special projects such as corporate events or marketing campaigns.
Orchestrated successful team and customer events to drive engagement, satisfaction and loyalty.
Provided oversight of all departments in order to ensure smooth operation of daily activities.
Determined performance goals and offered tactics for achieving milestones.
Identified problems and implemented solutions to better streamline operations.
Hired, trained and mentored 5 staff members to maximize productivity.
Created effective communication strategies between management team members and employees at all levels of the organization.
Exceeded sales goals through upselling and cross-selling within existing client base as well as strategically attracting new business.
Prepared business locations to meet timelines for internal and external audits.
Branch Manager
Freedom First Credit Union
Salem, VA
04.2012 - 03.2020
Manage and lead an effective sales process while supporting excellent customer service.
Grew business banking relationships through proactive outreach.
Monitors all office activity for compliance to applicable regulations and adherence to organizational policy and procedures in regards to branch security, transactions, loans, errors, new accounts, and documents prepared by subordinate personnel.
Train branch personnel, prepare work schedule; monitors performance and ensures employees are meeting and exceeding goals.
Monitored financial performance of the branch on a monthly basis.
Assigned duties to employees and examined work for accuracy, neatness and timeliness.
Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
Identified opportunities for process improvement initiatives within the branch.
Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
Facilitated weekly meetings with staff members to discuss progress on current initiatives.
Managed and inspired team members to perform to full potential, driving branch profitability.
Universal Banker
Freedom First Credit Union
, VA
05.2009 - 04.2012
Performed fraud prevention duties by monitoring suspicious activity on customer accounts.
Attended weekly meetings with branch managers to discuss goals related to sales targets.
Reconciled cash and checks against computer records at end of shift.
Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
Leveraged customer service and sales abilities to consistently meet performance goals.
Opened new accounts for customers, including checking accounts, savings accounts and certificates of deposit.
Satisfied customers by consistently delivering fast, knowledgeable services for diverse banking needs.
Resolved problems or discrepancies concerning customers' accounts.
Conducted outbound calls to follow up on leads generated from marketing campaigns.
Drove branch sales and portfolio growth by recommending various financial products to prospective customers.
Modified, opened and closed customer accounts.
Explained banking products and services such as checking accounts, savings accounts, loans and credit cards to potential members.