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Summary

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.

Work experience

Nov 2012Jun 2015

College Planning Investment Speacilist

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 2010May 2012

Teller Manager

US Bank

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 2007Oct 2010

Service Manager

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.

Education

University Of Texas at Tyler

Tyler, TX