Dynamic and results-driven professional with proven leadership experience in financial services. Skilled in team management, performance coaching, and strategic problem-solving. Adept at building strong member relationships, driving operational excellence, and fostering staff development for succession planning. Seeking opportunities to advance in leadership roles within the banking industry.
Overview
6
6
years of professional experience
Work History
Assistant Branch Manager
Vystar
01.2022 - Current
Develop staff for succession planning within the branch network and other lines of business.
Train, encourage, enable, and coach employees to embrace VyStar's Standards of Excellence, Behaviors of Excellence, Being Unbelievable, and the Great 8 Member Service Commitments to successfully establish, maintain, and grow strong member relationships.
Problem-Solving: Analyze customer issues and implement effective solutions to resolve problems quickly and efficiently.
Performance Management: Monitor team performance, set goals, and provide regular feedback and coaching.
Managed a team of 5-8 employees, ensuring operational efficiency and high member satisfaction.
Delivered customer service over the phone and in person, resolving inquiries and providing financial solutions.
Handled account transactions, loan processing, and account services for personal and business clients.
Billing Specialist
Florida Blue
01.2021 - 01.2022
Managed day-to-day operations for manufacturer invoicing and resolved billing issues.
Prepared and submitted billing data and medical claims to insurance companies.
Ensured accuracy of patient medical information and maintained Medicare bad-debt cost reports.
Secured outstanding balance payments and documented amounts due for medical procedures and services.
Service Leader (Team Lead)
City Year
08.2019 - 08.2021
Served as Team Lead, reporting directly to the Program Manager and overseeing a team of 6 employees.
Coached team members on leadership skills and professional development to enhance performance and collaboration.
Problem-solved operational challenges and managed relationships between City Year, partner schools, and community organizations.
Delivered targeted mentoring and academic support to students, improving attendance and social-emotional growth.
Designed and implemented lesson plans, service projects, and team resources to support educational outcomes.
Utilized data analysis tools to monitor student progress and inform intervention strategies.