THERESA SEARCY
Tucson,Az
Summary
Dynamic and Experienced Banking professional with over 20 years of experience in leadership, operations, sales and passionate about helping others.
Knowledgeable Senior Banking with solid foundation in banking and finance.
Overview
25
25
years of professional experience
1
1
Certification
Work History
SENIOR BANKER
Bank of America
08.2023 - 05.2025
- Developed long-lasting relationships with clients, resulting in an expanded customer base and increased referrals.
- Managed a diverse portfolio of high-net-worth individuals, effectively addressing their banking and investment needs.
- Played an active role in driving sales targets by proactively pitching new products/services to both existing and prospective clients.
- Provided exceptional customer service, resolving complex issues promptly to maintain client trust and loyalty.
- Mentored personal bankers and tellers, sharing knowledge and expertise to foster professional growth within the team.
Relationship Manager / Lending Specialist
Bank of America
02.2018 - 08.2023
- Top producer for seven months as Lending Specialist with total 17 Home Equity Applications/$1,102.00 by focusing on deepening clients relationships
- Evaluate clients Life priorities to find product solutions to better their financial lifestyle
- Build strong relationships with business partners and team members to generate referrals
- Conduct outbound and inbound calls for appointments
- Proactively manage operations and sales risks
In-Store Branch Manager
US Bank
04.2016 - 02.2018
- Lead and manage team members to exceed goals and ensure compliance with banking laws and regulations
- Coach, develop, mentor and train team members to help clients reach their financial goal through teamwork with business partners and provide excellent customer experience
- Thorough knowledge of teller and platform functions
- Position required NMLS registration
Branch Manager
Chase Bank
04.2000 - 04.2016
- Leverage leadership skills and communication skills to create world-class customer experience
- Partner with Association Bankers to Greet every client with warm welcome
- Create an environment that influence the use of technology to meet the clients needs of today and the future
- Adhered to risk and control in operations and sales procedures
- Actively identify, coach, develop, motivate and train team members to become strong collaborators between all line of business
Skills
- Communication
- Trust and Respect
- Accountability
- Agility
- Motivation and Passion
- Delegation
Certification
- Series 6, 01/01/14
- Series 63, 01/01/14
- Life, 01/01/14
- National Mortgage (NMLS), 2016
- Notary Public Expires June 17, 2027
Timeline
SENIOR BANKER
Bank of America
08.2023 - 05.2025
Relationship Manager / Lending Specialist
Bank of America
02.2018 - 08.2023
In-Store Branch Manager
US Bank
04.2016 - 02.2018
Branch Manager
Chase Bank
04.2000 - 04.2016
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