Alexis Tyree
Cincinnati
Summary
Accomplished Assistant Branch Manager at TruPartner Credit Union, adept in compliance management and relationship building, significantly enhanced branch service quality. Leveraged financial software expertise and interpersonal skills to boost customer base and drive team performance, achieving notable operational efficiency. Proven track record in staff development and risk analysis, ensuring regulatory adherence and client satisfaction.
Overview
8
8
years of professional experience
Work History
Assistant Branch Manager
TruPartner Credit Union
Cincinnati
02.2024 - Current
- Performed financial transactions such as deposits, withdrawals, transfers, loan payments.
- Supervised teller duties including balancing cash drawers and verifying accuracy of transactions.
- Ensured compliance with all applicable laws, regulations, policies, and procedures related to banking operations.
- Supervised branch team, providing management with performance assessment suggestions.
- Identified opportunities for improvement within the branch environment and implemented solutions accordingly.
- Monitored daily operations of the branch including sales, customer service, inventory control.
- Resolved customer issues effectively in order to maintain strong customer relationships.
- Verified cash by balancing cash drawers and maintaining cash count records.
- Worked with regulatory representatives to complete accurate filings and maintain compliance.
- Complied with company policies and government regulations to prevent and detect rule violations and protect organization from fines and lawsuits.
- Boosted customer base, acquiring new customers and identifying needs to deliver relevant products.
- Managed and inspired team members to perform to full potential, driving branch profitability.
- Demonstrated expertise and reasoned guidance regarding loan products, lines of credit, and account options.
- Supervised ranch personnel and operations in absence of branch manager, keeping operations and workflows running smoothly.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Maintained consistent growth in accounts and receivables by obtaining and retaining loan borrowers.
- Built client rapport through frequent individualized recommendations for financial products and services.
- Ensured compliance with internal policies and procedures as well as external regulations.
- Maintained a positive relationship with customers by responding promptly to inquiries or complaints.
- Provided bank leadership in absence of branch manager.
Assistant Store Manager
Signet Jewelers
Cincinnati
08.2017 - 11.2022
- Ensured compliance with all safety regulations throughout the store premises.
- Reviewed inventory and sales records to prepare reports for management and budget departments.
- Implemented campaigns and promotions to help with developing goods and services.
- Coordinated and directed activities of businesses or departments concerning production, pricing and sales.
- Developed an effective system for tracking inventory levels, ensuring stock is available when needed.
- Supervised cash handling processes to ensure accuracy of transactions.
- Improved productivity initiatives, managing budgets and accounts, coordinating itinerary and scheduling appointments.
- Organized weekly meetings with department heads to review progress on key objectives.
- Trained new employees on store policies, procedures and customer service standards.
- Delegated assignments based on team strengths to optimize floor coverage and service levels.
- Assisted in continuous development of effective store associates to achieve desired sales and results.
- Oversaw daily cash handling procedures, reconciling discrepancies as necessary.
- Monitored inventory levels and placed new orders for merchandise to keep supply well-stocked.
- Developed strategies for increasing store profitability by analyzing financial data and implementing cost-saving measures.
- Used strong issue resolution and communication skills to cultivate and strengthen lasting client relationships.
- Mitigated business risks by working closely with staff members and assessing performance.
- Handled scheduling for store shifts to achieve adequate staffing.
- Assisted in recruiting efforts by interviewing candidates for open positions in the store.
- Coordinated with vendors to secure product availability at competitive prices.
- Answered customer questions and addressed problems and complaints in person and via phone.
- Completed thorough opening, closing, and shift change functions to maintain operational standards each day.
- Prepared staff work schedules and assigned team members to specific duties.
- Monitored progress by establishing plans, budgets and measuring results.
- Handled complaints from customers by empathetically listening, recording details and offering solutions.
Education
High School Diploma -
Princeton
Sharonville, OH06-2016
Skills
- Audit monitoring
- Banking
- Branch service quality
- Account collections
- Audit preparation
- Financial software
- Relationship building and management
- Loan application assessment
- Google drive
- Vault audits
- Operational efficiency
- Account management
- Client relationship management
- Compliance management
- Regulatory compliance
- Budget control
- Staff management
- Loan expertise
- Strong interpersonal skills
- Account retention
- Staff development
- Risk analysis
- Staff education and training
- Loan product expertise
Timeline
Assistant Branch Manager
TruPartner Credit Union
02.2024 - Current
Assistant Store Manager
Signet Jewelers
08.2017 - 11.2022
High School Diploma -
Princeton