Francesca Wright Email & Phone Number

Cary, North Carolina, United States

• Drives revenue and customer loyalty through consultative interactions with clients and solutions to help them achieve financial well being
• Accountable for risk management and compliance
• Building a high performing team through on boarding, coaching and development of branch team members
• Exercises leadership, authority and sound decision making to mitigate sales practice risk
• Driving business banking results primarily through business development and community involvement activities
• Assist in the preparation of exams and audits during regulatory exams and internal audits

• Coordinate mortgage refinance closings of $1.5+ million by utilizing expertise in sales, lien clearance, property appraisals, and lending best practices.
• Build rapport with external/internal customers and established a high level of integrity, honesty, and competency in delivering as promised.
• Collaborate with underwriters, processors, closing attorneys, and title companies to facilitate closing.
• Obtain and compile copies of loan applicants' credit histories, corporate financial statements, and other financial information while providing loan counseling to clients.
• Communicate decisions and recommendations using the appropriate systems and channels to ensure data integrity and center functionality while maintaining up to date entries and filing processes.
• Complete all regulatory mortgage requirements to provide excellent customer service and engender company loyalty.

• Managed the branch and all its employees and operations in the absence of the manager.
• Mentored and cross-train new sales associates to ensure consistent customer service.
• Executed customer transactions, including deposits, withdrawals, and the opening of new accounts- checking, savings, and business accounts.
• Achieved revenue and customer retention goals consistently while increasing client profitability through relationship building, outstanding service delivery, cross-selling, and referral development.
• Performed daily and monthly audits of tellers and cash vaults to ensure accuracy and accountability.
• Contributed to increased efficiency by identifying and managing compliance and financial

• Advised clients on their financial goals and provide information for sound financial decisions.
• Conducted and participated in monthly sales meetings to promote bank growth.
• Sought opportunities to acquire new business while supporting branch operations and new employee onboarding.
• Collaborated with partners to develop best practices and prevent fraud loss.
• Resolved complex customer service challenges and provide research-based solutions for submitted inquiries, thus increasing customer satisfaction.