Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Heidi Harter

Papillion

Summary

Objective bank leader with demonstrated success in leading financial systems and programs. Knowledgeable about regulatory requirements and successful strategies for maintaining optimal controls. Well-organized, proactive and adaptable to dynamic conditions. Banking professional with robust history of leading branch operations to achieve organizational objectives. Proven ability to drive performance and ensure compliance with regulatory standards. Focused on fostering team collaboration and adapting to dynamic environments. Known for effective problem-solving and strong customer service orientation.

Overview

20
20
years of professional experience

Work History

Bank Branch Manager

First National Bank Omaha
04.2021 - Current
  • Manages daily branch operations for optimal efficiency and performance, resulting in improved customer experiences.
  • Leads a team of banking professionals, providing regular coaching and development opportunities for career growth.
  • Conducts regular audits of branch operations to maintain compliance with internal policies and external regulations.
  • Promotes a culture of innovation by encouraging staff to share ideas and solutions that improved overall branch operations and customer service levels.

Assistant Branch Manager

First National Bank Of Omaha
02.2013 - 03.2021
  • Wrote and administered employee performance reviews to monitor customer service and personal sales of a 10 member team.
  • Collaborated with tellers, universal bankers and personal bankers to exceed sales goals.
  • Supervised team of 16 branch employees and made recommendations regarding performance evaluations.
  • Built rapport with account holders by reaching out with product recommendations and account updates.
  • Demonstrated knowledge of branch financial products, including loans and lines of credit.
  • Developed sales strategy to meet established sales objectives.

Teller Manager

First National Bank Of Omaha
09.2010 - 02.2013

Mortgage Loan Officer Assistant

First National Bank Of Omaha
04.2009 - 09.2010

Sales Associate Investments and Planning

First National Bank Of Omaha
05.2008 - 04.2009

Teller

First National Bank Of Omaha
11.2004 - 05.2008

Education

Bachelor of Science - Business Management

University of Nebraska At Omaha
Omaha, NE
2008

Skills

  • Audit preparation
  • Banking
  • Financial product sales
  • Staff management
  • Staff development
  • Cash handling
  • Sale expertise
  • Customer Service
  • Attention to Detail
  • Operations Management
  • Sales Leadership

Accomplishments

  • Top Operational Branch in both offsite and onsite audits (2018 and 2019)
  • Top Management Team multiple quarters
  • Business Development Council (2013 and 2014)

Timeline

Bank Branch Manager

First National Bank Omaha
04.2021 - Current

Assistant Branch Manager

First National Bank Of Omaha
02.2013 - 03.2021

Teller Manager

First National Bank Of Omaha
09.2010 - 02.2013

Mortgage Loan Officer Assistant

First National Bank Of Omaha
04.2009 - 09.2010

Sales Associate Investments and Planning

First National Bank Of Omaha
05.2008 - 04.2009

Teller

First National Bank Of Omaha
11.2004 - 05.2008

Bachelor of Science - Business Management

University of Nebraska At Omaha
Heidi Harter