Dedicated branch manager with a proven track record of success in exceeding business objectives and customer expectations. Demonstrated ability to lead and motivate teams towards achieving goals. Strong team player.
Overview
17
17
years of professional experience
Work History
Branch Manager
F&M Bank
09.2023 - Current
Managed staff scheduling, hiring and training processes
Resolved escalated customer complaints in a timely manner
Ensured compliance with established policies, procedures and regulations governing banking operations
Verified cash by balancing cash drawers and maintaining cash count records
Directed daily operations of the branch, including customer service, human resources, sales and marketing activities
Conducted regular performance reviews for all employees in the branch
Branch Administrator
F&M Bank
09.2023 - Current
Provided administrative support to the Branch Manager and other staff members
Created and maintained filing systems for records, documents, and correspondence
Assisted in preparing presentations, reports, agendas, minutes of meetings, and other documents as needed
Maintained an up-to-date knowledge of products and services offered by the company
Updated employee records such as vacation leave requests, overtime hours worked
Assistant Branch Manager
Legends Bank
04.2021 - 09.2023
Provided training to new employees on company policies and procedures
Provided leadership and direction to staff members in order to ensure efficient operations of the branch
Conducted performance reviews, monitored employee goals, and provided feedback and coaching as necessary
Ensured compliance with internal policies and procedures as well as external regulations
Performed financial transactions such as deposits, withdrawals, transfers, loan payments
Managed daily cash flow activities including counting cash drawers at opening and closing times
Supervised teller duties including balancing cash drawers and verifying accuracy of transactions
Supervised team of 4 branch employees and made recommendations regarding performance evaluations.
Universal Banker
Northern Trust
12.2007 - 11.2020
Provided customer service to clients by answering questions, resolving complaints and processing transactions
Explained banking products and services such as checking accounts, savings accounts, loans and credit cards to potential customers
Assisted customers with online banking setup and troubleshooting issues
Opened new accounts for customers, including checking accounts, savings accounts and certificates of deposit
Processed deposits, withdrawals, loan payments and other financial transactions
Verified customer identity through driver's license or other forms of identification
Maintained records of customer interactions and transactions in accordance with bank policies
Balanced currency, coin and checks in cash drawers at ends of shifts and calculated daily transactions using computers or calculators
Cross-sold bank products such as debit cards, credit cards and overdraft protection plans to existing customers
Received incoming wires from other financial institutions into customer accounts
Set up new accounts and services for customers and explained important restrictions, benefits and requirements of each
Education
High School Diploma -
Vero Beach High School
Vero Beach, FL
06.1995
Skills
Business development expertise
Performance Reviews
Sales Development
Account analysis expertise
Coaching and Mentoring
Financial Oversight
Employee Development
Cash Handling
Team Player
Cash vault audit
Banking Policies and Procedures
Branch operations management
Customer service
Customer relationships
Excellent time management skills
Excellent work ethic
Attention to detail
Coaching and mentoring
Relationship building and management
Strong team-builder
Timeline
Branch Manager
F&M Bank
09.2023 - Current
Branch Administrator
F&M Bank
09.2023 - Current
Assistant Branch Manager
Legends Bank
04.2021 - 09.2023
Universal Banker
Northern Trust
12.2007 - 11.2020
High School Diploma -
Vero Beach High School
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