Branch Manager

Branch Manager — First Meridian Bank

Charlotte, NC | March 2023 – Present

• Direct daily operations, regulatory compliance, and a team of 11 personnel at a $65M deposit branch, achieving 112% of annual sales goals for FY2025.
• Increased loan portfolio value by $8.2M over 18 months by executing targeted business development campaigns and coaching retail team on cross-selling.
• Scored 99.1% on the 2025 internal risk and regulatory audit, reducing operational losses and transaction errors by 41% through weekly staff coaching.
• Reduced teller turnover from 35% to 8% annually by implementing a structured onboarding curriculum and peer-mentorship program.

Assistant Branch Manager — Pinnacle Trust Bank

Greensboro, NC | June 2020 – February 2023

• Managed operations and a 7-member team at a $32M branch, growing active customer accounts by 22% (1,400+ new accounts) over a 24-month period.
• Supervised teller cash drawer balances and vault audits, maintaining cash variance levels under $50 annually across $4.5M in physical transactions.
• Coached 4 tellers into senior service representative roles, contributing to a 15% improvement in customer satisfaction scores (NPS) for the branch.
• Led digital adoption initiative, converting 34% of walk-in customers to mobile banking platforms, reducing in-branch transactional overhead by 12%.

Retail banking operations, P&L management, Regulatory compliance (AML/KYC), Loan & deposit growth, Risk mitigation, Team coaching & leadership, Customer relationship management (CRM), Workforce planning, Salesforce Financial Services Cloud, Vault operations, Core banking systems (Fiserv, FIS), Cash custody, Financial audit, Sales coaching

Branch Digital Integration Initiative

Role: Project Leader

Tools: Salesforce CRM, Fiserv Premier, Microsoft Teams, SharePoint

Led the migration of 4,200 paper account portfolios to the Salesforce Financial Services Cloud, reducing account opening times by 35%.

Community Lending Outreach Program

Role: Branch Manager

Tools: Tableau, Excel, CRA Partners platform

Designed and executed a local business lending drive, securing $3.5M in new commercial loan applications and exceeding CRA lending targets by 18%.

• Branch Manager Certificate - American Bankers Association (ABA) (2022)
• Certified Retail Banker (CRB) - Retail Banking Academy (2024)

• Languages: English (Native), Spanish (Conversational)
• Volunteer Work: Financial literacy workshop coordinator for regional youth organizations (2022-present)
• Availability: 3 weeks notice