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Work Background
Assistant Financial Center Manager
Simmons BankAssistant Financial Center Manager
May. 2024Tyler, Texas, United States
Loan Accounting & Operations Specialist
Heritage Land BankLoan Accounting & Operations Specialist
Feb. 2024 - May. 2024Tyler, Texas, United States
Vice President, Assistant Retail Market Manager
Austin BankVice President, Assistant Retail Market Manager
Mar. 2021 - Dec. 2023Jacksonville, Texas, United States• Coordinate daily and monthly GL balancing/reconciliation and budgeting. • Coordinate account analysis and reconciliations for audit preparations, prepare journal entries, and bank statement reconciliation • Accounts payables and receivables-reviewing and paying invoices, daily review reconciliation of appropriate GL accounts • Provide executive-level leadership with complete accountability for the financial performance and all branch operations of the two busiest and highest-earning bank sites out of 37 locations • Formulate and implement departmental and corporate policies, procedures, and service standards in collaboration with management, including mentoring direct reports • Recipient of the highest performance payout in 2022 due to increased branch performance • Oversaw the operations of the Human Resources basic functions, including the HR practices and objectives for a high-performance culture • Assisted direct reports of five office managers in the absence of the Retail Market Manager of the highest revenue-generating region
Assistant Vice President, Retail Office Manager
Austin BankAssistant Vice President, Retail Office Manager
Jun. 2018 - Dec. 2023Jacksonville, Texas, United States• Coordinate account analysis and reconciliations for audit preparations, prepare journal entries, bank statement reconciliation • Accounts payables and receivables-reviewing and paying invoices, daily review reconciliation of appropriate GL accounts • Provide executive-level leadership with complete accountability for the financial performance and all branch operations of the two busiest and highest-earning bank sites out of 37 locations • Formulate and implement departmental and corporate policies, procedures, and service standards in collaboration with management, including mentoring direct reports • Direct Human Resource Department operations, including leading HR practices and goals for a high-performance culture • Recipient of the highest performance payout in 2022 due to increased branch performance • Assisted direct reports of five office managers in the absence of the Retail Market Manager of the highest revenue-generating region
Teller Supervisor
Austin BankTeller Supervisor
Apr. 2015 - May. 2017Frankston, Texas, United States
Retail Office Manager
Austin BankRetail Office Manager
Apr. 2013 - Jun. 2018Frankston, Texas, United StatesDuring this time, I oversaw the overall operations and efficacy of the banking center, served as the primary point of contact between the bank and its clients, and provided exceptional client service. I assisted with complex consumer transactions and conducted cross-selling in accordance with bankpolicies. In addition, I standardized departmental policies, procedures, and services and oversaw employee orientation.
Teller
Austin BankTeller
Apr. 2013 - Apr. 2015Frankston, Texas, United States
Relationship Banker
Capital OneRelationship Banker
May. 2011 - Apr. 2013Palestine, TX. At Capital One, I delivered quality and efficiency to customers by conducting teller and cash vault transactions, sales and servicing of all bank products and services, and working with the operations team to achieve goals in deposit, business relationships, and consumer relationship growth. A few key achievements in this tenure include: • Established and maintained new accounts, including savings,checking, lines of credit, home equity loans, and auto loans. • Developed relationships with specialized sectors, such as Financial Advisors, Small Businesses, and Private Banking, to acquire and offer qualified referrals
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