Branch Manager with demonstrated success in coordinating team and financial activities. Adaptable professional with leadership and management skills.
Overview
20
20
years of professional experience
Work History
Financial Center Manager
PCB
05.2021 - Current
Maintained up-to-date knowledge of industry trends and regulatory changes, ensuring the financial center consistently operated in compliance with all relevant guidelines.
Increased branch deposits and expanded consumer loan portfolio
Overcame challenging market conditions by adapting strategies, strengthening client relationships, and maintaining service excellence standards.
Monitored key performance indicators to identify areas of improvement and implement corrective actions accordingly.
Conducted weekly branch meetings for team members to assess progress against objectives while offering constructive feedback on areas requiring improvement.
Collaborated with internal business partners to deliver cohesive banking experience to customers.
Coordinated community outreach events to strengthen brand presence locally while establishing meaningful connections within the area served.
Complied with established internal controls and policies.
Prepared internal and regulatory financial reports, balance sheets and income statements.
Branch Manager
Carter Bank & Trust
01.2016 - 05.2021
Oversaw team consisting of one customer service representative and three tellers.
Gathered and reviewed customer feedback to improve operations.
Assessed employee performance and developed improvement plans.
Maintained friendly and professional customer interactions.
Complied with regulatory requirements including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
Recruited, interviewed, hired and trained employees.
Recommended loan approvals and denials based on customer loan application reviews.
CSR/Vault Teller/Teller
Carter Bank & Trust
05.2005 - 01.2016
Responded to customer requests for products, services, and company information.
Developed strong relationships with clients by understanding their needs and preferences, fostering long-term loyalty.
Investigated and resolved customer inquiries and complaints in timely and empathetic manner.
Balanced teller drawer and vault, ordered cash, shipped excess cash.
Education
Bachelor Of Science - Family And Consumer Sciences
Bridgewater College
Bridgewater, VA
05.2002
Skills
Relationship building
Team-builder
Certified Notary Public/Medallion Stamp Guarantee
Consumer Lending/NMLS #1837755
Verbal/written communication
Regulatory compliance
Team player
Reporting and documentation
Cash handling
Conflict resolution
Timeline
Financial Center Manager
PCB
05.2021 - Current
Branch Manager
Carter Bank & Trust
01.2016 - 05.2021
CSR/Vault Teller/Teller
Carter Bank & Trust
05.2005 - 01.2016
Bachelor Of Science - Family And Consumer Sciences
Bridgewater College
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