Adeline Thomas Email & Phone Number

Met and contacted new potential clients to discuss financial concerns and needs * Conducted information gathering meetings with clients* Analyzed client needs and presented potential solutions * Provided on-going service to clients * Developed and implemented personal business and marketing plans * Had on-going development of professional skills and knowledge

Managed customer service and operational activities within the Branch.Oversaw activities of assigned personnel, ensuring staffing levels met customer volumesand service standards, while sales results met and exceeded established sales goals.* Counseled high net-worth individuals and corporate clients with regard to investmentopportunities, risk analysis, and monetary returns.* Provided service to branch customers through assisting in sales and cross-sellingbanking services and products.* Participated in community events to position the bank as a leader within the territory.* Ensure branch environment was suitable for business. Served as branch manager whenneeded.* Managed the completion of computerized based training by all staff members to includeboth regulatory and product knowledge.* Reported control weaknesses, compliance breaches and operational loss events* Completed preliminary investigations into potential fraud and loss situations.* Regulated branch's cash control and general ledger account maintenance andreconciliation.* Monitored branch activities to ensure compliance with all applicable regulations andensure attainment of all satisfactory branch audits with no exceptions to Know YourCustomer.

Master Of Business Administration - Mba, Business Administration And Management, General

Bachelor Of Science, Business Management