Amber Verdun
Orange
Summary
Personable Assistant Branch Manager skilled at providing empowering team leadership while ensuring efficient and productive branch operations. Accustomed to offering actionable solutions for process optimization resulting in reduced corporate costs.
Results-oriented Assistant Branch Manager with extensive experience developing high net worth client relationships and referral networks. Top-performer with track record of consistently meeting or exceeding sales goals. Talented at educating customers on banking services and products and recommending best options to meet long- and short-term needs.
Proactive Assistant Branch Manager with great financial product expertise and passion for customer service. Commended for going above and beyond to exceed corporate goals demonstrated over [Number] years of financial industry expertise.
Highly detail-oriented and professional [Job Title] successful at meeting and exceeding branch goals. Expertise in customer service relations and sales management.
Overview
11
11
years of professional experience
Work History
Assistant Branch Manager
BCB Bank
05.2015 - Current
- Trained and developed new team members in alignment with branch service standards and objectives.
- Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
- Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
- Developed and managed employee schedules, balancing individual requests and requirements with business needs.
- Demonstrated knowledge of branch financial products, loans and lines of credit.
- Conducted weekly staff meetings to motivate staff members, address concerns, and questions, plan improvements and evaluate progress toward goals.
- Built rapport with account holders by reaching out with product recommendations and account updates.
- Collaborated with tellers, universal bankers and personal bankers to exceed sales goals.
- Facilitated customer satisfaction by executing personal communication and frequent follow-ups.
- Coached and developed branch staff by offering constructive feedback and [Type] training opportunities.
- Supervised team of [Number] branch employees and made recommendations regarding performance evaluations.
- Implemented process improvements to increase productivity.
- Generated financial and operational reports to assist management with business strategy.
- Wrote and administered employee performance reviews to monitor customer service and personal sales of [Number]-member team.
- Managed branch size of over $[Amount] in deposits and team of [Number] full and part-time employees.
- Grew customer base by [Number]% over [Number]-year period through community networking and innovative customer incentives.
- Maintained friendly and professional customer interactions.
- Assessed employee performance and developed improvement plans.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Examined customer loan applications for loan approvals and denials.
- Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Cross-sold bank products and services to meet customer needs and provide options.
- Promoted financial products by maintaining excellent service offering knowledge.
- Followed up with customers to gather feedback and provide additional assistance.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Expanded client base by promoting new financial products.
- Monitored customer accounts to detect irregularities or suspicious activity.
- Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
- Explained account terms and conditions to customers.
- Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
- Identified partnership opportunities and established favorable business connections.
- Engaged employees in business processes with positive motivational techniques.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
Deposit Operations Specialist
Crown Bank
01.2013 - 05.2015
- Immediately reported discrepancies and assisted in clearing discrepancies.
- Processed account maintenance requests and checked for alignment with bank policy.
- Processed levies, bankruptcy and garnishment requests.
- Processed foreign items and returned mail.
- Maintained confidentiality of bank's customers and adhered to all regulatory requirements.
- Provided backup to [Number] other deposit operations specialists.
- Handled PIN reorders, new cards and maintenance for debit cards.
- Handled various accounting transactions.
- Executed wire transfers, stop payments and account transfers.
- Assisted customers with banking needs and inquiries.
- Maintained friendly and professional customer interactions.
- Wrote and distributed customer correspondence.
- Cross-sold credit cards, loans and other bank products.
- Monitored and reviewed work schedules, customer letters and comments, team productivity and labor control reports.
- Handled ATM service maintenance and disputes.
- Strengthened financial operations by conducting bank reconciliations and financial reporting.
- Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
Skills
- Relationship Building and Management
- Audit Preparation
- Loan Application Evaluation
- Customer Retention
- Financial Software
- Account Retention
- Sales Expertise
- Cash Handling
Timeline
Assistant Branch Manager
BCB Bank
05.2015 - Current
Deposit Operations Specialist
Crown Bank
01.2013 - 05.2015