Debi-Ann Herrold
Concord,CA
Summary
Results-oriented Assistant Branch Manager with extensive experience developing high net worth client relationships and referral networks. Top-performer with track record of consistently meeting or exceeding sales goals. Talented at educating customers on services and products and recommending best options to meet long- and short-term needs.
Overview
34
34
years of professional experience
Work History
Assistant Branch Manager
AAA NCNU
Various- Concord , Berkeley, Dublin, WC , SRamon
07.1990 - 01.2024
- Enhanced customer satisfaction by providing exceptional service and addressing concerns promptly.
- Streamlined branch operations for increased efficiency through implementation of new processes and procedures.
- Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
- Developed strong relationships with key clients, contributing to significant growth in business revenue.
- Trained and mentored new employees, fostering a positive work environment that led to higher retention rates.
- Managed risk effectively through strict adherence to compliance guidelines, minimizing financial losses due to fraud or errors in transactions.
- Coordinated staff schedules, maintaining optimal staffing levels during peak business hours for improved customer experience.
- Conducted regular performance evaluations for staff members, providing constructive feedback for professional development and growth.
- Improved teller accuracy by implementing standardized cash handling procedures and conducting regular audits on cash drawers.
- Monitored daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.
- Managed branch budget effectively by controlling expenses and optimizing resource allocation for maximum profitability.
- Oversaw successful completion of internal audits with minimal findings, demonstrating strong adherence to policies and regulations.
- Led monthly team meetings focusing on progress updates, goal-setting sessions, best practices sharing and collaborative problemsolving.
- Assisted in creating a welcoming branch atmosphere by maintaining cleanliness, organization, and visually appealing displays of promotional materials.
- Trained and developed new team members in alignment with branch service standards and objectives.
- Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
- Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
- Assisted in achieving branch sales goals by identifying potential cross-selling opportunities and promoting bank products and services.
Education
Mt Diablo High
Concord, CASkills
- Relationship Building and Management
- Compliance Management
- Staff Development
- Regulatory Compliance
- Revenue Generation
- Training and development
Hiking, Fishing
Enjoy spending time in the great outdoors, hiking to remote areas and flyfishing.
Timeline
Assistant Branch Manager
AAA NCNU
07.1990 - 01.2024
Mt Diablo High