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
15
15
years of professional experience
Work History
Member Service Adminstrator
YMCA
Liverpool, NY
04.2023 - Current
Collected, validated, and distributed information to employees.
Computerized office activities, maintained customer communications, and tracked records through delivery.
Screened and transferred incoming calls, took down messages, and transmitted information and documents to internal personnel.
Entered and maintained departmental records in company database.
Learned and maintained in-depth understanding of product and service information to offer knowledgeable and educated responses to diverse customer questions.
Helped 100+ of customers every day with positive attitude and focus on customer satisfaction.
Assistant Branch Manager
Family First Federal Credit Union
Rochester, NY
01.2015 - 01.2017
Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
Managed branch size of over $1,000,000 in deposits and team of 4 full and part-time employees.
Developed and managed employee schedules, balancing individual requests and requirements with business needs.
Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
Conducted weekly staff meetings to motivate staff members, address concerns, and questions, plan improvements and evaluate progress toward goals.
Developed sales strategy to meet established sales objectives.
Assistant Branch Manager, Operations
Citizens Bank
Rochester, NY
08.2009 - 12.2014
Assessed team of 4 employee performances and developed improvement plans.
Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
Engaged employees in business processes with positive motivational techniques.
Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
Launched new training program to boost employee skills and staff retention rate.