Boosted branch sales by developing and deepening customer loyalty through incentive programs.
Assessed expansion plans and presented costs to forecast trends and recommend changes.
Developed prospects for new loans though weekly cold calling.
Produced reports outlining financial data to assist management with making strategic plans and operational decisions.
Consulted with representatives of regulatory agencies to complete accurate filings and uphold strict compliance.
Enhanced branch production rates by handling staff conflicts, evaluations, hiring and termination processes and coaching employees on company protocol and payroll operations.
Uncovered and resolved strategic and tactical issues impacting sales management and business operations.
Gathered and reviewed customer feedback to improve operations.
Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
Identified and capitalized on community business opportunities with effective networking.
Increased monthly staff retention rate after implementing new training programs.
Engaged employees in business processes with positive motivational techniques.
Reviewed and edited loan agreements to promote efficiency and accuracy.
Complied with Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
Maintained friendly and professional customer interactions.
Compiled database of loan applicants' credit histories, corporate financial statements and other financial information.
Protected company assets with strategic risk management approaches.
Met deadlines by proactively managing individual and team tasks and streamlining processes.