Lavita Martin
Winston-Salem
Summary
Dynamic banking professional with extensive experience at BB&T now TRUIST, excelling in sales generation and customer relationship management. Proven track record of fostering client relationships and driving branch performance, consistently exceeding sales goals. Adept at problem-solving and coaching teams to enhance service delivery and operational efficiency.
Overview
13
13
years of professional experience
Work History
Sales and Service Administration
ClaytonHomes
Winston Salem
06.2023 - Current
- Looked through work orders to determine type and quantity of materials needed for each production batch.
- Participated in regular meetings with other departments such as sales, engineering, and purchasing regarding upcoming projects.
- Maintained accurate records of all materials used in the production process.
- Identified opportunities for continuous improvement within the manufacturing process.
- Used daily system logs to document production information, discussing issues with management.
- Reviewed customer orders and prepared items for shipment according to specifications provided by customers.
- Maintained updated knowledge through continuing education and advanced training.
- Worked effectively in team environments to make the workplace more productive.
- Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
- Assisted with customer requests and answered questions to improve satisfaction.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Sales and Service Representative
CMH Homes Inc.
Winston-Salem
06.2023 - Current
- Managed the teller services function and ensured prompt and efficient transaction processing, guaranteeing compliance with audit and operational regulations and guidelines.
- Supervised 16 full time employees at two branch locations, scheduling staff efficiently to maximize resources and achieve service and sales goals, and had zero employee turnover.
- Generated sales through quality referrals.
- Developed and implemented a successful service and referral process.
- Processed customer payments by cash or credit card accurately and efficientl
- Processed customer payments by cash or credit card accurately and efficiently.
Branch Lead II
BB&T now TRUIST
Potomac
03.2020 - Current
- Oversee all branch operations including the supervision of direct reports, scheduling, payroll, and ensuring compliance with all operational procedures and risk management policies.
- Create and promote a culture dedicated to superior customer service.
- Drive branch sales by training staff on effective sales techniques and client relationship management strategies.
- Respond to complex servicing issues and assist staff with complex transactions as needed.
Sales Manager
Banana Republic
Greensboro
10.2021 - 02.2023
- Operated register, handled cash and processed credit card transactions.
- Identified customer needs by asking questions and advising on best solutions.
Branch Banker IV
BB&T now TRUIST
Bethesda
01.2019 - 03.2020
- Fostered and sustained client relationships by working to understand their financial needs and making appropriate recommendations as referrals as needed.
- Facilitated account openings, account reconciliation, address changes, stop payments, account closings, transfers, processing check orders, and other transactions.
- Generated sales by identifying client needs, referring them to other lines of business, and cross-selling products.
- Performed complex teller transactions as necessary.
Virtual Banking Specialist
BB&T now TRUIST
Greensboro
01.2018 - 01.2019
- Engaged with clients virtually, utilizing online chat to respond to needs and problems regarding deposit, credit, and other products and services.
- Supported the sales team by referring clients to available products and lines of business.
- Conducted virtual transactions and processes where needed and feasible.
Branch Manager
Capital Bank
Winston-Salem
01.2015 - 01.2018
- Supervised six employees and oversaw day-to-day operations of the branch.
- Fostered a successful sales culture in the branch, including the development of new and existing customers.
- Coordinated all sales and service activities, including providing training, guidance, and support to Customer Service Staff, and conducting weekly staff sales meetings to review sales efforts and deposit growth with staff.
- Managed hiring, staffing, training, performance appraisals, promotions, salary recommendations, and terminations.
Bank Officer - Personal Banker III
SunTrust
Winston-Salem
01.2013 - 01.2015
- Oversaw the financial operational activities for personal accounts, and performed all banking duties.
- Sold retail banking products and services, consistently exceeding goals as a top performer in the region.
- Managed customer portfolios, strengthened relationships, and cross-sold, as well as provided a broad base of financial and credit services.
- Assumed branch manager responsibilities in the absence of the branch manager.
Branch Manager
SunTrust
01.2012 - 01.2013
- Directly managed the entire retail bank branch, including five full-time employees, conducting performance reviews, selection, and performance counseling.
- Drove branch performance results with strong individual sales performance, consistently meeting and exceeding 100% of branch sales goals as a top performer within the region.
- Led team by providing direction and assisting in execution of superior service and sales behaviors and activities, while maintaining an operationally efficient and compliant branch.
Personal Banker
01.2012
- Led in number of constant credit and credit card applications for one year.
- Performed banking duties and oversaw the financial operational activities for personal accounts.
- Sold retail banking products and services, consistently exceeding goals, regarded as a top performer for the region.
Assistant Branch Manager
01.2012
- Ensured seamless performance of branch sales and service operations.
- Coached bank staff on effective sales techniques and client relationship management strategies, modeling appropriate sales behaviors.
- Directed platform and teller activity to provide efficient, high-quality customer service, achieve sales targets, and deliver that service profitably through a well-trained and motivated staff.
- Increased business profit through networking and building solid client relationships.
- Assisted managers in identifying sales opportunities for the branch.
Education
High School Diploma -
South Stokes High School
Walnut Cove, NC06-1986
Skills
- Banking Management
- Retail
- Personal Banker
- Account Reconciliation
- Customer Service
- Risk Management
- Teaching
- Relationship Building
- Coaching
- Sales Generation
- Customer relationship management
- Regulatory compliance
- Inventory management
- Problem solving
- Effective communication
- Adaptability
- Cold calling
- Sales demonstration
- Relationship selling
- Customer retention abilities
- Upselling and cross selling
- Product and service knowledge
Skills Specialization
- Banking Management
- Retail
- Personal Banker
- Account Reconciliation
- Customer Service
- Risk Management
- Teaching
- Relationship Building
- Coaching
- Sales Generation
Timeline
Sales and Service Administration
ClaytonHomes
06.2023 - Current
Sales and Service Representative
CMH Homes Inc.
06.2023 - Current
Sales Manager
Banana Republic
10.2021 - 02.2023
Branch Lead II
BB&T now TRUIST
03.2020 - Current
Branch Banker IV
BB&T now TRUIST
01.2019 - 03.2020
Virtual Banking Specialist
BB&T now TRUIST
01.2018 - 01.2019
Branch Manager
Capital Bank
01.2015 - 01.2018
Bank Officer - Personal Banker III
SunTrust
01.2013 - 01.2015
Branch Manager
SunTrust
01.2012 - 01.2013
Personal Banker
01.2012
Assistant Branch Manager
01.2012
High School Diploma -
South Stokes High School
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