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Amy Odom

Amy Odom

Branch Manager

Scottrade

Miramar, FL

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Scottrade

Branch Manager

* Manage Office of Supervisory Jurisdiction (OSJ), an office with a portfolio of over 12,000 client accounts and over $226 million in assets, and maintain compliance with FINRA/SEC regulations.
* Ensure highest level of customer satisfaction by identifying and understanding customers' financial and educational needs, building and maintaining strong working relationships and delivering quality customer service. Quarterly Customer satisfaction surveys with the client base, have consistently ranked within the 95th percentile under my leadership.
* Responsible for resolving escalated issues and client concerns.
* Manage at-risk client accounts by pursuing collections for account deficits and align overly concentrated accounts with house capital requirements.
* Asses risk of approximately 1500 new account requests annually and make approval recommendations to ensure accounts align to business risk strategy and are in compliance with the PATRIOT ACT.
* Manage the human resource development process by developing quarterly business development goals to achieve sales quotas. Plan and coordinate training programs for all branch associates and lead new hire training sessions. Conduct monthly one on one meetings to ensure behaviors are aligned with goals. Perform semi-annual reviews and adjust bonus compensation based on performance.

Career medium 05
Career
Career medium 02

SunTrust Bank

Branch Manager

* Led daily branch sales and operations
* Met and exceed goals to include personal and business deposit accounts, loans, mortgages and investment referrals.
* deposit account goal of 10 accounts for personal and business per month
* Loans written were in excess of 1.5 million per month, personal and business
* Mortgage closes of $250k per quarter
* Weekly investment referral of 3 clients per week
* Managed a team of personal bankers, tellers and assistant managers to ensure attainment of branch sales goals. Total team consisted of 12 employees.
* Implemented and drove execution of policies, sales practices and operational processes.
* Oversaw FINRA/SEC/FRB regulatory compliance as a registered principal.
* Surpassed branch sales goals year over year.
* Fostered a positive and motivating sales culture after leveraging effective communications, coaching, employee recognition, sales monitoring and performance management.

Career

Chase Bank

Personal Banker

* Helped customers by discovering financial needs, helping with problem resolutions, and processing transactions when needed.
* Took a lead role in creating an outstanding customer experience by resolving customer service issues, opening new accounts, offering convenience services, and helping the Branch meet sales objectives contributing to the success of the firm.
* Provided topnotch customer service in face-to-face interactions with customers.
* Assisted customers by handling teller transactions accurately and efficiently during peak service times.
* Partnered with the branch team and specialists (such as Loan Officers, Business Bankers, and Financial Advisors), to ensure customers get access to experts who can help them with specialized financial needs.

Career medium 05
Career
Career medium 04

USAA

Assistant Manager

* Ensured highest level of customer satisfaction by understanding customers' financial needs, building and maintaining strong working relationships and delivering quality customer service.
* Assisted clients with placement of stock, options, and mutual fund orders.
* Recommended USAA mutual funds by performing a client needs analysis.
* Calculated margin requirements for advance options trading.
* Provided technical support to online clients to ensure the ability to log in and place equity trades.
* Assisted in corresponding to email messages sent by clients regarding any investment issues. As principal, reviewed correspondence by associates to ensure proper wording and maintain compliance of NASD (now FINRA) rules.

Career

Regis University

MBA, Masters Business Administration

Saint Leo University

Bachelors of Arts, Business Administration