Summary
Overview
Work History
Education
Skills
Timeline
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WENDY GREEN

OCALA

Summary


Financial management professional with strong leadership capabilities and focus on achieving results. Proven track record in optimizing financial operations, driving customer satisfaction, and ensuring compliance with regulatory standards. Expertise in team collaboration, strategic planning, and adapting to evolving business needs. Known for effective problem-solving, communication, and ability to inspire and guide teams toward common goals.

Overview

44
44
years of professional experience

Work History

FINANCIAL CENTER MANAGER / VICE PRESIDENT

FIRST FEDERAL BANK
02.2019 - Current
  • Implemented policies to improve efficiency and team performance.
  • Fostered a positive work environment that encouraged collaboration, open communication, and continuous learning among team members.
  • Coordinated community outreach events to strengthen brand presence locally while establishing meaningful connections within the area served.
  • Improved financial center performance by implementing effective sales strategies and staff training programs.
  • Boosted revenue growth by identifying new business opportunities and forging strategic partnerships.
  • Mentored staff members in sales techniques, product knowledge, and industry best practices to maximize performance levels consistently.
  • Collaborated with cross-functional teams to develop comprehensive financial solutions for clients'' unique needs.

PERSONAL BANKER

BANK OF AMERICA
02.2015 - 02.2019
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
  • Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
  • Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.

Assistant Store Manager

TD BANK
11.2011 - 02.2015
  • Assisted the Store Manager in analyzing sales data to identify trends and make informed decisions for improving overall store performance.
  • Mentored new employees on company policies, procedures, and best practices to ensure their success within the organization.
  • Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
  • Coached sales associates in product specifications, sales incentives, and selling techniques, significantly increasing customer satisfaction ratings.

BRANCH MANAGER / VICE PRESIDENT

REGIONS BANK
01.1997 - 02.2011
  • Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
  • Maintained friendly and professional customer interactions.
  • Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
  • Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
  • Reduced employee turnover by fostering a positive work environment and offering competitive compensation packages.
  • Monitored market trends to identify new business opportunities and capitalize on potential growth areas within the community or region served.
  • Drove cross-selling efforts by collaborating with various departments within the organization to maximize revenues from existing clients.
  • Ensured exceptional customer service, resolving issues swiftly to maintain trust and satisfaction.

BRANCH MANAGER

COMMUNITY SAVINGS F.A.
01.1981 - 02.1997
  • Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
  • Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
  • Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
  • Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.

Education

High School Diploma -

JUPITER HIGH SCHOOL
JUPITER FL

Skills

  • Team coaching
  • Operations management
  • Team development
  • Document preparation
  • Relationship management
  • Operations oversight
  • Schedule coordination
  • Quality controls
  • Sales management
  • Portfolio management
  • Partnership development
  • Business partnership management
  • Teamwork and collaboration
  • Customer service
  • Attention to detail
  • Reliability
  • Organizational skills

Timeline

FINANCIAL CENTER MANAGER / VICE PRESIDENT

FIRST FEDERAL BANK
02.2019 - Current

PERSONAL BANKER

BANK OF AMERICA
02.2015 - 02.2019

Assistant Store Manager

TD BANK
11.2011 - 02.2015

BRANCH MANAGER / VICE PRESIDENT

REGIONS BANK
01.1997 - 02.2011

BRANCH MANAGER

COMMUNITY SAVINGS F.A.
01.1981 - 02.1997

High School Diploma -

JUPITER HIGH SCHOOL

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