Summary
Overview
Work History
Education
Skills
Board Membership
Languages
Timeline
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Stacey L. Heath

Summary

Motivated Bank Manager, passionate about providing excellent customer service and exceeding expectations. Develops and implements financial plans and delivers strategic financial advise. Talented professional well-versed in service marketing and credit offerings. Inspires staff loyalty through strong leadership and communication skills. Highly detail-oriented successful at meeting and exceeding goals. Expertise in customer service relations and sales management. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Driven Business Professional with 30+ year track record of successful administrative and operations management. Highly skilled in cultivating and leading high-performance teams focused on exceeding business objectives. Successful in leading every facet of new and ongoing business operations. Strategic thinker and tactical decision-maker with passion for serving customers and exceeding expectations. Creative problem solver skilled at de-escalating situations and driving positive change. Self-directed with adaptability to meet changing operational needs. Energetic and resourceful professional proficient in program management and team leadership. Innate sales abilities and customer service skills. Objective leader with demonstrated success leading financial systems and programs. Knowledgeable about regulatory requirements and successful strategies for maintaining optimal controls. Well-organized, proactive and adaptable to changing markets.

Overview

14
14
years of professional experience

Work History

Bank Manager

1955598 AB LTD aka ATB Financial Kingsway
11.2022 - 12.2023
  • Retail / Business Banking,
  • Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
  • Completed filings and upheld strict compliance with regulatory agencies and supervisors.
  • Forecasted trends and recommended improvements based on financial risk analyses.
  • Increased customer satisfaction by implementing efficient banking processes and providing exceptional service.
  • Managed banking operations for smooth daily transactions, ensuring accuracy and compliance with regulations.
  • Implemented risk management strategies to minimize potential losses and safeguard the bank''s assets.
  • Conducted regular audits to ensure adherence to regulatory requirements, maintaining a strong control environment.
  • Built strong relationships with local businesses, fostering partnerships that benefited both parties.
  • Delivered consistent revenue growth through effective sales strategies, promoting banking products and services tailored to client needs.
  • Performed banking, business administration and financial tasks to guarantee five-star service for clients.
  • Complied with established internal controls and policies.
  • Developed and executed strategies to grow the bank''s loan portfolio, expanding business opportunities.
  • Managed daily branch operations for optimal efficiency and performance, resulting in improved customer experiences.
  • Compiled database of loan applicants' credit histories, financial statements and other financial information.
  • Conducted regular audits of branch operations to maintain compliance with internal policies and external regulations.
  • Promoted a culture of innovation by encouraging staff to share ideas and solutions that improved overall branch operations and customer service levels.0
  • Complied with regulatory guidelines and requirements.
  • Engaged employees in business processes with positive motivational techniques.
  • Maintained friendly and professional customer interactions.
  • Consulted customers to boost product sales and services.
  • Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
  • Identified partnership opportunities and established favorable business connections.

Regional Operations Manager

CashCo Group
02.2014 - 09.2016
  • Maximized operational efficiency through setting team goals, measuring productivity
  • Optimized team performance by training, hiring and mentoring all staff from Branch Managers to Customer Service Representatives while overseeing 10-15 locations of Alternative Finance
  • Built and maintained solid relationships with over 200 team members using interpersonal and communication skills, resulting in positive and productive workflow
  • Implemented process improvement to shape organizational culture, optimize procedures for higher efficiency and help company evolve and grow.
  • Collaborated with cross-functional teams to align operations with corporate objectives.
  • Monitored and analyzed performance data, identifying areas of improvement and developing corrective action plans.
  • Devised and executed training plans for new and existing staff to support competency and compliance.
  • Enhanced regional branch performance by implementing proven management processes to increase revenue.
  • Enhanced customer satisfaction through effective communication and problem-solving strategies.
  • Managed a team of diverse employees, fostering a positive work environment that encouraged collaboration and professional growth.
  • Conducted regular audits of operational procedures to ensure compliance with industry regulations and company policies.
  • Managed budgets and financial reporting for the region, providing accurate forecasts and identifying areas for potential savings.
  • Coordinated with other regional managers to share best practices, streamline processes, and improve overall organizational effectiveness.

Service Advisor

Norden VW
05.2013 - 10.2013
  • Pleasantly greeted customers and asked open-ended questions to better determine needs.
  • Examined service history and provided initial inspection of vehicle to identify issues.
  • Contacted customers, to update status of maintenance and provide information regarding upselling of products while inputting info into system, recognized for high-quality services.
  • Interpreted diagnostic results to provide accurate repair recommendations.
  • Educated customers regarding regular maintenance protocols to preserve vehicle condition.
  • Resolved complaints using problem-solving skills and diplomacy, leading to conflict resolution
  • Maintained high customer satisfaction standards to meet or exceed targets.
  • Informed customers of service specials, completion times, and service expenses to provide exemplary customer service.
  • Suggested add-on services that would be helpful to customers and improve bottom line.
  • Ensured high-quality service delivery by closely monitoring work progress and promptly addressing any issues or concerns.
  • Maintained detailed records of services performed, ensuring accuracy in billing and warranty claims processing.
  • Collaborated with parts department to expedite necessary repairs, minimizing downtime for customers'' vehicles.
  • Achieved high customer ratings by consistently exceeding expectations in all aspects of service advising.
  • Managed multiple priorities simultaneously while maintaining strong attention to detail in a fast-paced environment.
  • Coordinated effectively with technicians and management staff, ensuring seamless communication throughout the entire service process.
  • Investigated and resolved customer inquiries and complaints quickly.
  • Delivered prompt service to prioritize customer needs.

Branch Manager

The Bolt Supply House
03.2010 - 06.2012
  • Provided outstanding customer service to 80+ clients per diem using professional and friendly manner, achieving excellent survey ratings on customer service excellence
  • Built reports on P&L (Profit and Loss), providing business recommendations to top management
  • Engaged staff, provided training in company procedures, increasing productivity level by 100%
  • Engaged employees in business processes with positive motivational techniques.
  • Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
  • Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
  • Managed branch financials including budgeting, forecasting, and expense tracking for accurate reporting and decision-making support.
  • Optimized branch inventory management practices for improved product availability and reduced stock obsolescence costs.
  • Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.

Education

Business Certification -

Toast Masters

PCM Academy

Medicine Hat High School -

High School Business Management

Skills

  • Excellent Customer Service
  • Relationship Building
  • Verbal and Written Communication
  • Compliance Conflict Resolution
  • Microsoft Office Suite (Word, Excel)
  • Employee Training
  • Administrative Duties
  • Account Management
  • Teller Auditing
  • Performance Monitoring
  • Cash Management
  • Fraud Detection
  • Risk Assessment
  • Financial Reporting
  • Financial Management
  • Banking Operations
  • Team Building Leadership
  • Business Relationship Management
  • Branch Administration
  • Sales Strategy
  • Credit Analysis
  • Operational Efficiency
  • Customer Service
  • Regulatory Compliance
  • Analytical Thinking
  • Loan Processing
  • Time Management

Board Membership

Board Member Town of Stettler

Languages

English
Native or Bilingual
Spanish
Limited Working

Timeline

Bank Manager

1955598 AB LTD aka ATB Financial Kingsway
11.2022 - 12.2023

Regional Operations Manager

CashCo Group
02.2014 - 09.2016

Service Advisor

Norden VW
05.2013 - 10.2013

Branch Manager

The Bolt Supply House
03.2010 - 06.2012

Business Certification -

Toast Masters

PCM Academy

Medicine Hat High School -

High School Business Management

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Stacey L. Heath