Allison Lambert

Introduction

Detail oriented candidate who adapts easily to change. Is also adept on Microsoft Office Suite and learns other systems and tasks quickly. With over 5 years experience in the financial services field, candidate is excited to move into the finance and accounting field.

Work History

Work History
Dec 2012 - Present

Assistant Branch Manager

Bank of Oklahoma

-Research and work to resolve teller outages and entries on branch suspense report.

-Monthly branch audits to ensure branch is operating within policy.

-Researching and resolving client issues or discrepancies on accounts.

-Complete and assist bankers complete client disputes and Fraud Packets for clients and review for completeness before sending to correct departments.

-Assess risk of and approve large deposits, withdrawals, and overdrafts on client accounts.

-Coaching and developing branch employees in sales, operations, customer service and compliance.

-Leading branch sales meetings and morning huddles.

-Open new accounts, initiate and close consumer loans, refer clients to appropriate business partners, while providing excellent customer service.

Highlights:

- Personally produced 474 loan applications for $3,511,425 with 106 closed for $1,588,496 in tenior at bank.

- Branch has produced 317 loan applications for $16,501,340 with 140 closed for $6,288,520 since January 2013.

- Exceeded branch performance goal for 2nd Quarter 2014.

- Branch made top 25 in both checking and loan production 6 months in 2013.

- Branch has received 3 Satisfactory external audits in a row.

Aug 2010 - Dec 2012

Senior Banker

Bank of Oklahoma

Responsible for:

-Meeting and exceeding sales goals for checking and loan products

-Running teller transactions

-Assisting Clients with account maintenance and additional customer service

-Assisting Branch Management with monthly and quarterly audits

-Cash vault balancing and maintenance

-Coaching all new hires

Highlights:

-Graduated from the Assistant Manager Development Program in March 2012

-Perfect Circle First Quarter by making top sales production in the East Instore district.

-Closed over $544,000 in loans in 2012.

-Regularly developed and initiated actions for Big 5 weekly plans for Branch

-Assisted in developing New Hire 90 day action plan

-Initiate preparation for monthly and quarterly audits

Mar 2009 - Jul 2010

Teller III

Midfirst Bank

Responsible for:

-Running teller transactions

-Recommending additional products to clients over the teller line and via outbound sales calls, and referring to bankers.

-Meeting monthly closed referral goal

-Balancing and maintaining coin vault

-Training new hires 

Highlights:

 -Met and exceeded referral goal every month, regularly making top 5 teller board.

-July 2012 exceeded goal by 200%

Sep 2008 - Jan 2009

Teller

ONB Bank

Responsible for:

-Running teller transactions

-Referring new accounts or products to clients

Education

Education
Jan 2008 - Dec 2010

Bachelor of Arts

Oklahoma State University

Skills

Skills

Microsoft Exel

Microsoft Word

Adobe Software

Microsoft Outlook