Sonja Lenore Haaby Worked As the Branch Manager with US Bank For Six Years

The Owner of Haaby & Associates, LLC, Sonja Lenore Haaby who is also an Accountant Enrolled Agent and Licensed Tax Consultant had an extensive career in banking and finance before she decided to follow her passion in accounting. Prior to starting her career in public accounting in 2007 with a local CPA firm, she was the Branch Manager for US Bank, Bend, Oregon, for over six years.

Sonja Lenore Haaby’s key responsibilities as the Branch Manger included maintaining and ensuring that all the branch operations were in compliance with regulations, policies, and procedures. She made sure that customer service and sales standards were being met, and also took care of Human Resource Management which included scheduling and supervising personnel. Additionally, she audited and reconciled various areas of operations like cashier’s checks, general ledger accounts, traveler’s checks, money orders, and proof of teller work.

Sonja Lenore Haaby
Sonja Lenore Haaby

Sonja Lenore Haaby always tried to create a positive team environment through consistent communication, encouragement, coaching, goal setting, and motivation. She held weekly staff meetings and trainings regarding new policies, sales and services to make sure that goals and standards were being met. In order to keep performance achievers motivated, she made sure that they were acknowledged for their hard work.

Sonja Lenore Haaby
Sonja Lenore Haaby

Some of Sonja Haaby’s other responsibilities as the branch manager were –

  • Reviewing and monitoring branch Profit & Loss statements, preparation of monthly financial reports and create sales, and expense budgets for the branch.
  • Providing valuable services to clients like loans, lines of credit, checking and saving accounts, annuities, and life insurance for both business and personal clients.
  • Building and maintaining a book of business through establishing strong, long-term relationships with the clients.

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