Dianne Wheeler

Experience

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  MONY Life Insurance Co

  Jan 1999 - Jan 2000

  Financial Professional

  Insurance and investment professional marketing to local investors. Held series 6, 63, life, health, and annuity licenses. TRAINING DEVELOPED Wealth Management Legal Issues in Management Data Management Software Orientation to First Place Bank System Software Navigation Retirement Programs Commercial Banking Harassment and Bullying Internet Banking Sales and Performance Savings Bonds Teller Product Knowledge E-statements In-bound and Out-bound Calls Excel Lending System Health Savings Account Mentor Training Show less

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  US Bancorp

  Jan 2000 - Jan 2003

  Senior Banker / Financial Specialist

  Supervised 5 tellers. Trained on compliance issues and company policy. All tellers passed annual compliance testing and met quarterly sales goals. Created all system conversion manuals and trained 6 people on the new system. Passed all yearly company policy audits and U.S. regulation audits.

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  First Place Bank

  Jun 2004 - Jul 2011

  Assess each division's need for training through gap analysis. Design and develop 5-6 training programsand self-service webinars annually to address business needs. Deliver training and evaluate success. Created and deliver orientation trainings for new associates monthly. Also created and deliver substantive training for tellers, retail associates, and managers. Training programs range in length from 1 day to 6 weeks. Conduct training on average of 5 additional topics per month. Team trained 600 people and 3 trainers in remote locations on system conversion. Show less Trained all tellers for the ITI system conversion. Designed a training manual and a new account and teller manuals for the conversion. First office to initiate 100 net checking accounts in a month, compared to a company-wide average of 35-40 per office. Grew Howland office in core deposits (124%), personal and business checking accounts (110%), and consumer loans (112%) of goal each quarter. Two branches managed were sales and service leaders in the company. Coached 14 direct reports to promotions, 3 to management positions. Show less

  • Senior Training Specialist

    Apr 2009 - Jul 2011

  • Customer Care Overdraft Specialist

    Oct 2008 - Apr 2009

  • Branch Sales Manager

    Jun 2004 - Oct 2008
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  Huntington National Bank

  Jul 2011 - Dec 2018

  Training Specialist
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  Home Savings Bank

  Jan 2019 - Mar 2020

  Learning and Development Manager
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  BayFirst

  Mar 2020 - Dec 2023

  VP, Director of Learning and Development
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  Fi Home Services Inc

  Dec 2023 - now

  Founder and CEO

  FI Home Services Inc is a personal home maintenance concierge service. We are subscription based and provide peace of mind as we care for one of your biggest investments.