Resume

Sign in

20+ years of Management and HR.

Location:
Waterloo, Iowa, United States
Posted:
February 21, 2018

Contact this candidate

Resume:

*** **** **

Waterloo, IA *****

319-***-****

ac4j9o@r.postjobfree.com

LORI MCCARVEL

OBJECTIVE To find a career that will utilize my extensive management, recruiting, hiring, coaching, training, sales skills and positive attitude. SKILLS & ABILITIES 20+ years in Management, Coaching, Training employees to promotion. Life Insurance Certification, Manager of the Year Award, 1 Million Dollar Annuity Club. Business to Business Sales Success

EXPERIENCE WELLS FARGO BANK

Personal Banker 2

July, 2016 – January, 2018

Assist customers with account issues. Open accounts and services after asking effective questions to uncover their financial needs. Was a loan specialist. Provided WOW customer service with each and every customer. Assisted branch manager with hiring and employee documentation. I was the lead trainer for all new Personal Bankers. Developed presentations for offsite events. ISLE OF CAPRI CASINO

Guest Services Representative/Shift Manager

July 2015 – June 2016

The Guest Services Center Representative is responsible for the redemption and sale of coins and chips to customers. This position is also responsible for cashing customers out, giving correct change, and answering customer questions in a courteous and professional manner. The duties include accurately counting and recording assigned funds and making exchanges of funds throughout the shift. The responsibilities also include verifying and documenting personal identification information for check and cash advance transactions. This would include Completing internal documents as well as state and federal forms. When promoted to Shift Manager, I was in charge of that shift and all employees working.

REGIONS BANK

BRANCH MANAGER III

February, 2011 – August 2015

As a Regions Branch Manager, I had the responsibility for management of the entire branch. I had directly manage up to 10 employees, hired and conduct performance reviews and provided Page 2

performance counseling as needed. I also drove branch performance results through strong individual sales performance and through direction of the entire branch team to meet and exceed all branch sales and quality service goals.

Primary Responsibilities

Responsible for maintaining an operationally efficient and compliant branch

Conduct outside sales efforts commensurate with market opportunity to generate new business clients, while also maintaining and expanding existing consumer and business banking relationships

Provide leadership and staff development through the execution of iConnect - the Region's Sales, Service and Coaching process

Responsible for ensuring all business transactions and practices within span of control comply with all regulations and the Regions Code of Conduct Typically manages a branch with total loans and deposits of less than $50 million REGIONS BANK

COMMUNITY RELATIONSHIP MANAGER

February, 2009 – January, 2011

Responsible for managing and retaining existing relationships and generating new business in the Community Banking market segment. Leads strategic planning activities for developing business plans to meet goals. Develop strategies for maintaining and further penetrating existing accounts. Execute the strategy with calls, visits, needs assessment, customer qualification and meeting follow- up to maintain, enhance and expand customer relationships. Assist customers in analyzing problems and propose Regions solutions. Respond promptly to customer issues, questions and concerns. Balances needs of the client/prospect with Bank credit standards and profitability requirements. Ensures the appropriate involvement of business partners to ensure client solutions are complete and value-added. Analyze financial statements. Make financing proposals. Negotiate terms and conditions for loans, leases, etc. Actively cross-sell bank products. Exercise strong credit and pricing skills. Make both credit and pricing recommendations for credits above assigned authority and decisions for credits within assigned authority. Sponsor loan requests through the appropriate credit approval process. Maintain and build account profitability with assigned clients, primarily by providing core banking products and services. Manage administrative tasks, including credit analysis and processing.

WELLS FARGO BANK

STORE MANAGER

October 1999 – February 2009

I was responsible for the overall success of the store team and serve as the face of Wells Fargo in the community. Store Managers lead with ethics, integrity and embrace diversity and inclusion. I was viewed as an expert in the store and could effectively demonstrate all aspects of the Wells Fargo Customer Experience culture, including the Customer Experience Roadmap process. Possessed in-depth knowledge about products and systems, model behavior, coach the team to success, and use initiative and good judgment to manage the store s budget and lead the store to achieve projected results. Was able and willing to support the Service Manager and observed, coached, and provided feedback to the service team. Successes included hiring, coaching, training, and developing all store team members to achieve consistently high performance objectives. Store Managers take a balanced approach by minding the stores compliance requirements, effectively scheduling the store team, coaching and developing all team members, consistently addressing team/performance issues, and holding team members accountable for the delivery of exceptional customer service, sales expectations, and operational integrity. Page 3

WATERLOO CEDAR FALLS COURIER

SALES ASSITANT, GRAPHIC ARTIST, PAPER LAYOUT

OCTOBER, 1986 – OCTOBER 1999

Started as a graphic artist creating prospective ad copy for the sales people to present to the customers. Promoted to Sales Assistant in which I would enter ads that had been sold and did the billing for the customer, during this time I also typed all legal notices and Auction ads. Promoted to Paper Layout which entailed placing ads throughout the paper and then worked with the news room letting them know how much article copy they had to fill. I also created presentations for the sales people to use when selling the ads for the paper.

EDUCATION UNIVERISITY OF NORTHERN IOWA- BACHELOR OF ARTS – 1986 COMMUNICATION Made many presentations to customers and employees to introduce Regions Bank and Wells Fargo. Held many tabling events to students. Created an International Student presentation on Banking In The US. After presentation opened over 100+ student accounts

LEADERSHIP Have been a number of community boards and volunteer in many different aspects.

REFERENCES ANNA SMITH

Branch Manager, Wells Fargo and Regions Bank

MARTIN DWYER

City President, Regions Bank

SHELLY SIGLIN

Sales Assistant, Waterloo Courier

LAURIE STEALY

Service Manager, Wells Fargo Bank

Page 4



Contact this candidate