EUSTACIA L. ROBERTS
Baton Rouge
Summary
Strategic and results-driven banking professional with 20+ years of experience in retail banking, credit unions, and financial services. Expertise in lending regulations, compliance, operations, and customer relationship management. A dynamic leader with 14+ years of management experience, specializing in team development, coaching, and business growth. Proven ability to increase revenue, optimize branch operations, and expand customer relationships. Passionate about financial literacy, business banking, and community engagement.
Overview
24
24
years of professional experience
Work History
AVP / Branch Manager
The First Bank
Port Allen
03.2022 - Current
- Lead and develop a high-performing branch team, ensuring exceptional customer service
- Manage scheduling, teller operations, and performance appraisals to maximize efficiency
- Drive sales and service goals, tracking and reporting key performance metrics
- Oversee loan processing, exception clearance, and past-due account management
- Build and execute a business development strategy, increasing market share and profitability
- Actively represent the bank in community organizations and leadership roles
- Conduct internal assessments to ensure audit preparedness and compliance
- Handle customer escalations, providing financial solutions tailored to their needs
Assistant Branch Manager – Goodwood Branch
Neighbors Federal Credit Union
Baton Rouge
11.2020 - 03.2022
- Boosted employee morale and service quality, improving customer satisfaction
- Managed a team three times larger than previous location, ensuring operational excellence
- Served as Business Subject Matter Expert for Commercial Deposit Services, leading training initiatives
- Created and published a monthly newsletter, keeping branch staff informed of updates
- Led branch audits, maintaining top compliance and operational standards
- Managed $111M in branch deposits, ensuring financial accuracy and security
- Oversaw scheduling, performance reviews, and assumed Branch Manager duties as needed
Assistant Branch Manager
Neighbors Federal Credit Union
Prairieville
12.2013 - 11.2020
- Developed a Mystery Shop Workshop, enhancing branch performance and service quality
- Launched a deposit growth campaign, increasing new account openings
- Trained retail staff in Commercial Deposit Services, improving operational knowledge
- Successfully managed branch audits, earning Exceeds Standard ratings for four consecutive years
- Drove business development and small business banking growth
- Served as acting Branch Manager during extended absences
Assistant Branch Manager
Regions Bank
Baton Rouge
12.2007 - 12.2013
- Developed sales strategies, increasing branch revenue and profitability
- Led business development efforts, strengthening partnerships and customer relationships
- Facilitated Regions @ Work events twice a week, increasing checking account acquisitions
- Maintained top life insurance sales, consistently exceeding quarterly targets
- Conducted loan reviews, ensuring zero compliance exceptions
Financial Service Representative
Regions Bank
Baton Rouge
11.2005 - 12.2007
- Generated $2.1M in consumer loans in a single quarter
- Achieved a 98% Gallup Customer Satisfaction Score, demonstrating outstanding service
- Expanded the branch’s customer base through weekly financial education events
Mortgage Originator
Home 123 Mortgage
Baton Rouge
05.2005 - 11.2005
- Increased mortgage sales through inbound and outbound calls
- Provided credit counseling and consolidation loan solutions
- Built a strong realtor referral network, growing loan origination volume
Teller / Personal Banker
Whitney National Bank
Baton Rouge
02.2001 - 05.2005
- Assisted customers with transactions and provided tailored banking solutions
- Maintained a 5-star rating on customer service evaluations
- Sold a variety of bank products, loans, and accounts
Education
B.S. - Business Economics & Finance
Southern University A&M College
Skills
- Retail & Commercial Banking
- Financial Counseling & Literacy Training
- Branch Operations & Compliance
- Small Business Banking & Development
- Team Leadership & Employee Development
- Sales & Revenue Growth Strategies
- Customer Relationship Management
Key Skills And Expertise
- Retail & Commercial Banking
- Financial Counseling & Literacy Training
- Branch Operations & Compliance
- Small Business Banking & Development
- Team Leadership & Employee Development
- Sales & Revenue Growth Strategies
- Customer Relationship Management
Timeline
AVP / Branch Manager
The First Bank
03.2022 - Current
Assistant Branch Manager – Goodwood Branch
Neighbors Federal Credit Union
11.2020 - 03.2022
Assistant Branch Manager
Neighbors Federal Credit Union
12.2013 - 11.2020
Assistant Branch Manager
Regions Bank
12.2007 - 12.2013
Financial Service Representative
Regions Bank
11.2005 - 12.2007
Mortgage Originator
Home 123 Mortgage
05.2005 - 11.2005
Teller / Personal Banker
Whitney National Bank
02.2001 - 05.2005
B.S. - Business Economics & Finance
Southern University A&M College
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