Results-driven Supervisor experienced in steering operations and managing team dynamics. Achieved continuous improvement and performance growth by implementing process enhancements and fostering a culture of open communication. Focused on driving organizational objectives through effective collaboration and strategic project management.
Overview
20
20
years of professional experience
Work History
Branch Store Supervisor
TD Bank
Clinton
04.2023 - Current
Managed daily operations of branch, ensuring compliance with banking regulations.
Implemented marketing strategies to promote banking products and services effectively.
Built relationships with clients to understand their banking needs and offer solutions.
Assisted customers with banking transactions, such as deposits, withdrawals and loan applications.
Monitored daily operations of the branch, including staff management, customer service and security protocols.
Conducted regular meetings with employees to discuss performance goals and objectives.
Identified operational improvement areas through customer feedback survey analysis, enhancing service delivery.
Verified accuracy of customer information and documents to ensure compliance with bank regulations.
Analyzed customer data to identify trends in account activity and suggest ways to increase sales opportunities.
Supervised tellers during peak hours of operation, providing assistance as required.
Provided training to new hires on banking processes and procedures.
Coordinated targeted marketing campaigns to engage local businesses, increasing branch visibility and client acquisition.
Resolved customer complaints in a timely manner by providing appropriate solutions or alternatives.
Developed sales action plans to achieve employee retention, profit, customer experience, and lending goals.
Processed and approved international and domestic wire transfers, cashed checks and posted deposits and withdrawals.
Explained benefits of various investment options to help customers fulfill personal investment goals.
Supervised staff performance and developed training programs for new employees.
Coordinated customer service initiatives to enhance client satisfaction and retention.
Develop new business by researching and analyzing community markets, analyzing and prioritizing clients to target, planning and executing business development strategies and calling on existing and potential clients, whether in person or over the phone.
Supervisor/Personal banker
Andrews Federal Credit Union
Wash.
01.2014 - 11.2015
Maintained regular performance appraisals for subordinates through verbal, written and on-going review programs.
Cultivated business connections through active sales and networking efforts.
Develop new business by researching and analyzing community markets, analyzing and prioritizing clients to target, planning and executing business development strategies and calling on existing and potential clients, whether in person or over the phone.
Proactively assess clients' financial information by completing a Needs Assessment to determine total current and future financial needs. Summarize and discuss the opportunities uncovered; recommend, present and sell appropriate products and services.
Interview loan applicants to elicit information, determine appropriate loans, cross-sell opportunities, or communicate decisions or recommendations; obtain and/or send proper documentation to resolve related customer issues.
Makes face to face sales calls to the local community businesses. When appropriate, refer sales opportunity to Loan by Phone area.
Refer clients as necessary to the appropriate banker or department to cross-sell additional services or products.
Enhanced business banking connections by developing strong client relationships.
through proactive outreach.
Supervised daily operations to ensure efficient branch functionality.
Managed staff schedules to optimize workforce productivity and coverage.
Resolved customer inquiries and complaints with effective communication skills.
Collaborated with management to align branch goals with company objectives.
Supervised, coached, and evaluated staff performance.
Provided guidance and support to branch staff in daily operations.
Assisted customers with loan applications, account inquiries or other banking needs.
Maintained strong customer relationships through regular proactive communication and timely follow-ups.
Identified areas of improvement for operational efficiency at the branch level.
Ensured compliance with banking regulations, laws, and policies.
Head Teller
Bank Of America
Wash.
06.2006 - 04.2013
Supervised and coordinated activities of workers engaged in receiving and paying out money
Opened checking and savings accounts for customers
Assigned duties and work schedules to workers to ensure efficient functioning of department
Examined Tellers' reports of daily transactions for accuracy
Helped in reconciling branch settlement differences
Assisted in administration of policies and procedures, performance management, and vault cash management to enhance operational compliance
Maintained Teller equipment, i.e. cash dispensers, ATMs, scanners, and printers.
Accounts Supervisor / Branch Support Officer at Motion Fluid Power Solutions - Formally AIPAccounts Supervisor / Branch Support Officer at Motion Fluid Power Solutions - Formally AIP