Tasha Martin
Fort Payne,AL
Summary
Dynamic and results-oriented branch management professional with over 25 years of leadership experience in administration, customer relations, and financial services. Expertise in driving branch performance through effective coaching, operational excellence, and a strong focus on customer-centric service. Proven ability to cultivate high-performing teams, enhance revenue streams, and foster a culture prioritizing long-term client relationships. Recognized for strategic planning capabilities that boost store performance and staff productivity while maintaining a collaborative environment promoting brand loyalty and maximizing profitability.
Overview
20
20
years of professional experience
Work History
Assistant Store Manager
Carters - Dalton, GA
- -Approve leaves of absence, tuition reimbursement and workers compensation requests.
- -Regularly updated Employee Handbook with changes to background check requirements onboarding and benefits packages.
- -Conduct monthly training meetings on updated safety, training and privacy policies.
- -Compose and proofread memos, letters, reports and presentations, providing accurate, concise and error-free communication.
- -Serve as primary point of contact for an average of 100 plus calls a day, addressing inquiries and resolving issues and concerns, administration and bookkeeping.
- -Streamlined processes to effectively track, order, and maintain inventory.
- - Prepare quarterly budget reports, consistently submitting prior to specified deadline.
- -Manage HR departments, payroll, benefits and recruiting for 25 plus employees. Manage staff of 15 plus in all areas of sales and customer service, sales forecasting, employee relations, merchandising, promotions and security.
- -Perform management duties including cash deposits, scheduling, confidential paperwork, task responsibilities and recruiting.
- -Ensure the team meets sales expectations and stays goal focused by observation and in the moment coaching.
- -Coordinate delivery of daily shipment and ensure product is available.
- -Set weekly blueprint and action pack pertaining to product sales and visual merchandising.
- -Responsible for controlling internal/external theft and reducing overall shrink.
- -Provided ongoing administrative support to senior personnel, driving organizational success through the management of daily operations and special projects.
- Excel, PowerPoint, Word, Outlook and Applicant Tracking System.
- -A strong and skillful communicator, who is comfortable using all available technology in order to collaborate with a team.
- -Good working knowledge of basic accounting, human resources, general business, grammar, and spelling.
- -Ability to read, write and understand English - Strong knowledge of English.
Branch Manager
Regional Finance
07.2022 - Current
- -Documents and verifies all pre-loan requirements and customer information.
- -Effectively reads credit reports and assess the customers financial status.
- -Review and updates credit and loan files.
- -Responds to inquiries, investigates problems and works with other departments to resolve them quickly.
- -Assist with identification, development and implementation of processes to enhance effective efficiencies in loan administration.
- -Cash duties, balancing, bank deposits.
- -Handling all collection calls and activity.
- -Train and coach daily.
- -Generate sales through collections.
- -Ensure the team meets sales expectations and stays goal focused by observation and in the moment coaching.
- -Maintaining overall standard goals, insurance sales products and monthly targets.
- -Effectively controlling delinquency
- Awards for 2023-
- GOAL Program passed successfully with 97.3% and 3rd in class.
- Highest unit total for November at 60 units.
- 2nd highest units at 312
- 2nd highest net new money at $800,000.00
- 2nd in check conversions in the Region and Top 20 in the company all directly adding to my positive profit for the year.
Branch Service Supervisor
Synovus Bank
09.2021 - 07.2022
- -Coach and train daily.
- -Vault duties, cash shipments, ordering and shipping out.
- -Willing participates in daily Choreography duties which include being a client greeter, offering hospitality items; making warm introductions; assisting the client in getting them to the correct person who can assist their immediate needs.
- -Serves as Banks’s primary contact with its clients, both in providing services and in routing inquiries to appropriate personnel.
- -Accurately receives deposits and payments for all types of accounts, verifies cash and negotiability of checks and issues receipts, giving credit for funds according to Bank policies. Provides clients with account information.
- -Cashes checks and accepts withdrawal requests in accordance with Bank policies, referring questionable transactions to supervisor for approval.
- -Provides special services as needed, including redeeming US savings Bonds, issuing Official Checks, coin deposits and coin orders.
- -Processes client maintenance requests (i.e., change of address, stop payments, disputes, etc.) in a timely manner.
- -Protects financial interest by controlling and balancing assigned cash drawers and negotiable items received/disbursed. Maintains an acceptable balance record by established standards.
- -Processes night drops and assists with ATM balancing and vault balancing.
- -Opens all types of deposit accounts for new and existing clients, accurately, efficiently and in compliance with policies and procedures. Make cold calls and call prospective clients to see how we may serve them and their banking needs.
- -Possess throughout knowledge of all Regions products and services.
- -Establishes and reinforces client relationships by recognizing opportunities to cross-sell products and services to new and existing clients.
- -Takes responsibility for achieving objectives, and is accountable for my results, actions and decisions.
- -Performs other duties as assigned.
Center Manager
Check Into Cash - Dalton, GA
10.2020 - 09.2021
- - Establishes document tracking and reporting
- -Perform title audits to ensure all information is correct and up to date.
- -Document and verifies all pre loan requirements and customer information.
- -Uploads customer information within systems ensuring accuracy.
- -Runs reports and projections based off trend reports.
- -Answer telephone calls from loan customers. Respond to inquiries, investigate problems and work with other departments to have them resolved.
- -Assist with the identification, development and implementation of processes to enhance efficiencies in loan administration.
- -Vault duties, balancing and bank deposits and withdrawals.
- -Scheduling to always ensure maximum center overage. Handling all collections calls and activity.
Financial Services Representative
Regions Bank - Chatsworth, GA
11.2019 - 02.2020
- -Willing participates in daily Choreography duties which include being a client greeter, offering hospitality items; making warm introductions; assisting the client in getting them to the correct person who can assist their immediate needs.
- -Serves as Banks’s primary contact with its clients, both in providing services and in routing inquiries to appropriate personnel.
- -Accurately receives deposits and payments for all types of Regions accounts, verifies cash and negotiability of checks and issues receipts, giving credit for funds according to Bank policies. Provides clients with account information.
- -Cashes checks and accepts withdrawal requests in accordance with Bank policies, referring questionable transactions to supervisor for approval.
- -Provides special services as needed, including redeeming US savings Bonds, issuing Official Checks, coin deposits and coin orders.
- -Processes client maintenance requests (i.e., change of address, stop payments, disputes, etc.) in a timely manner.
- -Protects Regions financial interest by controlling and balancing assigned cash drawer and negotiable items received/disbursed. Maintains an acceptable balance record per established standards.
- -Processes night drops and assists with ATM balancing and vault balancing.
- -Opens all types of deposit accounts for new and existing clients, accurately, efficiently and in compliance with Regions policies and procedures. Makes cold calls and calls prospect clients to see how we may serve them and their banking needs.
- -Possesses through knowledge of all Regions products and services.
- -Establishes and reinforces client relationships by recognizing opportunities to cross-sell Regions products and services to new and existing clients.
- -Takes responsibility for achieving objectives, and is accountable for my results, actions and decisions.
- -Performs other duties as assigned.
Senior Financial Services Representative
SmartBank - East Ridge, TN
11.2017 - 11.2019
- -Willing participates in daily Lobby Management duties which include being a client greeter, offering hospitality items; making warm introductions; replenishing water, coffee and fruit as needed for clients and guests.
- -Serves as Banks’s primary contact with its clients, both in providing services and in routing inquiries to appropriate personnel.
- -Accurately receives deposits and payments for all types of SmartBank accounts, verifies cash and negotiability of checks and issues receipts, giving credit for funds according to Bank policies. Provides clients with account information.
- -Cashes checks and accepts withdrawal requests in accordance with Bank policies, referring questionable transactions to supervisor for approval.
- -Provides special services as needed, including redeeming US savings Bonds, issuing Official Checks, coin deposits and coin orders.
- -Processes client maintenance requests (i.e., change of address, stop payments, disputes, etc.) in a timely manner.
- -Protects SmartBank’s financial interest by controlling and balancing assigned cash drawers and negotiable items received/disbursed. Maintains an acceptable balancing record per established standards.
- -Processes night drops and assists with ATM balancing and vault balancing.
- -Opens all types of deposit accounts for new and existing clients, accurately, efficiently and in compliance with SmartBank policies and procedures.
- -Possesses through knowledge of all SmartBank products and services.
- -Establishes and reinforces client relationships by recognizing opportunities to cross-sell SmartBank products and services to new and existing clients.
- -Takes responsibility for achieving objectives, and is accountable for my results, actions and decisions.
- -Performs other duties as assigned.
Retail Manager
Cracker Barrell Old Country Store
07.2013 - 11.2017
- Managed daily store operations, ensuring optimal customer service and satisfaction.
- Trained and mentored team members in product knowledge and sales techniques.
- Implemented inventory management practices to maintain stock levels and reduce waste.
- Analyzed sales reports to identify trends and adjust merchandising strategies accordingly.
- Developed promotional displays to enhance product visibility and drive sales revenue.
- Coordinated staff schedules to optimize coverage during peak hours and events.
- Enforced compliance with safety regulations and company policies to create a secure environment.
- Fostered positive relationships with customers through effective communication and problem resolution skills.
- Oversaw store operations, including opening and closing procedures, cash management, and safety compliance.
- Enhanced store appearance by maintaining cleanliness standards and visually appealing displays that showcased products effectively.
- Implemented daily operating procedures to keep store clean, adequately stocked, and well-organized.
- Improved customer satisfaction through proactive engagement, attentive service, and efficient problem resolution.
- Managed inventory control, ensuring optimal stock levels for in-demand products and reducing excess merchandise.
- Coached employees and trained on methods for handling various aspects of sales, complicated issues, and difficult customers.
- Controlled store inventory and reviewed cash handling and operations reports.
- Implemented loss prevention strategies to minimize shrinkage and maintain profitability.
- Completed daily paperwork and computer entry of sales data as established by management.
- Exceeded sales goals and accomplished business objectives by inspiring staff and promoting target products.
- Exhibited excellent people skills during interaction with employees and customers.
- Trained and developed new employees for ease of transition into team.
- Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
- Oversaw employee performance, corrected problems, and increased efficiency to maintain productivity targets.
Retail Store Manager
Carters - Chattanooga, TN
07.2010 - 07.2013
- - In charge of the opening of a brand-new store from ground up, while networking and recruiting to bring in new talent.
- - Manage staff of 15 plus in all areas of sales and customer service, administration, bookkeeping, sales forecasting, employee relations, merchandising, promotions and security.
- -Perform management duties including cash deposits, scheduling, confidential paperwork, task responsibilities and recruiting.
- - Ensure the team meets sales expectations and stays goal focused by observation and in the moment coaching.
- -Oversee the blueprint and action pack set pertaining to product sales and visual merchandising.
- - Responsible for controlling internal/external theft and reducing overall shrink.
- - Forecasting and planning sales per quarter.
- -Sales growth last year was 125% above corporate goal.
- -By the second quarter of 2012 theft had reduced by 80% and no longer on the required SOS program (High theft area) for new stores.
- - Partnered with DM and RVP to bring in new business.
- - Responsible for the overall operation of a multi-million-dollar retail store.
- - Top 23 in sales profitability.
- - Conduct monthly training meetings on updated safety, training and privacy policies.
- - Regularly updated Employee Handbook with changes to background check requirements onboarding and benefits packages.
- - Approve leaves of absence, tuition reimbursement and workers’ compensation requests.
- - Manage HR departments, payroll, benefits and recruiting for 25 plus employees.
- -Quarterly budget reports, consistently submitting prior to specified deadline.
- - Streamlined processes to effectively track, order, and maintain inventory.
- - Serve as the primary point of contact for an average of 100 plus calls a day, addressing inquiries and resolving issues and concerns.
- -Provided ongoing administrative support to senior personnel, driving organizational success through the management of daily operations and special projects.
- -Compose and proofread memos, letters, reports and presentations, providing accurate, concise and error-free communication.
Vault Teller
Wachovia Bank - Dalton, GA
01.2006 - 12.2010
- - Performed teller responsibilities such as cash handling and balancing
- - Balancing travelers checks and money order logs and ensured daily accuracy
- -Generated sales and referrals by partnering with a platform to meet sales goals.
- -Held responsibility of duties involved with the vault cash such as shipment and ordering of currency.
- -Daily balancing of vault and outgoing shipment and night deposit drops.
- -Extensive knowledge of bank policies and compliance regulations.
- -Process client accounts while providing excellent customer service.
- - Cross-selling bank products and services.
- - Assisting with platform responsibilities and customer complaints.
- -Safe Deposit verification and maintenance.
- - Verify and process account status changes as well as statements and address changes.
- -Ability to prioritize tasks; ability to maintain records, gather and process information; ability to work unsupervised; ability to maintain confidentiality.
- -Excellent organizational skills; detail oriented with the ability to multitask.
- -Basic working knowledge of MS Office suite, plus basic computer skills, including, but not limited to Outlook, Web browsing and instant messaging.
- -Professional self-starter, independent thinker, who is well organized, detail oriented and able to multitask at a fast pace.
- -Ability to remain calm, patient, and understanding while handling multiple tasks; ability to maintain attention to detail.
- -Excellent command of written and spoken English; excellent communication skills; strong interpersonal skill including tact, diplomacy, and flexibility.
- -Strong administration skills and attention to detail. Proficient with MS office suite of programs.
Skills
- Branch Operations and Compliance
- Staff Leadership and Performance management
- Sales Growth and Revenue Optimization
- Customer Relationship Management
- Loan Processing and Account Support
- Financial Reporting and Record Accuracy
- Conflict Resolution and Risk Mitigation
- Training, Coaching and Team Development
- Strategic Planning and Goal Setting
- Multitasking and High-Volume Workload Management
- Problem-solving
- Customer service and engagement
Accomplishments
- Increased sales revenue through targeted customer outreach and effective service-driven strategies.
- Improved customer satisfaction scores through faster resolution times and stronger relationship-building.
- Successfully recruited, trained, and supervised multiple teams, reducing turnover and raising overall productivity.
- Consistently recognized for leadership, work ethic, and ability to manage heavy workloads under pressure.
- Developed new operational routines that improved accuracy in bookkeeping, reporting, and inventory management.
Timeline
Branch Manager
Regional Finance
07.2022 - Current
Branch Service Supervisor
Synovus Bank
09.2021 - 07.2022
Center Manager
Check Into Cash - Dalton, GA
10.2020 - 09.2021
Financial Services Representative
Regions Bank - Chatsworth, GA
11.2019 - 02.2020
Senior Financial Services Representative
SmartBank - East Ridge, TN
11.2017 - 11.2019
Retail Manager
Cracker Barrell Old Country Store
07.2013 - 11.2017
Retail Store Manager
Carters - Chattanooga, TN
07.2010 - 07.2013
Vault Teller
Wachovia Bank - Dalton, GA
01.2006 - 12.2010
Assistant Store Manager
Carters - Dalton, GA