Angita Patel
Santa Rosa,CA
Summary
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.
Overview
10
10
years of professional experience
Work History
Assistant Branch Manager
Community First Credit Union
08.2023 - Current
- Monitor daily branch/cash operations to ensure assets are secure and within operational limits/change fund limits.
- Network within the community to identify and capitalize on business opportunities.
- Developed several internal employee recognition programs and activities to motivate and increase productivity.
- Conduct daily, weekly, and monthly Quality Control Check audits to maintain strict audit compliance of branch operations.
- Ensure branch compliance with company policies and government regulations to prevent and detect rule violations, to protect the company.
- Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
- Streamlined operational efficiencies by coordinating Member Service Representative development and succession planning.
- Train and mentor highly effective teams
- Developed branch business plan for maximum profitability and effectiveness.
Personal Banker II
Luther Burbank Savings
08.2022 - 01.2023
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Promoted financial products by maintaining excellent service offering knowledge.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
Member Relationship Specialist II
Redwood Credit Union
09.2019 - 02.2020
- Transcended requirements on consistent basis to satisfy customers.
- Worked with clients to address and respond to client and partnership management issues.
- Operated in self-directed environment with minimal input to solve problems and implement resolutions.
- Presented clients with various product and service options to meet individual demands.
- Promoted financial products by maintaining excellent service offering knowledge.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
Personal Banker II
Wells Fargo
11.2017 - 08.2019
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Promoted financial products by maintaining excellent service offering knowledge.
- Cross-sold bank products and services to meet customer needs and provide options.
- Backed up teller team by handling needs of new and existing customers at main counter.
Teller
Wells Fargo
05.2014 - 03.2015
- Processed customer transactions promptly, minimizing wait times.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Assisted with training of new tellers on policies and procedures.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
Education
High School Diploma -
Willits High School
Willits, CAAssociate of Science - Business Administration And Management
Mendocino College
Ukiah, CASkills
- Sales expertise
- Loan expertise
- Team Development
- Staff Development
- Profit and loss management
- Financial software
- Employee Scheduling
- Staff education and training
- Resource Management
- Financial Services
- Risk Management
- Account Management
- Cash Handling
- Financial Product Sales
- Regulatory Compliance
- Operations Management
Additional Information
Progressively responsible experience in retail lending operations for a financial institution.
Experience and high proficiency on use of core banking platform (Symitar, Keystone on Corelation)
and loan origination system (Loans PQ, Lending 360, arc OS)
Languages
English
Native or Bilingual
Gujarati
Native or Bilingual
Hindi
Native or Bilingual
Timeline
Assistant Branch Manager
Community First Credit Union
08.2023 - Current
Personal Banker II
Luther Burbank Savings
08.2022 - 01.2023
Member Relationship Specialist II
Redwood Credit Union
09.2019 - 02.2020
Personal Banker II
Wells Fargo
11.2017 - 08.2019
Teller
Wells Fargo
05.2014 - 03.2015
High School Diploma -
Willits High School
Associate of Science - Business Administration And Management
Mendocino College