TAWANNA MOORE
ARIZONA CITY,US
Summary
Branch Service Manager with over 10 years of experience in the financial services industry, demonstrating expertise in strategic planning and leadership. Adept at overseeing sales and service operations, ensuring compliance, and enhancing client relationships through effective communication and problem-solving. Skilled in utilizing Microsoft Office and financial tools to drive results and foster a collaborative work environment.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Branch Service Manager
National Bank of Arizona
Casa Grande, AZ
07.2023 - Current
- Under the direction of the branch manager, is responsible for assisting in achieving the strategic goals of the branch through their own production, as well as the oversight of inside sales and service.
- Assists in keeping the branch in compliance with all bank policies and procedures and prepares the branch for internal audits.
- Identifies and addresses client needs and provides solutions which may include new accounts, consumer loans, performs client service issues, and responds to more complex client complaints and questions.
- Makes appropriate referrals for other bank products and services, including commercial lending products.
- Ensures all employees are properly trained and able to refer prospects/clients to other bank products and services.
- Provides sales leadership for other branch employees, which includes overseeing both the inside and outside sales efforts of those employees.
- Responsible for coaching, mentoring, and monitoring service levels within the branch.
- Works closely with key partners to achieve sales and service objectives and maintains operational integrity.
- May be responsible for processing cash transactions and other customer service duties within the branch.
- Supports additional assigned responsibilities to help the branch achieve overall success in sales, service, and operations.
- Other duties as assigned.
Senior Relationship Specialist
Desert Financial Credit Union
05.2018 - 07.2023
- I am a enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the company with emphasis in building strong Business to Business relationships.
- Works well with others and collaborates productively to get things done; a great teammate who presents oneself professionally and with confidence to establish trust, credibility and respect with others.
- Communicates effectively and confidently with board members, organization officials, staff members, to discuss issues, coordinate activities, or resolve problems, and is comfortable engaging all clients.
- Can manage complexity, prioritize tasks, delegate and execute in a fast-paced and stressful environment.
- Has the ability to learn and adapt to new information and technology platforms.
- Applies strong critical thinking and problem-solving skills to meet clients' needs with strict time lines.
- Will follow established processes and guidelines in daily activities to do what is right for company and its board of directors, adhering to all applicable laws and regulations.
- Proficient in computer skills and professional programs (for example Microsoft Office, Excel and many others).
- Well versed in opening savings, checking, and money market accounts.
- Able to cross-sell new and updated current products and services of the credit union while educating members on their benefits and features.
- Perform all account administration and maintenance including but not limited to, file maintenance, fraud, scanning review, and reporting.
- Acts as a backup to the operations department by performing teller duties as needed as well as completing a variety of operational tasks including but not limited to processing NSFs, processing end of day, and running reports as needed.
- Cross sells the bank's products and services, deepens account relationships with existing customers and solicits prospects to the bank by calling on customers, and refers customers to other bank departments as necessary.
Store Sales Manager
Famous Footwear
, MO
09.2015 - 05.2018
- Direct and coordinated activities involving sales of manufactured products, services, commodities, real estate or other subjects of sales.
- Resolve customer complaints regarding sales and service.
- Reviewed operational records and reports to project sales and determine profitability.
- Oversaw regional and local sales assistance managers and staff.
- Determine price schedules and discount rates within the store.
- Sales and Marketing with knowledge of principles and methods for showing promoting, and selling products or services. To include marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.
- Customer and Personal Service with knowledge of principles and processes for providing customer and personal services. This includes customer needs, assessment, meeting quality standards for services, and evaluation of customer satisfaction.
- Administration and Management fully understand the business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.
- Education and Training, Knowledge in the principles and methods of curriculum and training design, teaching instruction for individuals and groups of a staff of 3 assistance managers and 8 staff members, and the measurement of training effects.
- Builds and manages a lean labor model through scheduling and payroll management while maintaining high volume product flow and excellent customer service.
- Serves as a role model and as a coach for the entire store through living the vision and values.
- Ensures compliance with Company policies and applicable laws and regulations.
- Creates a store environment to support a positive, safe shopping and working experience for customers and Team Members while minimizing damages and shrink along with handling and resolving customer and team member issues.
Education
HIGH SCHOOL OR EQUIVALENT - undefined
Riverview Gardens Sr. High School
06.1995
Skills
- Office Management
- Strategic Planning
- Store Management
- Banking
- Leadership
- Basic Maths
- 10 Key Typing
- Credit Union
- E-commerce
- Organizational Skills
- Microsoft Office
- Management
- Customer Service
- Microsoft Excel
- Sales Management
- Sales
- Bank Teller
- Financial Services
- Cash Handling
- Recruiting
- Loan Processing
- Time Management
- Problem Solving
- Team Collaboration
- Critical Thinking
- Client Engagement
- Sales Strategy
Certification
- Certified Notary Public, 2021-06-01, 2025-05-01
- NMLS Certified
Personal Information
Title: Branch Service Manager
Timeline
Branch Service Manager
National Bank of Arizona
07.2023 - Current
Senior Relationship Specialist
Desert Financial Credit Union
05.2018 - 07.2023
Store Sales Manager
Famous Footwear
09.2015 - 05.2018
HIGH SCHOOL OR EQUIVALENT - undefined
Riverview Gardens Sr. High School
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