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Held multiple positions in a credit union and a bank

Clover, SC, 29710
March 22, 2018

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Branch Management Personal Loans & Credit Products Account Services I am looking to obtain a professional career where I can use my vast customer service experience in a new environment.

Financial Service and Sales

Leadership & Coaching

Client Service

Loans & Account Products

Staff Training & Scheduling

Verbal & Written Communications

Retail Branch Operations

Audits & Compliance

Relationship Building


COMPLIANCE LINE, INC. 2015 – Present

Risk Specialist

Answer telephone calls from clients concerning compliance and ethical issues and documenting the information into the form of a professionally written report, which is then sent to the clients’ corporate office for investigation and review. I deliver excellent customer service to every call. FIRST CITIZENS BANK 2008 – December 2014

Personal Banker II

Achieves and secures customer financial goals and objectives through effective counseling and selling of loan solutions and other financial products.

Prospects and builds new client relationships, and maintains long-term client satisfaction through consistent delivery of superior customer service.

Processes and submits loan and mortgage applications within compliance with branch procedures.

Manages branch tellers and assists tellers with complex transactions, customer inquiries, referrals for loans and mortgages, and customer dispute resolution.

Handles and directs staff scheduling and timecards, to ensure service level standards are maintained. FAMILY TRUST FEDERAL CREDIT UNION 1988 – 2007

Branch Manager

Drove branch performance and consistently met business goals and sales targets.

Headed and steered the day-to-day branch operations, ensuring compliance with banking regulations and branch procedures/policies.

Managed branch collection activities and monitored all past due loan payments and accounts.

Encouraged and directed the career development of all staff, including providing appropriate training.

Handled and processed loans, new accounts, and audits within the branch.

Managed and supervised tellers and other employees within the branch, including scheduling, to ensure operational efficiency and customer service levels.



Business Degree, York Technical College, Rock Hill, SC Dental Assistant Degree, York Technical College, Rock Hill, SC South Carolina Insurance License

Commissioned Notary Public for South Carolina

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