Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

CINDY KERLEY

Wilkesboro

Summary

Accomplished and dynamic management professional with a solid and diverse background in corporate, retail, investment, and business banking. Proven track record of implementing operational and regulatory strategies to drive effectiveness and consistently achieve objectives. Strong multitasking abilities and exceptional service skills. Dedicated to the success of organizational goals. Possesses exceptional business acumen, adept at assessing organizational goals and implementing strategies to ensure both daily and long-term objectives are met. Demonstrated history of operational effectiveness, maintaining a high level of engagement. Recognized for leadership qualities and the ability to work with and manage individuals from various backgrounds, while promoting team values.

Overview

26
26
years of professional experience
1
1
Certification

Work History

SVP Regional Executice

Bank OZK
02.2023 - Current
  • Hired and managed employees to maximize productivity while training staff on best practices and protocols.
  • Delivered exceptional customer service by implementing best practices and fostering a culture of accountability within the organization.
  • Developed and executed strategic initiatives to drive business growth, resulting in higher revenues and market share expansion.
  • Championed innovation by encouraging cross-functional teams to pursue creative solutions to complex challenges.
  • Collaborated with executive leadership team members on long-term strategic planning that ensured sustainable success for the company.
  • Enhanced company performance by implementing new strategies and streamlining operations.
  • Established a culture of continuous improvement, leading by example to drive operational excellence across the organization.
  • Monitored key business risks and established risk management procedures.
  • Collaborated with legal, accounting and other professional teams to review and maintain compliance with regulations.

Retail Area Manager, Senior Vice President

Truist Financial Corporation
09.2005 - 12.2023
  • Manage and led over 25 Retail Branches in the Winston Salem and Greater North Charlotte Market covering 11 counties with a deposit portfolio exceeding $2B. Managing high volume and high-performing retail branches with multiple lines of business including mortgages, investments and business banking. Oversee sales and service excellence. Recruit, mentor, develop and retain top talent. Analytic data with sales performance management and human resource management tasks. Manage expenses and revenue to meet organizational goals. Adherence to operational and compliance regulatory procedures and policies.
  • Key Highlights:
  • 2023 -Rank in the top 10 in organization for total Area Performance
  • Received Branch showcase certification award
  • Gold Performance excellence winner
  • Ranked # 1 Licensed Branch leader Central Carolina Region and Rank # 4 in Organization
  • Area Manager Mentorship program graduate in 2012
  • Edge leader Performance
  • Maintained compliance with company policies, procedures, and safety standards while overseeing multiple locations.
  • Compiled and analyzed data to determine approaches to improve sales and performance.
  • Collaborated with executive leadership team members on long-term strategic planning that ensured sustainable success for the company.
  • Influenced organizational change initiatives that resulted in significant improvements in workplace efficiency and employee satisfaction.
  • Collaborated with legal, accounting and other professional teams to review and maintain compliance with regulations.

Banking Operations Specialist

First Union Bank Inc. / Central Carolina Bank
05.1999 - 12.2005
  • Retail Banking Operations
  • Oversaw daily banking operations as teller balancing and research. Handled fraud, kiting, adjustment and exception items management. Maintained records and prepares required monthly reports. Communicated with other Bank departments/personnel to assist in answering questions and resolving issues. Completed client research through R&D library to obtain check and statement copies.
  • KeyHighlight:
  • Served as a sales leader/coach.
  • Reduced operational errors by conducting thorough audits and providing staff training.
  • Improved risk management with diligent monitoring of financial transactions for potential fraud or suspicious activity.
  • Streamlined banking operations by implementing new procedures and optimizing workflow.
  • Led efforts in maintaining compliance with federal regulations and internal policies through regular reviews and updates.
  • Implemented policies to improve efficiency and team performance.
  • Developed comprehensive reports on operations performance, providing valuable insights for decision-making processes.

Education

Business Administration

Wilkes Community College

Skills

  • Organizational Leadership
  • Banking Operations
  • Talent Management
  • Staff Training & Development
  • Customer Satisfaction
  • Sales
  • HR Function
  • Sales Coach & Mentor
  • Investment/Business Banking
  • Client Relations
  • Communication
  • Strategic leadership
  • Policies and procedures
  • Operational excellence
  • Organizational development
  • Business development
  • Human resources management
  • Strategic plans
  • Operations management
  • Financial reporting
  • Recruiting and hiring
  • Mergers and acquisitions
  • Human resources
  • Financial acumen
  • Operational leadership
  • Procedure implementation
  • Operational management
  • Executive leadership
  • Regulatory compliance

Certification

  • NMLS, NC Life & Health Insurance Licenses
  • Finra registered 6 & 63
  • NC Notary Public
  • Wilkes Chamber of Commerce Ambassador

Timeline

SVP Regional Executice

Bank OZK
02.2023 - Current

Retail Area Manager, Senior Vice President

Truist Financial Corporation
09.2005 - 12.2023

Banking Operations Specialist

First Union Bank Inc. / Central Carolina Bank
05.1999 - 12.2005

Business Administration

Wilkes Community College
CINDY KERLEY