Emily Latta Email & Phone Number

Lee'S Summit, Mo, Us

Lee'S Summit, Mo, Us

Kansas City, Missouri, Us

Bartlesville, Oklahoma, Us

As a Strategic Advisor to Credit Union leadership, I specialize in identifying and leveraging key market opportunities in Johnson County. My role is pivotal in forging partnerships with civic, charitable, and corporate entities, to enhance community involvement and drive organizational growth. Key Responsibilities:* Develop and implement strategies to drive membership growth, increase community awareness, and address emerging financial wellness needs.* Oversee market donations and sponsorships, reinforcing our commitment to community enrichment.* Manage budgets and expenditures to ensure effective resource allocation.* Coordinate membership events and promotional campaigns to boost engagement and brand visibility.* Create and execute social media strategies to expand our digital outreach.

Satellite Beach, Florida, Us

As a residential real estate agent, I specialized in guiding clients through property transactions, focusing on achieving favorable terms and prices.Key responsibilities:* Managing contracts and transactions from start to close.* Staying informed on local market trends and news to offer informed insights.* Providing expertise on local schools, developments, and amenities.* Understanding client needs and financial capabilities to suggest tailored solutions.* Handling essential paperwork such as contracts and disclosures.* Maintaining up-to-date knowledge of real estate markets and best practices.* Conducting client meetings to identify home preferences and match them with suitable properties.* Offering detailed local knowledge to address client inquiries about homes and communities.* Proactively contacting and following up with leads to drive sales opportunities.* Actively prospecting for new leads to expand client base.

Kansas City, Missouri, Us

As a Business Development Consultant, I was responsible for meeting and exceeding sales targets on daily, monthly, quarterly, and annual bases, showcasing my ability to drive results and contribute effectively within the role.Key responsibilities:* Generating new business for the banking center by cultivating my own leads and conducting outside sales.* Marketing bank products to consumers, businesses, and community organizations to foster goodwill and attract new clients.* Promoting a range of bank products and services through client interactions, covering consumer and business deposit and loan products, as well as treasury management services.* Ensuring exceptional client service by promptly resolving issues, building relationships, and addressing special requests with a proactive approach.* Developing commercial and consumer business relationships through inside sales calls, appointment setting, lead follow-ups, and prospect identification.* Maintaining current knowledge of all bank products, services, and industry developments to effectively meet client needs and sales objectives.

Leawood, Kansas, Us

As Dual Branch Manager for the Lee's Summit and Blue Ridge banking centers, I drove profitability, enhanced operational efficiency, and fostered a positive work environment across multiple teams, leading to improved performance and team cohesion.Key responsibilities:* Strategizing and executing sales initiatives aligned with stringent daily, monthly, quarterly, and annual budget goals.* Collaborating closely with marketing and retail teams to orchestrate effective campaigns and sales activities.* Engaging with target client segments and actively participating in civic leadership programs, local Chamber of Commerce initiatives, and nonprofit partnerships to achieve growth targets.* Ensuring stringent adherence to banking center procedures to safeguard profitability and operational security.* Maintaining a pristine bank image through regular facility inspections and proactive maintenance efforts.* Upholding rigorous compliance with bank policies, procedures, and regulatory frameworks.* Mentoring and developing teams of approximately 5-6 employees at each location through regular coaching sessions and individual feedback, fostering skill growth and career advancement.* Successfully navigating monthly, quarterly, and annual operational and compliance audits to ensure exemplary outcomes.* Swiftly resolving escalated client concerns to prioritize and enhance overall client satisfaction.

Leawood, Kansas, Us

From 2015 to 2018, I served as Banking Center Manager at our Raytown branch, where I led a team of six employees. In 2018, I transitioned to the Lee's Summit branch, where I focused on boosting accountability and fostering a growth-driven culture. Key initiatives involved creating learning opportunities, clearly communicating priorities, and encouraging collaborative decision-making to drive our success.

Leawood, Kansas, Us

In close collaboration with the Banking Center Manager, I led efforts in training and developing branch employees, introducing weekly one-on-one meetings to coach on sales strategies and ensure compliance with operational policies. Additionally, I played a key role in community and business outreach, cultivating strong referral partnerships that significantly boosted client acquisition.

Leawood, Kansas, Us

I delivered exceptional customer service to both new and existing clients, expertly handling the opening and management of personal and small business accounts, CDs, and IRAs. I also ensured rigorous compliance with all bank regulations while processing consumer loans, maintaining the highest standards of accuracy and integrity.

Manhattan, Ks, Us

Advanced to Teller Supervisor - within one month of hire date - based on strong financial, operating, team building, and leadership performance. Pioneered and led the department in unified goal attainment by establishing a consultative sales approach to achieve daily, weekly and quarterly objectives.

Minneapolis, Mn, Us

Demonstrated exemplary customer service standards while processing daily transactions and client requests. Educated clients about bank products and services that promote financial well-being.

Business/Commerce, General

Education record