Adept at operating in high-volume, competitive office settings. Excellent sales and service strengths, as well as in-depth understanding of account management, transaction processing and recordkeeping requirements.
Overview
2
2
years of post-secondary education
17
17
years of professional experience
Work History
Branch Manager
First Horizon
Deer Park, USA
01.2017 - Current
Managed and inspired team members to perform to full potential, driving branch profitability.
Led branch operations to ensure compliance with company policies and regulations.
Managed staff scheduling and performance evaluations to optimize team efficiency.
Developed and implemented training programs for new employees and ongoing staff development.
Oversaw customer service initiatives to enhance client satisfaction and retention.
Coordinated marketing strategies to promote branch services within the community.
Fostered relationships with local businesses to strengthen community engagement efforts.
Conducted regular performance reviews for all employees in the branch.
Assistant Branch Manager
Moody Bank
Galveston, USA
05.2012 - 01.2017
Directed operational aspects including distribution, customer service, human resources, administration, and sales to ensure seamless branch functionality.
Develop Forecasts, financial objectives and business plans
Developed forecasts, financial objectives, and business plans to align with branch goals and market conditions.
Achieved operational goals through strategic planning and execution.
Managed budget and allocated funds to support branch initiatives and operational needs.
Relationship Banker
Jp Morgan Chase & Co
Friendswood, USA
05.2009 - 04.2012
Managed multiple client objectives to ensure comprehensive service delivery
Cultivated insights into customer needs and expectations to tailor banking solutions
To bring all of the client's banking business to bank
Facilitated transfer of client's banking accounts to bank
Compiled monthly summaries to assess client engagement and determine follow-up strategies