Daisy Parks
Modesto,California
Summary
Objective banking leader with demonstrated success leading financial systems and programs. Knowledgeable about regulatory requirements and successful strategies for maintaining optimal controls. Well-organized, proactive and adaptable to changing markets.
Overview
14
14
years of professional experience
Work History
Bank Manager, AVP
BMO Bank
09.2023 - Current
- Identified partnership opportunities and established favorable business connections.
- Maintained scheduling for main branch to keep shifts appropriately staffed.
- Assessed employee performance and developed improvement plans.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
Branch Manager, AVP
Bank Of The West
08.2022 - 09.2023
- Maintained friendly and professional customer interactions.
- Assessed employee performance and developed improvement plans.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Engaged employees in business processes with positive motivational techniques.
- Complied with regulatory guidelines and requirements.
- Consulted customers to boost product sales and services.
- Implemented service improvements to enhance sales cycle.
Senior Relationship Banker
Bank Of The West
Modesto, CA
10.2019 - 08.2022
- Cultivated strong customer relationships by providing tailored advice and services.
- Adapted products and services to suit customers' changing financial circumstances.
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Skilled at working independently and collaboratively in a team environment.
- Self-motivated, with a strong sense of personal responsibility.
Financial Services Representative II
Commonwealth Central Credit Union
07.2015 - 10.2019
- Responded to inquiries from clients and provided financial advice to drive fiscal growth.
- Maintained updated records of all financial transactions to support traceability.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Built and established relationships with clientele to improve future business opportunities.
Relationship Banker
Chase Bank
06.2012 - 07.2015
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Cultivated strong customer relationships by providing tailored advice and services.
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Analyzed customers' financial information to deliver personalized account guidance.
- Assisted customers with completing required forms for opening and closing bank accounts.
- Facilitated customer transactions, including deposits, withdrawals and transfers.
Teller
Chase Bank
06.2009 - 06.2012
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Processed customer transactions promptly, minimizing wait times.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Identified sales opportunities and referred customers to branch partners in financial services.
Education
High School Diploma -
San Benito High School
Hollister, CA06.2007
Skills
- Teller Auditing
- Quality Assurance
- Prioritizing and Planning
- Team Building Leadership
- Willing to Learn
- Bilingual- English & Spanish
Accomplishments
- Supervised team of 7 staff members.
- Increased profits by 140% without reducing customer satisfaction rates.
Languages
Spanish
Native or Bilingual
Timeline
Bank Manager, AVP
BMO Bank
09.2023 - Current
Branch Manager, AVP
Bank Of The West
08.2022 - 09.2023
Senior Relationship Banker
Bank Of The West
10.2019 - 08.2022
Financial Services Representative II
Commonwealth Central Credit Union
07.2015 - 10.2019
Relationship Banker
Chase Bank
06.2012 - 07.2015
Teller
Chase Bank
06.2009 - 06.2012
High School Diploma -
San Benito High School