Lori Cannon
Asheboro
Summary
I'm reliable and accountable manager demonstrating high level of ownership and initiative. I am quick and effective at decision-making and learning skills while maintaining excellent customer service throughout the sales experience. Being in the banking industry for over 25 years, I have an exceptional work ethic and desire to go above and beyond to exceed company expectations. I feel that I am a strong
leader and problem-solver dedicated to see my team grow and be successful. I feel I uses independent decision-making skills and sound judgment to positively impact company success.
Overview
26
26
years of professional experience
Work History
AVP Branch Manager/Business Development Manager II
Piedmont Federal Bank
01.2021 - Current
- Responsible for retail lending, branch audit and employee evaluations
- Adhered to bank and legal guidelines for reporting, loan approvals, and money handling.
- Provided value-added approach to meet customer personal financial needs by analyzing and profiling customers and cross-selling financial products.
- Drove branch growth and profitability, building credibility, developing relationships and increasing visibility within community and industry
- Opened new checking, savings and retail loans lines for customer accounts.
- Conducted performance evaluations, documented outcomes and made recommendations.
- Engaged positively with each customer, providing professional and polite support for sales and service needs.
- Educated customers on variety of loan products and available credit options to promote valuable decision-making.
- Analyzed applicant financial and credit status, evaluating assets and risk to determine loan feasibility.
- Developed and maintained strong relationships with clients, resulting in increased business opportunities.
- Maintained compliance with banking regulations by implementing bank policies and procedures and maintaining accurate documentation.
- Assisted in recruiting, hiring and training of team members.
- Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
- Interacted well with customers and fellow teammates to build connections and nurture relationships.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Ensured timely completion of audits, prioritizing tasks based on urgency and importance for efficient resource allocation.
- Served as a role model for professionalism, integrity, and dedication within the mentorship program environment.
AVP Market Leader - Cluster Market Leader II
BB&T
10.2016 - 12.2020
- Retail Lending, HELOC's, personal, unsecured, and auto loans
- Small Business Lending, Term loans and Lines of Credits
- Multi Branch Management (9 employees total)
- Conduct New Hire Interviews, Employee Evaluations and Reviews
- Maintain a positive work ethic and commitment to providing excellent service to clients.
- New account opening personal and business and account maintenance
- Executed loan origination process, including ordering credit reports, appraisals and preliminary title reports.
- Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loan.
- Educated customers on variety of loan products and available credit options to promote valuable decision-making.
- Coached other employees in effective customer service and successful selling techniques.
- Work with lead list to look for opportunity to strengthen client relationship.
- Warmly greeted patrons upon entrance to branch and offered assistance with finding needed items.
- Delivered an exceptional level of service to each customer by listening to concerns and answering questions.
- Maintained compliance with bank regulations by implementing bank policies and procedures
- Ensured timely completion of audits, prioritizing tasks based on urgency and importance for efficient resource allocation.
- Processed quarterly vault and ATM audits with zero error rate.
- Performed observations and evaluated supporting documents to supplement audit findings.
- Served as a role model for professionalism, integrity, and dedication within the mentorship program environment.
- Handled employee scheduling efficiently to optimize workforce coverage during peak hours while adhering to budget constraints.
Assistant Manager
Carolina Bank Holdings Inc.
10.2007 - 10.2016
- Managed multiple staff members
- Opened personal and business accounts
- Worked with a teller drawer to process client transaction
- Managed personnel scheduling, facilitating adequate coverage to meet demand.
- Maintained positive work ethic and commitment to providing excellent service to improve operations efficiency and customer satisfaction.
- Enforced company policies and procedures to strengthen operational standards across departments.
- Completed inventory audits to identify losses.
- Collaborated with bank manager to develop strategies for achieving branch sales goals.
- Addressed customer service inquiries quickly and accurately.
- Developed strong working relationships with staff, fostering a positive work environment.
- Managed employee scheduling to support optimal staffing levels during peak hours while minimizing overtime costs.
Teller/ Customer Service Representative
Randolph Bank
10.1998 - 01.2007
- Balanced daily cash deposits and vault inventory with zero error rate.
- Managed customer referrals to help financial services team members capitalize on sales changes.
- Conducted special service and account transactions for customers, including ordering checks and placing stop payment orders.
- Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
- Processed sales referrals and promoted bank services and products.
- Adhered to regulatory and company security and audit procedures.
- Opened new customer accounts, including checking, savings and lines of credit.
- Head vault teller
- Delivered prompt, accurate and excellent customer service.
- Processed cash withdrawals.
- Recommended additional products, services and benefits for customers.
Education
Various Banking Classes
High School Diploma -
Southwestern Randolph High School
Asheboro, NC06.1996
Skills
- Strong work ethic
- Sales expertise
- Friendly
- Approachable
- Debt and credit management
- Exceptional customer service
- Team player
- Excellent multi-tasker
- Lending knowledge
- Staff training and development
- Dependable and reliable
- Banking and financial services background
Education and Training
other,other,Asheboro, NC
Contact
Asheboro, NC 27205
Timeline
AVP Branch Manager/Business Development Manager II
Piedmont Federal Bank
01.2021 - Current
AVP Market Leader - Cluster Market Leader II
BB&T
10.2016 - 12.2020
Assistant Manager
Carolina Bank Holdings Inc.
10.2007 - 10.2016
Teller/ Customer Service Representative
Randolph Bank
10.1998 - 01.2007
High School Diploma -
Southwestern Randolph High School
Various Banking Classes
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