Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Assistant Relationship Manager
Leominster Credit Union
159 Mechanic Street Clinton Ma 01510
11.2021 - 01.2024
Strengthened client relationships by providing consistent support and addressing their financial needs.
Managed a variety of administrative tasks such as preparing reports, maintaining accurate records, and updating client profiles, streamlining workflow processes within the team.
Ensured compliance with regulatory requirements by keeping up-to-date with industry changes and implementing necessary adjustments within processes.
Facilitated smooth transitions during account onboarding by guiding clients through required documentation procedures and promptly addressing any issues that arose.
Participated in weekly team meetings to discuss progress towards goals and share best practices for improved performance outcomes.
Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.
Maintained knowledge on banking products and distribution to provide optimal service support.
Built and maintained relationships with new and existing clients while providing high level of expertise.
Assisted in the preparation of detailed credit applications by gathering all necessary information and documentation required for approval processes.
Assistant Manager
Bankhometown
131 Main Street Lancaster Ma 01523
04.2000 - 10.2021
Improved customer satisfaction by addressing and resolving complaints promptly.
Developed strong working relationships with staff, fostering a positive work environment.
Conducted employee performance evaluations, providing constructive feedback for growth and development.
Implemented staff training programs, enhancing product knowledge and improving customer service skills.
Boosted employee morale by recognizing outstanding performance and celebrating team accomplishments.
Oversaw daily cash reconciliations, ensuring accurate financial reporting and minimizing discrepancies.
Assisted in recruiting, interviewing, hiring, and onboarding of new employees to maintain adequate staffing levels.
Enhanced customer satisfaction by providing exceptional service and addressing concerns promptly.
Trained and mentored new employees, fostering a positive work environment that led to higher retention rates.
Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
Managed risk effectively through strict adherence to compliance guidelines, minimizing financial losses due to fraud or errors in transactions.
Coordinated staff schedules, maintaining optimal staffing levels during peak business hours for improved customer experience.
Collaborated with other departments within the bank to resolve complex issues efficiently, ensuring seamless service delivery to customers.
Improved teller accuracy by implementing standardized cash handling procedures and conducting regular audits on cash drawers.
Oversaw successful completion of internal audits with minimal findings, demonstrating strong adherence to bank policies and regulations.
Trained and developed new team members in alignment with branch service standards and objectives.
Built rapport with account holders by reaching out with product recommendations and account updates.