Denae Tew
Bloomingburg,NY
Summary
Personable Assistant Branch Manager skilled at providing empowering team leadership while ensuring efficient and productive branch operations. Accustomed to offering actionable solutions for process optimization resulting in reduced corporate costs. Organized financial professional aiming to fulfill Personal Banker role within dynamic team. Driven to bring value through extended knowledge of financial products, services and branch operations.
Experienced Office Management and Administration Professional experienced optimizing productivity, efficiency and service quality across various environments. Highly dependable, ethical and reliable support specialist and leader that blends advanced organizational, technical and business acumen. Works effectively with cross-functional teams in ensuring operational and service excellence.
Overview
21
21
years of professional experience
Work History
Assistant Branch Manager ( Relationship Manager)
Chartway Federal Credit Union
10.2023 - Current
- 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.
- Demonstrated knowledge of branch financial products, credit cards, business accounts, personal accounts, loans and lines of credit.
- Developed and managed employee schedules, balancing individual requests and requirements with business needs.
- Built rapport with account holders by reaching out with product recommendations and account updates.
- Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
- Conducted daily meetings to motivate staff members, address concerns, and questions, plan improvements and evaluate progress toward goals.
Trust Operations Specialist
Orange Bank And Trust
02.2023 - 05.2023
- Maintained database of financial records for clients.
- Produced financial statements and reports to comply with regulations.
- Ran TAC/TCB meetings
Business Banker Trainer
Orange Bank And Trust
10.2022 - 02.2023
- Maintained up-to-date knowledge of new updates made to Teller manual
- Revised teller manual
- Made a plan and schedule for any new trainees
- Processed customer transactions promptly, minimizing wait times.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
Business Banker
Orange Bank And Trust
02.2021 - 10.2022
- Resolved escalated issues with customer transactions to facilitate improved process flow and encourage good customer relations.
- Evaluated employees' performance and offered recommendations for improvement to enhance operations efficiency.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Cross-sold bank products and services to meet customer needs and provide options.
- Promoted financial products by maintaining excellent service offering knowledge.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
Teller Manager
Bank Of New York
01.2004 - 12.2007
- Evaluated employees' performance and offered recommendations for improvement to enhance operations efficiency.
- Interviewed and hired teller candidates to promote adequate staff coverage during operating hours.
- Resolved escalated issues with customer transactions to facilitate improved process flow and encourage good customer relations.
- Trained new employees in cash handling procedures, bank policies and procedures to promote compliance with established standards.
Teller
Bank Of New York
08.2002 - 01.2004
- 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.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
Skills
- Loan Application Evaluation
- Relationship Building and Management
- Customer Retention
- Banking
- Financial Software
- Account Retention
- Audit Preparation
- Sales Expertise
- Attention to detail
- Account Maintenance
- Cross-Selling and Upselling
- Banking Policies and Procedures
- Transaction Processing
- Opportunity Identification
- Drawer Balancing
- Customer Relationship Building
- Cash Handling
- Financial Advising
- Process Improvement
- Strategic Planning
- Inventory Control
- Staff Management
Timeline
Assistant Branch Manager ( Relationship Manager)
Chartway Federal Credit Union
10.2023 - Current
Trust Operations Specialist
Orange Bank And Trust
02.2023 - 05.2023
Business Banker Trainer
Orange Bank And Trust
10.2022 - 02.2023
Business Banker
Orange Bank And Trust
02.2021 - 10.2022
Teller Manager
Bank Of New York
01.2004 - 12.2007
Teller
Bank Of New York
08.2002 - 01.2004
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