Greg A. Whittaker
Hartsville,TN
Summary
Offering solid foundation in financial management, customer relations, and team leadership, with passion for professional development in banking. Brings ability to quickly grasp banking procedures and compliance requirements, along with strong organizational and communication skills. Ready to use and develop these skills in Bank Branch Manager role.
Developed strong leadership and management skills in dynamic banking environment, with focus on optimizing operations and enhancing customer experiences. Demonstrated expertise in financial analysis, strategic planning, and team collaboration. Looking to transition into new field where these transferrable skills can drive success and innovation.
Personable and results-driven professional with robust understanding of banking operations and customer service excellence. Possesses comprehensive knowledge of financial products and services, alongside strong analytical and decision-making skills. Aiming to drive business growth and enhance customer satisfaction through effective branch management and team leadership.
Overview
21
21
years of professional experience
Work History
Home Health Ad
Myself
12.2018 - Current
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Excellent communication skills, both verbal and written.
- Worked well in a team setting, providing support and guidance.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Passionate about learning and committed to continual improvement.
- Managed time efficiently in order to complete all tasks within deadlines.
- Paid attention to detail while completing assignments.
- Developed and maintained courteous and effective working relationships.
- Demonstrated strong organizational and time management skills while managing multiple projects.
Small Business Relationship Manager
Bank of America
01.2017 - 11.2018
- Worked closely with underwriting teams to ensure accurate representation of client information for lending decisions.
- Increased client satisfaction by providing tailored financial solutions to support their business growth.
- Maintained detailed records of all client interactions, allowing for seamless continuity of service across team members when necessary.
- Served as an ambassador for the bank at community events, demonstrating commitment to supporting local economic growth through small business development.
- Enhanced client retention by maintaining consistent communication and promptly addressing any concerns or issues.
- Developed a comprehensive knowledge of banking products and services, enabling effective recommendations for clients.
- Participated in ongoing professional development opportunities to stay current on industry trends and best practices, ensuring optimal service for clients.
- Strengthened relationships with small business clients by conducting regular meetings and understanding their unique needs.
- Oversaw loan application processes for small businesses, streamlining procedures and increasing approval rates.
- Provided expert guidance on cash management solutions for small businesses, optimizing their day-to-day operations and financial stability.
- Implemented targeted marketing strategies to attract prospective small business clients within the community.
- Managed a diverse portfolio of small business accounts, ensuring each client received personalized attention and support.
- Collaborated with internal teams to streamline processes, leading to improved efficiency in serving small businesses.
- Identified new business opportunities through networking events and strategic partnerships within the local community.
- Developed and maintained strong rapport with local economic development organizations, fostering a collaborative environment for small businesses to thrive.
- Coached and promoted high-achieving sales and account management employees to fill leadership positions with qualified staff and boost company growth.
- Communicated product quality and market comparisons by creating sales presentations.
- Demonstrated products to show potential customers benefits and advantages and encourage purchases.
- Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.
- Managed accounts to retain existing relationships and grow share of business.
Senior Regional Sales Manager
WillaRose Soap
08.2012 - 08.2017
- Enhanced product knowledge among team members through comprehensive training programs, resulting in improved customer service quality.
- Established trusted partnerships with key industry influencers, expanding brand visibility within the region.
- Implemented robust forecasting models to accurately predict future sales trends, enabling proactive decision-making within the organization.
- Spearheaded the development of tailored sales collateral that resonated with regional clients, contributing to higher conversion rates.
- Expanded territory reach by identifying new business opportunities and tailoring solutions for prospective clients'' unique needs.
- Introduced new products successfully into regional markets by collaborating with cross-functional teams on launch strategies.
- Led a high-performing team of sales professionals, providing coaching and mentoring for continuous improvement.
- Exceeded quarterly revenue targets consistently through rigorous pipeline management and strategic planning.
- Ensured timely resolution of client issues, maintaining strong satisfaction rates despite challenging situations or setbacks.
- Gathered valuable market intelligence through regular field visits, conferences, trade shows, and other networking events to stay updated on industry trends and customer preferences.
- Boosted regional sales by implementing effective sales strategies and building strong customer relationships.
- Developed and executed successful business plans to drive growth in key markets across the region.
- Increased market share through diligent analysis of competitor tactics and adjusting sales approach accordingly.
- Managed complex contract negotiations, ensuring mutually beneficial agreements for both parties involved.
Bank Branch Manager
US Bankcorp
03.2008 - 03.2012
- Managed daily branch operations for optimal efficiency and performance, resulting in improved customer experiences.
- Led a team of banking professionals, providing regular coaching and development opportunities for career growth.
- Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
- Fostered strong relationships with clients by addressing their needs promptly and providing personalized financial solutions.
- Promoted a culture of innovation by encouraging staff to share ideas and solutions that improved overall branch operations and customer service levels.
- Enhanced employee engagement by organizing team-building activities, training sessions, and open communication channels within the branch.
- Conducted regular audits of branch operations to maintain compliance with internal policies and external regulations.
- Implemented risk management processes to identify potential risks, reducing losses and maintaining compliance with regulatory requirements.
- Examined customer loan applications for loan approvals and denials.
- Strengthened cross-selling initiatives by identifying customers'' financial needs and recommending suitable products or services.
- Oversaw employee recruitment processes to ensure hiring of qualified candidates who contributed positively to the bank''s goals and culture.
- Boosted branch revenue through targeted marketing campaigns aimed at attracting new clients and retaining existing ones.
- Developed and executed strategies to grow the bank''s loan portfolio, expanding business opportunities.
- Increased customer satisfaction by implementing new service protocols and streamlining branch operations.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Resolved escalated customer issues quickly and efficiently while demonstrating empathy towards clients' concerns resulting in higher customer retention rates.
- Developed strategic plans for day-to-day financial operations.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
Customer Contact Center Personal Banker
First Horizon Bank
04.2004 - 08.2007
- Developed rapport with customers through empathetic listening skills and genuine concern for their needs or concerns.
- Promoted digital banking tools to customers, increasing usage rates of online services among clients served.
- Supported fraud detection efforts by identifying suspicious activity on accounts and notifying appropriate personnel for investigation.
- Streamlined account opening processes for faster service and increased efficiency in the contact center.
- Participated actively in meetings, contributing ideas for process improvements that positively impacted team performance.
- Demonstrated flexibility in adapting to schedule changes or additional responsibilities as needed within the contact center.
- Managed high call volumes while maintaining excellent customer service standards under pressure situations.
- Continuously updated personal banking knowledge by participating in training sessions and staying informed on industry trends.
Education
High School Diploma -
TCHS
Hartsville05-1996
Skills
- Customer interaction
- Self motivation
- Scheduling and planning
- Quality Assurance
- Project oversight
- Job set up and preparation
- Attention to detail
- Analytical thinking
- Idea development and brainstorming
- Teamwork and collaboration
- Multitasking Abilities
- Installations and repairs
- Effective decision making
- Operational excellence
- Customer focus
- Strategic visioning
- Crisis management
About Me
I am an honest, loyal and dedicated individual with a great deal of ambition. I have excelled and met every goal and expectation at every job I have worked at. I am a people pleaser and I love helping customers. I have extensive experience in the banking and small business industry. I am looking for a company that I can grow with and possibly retire from. For the past 4 years I have been helping take care of my uncle, once his right leg was amputated and the home health nurse could no longer help. Then he was put into a nursing home and passed away in January 2021.
Timeline
Home Health Ad
Myself
12.2018 - Current
Small Business Relationship Manager
Bank of America
01.2017 - 11.2018
Senior Regional Sales Manager
WillaRose Soap
08.2012 - 08.2017
Bank Branch Manager
US Bankcorp
03.2008 - 03.2012
Customer Contact Center Personal Banker
First Horizon Bank
04.2004 - 08.2007
High School Diploma -
TCHS
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