
Dynamic banking professional with 10 years of experience seeking a Small Business Banker or Senior Banker role. Proven expertise in managing client portfolios, personal and small business lending, and exceeding sales goals through strategic cross-selling. Strong leadership skills with a focus on exceptional customer service and adherence to risk management policies.
• Manage client portfolios and open accounts tailored to individual and business financial needs.
• Collaborate with management to execute operational tasks and achieve branch objectives.
• Foster partnerships and facilitate quality referrals to drive branch sales and growth.
• Leading and developing staff, and providing strategic leadership
• Responsible for adhering to internal controls, risk management policies, and operational procedures.
• Experienced in managing personal and small business lending applications and solution.
• Passionate commitment and professionalism to helping our customers with the drive to deliver an exceptional
customer service experience.
• Exceed quarterly goals by cross-selling bank products.
• Managed a diverse portfolio of personal and consumer loan accounts, ensuring full compliance with banking
regulations and institutional policies.
• Delivered exceptional customer service and sales support, enhancing client relationships through effective
cross-selling and account management.
• Processed and evaluated loan applications, making informed decisions on approvals, counteroffers, and denials in alignment with underwriting guidelines.
• Contributed to strategy meetings with the branch manager and led motivational daily team huddles focused on
goals and recognition.
• Ensured compliance with banking regulations and maintained precision in customer transactions and financial
settlements.
• Managed vault and ATM operations, resolved customer service issues, and cultivated strong client relationships.
• Collaborated with branch management on sales strategies, service coaching, and team development, contributing
to enhanced customer service and achievement of production goals.
• Managed daily store operations, including opening and closing procedures, to ensure seamless business continuity.
• Resolved customer issues efficiently, enhancing customer satisfaction and loyalty.
• Fostered a collaborative team environment that improved employee motivation and performance.