Becca Chalmers
Sultan,WA
Summary
I am looking to further my career in banking with a company that will challenge me and enable me to use my skills to the fullest. In my 20 years of banking I consistently perform above my position, which has enabled me to enhance and grow within the company. I will be asset to your team because I am accountable, highly motivated, dedicated and produce results. I have extensive experience with operations, compliance, sales, customer relations, employee training and motivation, and an adherence to company standards and bank policy.
Overview
20
20
years of professional experience
Work History
Assistant Branch Manager
HomeStreet Bank/Mechanics Bank
11.2016 - Current
- Led branch operations, ensuring compliance with banking regulations and internal policies.
- Streamlined customer service processes, enhancing client satisfaction and reducing response times.
- Trained and mentored junior staff on banking products and customer engagement strategies.
- Implemented risk management protocols to safeguard assets and minimize potential losses.
- Supervised day-to-day operations to exceed performance, quality and service expectations.
- Developed strong working relationships with staff, fostering a positive work environment.
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
- Improved customer satisfaction by addressing and resolving complaints promptly.
- Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
- Person of contact prior to escalating questions to management.
- Assist Business Development officers with their business clients' needs and paperwork.
- Complete remediation training for employees throughout the district.
- District assistance for training and completion notations for audit compliance.
- Consumer lending and NMLS experience, Notary
- Knowledgeable in IRA's, estate's, business and personal accounts, HELOC's, and wires
- Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
- Oversaw successful completion of internal audits with minimal findings, demonstrating strong adherence to bank policies and regulations.
Assistant Manager
KeyBank
04.2006 - 11.2016
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Oversaw daily cash reconciliations, ensuring accurate financial reporting and minimizing discrepancies.
- Led branch operations, ensuring compliance with company policies and regulatory requirements.
- Managed daily staff activities, fostering a collaborative and productive work environment.
- Developed training programs for new hires, enhancing team performance and service quality.
- Implemented customer service initiatives, increasing client satisfaction and loyalty rates.
- Mentored junior staff members, providing guidance on career development and operational best practices.
- Trained and developed new team members in alignment with branch service standards and objectives.
- Oversaw successful completion of internal audits with minimal findings, demonstrating strong adherence to bank policies and regulations.
- Enhanced customer satisfaction by providing exceptional service and addressing concerns promptly.
- Built rapport with account holders by reaching out with product recommendations and account updates.
- Assisted in achieving branch sales goals by identifying potential cross-selling opportunities and promoting bank products and services.
- Coordinated staff schedules, maintaining optimal staffing levels during peak business hours for improved customer experience.
Education
High School Diploma -
Arlington Highschool
Arlington, WA06-2006
No Degree - Fire Science
Sno-Isle Skill Center
Everett06-2006
Skills
- Customer service
- Money handling
- Team leadership
- Decision-making
- Customer relations
- Team motivation
- Problem-solving
- Time management
- Staff training and development
- Conflict resolution
- Retail operations management
- Sales growth
Timeline
Assistant Branch Manager
HomeStreet Bank/Mechanics Bank
11.2016 - Current
Assistant Manager
KeyBank
04.2006 - 11.2016
High School Diploma -
Arlington Highschool
No Degree - Fire Science
Sno-Isle Skill Center