I earned a promotion to Branch manager following a 3-month branch manager development program, taking on responsibility for overseeing all branch operations, performance, risk management, and regulatory compliance. Steer business, sales, marketing operations, and strategy, together with overseeing resolution and management of strategic and tactical issues impacting sales and business operations. I execute astute risk management and monitoring to protect company assets.➥ Review and submit loan applications to an underwriter for verification and recommendations.➥ Conduct extensive and continuous research and analysis of market and customer data and networking to identify and capitalize on community business opportunities.➥ Engage, develop, train, and motivate employees in business processes to elevate and sustain high-performance levels and achievement of performance and revenue targets.➥ Succeeded in exceeding branch yearly goals within 3 quarters, resulting in a 200% increase over the $800K goal in mortgages and business lending by identifying and developing strategies to draw in new customers and build pipeline, including repackaging bank’s services, and fostering strategic relationships with realtors.➥ Elevated business lending by building relationships and delivering support to 50+ businesses to close PPP loans and setup financial planning by offering resources to improve their cash flows.➥ Cultivated relations with a key customer that brought in $7M+ in deposits.

In this role, I leveraged exemplary customer service and product knowledge to build and strengthen relationships with new and existing customers. I supported customers by accurately articulating their needs and providing recommendations on products and services that enabled their achievement.➥ Consistently surpassed sales goals by identifying opportunities to cross-sell bank products and services effectively.➥ Developed, implemented, and managed branch sales plans and processes to drive delivery of business goals.➥ Executed strategies and provides astute oversight of small business activities, identifying new opportunities to elevate revenue with new prospects and existing business customers.➥ Managed the preparation and submittal of small business credit applications up to $250K, gathering and verifying all pertinent documentation and ensuring compliance with company policies and regulatory requirements.➥ Coached and trained teams at 6 different branches on methodologies and strategies to identify customer needs and align with the bank’s objectives.

Here, I initially recruited to the position of Teller to assist customers with their transactions, including deposits and withdrawals, along with addressing their questions and concerns. I advanced to the position of Personal Banking Representative and Small Business Specialist, taking on responsibility for building relationships with existing and new personal and business customers through the delivery of exceptional customer experience.➥ Effectively engaged customers through proactive, outbound calling for both service and relationship deepening opportunities.➥ Assessed customer needs and identified opportunities to help achieve their financial goals.➥ Ensured compliance with all bank policies, procedures, and regulatory requirements.