Serve as one point telephonic contact to customers on banking solutions.

Advise bank customers on financial investments.

Handle customers professionally.
Learn about banking products to respond to related customer queries.
Monitor staff duties like ledger entries, payment and trade authentication.
Supervise bank processes such as CLS, MISYS and FXALL.
Investigate discrepancies in bank operations.
Communicate to Front Office and update department management of branch
operations and status.
Inspect staff preparation of payments and reports.
Conduct performance appraisal of bank staff.
Prepare management reports.
Managed daily operations of the branch while generating over $2,000,000 in
loans

Increased personal deposit accounts by $800,000

Developed business clients and opened deposit accounts in excess of $300,000

Supervised 14 employees

Hired and trained employees

Foster and maintain relationship with a portfolio of business customers by

conducting financial reviews, discovering additional opportunities, and proactively
conducting satisfaction checks and value added updates. Manage a business
banking portfolio up to 150 clients, through face-to-face calling activity. Structure
and submit new loan requests from existing client portfolios, and monitor loans to
ensure proper completion and customer satisfaction.

Exceeded sales goals for the last 3 years, with 2011 Sales performance at 140% of
annual goal.
Ranked in top 25% DDA production, and finished in the top 30 within all of CFG.

Consistently exceeded expectations, and received Directors award for top performer.
1) Approve loans within specified limits, and refer loan applications outside those limits to
management for approval.
2) Meet with applicants to obtain information for loan applications and to answer questions
about the process.
3) Analyze applicants' financial status, credit, and property evaluations to determine
feasibility of granting loans.
4) Explain to customers the different types of loans and credit options that are available, as
well as the terms of those services.
5) Obtain and compile copies of loan applicants' credit histories, corporate financial
statements, and other financial information.
6) Review and update credit and loan files.
7) Review loan agreements to ensure that they are complete and accurate according to
policy.
8) Compute payment schedules.
9) Stay abreast of new types of loans and other financial services and products in order to
better meet customers' needs.
10) Submit applications to credit analysts for verification and recommendation.
11) Handle customer complaints and take appropriate action to resolve them.
12) Work with clients to identify their financial goals and to find ways of reaching those
goals.
13) Confer with underwriters to aid in resolving mortgage application problems.
14) Negotiate payment arrangements with customers who have delinquent loans.
15) Market bank products to individuals and firms, promoting bank services that may meet
customers' needs.
16) Supervise loan personnel.

17) Set credit policies, credit lines, procedures and standards in conjunction with senior
managers.
18) Provide special services such as investment banking for clients with more specialized
needs.
19) Analyze potential loan markets and develop referral networks in order to locate
prospects for loans.
20) Prepare reports to send to customers whose accounts are delinquent, and forward
irreconcilable accounts for collector action.
21) Arrange for maintenance and liquidation of delinquent properties.
22) Interview, hire, and train new employees.
23) Petition courts to transfer titles and deeds of collateral to banks.