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Allison Lambert

Assistant Branch Manager At Bank Of Oklahoma

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 experience

Dec 2012Present

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 2010Dec 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 2009Jul 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 2008Jan 2009

Teller

ONB Bank

Responsible for:

-Running teller transactions

-Referring new accounts or products to clients

Education

Jan 2008Dec 2010

Bachelor of Arts

Oklahoma State University

References

Zachary Henderson- Superior

(918)588-6749

Heather Lowery- Superior

(918)408-6059

Emily Potts- Peer

(918)638-0205

Kyle Montgomery- Superior

(918)237-1764

Kimberly Caldwell- Peer

(918)921-3016

Portfolio

Skills

Microsoft Exel
Microsoft Word
Adobe Software
Microsoft Outlook