Branch Manager Life Insurance
Resume:
CANDACE THOMPSON
BRANCH MANAGER
***********@*****.***
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