Seasoned Office Manager offering leadership experience in administrative positions. Well-versed in industry practices and procedures. Top-notch management abilities in financial, personnel and clerical areas.
Overview
29
29
years of professional experience
Work History
Office Manager
Reece Builders East Coast Division
07.2021 - Current
Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
Streamlined office operations by implementing efficient filing systems and organizational strategies.
Reduced costs with meticulous budget monitoring and expense tracking for essential supplies and equipment.
Resolved office disputes swiftly and equitably, maintaining harmonious workplace.
Improved team morale and cohesion with regular team-building activities and open communication channels.
Patient Financial Services Representative
Memorial Hospital
11.2019 - 06.2021
Maintained compliance with industry regulations, ensuring proper handling of sensitive patient data during the billing process.
Streamlined patient check-in process, significantly reducing wait times and improving patient flow.
Educated patients about their benefits eligibility, helping them make informed decisions regarding their healthcare services.
Maintained accurate records of customer accounts, payments and payment plans.
FINANCIAL SERVICE REPRESENTATIVE
TD BANK
01.2018 - 09.2019
Primary contact and resource for large/complex credit needs within the branch
Provide excellent customer service
Manage existing client relationships to identify future needs
Coach team and supervise in the absence of branch manager
Dual role of Financial Service Representative and Customer Service Representative responsible for three branches
Strengthened client retention through consistent follow-up communications and proactive problemsolving.
STORE MANAGER
FANTASY WEST
01.2015 - 01.2018
Manage 20+ associates
Increase revenue 30% year over year
Source high quality and trending hair care products for the salon
Recruit exceptional professionals to maintain salon standards
Motivate and coach employees to improve performance
Monitor salon operations and profitably according to budget guidelines
Maintain daily update to all social media outlets to promote business growth
PERSONAL BANKER
CITIBANK
01.2011 - 01.2015
Promote sell and refer products and services
Manage and self-generate the acquisition of new business and develop client relationships
Network and establish professional relationship with business inside and outside of the bank to increase market share within the community
Provide excellent customer service and resolve client concerns in a timely manner
Recognize, motivate and coach associate performance towards individual, branch, market, and branch goals
Conduct daily huddles with staff to ensure the team is on track to meet or exceed goals for the month
ASSISTANT MANAGER/RELATIONSHIP BANKER II
BB&T
01.2006 - 01.2011
Promote, sell and refer products and services
Establish, develop, retain and develop long-term relationships
Proactively meet with customers to identify needs and goals
Open and maintain full range of retail accounts and services
Perform all daily Personal Banking tasks, maintenance and follow-up
Coach train and manage eight associates, which include tellers, and Personal Bankers
Through leadership, development prepare employees for promotion and growth
Conduct weekly branch meetings
Discuss and analyze needs and requirements with customers for financial planning
Manage daily customer concerns; assist in resolutions satisfying both clients and management
Assure compliance with banking policies and procedures
Prepare and maintain documentation for all accounts that utilize advanced banking systems
SENIOR RELATIONSHIP BANKER
BANK UNITED
01.2005 - 01.2006
Close approximately 2MM in consumer loans and 500,000.00 in residential mortgages
Open, close and maintain client relationships
Assist relationship managers to manage customer relations
Identify opportunities to enhance existing and prospective customer relationships
Make decisions on overdraft reports
Open and Close officer
Financial Service Representative
SouthTrust Bank
01.1998 - 01.2005
High production loan officer
Open, close and manage client accounts
Perform wire transfers
Open and close officer
Interface with customers relative to service issues
Satisfy the needs and concerns of customers
Customer Service Representative
Citibank
01.1996 - 01.1998
Cross-sell retail banking products
Maintain client accounts
Resolve customer problems, obtain information, research, and identify opportunities to enhance customer relationship with bank