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BANK OR CREDIT UNION MANAGER

Award-winning top producer with quantifiable success in branch operations manage


ment and sales growth using a potent combination of qualitative customer service
, staff leadership, and new business development expertise. Financially savvy le
ader versed in budget management, credit analysis, loan processing, and closings
for both small community and nationally known banks. Drove regulatory complianc
e.
Keen analyst assessing and generating detailed reports on such metrics as sales
and customer service to spur corporate goal achievement.
Growth-oriented manager skillfully training and mentoring staff to achieve pers
onal professional and corporate objectives through continuing training and devel
opment.
AREAS OF EXPERTISE

Branch Operations Cash Management Credit Analysis Commercial Banking Consume


r Banking
Budget Management Depository Services Loan Administration Closings Account R
eview
Regulatory Compliance Customer Retention Staff Management Report Generation
Problem Resolution Credit Analysis Customer Service Quota Achievement
PROFESSIONAL EXPERIENCE
WACHOVIA BANK, Florence, South Carolina 2003-2010

Branch Manager
Ensured the alignment of individual branch performance with overall corporate go
als for category deposits,loans and customer service through daily report genera
tion and review. Monitored sales results continually, resolving customer issues
while assigning intricate service problems to well-qualified customer service re
presentatives. Guided staff in the fulfillment of all applicable governmental ma
ndates. Controlled supply budgets. Authorized staff expense reports. Conferred w
ith the District Manager about daily sales results. Championed continuing educat
ion and training to internal staff to advance achievement of personal profession
al goals.
Select Achievements:
Elevated customer retention by 20%.
Spurred overall sales by helping 3 personal bankers capitalize on lost sales.
Delivered daily sales reports to the District Manager coupled with an actionabl
e strategy to consistently capture corporate objectives.
Sustained a 97% customer satisfaction rate, one of the highest company-wide.
FIRST CITIZENS BANK, Timmonsville, South Carolina 2002-2003
Mid-sized South Carolina bank.
Manager
Originated, processed, underwrote, and closed loans car,personal,business,home e
quity and home equity lines in accordance with bank requirements. Authorized or
rejected the payment of checks for customers with insufficient funds after thoro
ughly analyzing their account history, including relationship with the bank.
Drove new business development by championing bank services to a broad target a
udience.
Tracked customer interactions to verify the delivery of high-quality service.
ALLEAN M. MORTON Page 2 am79fb1e@westpost.net
Career Note: Manager, Mutual Savings Bank 2001-2002

PEOPLES FEDERAL SAVINGS AND LOAN, Florence, South Carolina 1989-2000


Mid-sized savings and loan.
Loan Officer
Processed consumer, recreation, and mortgage loans for a diverse client base exp
anded through new business development and active community service. Approved an
d originated personal loans, car loans, recreation equipment, business lines, ho
me equity loans and lines. Had lending authority of $25,000.00.
Select Achievements:
Earned the Top Performance Award for 3 consecutive years.
Achieved the highest mortgage rate company-wide.
Spotlighted in the company newsletter twice for high production rates.

EDUCATION
Bachelor of Science Degree
Tennessee State University Nashville, Tennessee

PROFESSIONAL DEVELOPMENT
The Institute of Financial Education New Business Development
Financial Business Ethics Residential Mortgage Lending Origination
Consumer Lending Certificate Financial Management Administration
Interviewing and Hiring Certificate South Carolina Notary Public

AFFILIATIONS
Board of Directors, Manna House
Advisory Council Florence Darlington Technical School
Florence County Disability and Special Needs
Florence Chamber of Commerce

AWARDS
Presidents Award for Outstanding Performance
Top Branch Performance Award
Wachovia Candlelight and Silver Award for Outstanding Performance

TECHNICAL SKILLS
Lotus Notes Microsoft Word Excel
PowerPoint WordPerfect

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