Summary
Overview
Work History
Education
Skills
Timeline
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Tammy Wagner

Concord,NC

Summary

Motivated Bank Manager passionate about providing excellent customer service and exceeding expectations. Talented professional well-versed in service marketing and credit offerings. Inspires staff loyalty through strong leadership and communication skills.

Highly detail-oriented, successful at meeting and exceeding branch goals. Expertise in customer service relations and sales management.

Results-driven candidate with successful track record of providing administrative support in busy office environments. Adept at handling multiple projects and prioritizing tasks.

Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives.


Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence.

Overview

38
38
years of professional experience

Work History

Branch Leader III

Truist Bank
12.2007 - 09.2024


  • Maintained a branch VOC satisfaction rate via client surveys exceeding 98%
  • Successfully contributed to overall team/branch goals consistently meet 100% in 16+ years
  • Monitor and manage risk assessment
  • Provide quality care to each client through caring conversations, assessing needs and making recommendations, including partner referrals
  • In absence of Universal Bankers (teller)assists on Service Line with transactions and account maintenance
  • Creates a One Team approach by contributing to the success of other branches when needed.
  • Managed daily branch operations to ensure smooth functioning of all aspects including teller services, lending, and account management.
  • Collaborated with other branches to share best practices and drive consistent performance across the organization.
  • Streamlined operations for increased efficiency through process improvements and updated technology.
  • Established strong relationships with clients to foster trust, loyalty, and long-term business partnerships.
  • Developed high-performing teams by providing ongoing coaching, feedback, and performance evaluations.
  • Boosted customer satisfaction with proactive communication, timely issue resolution, and personalized service.
  • Initiated community outreach efforts to increase brand visibility and engagement among local businesses and residents.
  • Promoted a positive work environment by addressing employee concerns promptly and fostering open lines of communication between staff members at all levels of the organization.

Banking Specialist

CNB Bank
01.1987 - 12.2007
  • Established rapport with new clients to increase satisfaction and loyalty.
  • Referred customers to other banking departments for specialized services.
  • Processed applications for new accounts.
  • Cross-sold credit cards, loans and other bank products.
  • Assisted customers with banking needs and inquiries.
  • Maintained friendly and professional customer interactions.
  • Educated customers on online banking and mobile banking applications.
  • Enhanced client satisfaction by delivering personalized banking solutions tailored to their unique financial needs.
  • Trained new hires on customer service policies and procedures.
  • Facilitated workshops on financial literacy for community members, improving their understanding of banking products and services.
  • Maintained up-to-date knowledge of regulatory changes, ensuring all banking activities complied with new laws and guidelines.
  • Implemented customer feedback mechanisms, allowing for continuous improvement of banking services based on client input.
  • Streamlined loan processing procedures, significantly reducing wait times for applicants.
  • Boosted team productivity with implementation of new software tools designed for more efficient customer data management.
  • Improved customer retention rates by providing exceptional service and resolving issues promptly.
  • Coordinated with other banking specialists to offer unified and comprehensive suite of financial solutions to clients.
  • Managed risk and compliance protocols, ensuring all transactions adhered to industry regulations and standards.
  • Managed a diverse portfolio of clients ranging from individuals to small businesses, addressing unique financial needs effectively.
  • Boosted employee morale through recognition programs that rewarded outstanding performance and exemplary service.
  • Cross-sold wide range of services and products to increase new business and expand existing customer relationships.
  • Provided reliable support during mergers or acquisitions, ensuring a smooth transition for all parties involved.
  • Played an instrumental role in community outreach initiatives promoting financial literacy among local residents.

Education

Various Certificates - Principals of Banking, Consumer & Business Banking

American Bankers Association
Harrisburg, PA

Skills

  • Staff Development
  • Team Management
  • Sales Leadership
  • Branch Operations Management
  • Excellent work ethic
  • Customer Service
  • Team Player
  • Strong team-builder
  • Attention to Detail
  • Excellent time management skills
  • Customer Relationships
  • Decision-Making
  • Cash Handling
  • Relationship Building
  • Goals and performance
  • Verbal/written communication
  • Proficient in MS Office
  • Cash handling expertise
  • Banking
  • Interviewing and Hiring
  • Coaching and Mentoring
  • Staff Management
  • Team Supervision

Timeline

Branch Leader III

Truist Bank
12.2007 - 09.2024

Banking Specialist

CNB Bank
01.1987 - 12.2007

Various Certificates - Principals of Banking, Consumer & Business Banking

American Bankers Association

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Tammy Wagner