Tacoma, Washington, United States
Highly motivated, qualified business professional with 5+ years of combined experience in customer service, client analysis, operations, and time management. Skilled at undertaking complex problems dealing with operations, sales, and audit controls in a strict business environment. Focused on professional development, as well as leadership, coaching, and team building.
Review weekly reports to develop plans to build client traffic and enhance customer experience. Help build and maintain camaraderie amongst associates Proactively identify and manage risk in business, products and service transactions. Resolve customer issues and escalations in professional manner. Lead the lobby of customer traffic to direct customers to specialists to drive revenue growth. Help develop talent with associates in the financial center.
• Manage the daily operations of the branch that consist of 1 personal banker and 4 tellers • Establish and maintain relationships with various types of customers and provide assistance with problems these customers may encounter • Recruit staff members and oversee training programs • Network within communities to find and attract new business • Prepare operational and risk reports for management analysis
• Designed and executed businesses plan to grow a solid client base as well as maintain existing business • Responsible for meeting the branch’s monthly sales goal • Built and maintained high profile client relationship • Coach and train tellers on how to properly handle certain complex customer issues • Managed highly confidential customer data • Created mortgage documents for new or refinance mortgages. • Prepared cost analysis proposals for future homeowners