
Dynamic professional with extensive experience in customer relationship management and problem resolution. Skilled in coaching techniques and performance management, delivering superior client service while achieving financial goals and fostering a collaborative team environment.
Led all aspects of assigned branch, driving performance through leadership, coaching, management, and business development. Small business expertise and development are critical to Truist's Purpose of inspiring and building better lives and communities. Ensured compliance with internal controls, operational procedures, and risk management policies to mitigate risks. Management of human capital including interviewing, selection, hiring, conducting performance reviews, disciplinary actions, workforce management and scheduling. Cross trained to assist with teller transactions. Provide coaching, bi-yearly reviews, approve time and absences. Maintained personal production across lending, deposit growth, partner referrals, and high client service results.
Led and coached branch teammates to achieve exceptional client service, meet financial goals, and maintain operational soundness. Established long-term relationships with clients through in-person and phone interactions. Work to understand clients' financial needs and consultatively address by making appropriate product recommendations or referring the client to a financial partner. Managed branch relationships, consistently delivering superior service to meet client needs. Support all daily operations of the branch, including timely and efficient completion of client transactions while maintaining accuracy. Directed daily sales and client service operations to enhance team performance. Provided coaching, completed bi-yearly reviews, and authorized time and absences.
Provided an industry-leading client service experience both in person and by phone by developing and expanding new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional business growth opportunities. Supported teller transactions through cross-training.
Provide leadership and teammate development support for teller line teammates. Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional business growth opportunities. Conduct client transactions efficiently, accurately and timely. Provide coaching, bi-yearly reviews, approve time and absences.