Proactive leader with experience in managing teams and enhancing service delivery. Known for strong interpersonal skills and attention to detail, effectively training staff and optimizing operational procedures to achieve organizational objectives.
Overview
5
5
years of professional experience
Work History
Personal Banker II
Tri Counties Bank
Anderson, CA
08.2024 - Current
HR contact, Email - Payrole@tcbk.com
HR contact, Fax Number - 530-898-0308
Cultivated strong client relationships to enhance customer satisfaction and loyalty.
Processed account openings, loans, and transactions efficiently while ensuring compliance with regulations.
Provided financial education to clients, guiding them in product selection based on individual needs.
Collaborated with team members to streamline operational procedures and improve service delivery.
Trained new staff on banking policies, procedures, and customer service best practices.
Implemented strategies for cross-selling bank products, increasing overall customer engagement.
Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
Canvass Manager
DaBella
Redding, CA
07.2021 - 08.2024
HR Contact Phone Number - 512-410-6226
Direct Supervisor - Seth Abby 530-949-9496
Managed canvassing teams to drive lead generation and enhance outreach effectiveness.
Developed training materials for new team members to ensure consistent messaging and engagement strategies.
Coordinated scheduling and logistics for canvassing events, optimizing team efficiency on-site.
Led weekly team meetings to assess progress, share feedback, and motivate staff toward achieving objectives.
Collaborated with other departments to align canvassing goals with overall organizational objectives.