Banking professional with over twenty years of experience in the industry. Proven track record in driving sales growth and enhancing team performance. Recognized for delivering exceptional customer service and fostering client relationships.
Overview
20
20
years of professional experience
Work History
Financial Center Supervisor
Fulton Bank
Newport News
11.2021 - Current
Oversaw daily operations of financial center, ensuring strict regulatory compliance.
Managed team performance through targeted training and coaching initiatives.
Engaged in business development activities, including cold calling and networking events.
Opened and maintained Checking, Savings, CDs, and IRAs to enhance service offerings.
Facilitated referrals to partners and various lines of business for improved collaboration.
Senior Personal Banker
Wells Fargo
Yorktown
01.2011 - 06.2020
Cultivated strong client relationships to boost customer satisfaction.
Guided clients in selecting suitable banking products and services.
Managed client accounts to ensure adherence to financial regulations.
Educated customers on various banking products, including credit and debit cards.
Instructed clients on utilizing digital banking tools and resources effectively.
Assistant Manager
Suntrust
Chesapeake
01.2006 - 06.2011
Streamlined daily operations to enhance workflow efficiency.
Coordinated staff schedules and training sessions for new hires.
Conducted regular one-on-one meetings to review performance and provide actionable feedback.
Opened and maintained accounts while processing loans.