With over 8 years experience in multiple levels of branch management, I have knowledge of finance, regulatory requirements, bank operations and Compliance. I am enthusiastic about leading branch staff in exceeding goals while delivering excellent customer service.
College Planning Investment Speacilist
Nov 2012 - Jun 2015
T. Rowe Price
Consulted with Financial Representatives as well as Direct investors on behalf of all college savings plans offered.
Managed multiple college investment plans, including Direct Sold and Advisor Sold plans. Plans include: Maryland State College Investment Plan, Alaska State College Investment Plan, T Rowe Price College Plan, and John Hancock College Investment Plan (advisor Sold)
Dec 2010 - May 2012
Provided oversight on Teller line Daily , Managed Transaction Approvals and cash Needs as well as sales and service goals.
Managed all weekly/ monthlyTeller Compliance Tasks to ensure accuracy .
Nov 2007 - Oct 2010
Wells Fargo Bank
Managed 10+ Tellers Daily in both Drive through and Lobby Teller Lines.
Ensured all breaks and lunches where taken appropriately.
Coached Every Teller in Service and Sales goals daily.
Provided approvals for large transactions, for both Tellers and Bankers.
Ensured all compliance tasks were done accurately on a daily and weekly basis.
Opened and closed both branched as needed, and provided manager support to the team when Branch manager was out of the office.
University Of Texas at Tyler