Venus Davis Email & Phone Number

• Engages in outside calling to small business clients in and around the community delivering the full depth and breadth of products and services; Develop centers of influence and networks in the community to identify prospective client referrals with a strong focus on Small Business.• Facilitate strong partnerships within branch team and with line of business partners, focus on offering solution to business clients around lending, merchant, and treasury management services. Focus on new client acquisition and deepening the relationship of existing clients.• Coaching and leading the team to meet quarterly goals and expanding business development skills and community outreach.• Deliver a consistent, disciplined coaching and performance management process by observational coaching, joint sales calls, growth and development, utilization of training tools, all leveraging our culture of reward and recognition.

Portland, Oregon, United States

• Manage and monitor the workflow of the Client Services Mailbox, and assign tasks to team members. Responsible coaching team members in providing prompt, accurate, and courteous response to Preferred Banking internal and external private bank clients’ inquiries. • Responsible to coordinate effort with the Manager to ensure that all departmental functions are completed.• Responsible for approving quarterly branch certifications.• Work effectively with team members of all levels to maximize the customer experience and to resolve client needs. Protect the bank and client through mitigating risk and assessing the appropriate work assigned to the team member based on their knowledge and experience.• Managing and monitoring the workflow of wire transfers (approving and releasing outgoing wires, research and resolve issues.

Sherwood, Oregon, United States

• Engages in outside calling to small business clients in and around the community delivering the full depth and breadth of products and services Key offers; Develop centers of influence and networks in the community to identify prospective client referrals with a strong focus on Small Business.• Accountable for growing the business through retention, expansion, and acquisition tactics, and for leading Branch team to success in attaining activity, behavior, and outcome expectations as well as achieving individual expectations.• Facilitate strong partnerships within branch team and with line of business partners, focusing on client acquisition and deepening the relationship of current clients; effectively manage internal and external COIs.• Deliver a consistent, disciplined coaching and performance management process by observational coaching, joint sales calls, growth and development, utilization of training tools, all leveraging our culture of reward and recognition.

Hillsboro, Oregon

• In charge of managing daily operations of the department and ensure that procedures and practices are in alignment with credit union expectations• Partner with Manager in developing a team of highly motivated, results-oriented individuals through effective leadership practices; ensure adequate staffing levels to maintain efficient team performance• Meet established department goals with minimal supervision; update Manager on all major projects, employee issues and goal progress• Achieve staff results by communicating performance expectations; planning, monitoring and appraising job results; coaching, counseling and disciplining employees.• Maintain and enforce systems, policies, procedures and productivity standards• Research, resolve and communicate operational issues and potential problems to Manager and/or other business units• Recognize and manage risk within department

Hillsboro, Oregon, United States

• Delegate and manage a variety of compliance tasks, ensuring they are done in a timely manner.• Responsible for coaching and developing team members and lead them to success.• Coach Teller row on how to recognize financial opportunities to help meet Customers financial needs.• Prepare an effective Teller schedule and staff to business needs. • Ensure team members follow policies and procedures, to minimize fraud, losses and errors.• Building relationships with our customers.• Help customers with concerns or issues they may have and get them resolved quickly.• Provide excellent customer experience to generate a loyal clientele.

• Building relationships with customers and partner with customers to create a plan to meet their financial goal. • Business advocate assists business customers with services, loans and lines of credit, and offer other partners services.• Home Equity Specialist, submit and generate applications for HELOC• Ability to meet or exceed performance objectives• Effective communication skills including speaking clearly, succinctly, and accurately while using a pleasant tone and common conversational courtesies• Experience making work-related outbound phone calls to set appointments for services and sales purposes.