Tammy Betz

Advised employees on benefit plans, aiding informed decision-making.
Served as primary advisor for compliance with health care laws.
Implemented customer relationship management systems to improve service.
Developed strategies to increase client satisfaction and expand client base.
Led training sessions on client service best practices for junior managers.

• Successfully launched the implementation of the bank’s Preferred Relationship program & developed portfolio of 600+ high profile, mass affluent clients
• Provided regular and strategic communication while ensuring compliance within all Bank policies and procedures as well as state and federal banking regulations
• Utilized active listening, effective communication, and dynamic interpersonal skills.
• Provided guidance on investment decisions, such as stocks, bonds, mutual funds, insurance products, and other investments.
• Maintained accurate records of client interactions using specialized software programs.
• Implemented CRM systems for tracking client interactions and improving service delivery.

• Served a range of roles, ranging from Retail Branch Bank Manager, Market Manager, and Licensed Premier Banker.
• Recognized and awarded consistently as a top performer
• Successfully Core deposit growth of 102%, ranked 1st company wide in consumer and business loan production
• Directed daily operations of the branch, including customer service, human resources, sales, and marketing activities.
• Complied with company policies and government regulations to prevent and detect rule violations, and protect the organization from fines and lawsuits.
• Designed sales and service strategies to improve revenue and retention.
• Reviewed loan applications to ensure accuracy and compliance with regulations.