AMY MIGL
Scottsdale,AZ
Summary
Result-oriented, sales-driven Branch Manager with extensive experience overseeing branch operations and leading teams to consistently achieve business goals. Utilizes strategic planning and effective leadership to enhance operational efficiency. Track record of fostering strong client relationships and implementing successful sales strategies.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Branch Manager I
UMB Bank
07.2024 - Current
- Led branch operations to ensure efficiency and compliance with company policies.
- Established relationships with clients through outbound networking to promote services and improve customer retention rates.
- Managed staff performance through coaching, training, and performance evaluations.
- Enhanced staff competency with regular training sessions, boosting productivity levels across the branch operations.
- Monitored market trends to identify new business opportunities and capitalize on potential growth areas within the community.
- Fostered culture of excellence and accountability, resulting in branch consistently exceeding performance targets.
- Monitored sales metrics to assess performance, identifying areas for improvement and implementing corrective actions.
- Increased sales revenue by developing and implementing effective sales strategies.
Personal Banker II
UMB Bank
07.2021 - 07.2024
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Member of Mentor program to train new onboarding Bankers
- Externally networked in the greater Phoenix area through BNI meetings, COI development, and meetings with different businesses
- Partner with in branch Private Wealth team to expand high-net-worth client relationships through product recommendations, referrals, and first class customer service
- Apart of the Client Experience Team that monitor's customer feedback and manages concerns
- Built a loyal book of business by showcasing integrity and honesty, which expanded into new financial product introductions
- Enhanced client retention with proactive follow-ups and timely resolution of account issues.
- Managed branch operations and assisted with in-branch partner requests with excellence during staffing changes
Personal Banker I
UMB Bank
02.2020 - 07.2021
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Collaborated with branch team members to achieve monthly sales targets and improve overall performance.
- Expanded customer base by consistently meeting referral goals through networking events and community outreach initiatives.
- Boosted sales of bank products through effective cross-selling
- Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker I
Track & Field Coach
Lutheran High School
12.2019 - 02.2020
- Built strong relationships with athletes and their families through positive interaction and communication
- Created next 60 day plans for athletes to encourage them to hit individual goals for their season
- Oversaw practice sessions with team of 10-15 enhancing individual skills while maintaining positive atmosphere
- Maximized athlete performance by overseeing targeted physical conditioning programs
- Upheld safety of all team members during practice, exercise, game play and down times.
Team Lead/Social Media Coordinator
Maverick Group
04.2018 - 12.2019
- Monitored employee performance and safety, conducting retraining to correct problems and optimize productivity
- Delivered fast, friendly and knowledgeable service for routine questions and service complaints
- Achieved high customer satisfaction by de-escalating complaints quickly
- Documented conversations with customers to track requests, problems and solutions
- Assisted with administrative tasks, including filing, answering phones and coordinating events
Business Administrator/Online Marketing Intern
Maverick Group
05.2019 - 09.2019
- Ensured exceptional client service and quality product offerings
- Ensured accurate and timely completion of paperwork, including payroll and scheduling
- Handled telephone inquiries
- Developed marketing plans and successfully promoted business on internet, improving business opportunities
- Researched competitor services and trends for analysis of marketing strategies
- Updated web pages and social media profiles to reflect proactive strategies and engage customers
- Recommended product changes to enhance customer interest and maximize sales.
Education
Bachelor of Science - Business Management
Concordia University
Seward, NE12-2019
Skills
- Branch operations management
- Outbound Networking
- Customer service
- Coaching and mentoring
- Client relationship management
- Strong team-builder
- Sales management
- Business development
- Product training
- Goals and performance
- Business planning
Certification
Retail Small Business Strategic Certification
Timeline
Branch Manager I
UMB Bank
07.2024 - Current
Personal Banker II
UMB Bank
07.2021 - 07.2024
Personal Banker I
UMB Bank
02.2020 - 07.2021
Track & Field Coach
Lutheran High School
12.2019 - 02.2020
Business Administrator/Online Marketing Intern
Maverick Group
05.2019 - 09.2019
Team Lead/Social Media Coordinator
Maverick Group
04.2018 - 12.2019
Bachelor of Science - Business Management
Concordia University