Experience

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  Bank of america

  Sept 1998 - Jul 2005

  Various personal banker roles

  Responsible for sales of financial products and services to individual and business consumers. Primary duties involved establishing, retaining and deepening relationships with banking center customers and potential customers to achieve sales goals and provide quality customer services. Job duties included opening deposit accounts, taking loan applications, performing loan closings, responding to customer inquiries, resolving customer issues and recognizing and referring cross-sell opportunities. Show less

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  Union bank

  Jul 2005 - Nov 2010

  Retail banking center manager, vp

  Preferred Bank purchased the Union Bank Banking Center that I managed and my employment transferred accordingly. I worked under the Union Bank ownership from July 2005 to July 2010 and under the Preferred Bank ownership from July 2010 to November 2010. I was responsible for directly working with customers and staff to build relationships by uncovering financial needs through conversational sales techniques. Also responsible for increasing the deposit base of the banking center by generating sales leads through community outreach activities and developing business partners who will then serve as ambassadors within the business community. Trained stellar customer service behaviors , effective sales techniques, and efficient operational performance through modeling these techniques and behaviors. Lastly, I was tasked with managing the customer experience during the transition of the center's ownership from Union Bank to Preferred Bank. Show less

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  First federal bank of kansas city

  Nov 2010 - Sept 2013

  Retail banking center manager, vp

  Responsible for the day-to-day operations of the banking center which included driving sales through creating sales contests for both the Platform Sales staff and for the Teller Sales staff. Was also responsible for coaching the staff on ways to determine the customers financial needs and how to meet those needs through the sale of the bank’s products and services. Held weekly branch meetings where goals were set, ways to achieve those goals were discussed, and accolades were shared. Was also responsible for being able to perform all duties related to opening accounts, performing account maintenance and resolving customer concerns. Show less

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  Community bank of raymore

  Oct 2013 - Sept 2016

  Retail banking center manager, vp

  Worked directly with customers to build relationships, uncover their financial needs and meet those needs through the sale of financial products and services. Also responsible for increasing the deposit base of the banking center by generating sales leads through community outreach activities. Additional daily duties include opening deposit accounts, generating and taking loan applications, performing loan closings, responding to customer inquiries, resolving customer issues and recognizing and referring cross-sell opportunities. Also co-chaired a number of project committees to restructure account offerings and fee structures, introduce new products, and redesign company website. I also served the community in which my banking center was located by holding the volunteer position of Secretary for the Peculiar Chamber of Commerce Board of Directors. Show less

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  Nbkc bank

  Oct 2016 - Apr 2018

  Deposit sales and service manager, vp

  As the Deposit Sales and Service Manager, I am directly responsible for the oversight of the branch network and direct management of the Branch Managers. Specifically, I oversee the bank's network of branches as it relates to staffing, operations and day-to-day management. I have also been tasked with implementing an all branch sales and customer experience platform to meet and exceed both sales goals and service targets while also driving business development activities within the branch teams. Show less

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  Country club bank

  May 2018 - now

  Vice-president, regional financial center manager

  As the Regional Branch Manager for the South Region, South East Region and Retirement Centers for Country Club Bank I oversee 12 locations (10 Brick-and-Mortar and 2 in-store Retirement Centers). I am responsible for the oversight of the day-to- day operations of the branch network and direct management of the Financial Center Managers. In addition to the day-to-day oversight of these Financial Centers and Financial Center Managers, I have also been tasked with implementing & overseeing branch sales and customer experience platforms to meet and exceed both sales goals and service targets while also driving business development activities within the Financial Center teams. Show less