Creative Business Owner with exceptional background spent in Banking. Proven leader with engaging demeanor and success working in most demanding environments. Talented in training and mentoring successful teams.
Overview
20
20
years of professional experience
Work History
Owner/Operator
Sol De Soto Tanning Solutions
De Soto, KS
01.2020 - Current
Envision, plan, and build a new tanning salon business from ground up, including procurement of equipment, merchandising, marketing, and accounting
Learn and stay abreast of industry standards and trends
Market and sell tanning packages
Provide excellent customer service
Lockbox Manager
First National Bank of Omaha
Overland Park, KS
11.2015 - 01.2020
Applied First National Continuous Improvement Principles to manage daily improvement within Kansas market Lockbox, Mailroom, and Deposit Operations functions
Manage staff
Consistently meet and coach to production goals
Provide oversight of departmental operations.
Assistant Branch Manager
01.2012 - 11.2015
Applied First National Performance Management System to coach and improve employee performance in Customer Experience and sales
Manage branch operations and compliance
Perform Teller and Personal Banker duties as needed
Manage four Tellers and three Bankers
Consistently meet customer service goals
Coach employees to increase market share as measured by FNB Trade Territory Branch Analysis Matrix.
Teller
03.2010 - 12.2011
Performed Teller duties including client transactions, retention through cross-selling, and compliance
Excellent balancing record
Made client referrals though not required.
Teller
Cornerstone Bank
Overland Park, KS
01.2002 - 12.2003
Performed Teller duties including client transactions, new accounts, loan processing, and compliance
Excellent balancing record
Developed the teller department, including a teller manual to document policies and procedures.
Customer Care Representative
First National Bank of Kansas
Overland Park, KS
04.2002 - 12.2002
Administered customer service in a call center setting, including on-line banking services, reconciliation of client accounts, and client retention through cross-selling
Developed a tracking system for cross-selling
Honored by Investment One for having highest number of referrals in the Call Center.
Teller Trainer
07.1999 - 03.2002
Developed and implemented a bank-wide training program for all Tellers, with emphasis on policy, procedure, regulatory compliance, fraud recognition, cash handling, and cross-sell techniques
Edited and published a monthly Teller newsletter, conducted meetings, maintained the Teller handbook, and planned Teller functions.
Assistant Teller Supervisor
01.1999 - 06.1999
Oversaw daily function of the Teller line, including compliance, logbooks, vault, security tapes, and a Teller drawer
Excellent balancing record
Met or exceeded referral goals.
Teller
08.1997 - 12.1998
Performed Teller duties including client transactions, retention through cross-selling, and compliance