Amy Mahaffey
Finance
Summary
Dedicated Assistant Branch Manager bringing demonstrated success in cultivating account retention and client satisfaction. Well-versed in loan application review and financial product advisement. Ready to contribute 7 years of management experience.
Overview
23
23
years of professional experience
Work History
Assistant Branch Manager
Midflorida Credit Union
Cape Coral, FL
07.2022 - Current
- Demonstrated knowledge of branch financial products, loans and lines of credit.
- Reviewed credit applications for risk factors and credit worthiness.
- Developed and managed employee schedules, balancing individual requests and requirements with business needs.
- Coached and developed branch staff by offering constructive feedback and career advancement training opportunities.
- Conducted weekly staff meetings to motivate staff members, address concerns, and questions, plan improvements and evaluate progress toward goals.
Teller Manager
Midflorida Credit Union
Cape Coral, FL
04.2020 - 07.2022
- Pursued new retail and commercial account growth to enhance bank's market position.
- Trained new employees in cash handling procedures, bank policies and incentive plan to promote compliance with established standards.
- Interviewed and hired teller candidates to promote adequate staff coverage during operating hours.
- Complied with established internal controls and policies.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
Relationship Banker
Midflorida Credit Union
Avon Park, FL
06.2002 - 04.2020
- Collected customer information and completed new account forms.
- Facilitated customer transactions, including deposits, withdrawals and transfers.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Provided customers with additional information regarding account services.
- Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit.
- Explained account terms and conditions to customers.
- Processed customer payments and account setup charges.
- Presented new and additional products and services to existing customers.
- Cultivated strong customer relationships by providing tailored advice and services.
- Greeted customers and delivered information about new account processes.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
Education
High School Diploma -
Homestead Senior High School
Homestead, FL06.1983
Skills
- Staff Training
- Staff Management
- Employee Scheduling
- Cash Handling
- Staff Development
- Operations Management
- Workflow Schedules
- Teller Auditing
- Employee Performance Reviews
- Strong Interpersonal Skills
- Supervising Tellers
- Credit Application Review
Timeline
Assistant Branch Manager
Midflorida Credit Union
07.2022 - Current
Teller Manager
Midflorida Credit Union
04.2020 - 07.2022
Relationship Banker
Midflorida Credit Union
06.2002 - 04.2020
High School Diploma -
Homestead Senior High School
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