Skilled Branch Manager with demonstrated success in coordinating team and financial activities. Friendly and adaptable professional with remarkable leadership and program management skills.
Overview
19
19
years of professional experience
Work History
Branch Operations Supervisor
Texas Hill Country Bank
01.2024 - Current
Open new personal and commercial banking accounts
Supervise daily operations
Oversee Teller Operations
Train new and existing personnel
Examine Currency Transaction Reports (CTR) for discrepancies and notify proper personnel if needed
Manage branch cashflow
Create relationships with clients and the community
Relationship Banker II
Texas Hill Country Bank
10.2022 - 01.2024
Processed customer payments and account setup charges
Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes
Assisted customers with completing required forms for opening and closing bank accounts
Presented new and additional products and services to existing customers
Maintained customer records and updated account information
Verified customer identity and reviewed documentation for accuracy
Strengthened client relationships by providing personalized banking solutions and excellent customer service
Branch Manager
Air Federal Credit Union
09.2004 - 01.2019
Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded
Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth
Generated financial and operational reports to assist management with business strategy.
Submitted loan applications to underwriter for verification and recommendation
Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports
Implemented and regularly reviewed financial controls to generate accurate and reliable financial data
Utilized financial software to prepare consolidated financial statements
Analyzed business processes to identify cost savings and operational efficiencies
Met deadlines by proactively managing individual and team tasks and streamlining processes
Vice President – GFCC Risk Assessment Program Lead and Product Owner at JPMorgan Chase & Co.Vice President – GFCC Risk Assessment Program Lead and Product Owner at JPMorgan Chase & Co.