Mindi Calbeck Email & Phone Number

Tallahassee, Fl, Us

Tallahassee, Florida, United States

Tallahassee, Florida, United States

Help lead a high performing team of 6 professionals providing guidance, mentorship, and fostering a collaborative environment to achieve departmental goals.Develop and maintained strong client relationships.Establish and maintain key relationships with high-value clients, addressing their financial needs and ensuring their loyalty to the bank.Collaborate with cross-functional teams to develop and execute business development strategies, resulting in two new Private Wealth closed referrals in the past 12 months.Act as a subject matter expert for complex financial transactions, providing guidance to colleagues and clients alike.Conduct regular training sessions for team members to ensure compliance with industry regulations and best practices.Conduct financial workshops for clients and community members, demonstrating expertise and enhancing the bank's reputation as a trusted financial advisor.

Tallahassee, Florida Area

-Branch level banker with emphasis on providing outstanding service, new loan and deposit generation, as well as organically growing existing client base by identifying cross sell opportunities of bank products and services. -Originate and close Home Equity, Auto, CD secured, and unsecured loans. -Proactively identify and refer clients to other lines of business based on need: Residential Mortgage, Business Banking, Wealth Mgmt & Investments. -Identify business prospects with outbound calling efforts and setting appointments. -Assist with and lead weekly sales and service meetings with branch team

Raleigh-Durham, North Carolina Area

- Maintain relationships with clients and their staff and anticipate needs of clients.- Assist Commercial Lenders in collecting needed financial data and documents from borrowers and guarantors.- File UCC's & collect necessary fees- Work with attorneys office to schedule closings and ensure all documents are signed and dated correctly.- Fund loans, make transfers, keep draw sheets for construction loans

Raleigh-Durham, North Carolina Area

Raleigh-Durham, North Carolina Area

Raleigh-Durham, North Carolina Area

Established, retained, and deepened relationships with banking center customers and potential customers to achieve sales goals and provide quality customer service. Opened consumer and small business deposit accounts, provided account maintenance services, responded to customer inquires, resolved issues, recognized and referred cross-sell opportunities. Prepared and submitted consumer loan applications for home equity lines, mortgages, credit cards and personal loans. Tracked progress, worked with the underwriter and processor to help collect all required information. Conducted loan closings and processed initial draws and payoffs. Consistently exceeded assigned goals relative to quality, quantity and referrals.Prepared morning reports of previous day's branch activities. Licensed to sell Life Insurance and Fixed Annuities.

Provided supervisory support for tellers such as training new tellers, transaction overrides, check approvals, balancing assistance and encouraged and coached on referrals. Complied with federal and internal procedures such as CTR, SAR, Reg CC holds, etc. Managed vault, ATM and TCD which included monitoring cash supply, ordering cash for the branch, daily and weekly audits and reports.

Bachelor'S Degree, Business Managment

Activities and Societies: Delta Sigma PiVice President of Alumni Relations for Delta Sigma Pi, Volunteered with Habitat for Humanity

Associates, Business Administration

Business