CANDACE THOMPSON

BRANCH MANAGER

334-***-****

ad2zg7@r.postjobfree.com

LinkedIn: http://linkedin.com/in/candace-thompson-288244116

**** ******** *** **.

Montgomery, AL 36109

OBJECTIVE

Experienced Retail Banker seeking the opportunity to grow my banking career at the retail level or in compliance/operations/loss prevention.

PROFESSIONAL LICENSES

Alabama Health and Life Insurance License

Passed SIE exam and holds FINRA series 6 and 63

NMLS Registered

EXPERIENCE

March 2023 – Present Branch Manager

ASE Credit Union, Montgomery, AL

Provide consistent and timely coaching to employees to assist with strengthening their product knowledge and identifying members’ needs. Support and promote team development via goal setting, communication, coaching, delegation and training. Ensure consistent optimal member experience, including handling member transactions as needed. Resolve escalated member and employee issues and provide counseling to employees as needed. Follow credit union policies, processes, procedures and internal audit requirements. Ensure all employees complete their delegated operational risk management courses. Perform all necessary management functions including hiring, evaluations, annual increases and disciplinary actions.

April 2019 – March 2023 Branch Retail Executive IV

PNC/BBVA/Compass, Montgomery, AL

Open consumer and commercial accounts including CDs and IRAs. Submit and close consumer, commercial and real estate loans. Manage a portfolio of affluent clients to assist them with their financial goals including but not limited to investment vehicles. Maintain branch operations and compliance. Supervise team and perform HR duties, reviews, interviews and coaching. Complete daily calls to consumer and commercial clients for the purpose of follow ups, cold calls and prospecting for new business.

October 2004 – April 2019 Branch Operations Manager

Valley Bank/USAmeribank/Aliant Bank, Montgomery, AL

Open consumer and commercial accounts including CDs and IRAs. Prepare documents for loan applications. Develop and deepen customer relationships by making referrals of products and services. Maintain branch operations and compliance. Complete monthly and quarterly reports/audits with satisfactory results on all. Held leadership position in sales program. Met required sales goals each month and reached top performance goals regularly. Supervised branch employees. Organized monthly schedules and executed annual reviews. Partnered with commercial lenders to call on existing and potential clients.

EDUCATION

Business Administration and Management

Troy University in Montgomery

Montgomery, AL

FINRA Exam Prep

Mercer University

Macon, GA

Securities Industry Training

Kaplan University

ACCOMPLISHMENTS

PNC Bank branch recognition as #1 in production goals across 12 different categories.

Recognized as top producer in Investments sales each quarter at BBVA.

Recognized for branch audit scores of 98% or higher each month.

Awarded Mentor Leadership position at BBVA for new Branch Manager Hires.

Selected as Business and IRA Champion for the region.

Completed SIE, Series 6 and 63 exams in less than 6 months.

Acquired Alabama Life and Health Insurance License individually outside of employment.

Additional work experience and references available upon request.

Contact this candidate