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Development Consultant Operations Manager

Location:
Salem, OR
Posted:
March 20, 2022

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Resume:

Tammy E. Morkert **** Ruggles Ave S Salem, OR ****6 **********@*****.***

503-***-****

February 19th, 2021

Dear Human Resources,

Please find my resume enclosed for your consideration. My experience in the roles in Management, Auditor, Business Development Consultant as well as direct supervisory roles have given me a great deal of experience which I think could be a good match for the open position.

I am proud of my 31year tenor in the financial industry, managing 23 years of the time I have spent in the industry. I have had hands on experience building successful teams and managing multiple locations. I am most proud of my ability to teach and grow employee’s. I have spent my career training new employees as well as helping existing employees become better at performing the functions of their job. I have assessed performance and identifying constructive feedback as well as a training plan regarding skills that need improvements.

My leadership career has been deeply rooted in the belief that a positive and supportive working environment fosters ongoing staff learning and development. This philosophy results in a highly committed team, dedicated to those they serve. Strategic planning helped lead the way to successful growth and positive change in each of my previous management positions. I have also been responsible for project management during store remodels, store closures, and coordinated with contractors to ensure timely and budgetary goals are met.

As the District Operations Manager with Key Bank, I was the auditor and compliance specialist for 25 locations. I spent six years in this role, reviewing and coaching situations at the store level. I spent time within specific locations training and inspecting processes. It was my responsibility to conduct annual audits for each location I supported. Quarterly, I was responsible for inspecting compliance processes at each location, ensuring procedures were properly followed. I was also involved in helping to write and update policies and procedures.

I look forward to hearing from you soon and welcome the opportunity to speak directly to you.

Sincerely,

Tammy Morkert

Tammy E. Morkert 6199 Ruggles Ave S Salem, OR 97306 **********@*****.***

503-***-****

MANAGER PROFILE

Community Manager/Branch Manager/ Business Sales Development Officer/District Operations Manager

Strategic and hands-on Leader with experience applying financial analysis and communications skills to gain executive and staff buy-in and participation, resulting in cohesive teams and profitable results. Adept at training, hiring, coaching and recruiting staff to multi-task in a fast moving, high pressure environment.

Core Qualifications Included:

Auditing Skills

Staff Coaching and Skill Development

Development of Goals for Team Members

Excellent Communication and Interpersonal Skills

Effectively Manages Time

Facilitation of Training Classes

Strategic Partnerships

Power Point, Word, Basic Excel Skills

Public Speaking and Presentations

PROFESSIONAL EXPERIENCE

Umpqua Bank, Community Manager April 2018 – Present

Responsible for over-seeing four local locations. Hiring exceptional staff members, ensuring client experience is exceptional, all audits are passed above standards, annual goals are not only achieved yet also exceeded throughout the year. Our four stores have outperformed the majority of the Oregon Region, recognizes multiple times for excellent sales and service results through regional attendance of events and additional compensation for outstanding results.

Community Involvement and continued volunteer work within our local schools and working closely with multiple non-profit associations with the emphasis on our local children.

Bank of America, Assistant Vice President, Financial Center Manager Oct 2016 – April 2018

Responsible for managing and coaching 9 team members. Ensure client experience exceeds at a level of 85% or higher (currently exceeding at 87.6%). When first arriving at the branch, client experience was at 60%. I have developed a team of individuals that see the importance of providing excellent service, every time. Ensure quarterly revenue goals are met by daily interactions with team members and clients to ensure life priorities are recognized and financial goals are met. Responsible to ensure annual operational audit is acceptable under bank standards.

Key Bank of Oregon, District Operations Manager/Operations Leader Feb 2010 – June 2016

Responsible for the annual audit of 25 locations, assisting co-workers in their audits annually, hiring of teller and customer service staff, training and development of new and existing team members, work closely with partners to resolve customer and branch escalated issues, both internally and externally, answer to OCC and Executive Office for customer concerns, assist Corporate Security with Fraud and Internal Investigations. A position change in May of 2013 led to new responsibilities to ensure the risk level and operations of multiple locations were satisfactory.

Financial Accountability: Responsible for monitoring controllable losses for multiple locations, monitoring teller productions for all teller team members with twenty-five locations, conduct operational, compliance and financial audits for multiple locations

Relationship Management: Communicate with partners and employees regarding daily functions to ensure proper policies and procedures were in place, communicate frequently with customer’s regarding bank escalated issues

Staff Development: Hire, train, develop new and existing Teller and Customer Service Manager team members

Wells Fargo Bank, Branch Manager/Business Sales Development Consultant Feb 1990 – Jan 2010

Began my career as a teller and earned promotions throughout my career with the company. After managing the downtown Salem location and team-leading three additional locations, I was invited to apply for and consult in a Business Development position. This role including coaching and training employees within 43 locations to ensure activities and results of business development was successful.

Financial Accountability: Manager daily activities and results of business including establishing goals and ensuring goals were met not only at a branch level, also ensuring each team members was successful in reaching assigned goals

Relationship Management: Mentored and developed relationships within the company through partners, team members, peers and became a team lead for multiple locations

Staff Development: Provided product knowledge training and security training to new employees

Performance: Produced to the company standard, achieving service awards for two consecutive years while manager at Salem Main, invited to attend multiple off-site events for performing among the top 5% in the company

EDUCATION & ACTIVITIES

Lane Community College, Eugene, OR

Continuing Education by utilizing My Learning resources

Ongoing on the job training, working in the banking industry for 31years

Computer Skills: Proficient in Microsoft Office, Excel and Power Point, quick study

NMLS License

Volunteer regularly for local events, Family Building Blocks, Boys N Girls Club, attend Chamber locally

REFERENCE

Jenny Freeman, Bank of the Pacific, Previous Supervisor ********@****************.***

Holly Atherton, Genex, Profession Mentor ***********@*****.*** 503-***-****



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