Alicia Welch
Rochester,NY
Summary
Experienced and committed retail branch manager with a strong focus on building relationships and uncovering customer needs. Dedication to delivering exceptional customer service and creating a positive customer experience. Continuously seeking opportunities to enhance relationships and improve the overall customer experience. Passionate about delivering results and providing exceptional service, confident in ability to drive success and contribute to organizational growth.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Retail Branch Manager
Canandaigua National Bank
Rochester, NY
02.2015 - 11.2024
- Cultivated high-performance culture, driving significant achievement in goal attainment.
- Expanding relationships with both personal and business clients resulting in an increase in referrals and enhancing networking amongst various business partners contributing to overall branch growth
- Manage overall sales performance of the branch to reach productivity and growth goals
- Maximize cross-sell efforts with walk-in opportunities as well as calling book of business to set appointments.
- Convert service requests to sales by profiling every customer interaction
- Onboard customers,2 day,14 days,30 day touch points
- Leverage available sales tools, prescribed in-branch huddles, call lists and best practices to increase sales productivity and cross-sell.
- Ensure consistent delivery of excellent service by keeping the customer and colleague at the heart of all interactions
- Promoting business for the Bank by maintaining good customer relations and follow up.
- Provide leadership, training and support to colleagues and peers and conducting one on one coaching and development.
Assistant Branch Manager
Citizens Bank
Rochester, NY
01.2010 - 02.2015
- NMLS registered
- Awarded top overall sales within the Rochester Region
- Hire, train and mentor teller staff.
- Maximize cross-sell efforts with walk-in opportunities as well as calling book of business to set appointments.
- Convert service requests to sales by profiling every customer interaction
- Onboarding customers and building repor.
- Maintaining individual sales goal along with teller coaching.
- Handling day to day retention and teller duties.
Education
Business Administration And Management
Buffalo State University
01.2010
Regents Diploma - Liberal Studies
Greece Arcadia High School
06.2008
Certification
NMLS REGISTERED
NYS NOTARY PUBLIC
Timeline
Retail Branch Manager
Canandaigua National Bank
02.2015 - 11.2024
Assistant Branch Manager
Citizens Bank
01.2010 - 02.2015
NMLS REGISTERED
NYS NOTARY PUBLIC
Business Administration And Management
Buffalo State University
Regents Diploma - Liberal Studies
Greece Arcadia High School