Winston Harris

Some key current responsibilities in the current role:

• Recently, I assumed full managerial responsibility for two branches in the absence of the Financial Branch Managers, serving as acting manager for both teams. During this time, I led team growth and development initiatives through structured training, staff meetings, and one-on-one coaching sessions. I actively monitored performance to ensure exceptional member experiences, and effective cross-selling of products, directly contributing to branch success and the achievement of branch goals. Aimed to create leaders of tomorrow for LGE.
• I partnered with the business and community development teams to support community engagements and our outreach efforts, enhancing the credit union’s visibility and expanding market share while helping more families in our communities with their financial goals.
• I also collaborated with fellow branch managers to ensure optimal staffing and support across locations, reinforcing our shared commitment to unity of one team, one goal.
• My coaching focused on elevating member experience, service, and sales, while using relationship-building skills. Getting them to use their active listening skills to analyze members' financial needs and recommend tailored solutions from our full umbrella of products. I reinforced and emphasized the importance of using a personalized service approach to build trust, to foster long-term brand loyalty.
• Deep product and policy knowledge, along with proficiency in LGE systems, enabled me to confidently address complex inquiries and support operational continuity across both branches.
• Reinforced best practices and the professional standards that LGE expects, and hold the team accountable for performance and conduct. Handled and resolved escalated situations between team members, and reinforced that teamwork is essential in achieving team success. Also resolved intense member issues with discretion and professionalism, and followed up with them to ensure the members' financial needs and goals are met, along with building a long-term relationship with LGE.
• I proactively recommended policy and procedural enhancements during morning huddles and team meetings. Also ensured strict compliance with federal regulations, including BSA, OFAC, and the Patriot Act. Additionally, supported branch security protocols—overseeing opening and closing procedures, monthly security meetings, emergency drills, and audit exception resolutions. Including routine audits and secure documentation best practices, I maintained accurate records and safeguarded sensitive information. Maintain deep product and policy knowledge to address complex inquiries when they arise.
• Support a broad range of operational functions to ensure efficient branch performance and team development, including key systems such as Workday, SalesVision, Support EXP, MXP, and ServiceNow, to resolve help tickets, process overrides, and approve accounts.
• Oversee PTM and ATM issue resolutions to maintain uninterrupted member access and service quality.
• Lead quarterly coaching sessions to foster employee growth and performance alignment.
• Contribute to the development and implementation of the FSS curriculum to enhance team capabilities.

• My role as an FSS at LGE would be best described as a close-community member-first driven personal banker-teller hybrid specialist role that would assist and serve members with their financial needs through using problem solving and customer service skills. Being responsible for providing the best solutions and/or products, which include anything from transactional servicing to opening new accounts, account management and maintenance, cross-selling, offering recommendations on the best products and services, loan product applications and closings, and so much more.
• Assists new and established members with new memberships and accounts (personal and commercial).
• Helps with branch duties, back office procedures and reports such as audits, filing, and etc.
• Provides branch management assistance on daily duties and tasks.
• Adheres to a high quality standard in customer service and sales skills in order to create the best member interaction in the branch creating member loyalty.
• Excels at member experience, member engagement, and providing focused driven customer service, which helps cross-sell many members on our full portfolio of products that we offer and create long lasting loyal members.
• Excels at hitting all my branch goal metrics monthly including my EXP support shops which all in turns helps my branch success.
• Proficient in multiple systems and programs that LGE utilizes to assist our members, including but not limited to: Smyitar, Synergy, AOS, WITS, Transact, Card@once, SYNC 1, Coconut, CENTRIX DTS, CuneXus, Docusign, LGEncyclopedia, MS Office etc.
• InternallyI have completed up to Lending 1.0 lending, which includes business, specialist, IRA accounts training, and additionally, our next level and relationship-building training. (Lending 2.0 is scheduled for May 20-22)
• Actively engaging in LGE community events, including the SPSF Gala, Smyrna Business Association Expo and community “partners in education” outreach with Osborne HS with their Senior Spotlight event.which I enjoy community engagement and outreaches that increase LGE impact and market share as a whole in our community.
• Established skills would be; Goal oriented, detail oriented, trustworthy, resourceful, flexible and adaptable to situations as needed, patience to high pressure situations. Conduct myself at a high level of professionalism and enjoy bringing the energy and positivity to the team (celebrating the successes of individuals and team goals, in branch as well as through recognitions.) And lead by example and be a leader that anyone can come to even on a FSS level. Sales and member service oriented to very high degree,
• Enjoy providing recommendations or ideas on what we can implement in the branch to increase production or efficiency to better assist more members in our community and increase our footprint in the community.
• Enjoy applying myself at a high level to wherever the need is, holding myself accountable to high standards.

• Directed and supervised a team of 15+ employees in daily operations, and provided guidance and direction to subordinates regarding job duties and responsibilities.
• Conducted weekly meetings with team members and other department heads to discuss upcoming tasks and project deadlines. Collaborated with other departments to ensure timely completion of projects within budget payroll constraints.
• Tracked project schedules to encourage teams to complete tasks on time while staying on the projected payroll budget.
• Utilized document management system to organize company files, keeping up-to-date and easily accessible data.
• Monitored employee productivity levels, coaching them regularly to identify areas of improvement, and coaching and training them for additional responsibility within the store.
• Worked with the team to develop and implement operational policies and procedures to ensure efficiency and accuracy of workflows.
• Created plans to propose solutions to problems related to efficiency, costs, and profits in the workplace.
• Exercised good judgment and decision-making in escalating concerns and resolving issues.
• Scheduled and conducted interviews for store roles.

• I used my people skills and personality with every potential customer to create a positive shopping experience. I helped drive sales of company products and services by engaging customers and casual shoppers. I provided information about featured products and merchandise in order to drive sales goals. I helped find requested items, helping boost customer satisfaction and retention.
• Handled price checks, merchandise transfers, fitting room returns, and replenishment to maximize sales by keeping areas tidy, fully stocked, and correctly priced.
• I also operated a register, handled cash, and processed credit card transactions. I promoted company loyalty programs, store credit cards, and promote current sales. I was usually the store leader for credit openings every month. I would always adhere to company policies, rules, and procedures.
• I would always engage customers with a smile and warm personality to brighter their shopping experience and drive sales.
• At times I will help managers with department projects around the store.
• Very customer-oriented, very determined, trustworthy, hard worker, a good team player, and coachable and a good leader.

• I developed and built my agency business from the ground up, I interviewed, trained, and supervised my employees and fellow agents. I helped educate staff and agents on contract paperwork for smooth underwriting. I managed sales teams and lead sales campaigns. Created and implemented marketing and advertising strategies to support revenue goals and promote strategic growth.
• I provided leadership and training for new agents regarding industry best practices and company policies. We represented 15 company's products.
• We offered auto, home, and life insurance, as well as mortgage protection and safe security investments like annuities and other vehicles to our potential clients and existing clients.
• Networked with vendors and companies that we represented, to better understand the best and newest products for our clients.
• maintained a CRM database of prospective customers and current clients. I also managed the sales pipeline by actively following up with current and old clients, prospects, and hot leads. I had a team to schedule and determine pricing for products or services based on costs and competition, and we offered guidance on family financial investment vehicles to help our client's needs.

• I used my people skills and personality with every potential customer to create a positive shopping experience. I helped drive sales of company products and services by engaging customers and casual shoppers. I provided information about featured products and merchandise in order to drive sales goals. I helped find requested items, helping boost customer satisfaction and retention.
• Handled price checks, merchandise transfers, fitting room returns, and replenishment to maximize sales by keeping areas tidy, fully stocked, and correctly priced.
• I also operated a register, handled cash, and processed credit card transactions. I promoted company loyalty programs, store credit cards, and promote current sales. I was usually the store leader for credit openings every month. I would always adhere to company policies, rules, and procedures.
• I would always engage customers with a smile and warm personality to brighter their shopping experience and drive sales.
• At times I will help managers with department projects around the store.
• Very customer-oriented, very determined, trustworthy, hard worker, a good team player, and coachable and a good leader.

• I represent buyers and sellers in major real estate transactions by managing real estate transactions from initiation to closing. I Facilitate real estate selling and buying by reviewing listings, then accompanying clients to properties, and communicating sale conditions. At home viewings with potential buyers, I explain the features, value, and benefits of available homes. I advise prospective clients on current market activities and optimal buying or selling choices. I prepare market analyses for all clients to inform them of market conditions so my client can make their best real estate investment choice.
• I prepare forms needed for real estate transactions, contracts, deeds, and closing statements. I solve any problems or issues before closing by Communicating with agents, clients, inspectors, contractor vendor companies, lenders, and law firms to maintain deadlines pertaining to the purchase agreement. Also on behalf of clients, I review parts of contracts and any paperwork to resolve issues before closing.
• I maintain a current and accurate CRM database of prospective customers. I also manage the sales pipeline by actively following up with current and old clients, prospects, and hot leads. I also generate new prospects via social media, cold calling, postcards, and door-knocking. I promote my sales through social media advertising, flyers, marketing campaigns, open houses multiple listing services, and more.