Daviana Velez
Nashua,NH
Summary
Dedicated professional with strong background in branch management. Skilled in enhancing operational efficiency, driving growth, and fostering team collaboration. Known for adaptability to changing needs and effective problem-solving. Expertise in strategic planning, customer service, and financial oversight. Reliable leader focused on achieving results and empowering teams.
Overview
7
7
years of professional experience
Work History
Branch Manager
Workers Credit Union
01.2026 - Current
- Led branch operations to enhance member service quality and satisfaction.
- Developed and implemented strategic initiatives to drive loan growth and profitability.
- Managed team performance, providing coaching and mentoring to improve employee engagement and work culture
- Mentored staff in sales techniques, fostering a high-performance culture within the team.
- Analyzed branch performance metrics, identifying areas for operational improvement and cost reduction.
- Cultivated relationships with key stakeholders, enhancing community presence and brand loyalty.
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
Branch Manager
Workers Credit Union
05.2024 - 01.2026
- Led branch operations, ensuring compliance with regulatory standards and enhancing member services.
- Developed strategic plans to increase membership growth and improve financial performance.
- Mentored staff in sales techniques, fostering a high-performance culture within the team.
- Managed team performance, providing coaching and mentoring to improve employee engagement and work culture
- Analyzed branch performance metrics, identifying areas for operational improvement and cost reduction.
- Cultivated relationships with key stakeholders, enhancing community presence and brand loyalty.
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
Financial Specialist
Workers Credit Union
07.2022 - 05.2024
- Streamlined operations, implementing efficient processes to improve overall productivity and performance.
- Delivered exceptional customer service, addressing concerns promptly and professionally to ensure client satisfaction.
- Educated customers on features and benefits of banking products and services.
- Increased client satisfaction by providing tailored financial advice and personalized banking solutions.
- Collaborated with team members and business partners to consistently meet or exceed branch sales targets and objectives.
Banker
Citizens Bank
12.2021 - 07.2022
- Managed customer accounts, ensuring accuracy and compliance with banking regulations.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Head Teller/Vault Custodian
Citizens Bank
09.2019 - 12.2021
- Maintain and enforced strict and up-to-date cleanliness and social distancing policies to ensure both employee and customer safety, all while delivering excellent customer service
- Supervised daily teller operations, ensuring compliance with bank policies and regulatory requirements.
- Streamlined cash handling processes, reducing transaction time and enhancing customer satisfaction.
- Balanced cash drawers consistently at end-of-day without discrepancies, ensuring accuracy in all transactions processed throughout the day.
- Oversaw currency shipments and deposits while adhering to strict safety guidelines.
Teller
Santander Bank
11.2018 - 08.2019
- Processed customer transactions accurately and efficiently, ensuring compliance with banking regulations.
- Assisted clients in resolving account inquiries, enhancing overall customer satisfaction.
- Trained new tellers on operational procedures and systems for improved service delivery.
Cashier/Receptionist
Commonwealth Motors
09.2018 - 11.2018
- Responsible for balancing cash register every shift, maintaining receipts, records and withdrawals
- Main duties include ringing up sales, bagging items, requesting price checks, honoring coupons.
Education
Associate of Science - Business Management
Northern Essex Community College
Lawrence, MA05-2026
Skills
- Management of branch operations
- Service excellence
- Building customer rapport
- Building professional relationships
- Cash management
- Employee training
Languages
Spanish
English
Timeline
Branch Manager
Workers Credit Union
01.2026 - Current
Branch Manager
Workers Credit Union
05.2024 - 01.2026
Financial Specialist
Workers Credit Union
07.2022 - 05.2024
Banker
Citizens Bank
12.2021 - 07.2022
Head Teller/Vault Custodian
Citizens Bank
09.2019 - 12.2021
Teller
Santander Bank
11.2018 - 08.2019
Cashier/Receptionist
Commonwealth Motors
09.2018 - 11.2018
Associate of Science - Business Management
Northern Essex Community College