Proactive Assistant Branch Manager with great financial product expertise and passion for customer service. Commended for going above and beyond to exceed goals demonstrated over 9 years of financial industry expertise.
Overview
9
9
years of professional experience
Work History
Assistant Branch Manager
Bank of the West
06.2022 - Current
As the assistant branch manager I am responsible for handling daily transactions , I identify client financial needs and develop new relationships on a daily basis
I act as the Branch Manager in leu of my management when needed
I am second command in helping with hiring processes, mentorship to Junior branch staff and help them into building their own skills
As an assistant branch manager each day is never the same , I deal with not just customer service but the operational side
I support the branch by opening personal and business accounts , credit cards , and refer to partners.
Digital Banking Remote Specialist
Contact Center Personal, U.S. Bank
09.2021 - 05.2022
Worked with multiple monitors, digital platforms and different software systems to answer incoming
English and Spanish customer concern calls with professionalism and courtesy
Properly demonstrated
genuine customer interest to diagnose customer needs, and focus
Along with presenting digital
banking options to fulfill their everyday financial transactions
De-escalating difficult situations by taking
ownership of call from start to finish and guiding them through troubleshooting U.S Bank company
website/mobile app
Understood and strived to meet and exceeded call center expectations, metrics,
and customer service.
Personal Banker I
Comerica Bank
03.2020 - 10.2020
Contributed to the overall banking center success by committing to banker-readiness, conducted
marketing activities leading to revenue growth in loans, deposit accounts, contributing to the prescribed
customer experience levels, by maintaining disciplined operational objectives, while striving for
excellence in execution in each of the mentioned areas
Worked together with an entire successful Team
by referring to partners.
Personal Banker-Small Business Specialist/MOD
Chase Bank
03.2016 - 03.2020
As a personal banker my role was to help customers meet their banking necessities and help them
achieve their financial goals
By providing exceptional customer service to all customers who visited
branch and by phone
Opened personal and business accounts, recommended products and services
Responsible to follow all company guidelines and policy and procedures to ensure there were no account
opening errors and safeguard our customers and company information
Played a big part of being the
digital adopter when needed, worked with team and branch manager to achieve branch goals
Took the
responsibility and skill of becoming Manager on duty to manage branch in lieu of Branch Manager when
out of office.
customer service
TELLER, CHASE BANK
11.2014 - 03.2016
Provided exceptional, , assisted customers with deposits, withdrawals, and payments
Worked as a team with staff to achieve OSAT goals, worked the lobby as a digital adopter to help
educate customers with easy ways to complete their financial transactions
Was assigned TCD custodian
to manage cash flow at Teller window
Assisted branch manager with anything needed and helped other
surrounding branches when in need of staff help