Gary Lambert

Achieved customer financial goals through thorough analysis of individual financial health.

Recommended tailored products to effectively meet diverse customer financial objectives and needs.

Ensured operational excellence by maintaining document accuracy and compliance with policies and regulations.

Collaborated with Line of Business Partners to deliver quality customer service and achieve financial targets.

Managed operations for up to 16 branches during absences of multiple Consumer Banking Managers.

Maintained workflow continuity, minimizing disruptions and ensuring seamless operations during managerial absences.

Served as Elite Loan Leader for Georgia/Carolinas, enhancing loan training for bankers' development.

Conducted regular training sessions to strengthen operational knowledge across consumer banking teams.

Additional position within Regions Bank for the underwriting, processing of loan documentation. Controlled process of PPP Loans from beginning to funding.

• Cultivated strong client relationships to understand financial needs and goals.
• Developed customized financial strategies to enhance clients' wealth management.
• Analyzed market trends to provide informed investment recommendations.
• Oversaw portfolio performance, ensuring alignment with client objectives and risk tolerance.