Banking

CAREER OBJECTIVE:

Dedicated professional looking to develop and grow within an organization by utilizing my

Credit union and banking experiences.

WORK EXPERIENCE:

Education Systems Federal Credit Union

Senior Member Service Representative (Feb 2021-Present)

Show and provide in-depth knowledge on credit union products and services

Establish and maintain a routine sales practices by displaying superior listening skills along with the ability to recommend and guide members in their financial goals and dreams.

Manage the day to day operations while management is absent from the branch

Display ability to meet/exceed credit union sales goals

Having a solid knowledge base on placing fraud claims, blocking and issuing of new debt cards

Showing knowledge in various types of credit union software and software applications.

SunTrust Bank California, MD

Branch Manager (May 2019- Feb 2021)

Direct branch performance by leading the team through direction, leadership, coaching and execution of service/ sales behaviors and activities, to meet/exceed 100% of branch sales goals to ensure branch profitability

Work closely with other lines of business (Mortgage, Wealth Management, Lending, Treasury Dept.) to meet financial needs of our clients and achieve shared goals utilizing the “One Team” model

Conduct performance counseling, including making and recommending disciplinary action decisions

Review and analyze the effectiveness of the overall procedures and workflow, ensuring compliance with internal controls, operational procedures and risk management policies

Conduct outside sales efforts, to acquire new business relationships, while maintaining and expanding existing personal and business banking relationships

Develop and execute plans in order to meet/exceed branch sales goals while maintaining an operationally efficient and compliant branch

Represent SunTrust Bank in local community organization and events

NRL Federal Credit Union Alexandria, VA

Call Center Assistant Manager (June 2017 – May 2019)

Prepared call center performance reports by collecting, analyzing, and summarizing data and trends

Determined call center operational strategies by conducting needs assessments, capacity planning, and cost/benefit analyses; identifying and evaluating state-of-the-art technologies

Participated in the hiring, separation, coaching, counseling, and performance review process.

Conducted weekly individual and entire staff meetings for training and informational purposes

Conducted cross training of credit union personnel in all products and services offered at the credit union and systems that utilized by members and service staff

Conducted presentations to potential and existing select employee groups and prospective community groups

Monitored goals and managed labor costs in line with the approved budget

SunTrust Bank Marlow Heights, MD

Personal Banker (May 2016 - June 2017)

●Provided industry-leading services by performing routine client maintenance requests, problem resolution and intermediate sales with internal and outbound interaction

●Managed risk through adherence to all policies and procedures, demonstrating sound judgment within established limits

●Demonstrated a heightened scrutiny to identify and avoid loss

●Worked with clients to establish and maintain their IRA accounts with SunTrust. Advised clients on how their IRA contributions, deposits, withdrawals, transfers, required minimum distributions, conversions, and re-characterizations work according to IRS guidelines

●Assisted clients in exploring potential personal and business account options and available financial services

●Developed and implemented individual financial plans

●Guided clients through the estate account opening process and acquired EIN numbers for clients

PNC Bank La Plata, MD

Personal Banker (August 2015 - May 2016)

●Led sales conversations through internal and outbound interactions.

●Leveraged eco-system partnerships as well as community centers of influence to acquire, expand and retain relationships

●Managed risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrated in heightened scrutiny to identify and avoid loss

●Assisted clients with questions pertaining to the IRA accounts in accordance with IRS rules and regulations

CarMax Brandywine, MD

Sales Consultant (June 2014 - August 2015)

U.S. Army DC National Guard 276th MP CO

Washington D.C.

Military Police (June 2003 - June 2005)

U.S. Army

Fort Carson, Colorado

Military Police (June 1994 – June 2003)

EDUCATION:

●College of Southern Maryland June 2015 to October 2015

oCertificate of Computer Repair

Calvin Coolidge High School Graduated 1994

oDiploma Received

REFERENCES:

References furnished upon request

Contact this candidate