• 233% to goal in lending in 2021• Responsible for operational integrity of branch leading to outstanding branch audit• Coached two staff members into promotions and helped develop team of top performers in the region• Top in lending and investment referrals for the region• Successfully and efficiently executed branch responsibilities for every position, including but not limited to opening accounts, attending networking events, processing transaction, originating, closing, and… Show more • 233% to goal in lending in 2021• Responsible for operational integrity of branch leading to outstanding branch audit• Coached two staff members into promotions and helped develop team of top performers in the region• Top in lending and investment referrals for the region• Successfully and efficiently executed branch responsibilities for every position, including but not limited to opening accounts, attending networking events, processing transaction, originating, closing, and servicing loans, auditing branch, and weekly coaching session with staff• Proactively sourced business through networking events, outbound calling, and meeting with local businesses Show less

• Supports Portfolio Management’s efforts to retain, expand, and increase the number of portfolio customers in a banking center• Responsible for developing training plans and managing teller staff• Executed proactive marketing activities for the attraction, retention, and expansion of customers• Assisted in teller activities such as cash handling and processing transactions as needed

• Responsible for developing sales plans and meeting sales and referral goals • Top 3 in lending and account opening in the region for 2019 • Maintained operational integrity of the region's highest volume branch • Executed operational activities such as wires, issuing debit cards, application of credit cards, and sales of business banking products including private banking and investment needs

• Open new accounts• Notary Public• Audit and maintain two off site branches

• Process transactions• Refer customers to affiliates• Build relationships with customers