Results-oriented bank branch manager with 10 years’ experience and a track record of success within the industry. Looking to leverage management, sales, and customer service skills to impact the success and growth of a Bay Area financial institution.
Overview
13
13
years of professional experience
Work History
Branch Manager
San Francisco Federal Credit Union
09.2022 - Current
Maintain exceptional customer service and branch operations, including compliance, recruiting, auditing branch transactions while following Banking guidelines and Federal regulations
Exceeding in Branch goals in sales, lending and investments
Mentoring other team members at the branch for success
Oversaw loan processing workflows and maintained minimal backlogs
Assisted and reviewed quoting, underwriting, and documentation requirements
Accomplishments: Branch was ranked #3 in North California in meeting its sales and loan units within a 6- month period.
Sr. Branch Manager
Chase Bank
10.2018 - 07.2020
Maintaining exceptional customer service and branch operations, including compliance, recruiting, auditing branch transactions while following Banking guidelines and Federal regulations
Exceeding in Branch goals in sales, lending and investments
Mentoring other team members at the branch for success.
Branch Manager
US Bank
08.2017 - 09.2018
Lead the selection, training, supervision, and evaluation of branch staff—including recommendations to bonus payment or other incentive-based structure
Maintain exceptional branch operations, including compliance with approved policies and procedures, auditing branch transactions, and following BSA and CIP regulations
Monitor the tracking of attainment of branch sales, in conjunction with banking services and finance
Responsible for the retention and expansion of existing client relationships and the development of new business
Manage CRM tracking system and facilitate frequent updates of sales pipeline information
Accomplishments: Top loan producing branch in the district and #3 in the region
Achieved 100% on customer surveys for a year.
Branch Manager
Bryan Cave
09.2016 - 08.2017
Oversaw branch operations, including distribution, customer service, human resources, administration, and sales in accordance with bank objectives
Provided and promoted legendary service within the branch and to all customer inquiries
Achieved key performance indicators in premium volume, loan units, late charge revenue, cancellation ratios, and charge off activity
Oversaw loan processing workflows and maintained minimal backlogs
Assisted and reviewed quoting, underwriting, and documentation requirements
Accomplishments: Branch was ranked #3 in North California in meeting its sales and loan units within a 6- month period, achieving over $20 million in revenue
150 average loans booked a day with average revenue of over $1.5 million a day.
Branch Manager
IPFS
05.2011 - 06.2016
Conducted and approved quarterly and yearly performance evaluations of associates and developed and monitored individual quarterly development plans for all direct reports
Generated sales lead through community outreach activities and developing business partners while building internal relationships
Ensured audit and compliance procedures of the center were followed while maintaining the highest level of customer service
Managed difficult situations with customers and provided proactive solutions
Accomplishments: Ranked #1 branch in the district for five months straight, meeting and exceeding sales and loan goals on multiple occasions and best customer service award for the quarter.
Education
Masters - Literature
GNDU India
Skills
Microsoft Office Suite
Excel
Attention to Detail
Friendly yet Firm
Goal Oriented
Relationship building and management
Employee Development
Financial Oversight
Coaching and Mentoring
Customer Service
Activities
Volunteer Work/Community Involvement
Traveling
Pet Care
Bilingual
Timeline
Branch Manager
San Francisco Federal Credit Union
09.2022 - Current
Sr. Branch Manager
Chase Bank
10.2018 - 07.2020
Branch Manager
US Bank
08.2017 - 09.2018
Branch Manager
Bryan Cave
09.2016 - 08.2017
Branch Manager
IPFS
05.2011 - 06.2016
Masters - Literature
GNDU India
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