Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Tanisha McDowell

Spotsylvania,VA

Summary

Dynamic financial services professional with a proven track record at Carter Bank, excelling in customer service and operations management. Skilled in team leadership and decision-making, I successfully enhanced operational efficiency and fostered client relationships, contributing to revenue growth and increased customer loyalty. Adept at managing complex transactions with precision.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Assistant Manager/Bank Loan Officer

Carter Bank
07.2023 - Current
  • Supervised day-to-day operations to meet performance, quality and service expectations.
  • Developed strong working relationships with staff, fostering a positive work environment.
  • Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
  • Oversaw daily cash reconciliations, ensuring accurate financial reporting and minimizing discrepancies.
  • Assisted in recruiting, interviewing, hiring, and onboarding of new employees to maintain adequate staffing levels.
  • Implemented customized loan solutions for clients facing financial hardships or unique circumstances while maintaining bank profitability.
  • Assisted customers in understanding loan terms and conditions to make informed decisions.
  • Identified opportunities to cross-sell and upsell loan products to customers.

Financial Services Lead

Carter Bank
08.2022 - 07.2023
  • Contributed meaningfully towards achieving annual revenue targets by consistently meeting or exceeding individual performance goals.
  • Provided ongoing coaching and mentoring to junior team members, fostering a positive work environment that encouraged professional growth.
  • Improved operational efficiency by streamlining workflows, optimizing resource allocation, and enhancing reporting capabilities.
  • Developed strong relationships with clients through consistent communication and understanding of their financial goals.
  • Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.

Branch Services Head

Carter Bank
05.2019 - 08.2022
  • Managed cash inventory, ensuring accurate balancing of the vault and individual teller drawers daily.
  • Assisted in training new tellers to ensure a consistent level of excellent service across the team.
  • Supported branch management in conducting audits, demonstrating attention to detail while verifying transactional records for accuracy.
  • Provided exceptional customer service, resulting in increased loyalty among existing clients and referrals of new business opportunities from satisfied customers.
  • Prevented losses by identifying suspicious activities and escalating concerns according to bank policies and procedures.

Deposit Operations Specialist

Hud Federal Credit Union
12.2011 - 08.2018
  • Ensured compliance with NACHA rules and regulations, maintaining a strong understanding of relevant policies and requirements.
  • Facilitated cross-functional collaboration between departments involved in ACH processing, fostering a collaborative work environment.
  • Enhanced transaction processing accuracy by implementing effective ACH procedures and guidelines.
  • Managed high volumes of incoming and outgoing transactions daily, prioritizing tasks effectively to meet deadlines.
  • Played a pivotal role in managing complex customer escalations involving sensitive financial information and transactions.

Education

Prince George's Community College
Upper Marlboro, MD

Skills

  • Customer service
  • Money handling
  • Team leadership
  • Decision-making
  • Employee scheduling
  • Operations management
  • Verbal and written communication
  • Orientation and training

Certification

Certified Notary Public

Timeline

Assistant Manager/Bank Loan Officer

Carter Bank
07.2023 - Current

Financial Services Lead

Carter Bank
08.2022 - 07.2023

Branch Services Head

Carter Bank
05.2019 - 08.2022

Deposit Operations Specialist

Hud Federal Credit Union
12.2011 - 08.2018

Prince George's Community College

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Tanisha McDowell