Summary
Overview
Work History
Education
Skills
Websites
Activities
Timeline
Generic

ROXANNE R GOOLSBEE

Oceanside,CA

Summary

Knowledgeable financial solutions professional with strong background in branch management, retail banking and ensuring consistent customer satisfaction. Demonstrated ability to lead teams effectively and implement strategic initiatives that enhance efficiency. Proven expertise in problem-solving and financial management.

Overview

10
10
years of professional experience

Work History

BRANCH MANAGER AVP

BANNER BANK
04.2021 - Current
  • Strategically lead team of Bankers in daily activities that align with values and goals
  • Manage loan and deposit pipeline to meet branch, district, bank wide financial growth goals
  • Collect and prepare financial package for business and consumer lending solutions and submit directly to underwriting for review.
  • Manage client relationships by addressing concerns and making recommendations to enhance financial wellness or business growth
  • Track sales activities on a weekly basis and coach to individual strengths and opportunities
  • Represent bank within local community, promoting bank's brand and values by being of service
  • Prospect new to bank business clients and deepen relationships with current clients
  • Collaborate with Partners within bank to expand client relationships
  • Develop and grow COI network

BRANCH MANAGER

C3BANK
06.2018 - 04.2021
  • Guided clients through New Account process.
  • Collaborated with Business Development Officer to develop new to bank households
  • Managed cash vault, general ledger, operational reports
  • Worked with BSA compliance team to manually access High Risk Accounts
  • Exhibited high touch client service
  • Provided branch team and clients with quick problem resolution
  • Opened flagship branch in Encinitas

ASSISTANT BRANCH MANAGER

USBANK
10.2014 - 06.2018
  • Met and exceeded Banker goals for both customer service and product sales
  • Led Banker meetings for district on Credit Card Solutions
  • Received Top Performer acknowledgements
  • Collect income documentation for Home Equity Lines of Credit and submit for underwriting
  • Retained clients by providing excellent client service and deepening relationships through additional solutions
  • Worked quickly and accurately in fast-paced environment

Education

BACHELOR'S DEGREE - Sociology

CALIFORNIA STATE UNIVERSITY FULLERTON
Fullerton, CA

Skills

    • Team Building
    • Adaptability
    • Customer Focus
    • Accountability
      • Client Focused
      • Customer relationships
      • Business Development

Websites

Activities

  • Board of Directors, Escondido Chamber of Commerce
  • Youth Service Director, Escondido Rotary Club
  • Finance Committee, Neighborhood Healthcare
  • Board Member, One Networking

Timeline

BRANCH MANAGER AVP

BANNER BANK
04.2021 - Current

BRANCH MANAGER

C3BANK
06.2018 - 04.2021

ASSISTANT BRANCH MANAGER

USBANK
10.2014 - 06.2018

BACHELOR'S DEGREE - Sociology

CALIFORNIA STATE UNIVERSITY FULLERTON

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ROXANNE R GOOLSBEE