Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
District Employee of the Month
Generic

Talmesha Epps

Mesquite,TX

Summary


Professional with strong background in branch management. Skilled in enhancing operational efficiency, driving growth, and fostering team collaboration. Known for adaptability to changing needs and effective problem-solving. Expertise in strategic planning, customer service, and financial oversight. Reliable leader focused on achieving results and empowering teams.

Overview

8
8
years of professional experience

Work History

Assistance Branch Manager

First National Bank of Texas
03.2019 - Current
  • Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
  • Maintained friendly and professional customer interactions.
  • Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
  • Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
  • Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
  • Consulted customers to boost product sales and services.
  • Examined customer loan applications for loan approvals and denials.
  • Monitored market trends to identify new business opportunities and capitalize on potential growth areas within the community or region served.
  • Elevated staff morale and productivity by introducing system of rewards and recognition for outstanding performance.
  • Developed and led team of financial advisors, enhancing their skills with comprehensive training programs.
  • Created financial dashboards to provide insights into key performance indicators.
  • Designed and maintained financial models to identify and measure risks.
  • Oversaw daily branch operations, ensuring compliance with regulatory standards and maintaining operational integrity.

Tax Advisor

Liberty Tax and Mutual
05.2017 - 05.2018
  • Collaborated with clients'' other advisors, such as financial planners, to create tax strategies that aligned with their overall financial goals.
  • Researched complex tax issues utilizing online resources and professional tax software.
  • Identified potential audit red flags to minimize risk of IRS audits.
  • Calculated estimated tax payments for clients.
  • Reviewed financial statements to identify discrepancies or errors that could impact a client''s taxes, leading to more accurate reporting and filing.
  • Implemented advanced software tools for improved data management and streamlined workflow within the department.
  • Collaborated with team members to ensure accurate and timely preparation of individual and corporate tax returns.
  • Provided guidance on complex tax issues, helping clients navigate challenging situations with confidence.
  • Developed strong client relationships, fostering trust and loyalty through exceptional service delivery.
  • Improved client satisfaction by providing personalized tax advice and strategies.
  • Analyzed financial records to verify accuracy of tax returns.
  • Assessed client tax situations to determine best filing options.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
  • Developed spreadsheet models to accurately track tax information.
  • Prepared written responses or tax return amendments to resolve state and federal notices.
  • Kept abreast of current tax laws and regulations, ensuring clients remained compliant with all applicable requirements.

Education

Bachelor of Arts - Accounting/Finance

University of Sioux Falls
South Dakota, SD
10-2018

Skills

  • Branch operations management
  • Customer service
  • Customer relationships
  • Excellent time management skills
  • Coaching and mentoring
  • Relationship building and management
  • Client relationship management
  • Sales management
  • Sales planning/Sales Expertise
  • Documentation
  • Marketing
  • Loans
  • Business planning
  • Information management
  • Account analysis expertise
  • Financial advising
  • Cash handling expertise
  • Banking
  • Relationship management

Accomplishments

  • Received the “District Employee of the Month Award” for exemplary performance and recognition for handling the largest account in the company.
  • Documented and resolved Check Losses which led to Prevent a Loss Award with the Bank.
  • Supervised team of 6 staff members.

Timeline

Assistance Branch Manager

First National Bank of Texas
03.2019 - Current

Tax Advisor

Liberty Tax and Mutual
05.2017 - 05.2018

Bachelor of Arts - Accounting/Finance

University of Sioux Falls

District Employee of the Month

I was recognized for outstanding performance during a certain quarter of the month.

Similar Profiles

CREATE PROFILE
Talmesha Epps