Beth Thomas-Smith Mba, Ctp Email & Phone Number

Grand Rapids, Michigan, United States

• Grow bank retail banking deposits through innovative external and internal sales efforts• Grow existing relationships from development to implementation of sales initiatives• Promote the bank by engaging with the community through events and volunteer activities• Evaluate employee performance on a consistent basis, providing counseling and guidance as needed; including coaching and annual reviews• Actively design training solutions as a way of coaching team members to meet individual and branch goals• Collect, analyze and prepare monthly reports for upper management documenting sales initiatives and prospect opportunities • Direct and delegate activities of the retail team to ensure professional, timely and proficient customer service• Develop team members through training and coaching for exceptional delivery of customer service• Actively select and develop new employees through the initial on-boarding process and training • Coordinate processes and reports with Compliance Department on preparing the Bank for internal audits and FDIC Exams; meet with the auditors and examiners when on site• Fill in as needed with branch staffing

• Actively participate in assisting Branch Manager in daily operational activities; including compiling branch reports, assisting in development of sales activities, ensuring key branch metrics are being met• Assist Manager in providing counseling and guidance to employees; including coaching and annual reviews• Developed an effective and innovative way to properly schedule branch staff for proper coverage on a monthly and daily basis• Record and document monthly audit report for Compliance Officer• Fill in as Client Service Representative function as needed

• Promote extraordinary customer relationships by consistently providing exceptional customer service • Actively engage with customers and respond timely with correspondence to customers including resolving issues or problems• Strong attention to detail in processing transactions, maintaining proper cash handling procedures• Open new accounts for entire customer base including businesses and IRAs• Keep current on all policy, procedure and regulatory changes• Perform daily office/operational responsibilities

Mba, Business Administration And Management, General

Bba, Finance, Management