Branch Manager Client Relations

Jody E. Stephens

**** ********* ** ********, ** *7721 865-***-**** **************@*****.***

Professional Summary

Proven history of outstanding performance in business acquisition, communications, supervision, and client relations. Solid professional background has provided unparalleled platform to refine skill set and become a well-rounded professional. accomplished communicator, leader, and critical thinker, with an aptitude for detailed work.

Areas of Expertise

Sales/Marketing

Financial Services

Leadership Training

Community Outreach

Branch Operations

Operational

Client Relations

Communications

Cash management

Cash Handling

AP/AR

Data Processing/Microsoft

Public Presentations

Administrative Duties

Federal guidelines

Professional Experience

Fort Sill National Bank

Branch Manager & Lead CRA Advisor

(Knoxville, TN 2010- present)

Skilled in coordinated sales objectives, strategies, and ensuring the execution of corporate goals, as well as general human resource tasks. In addition to essential daily bank operations, performed management tasks, including employee evaluation, team development, emphasis on product knowledge, strength based leadership to enhance net account growth and profitability.

●Network area businesses and maintain positive relationships.

●Secured all sensitive client documentation

●Implement CSR training programs and materials for continuing education of employees, includes key product launches, branch meetings, teleconferences and other identified training opportunities.

●Ability to manage multiple projects simultaneously and complete those projects on time. Ability to organize and excel in high volume retail locations.

●Demonstrate excellence with presentation skills.

●Ensured that local branch is operationally compliant to company standards, guidelines, and federal regulations.

●Coordinated and conducted financial education classes for low income organization in Knoxville community, to include the following: Budgeting, Credit Recovery, & Identity Theft Prevention.

●Responsible for the processing of customer transactions as well a informing customers about a variety of Fort Sill National Bank products and services. Served customers in a professional and attentive manner, in order to establish customer relationships and ensure client retention.

●Validate customer concerns and issues. Tackle potential issues with a sense of urgency and a high level of professionalism.

●Perform general and specialized transactions, such as preparing cashier's checks, personal money orders, issuing traveler's checks and exchanging foreign currency.

●Explain, advise, and promote bank products and services to customers.

●Preforming all audits in compliance of federal regulations

PROFESSIONAL TRAINING & EDUCATION

Motivational Workshops

SkillPath Management Workshops

Time Management Courses

American’s With Disabilities Act Certification

Age Discrimination Certification

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