Personable Floating Assistant Branch Manager skilled and dedicated at providing empowering team leadership while ensuring efficient and productive branch operations. Able to motivate and resolve issues by providing strong communication skills, an optimistic approach, and various conflict resolution tactics. Exceptional at building lasting relationships by applying interpersonal skills to connect with members and colleagues.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Floating Assistant Branch Manager
Stanford Federal Credit Union
03.2025 - Current
As current acting Branch Manager I handle daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
Trained and developed new team members in alignment with branch service standards and objectives.
Monitored daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.
Oversaw successful completion of internal audits with minimal findings, demonstrating strong adherence to SFCU policies and regulations.
Supervised and evaluated staff to help improve skills, achieve daily objectives, and development opportunities.
Collaborate with different departments to uncover inconsistencies, improvements and feedback from branch and corporate level
Partner with various departments to uncover discrepancies, gather feedback, and recommend improvements across both branch and corporate levels.
Track daily production targets during daily huddles and keep the team informed on current metrics terms and best practices to ensure goals are consistently met.
Assistant Branch Manager
Stanford Federal Credit Union
12.2022 - 03.2025
Trained and developed new team members in alignment with branch service standards and objectives.
Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
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.
Built rapport with account holders by reaching out with product recommendations and account updates.
Facilitated customer satisfaction by executing personal communication and frequent follow-ups.
Coached and developed branch staff by offering constructive feedback and Type training opportunities.
Supervised team of Number branch employees and made recommendations regarding performance evaluations.
Regional Team Leader
Patelco Credit Union
01.2021 - 12.2022
Assist members with routine banking tasks such as opening and closing accounts, applying for personal and home loans, opening credit cards, explaining services and benefits, and assisting with retirement accounts
Develop and implement various strategies to deliver organization's vision to members and internal staff
Build and maintain strong customer relationships by delivering effective customer communication and offering sensible recommendations while keeping the members’ best interests in mind
Maximize department performance by coaching new hires and emphasizing personnel development plans
Review Patelco’s policies and write procedural updates while adhering to updated federal regulations
Collaborate between various departments to design new metrics and execute improvement plans
Perform monthly and quarterly audits of random branches to assure compliance with internal policy
Track incoming and outgoing funds and assist in quality control management duties.
Personal Banker
Wells Fargo Bank
03.2018 - 11.2020
Greeted and helped customers with inquiries while maintaining accuracy in all transactions
Expanded customer network by providing exceptional customer service and offering regular follow-ups
Generate sales by engaging in conversation with customers, explaining promotional offers and benefits, and upselling services that fit customer’s needs
Met with clients to facilitate budget management and provide financial guidance
Partnered with loan officers and financial advisors to provide clients with optimal financial solutions
Executed wire transfers of funds in compliance with banking practices
Collected and recorded customer deposits, fees and issued receipts.