Umeeka Mikki Moss
Financial Banking Industry
Dallas,TX
You can only fail if you stop trying. Therefore, I can do all things through Christ who strengthens me.
Philippians 4:13
The Bible
Summary
Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over 25 years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills.
- Talented Vice President with excellent employee development, customer service and analytics skills coupled with more than 25 years of experience. Comfortable giving engaging presentations to clients to drive new business, expand accounts and establish brand profile. Excellent team builder and leader of initiatives.
Overview
25
25
years of professional experience
1
1
Certification
1
1
Licensed Annuity and Insurance Agent
Work History
Financial Wellness Relationship Manager, Vice Pres
Regions Bank
03.2020 - 12.2022
- Developed new business opportunities for acquisition and expansion through bank partnerships and prospecting efforts.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Met regularly with executive leadership at other organizations to understand employee engagement needs, evaluated their current strategies, and provided best solutions for their company.
Branch Manager and Sales Coach, Vice Pres
Regions Bank
06.2015 - 03.2020
- Led Branch team to top 10% Chairman's Club five years consecutively by growing and establishing strong relationships with bank partners to generate revenue and mitigate/eliminate losses.
- Created strategies to develop and expand existing customer sales, resulting in increases in annual sales.
- Engaged employees in business processes with positive motivational techniques.
Real Estate Agent
Shorewest Realtors
10.2014 - 06.2015
- Managed contracts, negotiations and all aspects of sales to finalize purchases and exceed customer expectations.
- Communicated with clients to understand property needs and preferences.
- Maintained connections with clients to encourage repeat business and referrals.
- Negotiated, facilitated and managed real estate transactions.
Branch Manager/Community Relationship Officer, Vice President
BMO Harris Bank
11.2013 - 10.2014
- Manage day-to-day sales of bank consumer and small business services, new business development, operations, customer service and teller activities at one of the largest Milwaukee offices
- Mitigated financial discrepancies by managing budget and payroll operations.
- Identified and solved issues with production, workforce and material sourcing to drive business objectives.
Branch Manager, Mentor/Coach Asst. Vice President
Regions Bank
03.2007 - 11.2013
- Led Branch team to top 10% Chairman's Club two years consecutively by growing and establishing strong relationships with bank partners to generate revenue and mitigate/eliminate losses.
- Managed largest transactional branch and portfolio in deposits, loans, and investment balances in Little Rock, Benton and Bryant, AR Markets.
- Coached, mentored and developed New Hire Branch Managers with effective training around knowledge of compliance, policy and procedures.
Education
Bachelor of Science - Business Management
05.1995
Skills
- Financial Management
- Sales Strategies
- New Business Development
- Business Management Principles
- Business Relationship Management
- Team-Building Leadership
- Customer Education and Consulting
- Proactive and Focused
- Excellent Communication
- Client Acquisition
Certification
- Licensed Texas Notary
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Financial Wellness Relationship Manager, Vice Pres - Regions Bank
03.2020 - 12.2022
Branch Manager and Sales Coach, Vice Pres - Regions Bank
06.2015 - 03.2020
Real Estate Agent - Shorewest Realtors
10.2014 - 06.2015
Branch Manager/Community Relationship Officer, Vice President - BMO Harris Bank
11.2013 - 10.2014
Branch Manager, Mentor/Coach Asst. Vice President - Regions Bank
03.2007 - 11.2013
University of Phoenix - Bachelor of Science, Business Management
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