Evan Dodson
Southaven
Summary
Results-driven management professional prepared for leadership roles in branch operations. Leveraged industry insights to streamline processes and improve customer experiences. Known for team collaboration and adaptability, delivering consistent results through effective communication and strategic planning.
Overview
13
13
years of professional experience
Work History
Assistant Branch Manager
Cadence Bank
04.2025 - Current
- Promote and model the Banks’ sales process and management routines in conjunction with the Branch Manager.
- Originate new consumer and business depository accounts.
- Originate consumer lending products including home equity loans and lines of credit (NMLS registered).
- Identify business opportunities and make quality referrals to the proper business partners and internal teammates.
- Assist in coaching and developing branch teammates’ sales, service and operational skills.
- In conjunction with the Branch Manager, participate in the recruiting, selection, performance, development and termination of all branch teammates.
- Meet or exceed individual sales and service objectives - measured by team benchmarks and personal productivity metrics.
- Take a lead role in maintaining operational soundness for the team which may include balancing cash drawers/vaults, processing CTR reports and transactions, opening and closing procedures, etc.
- Demonstrate strong problem resolution and customer service skills to provide an elevated ease of doing business and strong experience among the customer base.
- Enjoy working in a team environment with constant collaboration and shared objectives.
- Maintain compliance with all bank regulations that apply to your position and stay current on regulation changes including Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations that apply to your position.
- Create a positive impact within the communities you serve by investing time in Community Reinvestment Act (CRA) activities and financial literacy initiatives.
Personal Banker V
Cadence Bank
12.2022 - Current
- Build, develop and deepen customer relationships through active market business development, needs-based questioning to identify deposit, credit and investment solutions to help customers achieve their financial goals.
- Support the transactional needs of the banking center on occasion and at manager discretion and also referring identified opportunities to the appropriate line of business.
- Meet or exceed individual sales and activity objectives - measured by an individual scorecard. Also, establish preset appointments to identify customer needs via in-person meetings, tele-consulting activities and outbound community involvement.
- Enjoy working in a team environment with frequent interactions with fellow teammates and customers.
- Educate customers on other bank channels including online and mobile banking, interactive (Video) tellers and full-service ATMs that provide convenience and value to customers.
- Originate new consumer and business depository accounts and execute a defined new customer on-boarding plan. Also includes origination of cash management solutions such as Treasury Management, Merchant Services and ACH.
- Explore the customer’s financial needs and recommend other bank services and refer customers within the branch when appropriate or to other departments when appropriate.
- Originate consumer lending applications including home equity lending (NMLS registered).
- Coordinate with the appraisal department to determine the best value for their property.
- Assist the underwriting team to decide if each lending applicant will have enough money to pay the loan back.
- Uncover small business opportunities and make quality referrals to proper business partners and team members.
- Demonstrate compliance with all bank regulations that apply to your position and stay current on regulation changes including Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations that apply to your position.
- Create a positive impact within the communities you serve by investing time in Community Reinvestment Act (CRA) activities and financial literacy initiatives.
Lending Assistant
BankPlus
03.2020 - 12.2022
- Input loan information for new loans or renewals into the Platform System
- Assist in the preparation of loan documents and review for errors and compliance issues
- Perform loan closing on occasion when loan officer is not available. Assemble loan packages to be sent to Central Loan Operations
- Prepare and process line of credit draws, loan payments not processed through teller operations and payments for loan closing fees to third parties (appraisers, attorneys, filing fees, etc.)
- Remit Deeds, UCC’s, and titles for recording. Request preliminary and final title opinions on real estate loans when necessary
- Review and work loan exception reports weekly
Private Client Specialist
Renasant Bank
07.2019 - 03.2020
- Partner with Private Bank leadership and other team members to deliver the Private Bank experience to high net worth and ultra-high net worth clients and prospects
- Collaborates with the Private Bank Team to consistently deliver high-quality client service and ensure service standards are achieved throughout the entire sales process including execution, delivery, and retention. Interacts directly with clients and prospects, building effective relationships to enhance the client experience
- Assist clients with all benefits and features of new account, IRA, CD, or Safe Deposit products according to customer needs
- Work with clients on loan products such as consumer, commercial and home equity
Personal Banker III
Cadence Bank
10.2016 - 06.2019
- Develop and maintain professional relationships with customers and ensure customer satisfaction
- Maintain knowledge and interpret all policies and procedures of bank and ensure compliance with all ethics and conducts
- Provide efficient sales and services to customers and monitor sales for all referral objectives
- Assist sales team to generate business through cross selling and effective marketing
- Assist clients with all benefits and features of new account, IRA, CD, or Safe Deposit products according to customer needs
- Work with clients on loan products such as consumer, commercial and home equity
Image Specialist
Cadence Bank
09.2013 - 06.2016
- Key amounts and account numbers on checks and deposits that are scanned in by tellers
- Balance teller transactions for each branch
- Correct customer errors and send advices on errors
- Receive items from branch locations throughout Florida, Alabama, Mississippi, and Tennessee
Image Specialist
BancorpSouth
08.2012 - 08.2013
- Key amounts and account numbers on checks and deposits that are scanned in by tellers
- Balance teller transactions for each branch
- Received items from branch locations throughout Florida, Alabama, Mississippi, and Tennessee
Bank teller
BancorpSouth
06.2012 - 08.2012
- Process routine customer transactions, cash checks, deposits, loan payments
- Balance a cash drawer at the end of each day
Education
Bachelor of Arts - Business, Communications
Mississippi State University
Starkville, MS05.2016
Associate of Arts - undefined
Itawamba Community College
Fulton, MS05.2013
Skills
Customer Service
Lending
Leadership
Problem Solving
Accountability
Timeline
Assistant Branch Manager
Cadence Bank
04.2025 - Current
Personal Banker V
Cadence Bank
12.2022 - Current
Lending Assistant
BankPlus
03.2020 - 12.2022
Private Client Specialist
Renasant Bank
07.2019 - 03.2020
Personal Banker III
Cadence Bank
10.2016 - 06.2019
Image Specialist
Cadence Bank
09.2013 - 06.2016
Image Specialist
BancorpSouth
08.2012 - 08.2013
Bank teller
BancorpSouth
06.2012 - 08.2012
Associate of Arts - undefined
Itawamba Community College
Bachelor of Arts - Business, Communications
Mississippi State University
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