Summary
Overview
Work History
Education
Skills
Accomplishments
ADDITIONAL INFORMATION
Affiliations
Certification
Interests
Timeline
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Edelon De Leon

Edelon De Leon

Brooklyn,NY

Summary

Experienced with branch operations management, team leadership, and process improvement. Utilizes effective communication and problem-solving skills to maintain smooth operations and drive business success. Knowledge of strategic planning and customer service ensures operational excellence.

Operations professional with proven track record of managing branch operations and optimizing workflows to enhance efficiency. Known for collaborative approach to teamwork and commitment to achieving results. Reliable, adaptable, and skilled in conflict resolution and strategic planning.

Highly detail-oriented and professional Assistant Branch Manager, Operations successful at meeting and exceeding branch goals. Expertise in customer service relations and sales management.

Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.

Motivated Bank Manager passionate about providing excellent customer service and exceeding expectations. Talented professional well-versed in service marketing and credit offerings. Inspires staff loyalty through strong leadership and communication skills.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Assistant Branch Manager, Operations

JPMorgan & Chase
05.2019 - Current
  • Evaluated four (4) staff performance regularly, providing constructive feedback for continuous improvement and career development opportunities.
  • Improved customer satisfaction with prompt issue resolution and proactive communication.
  • Strengthened internal controls, resulting in a marked reduction in instances of fraud and other forms of financial malfeasance.
  • Coordinated community outreach efforts aimed at increasing brand visibility and fostering goodwill among local residents and businesses alike.
  • Enhanced branch efficiency by streamlining operational processes and implementing new systems.
  • Championed process improvements that simplified workflows while upholding stringent quality standards across all functional areas of the branch operation.
  • Developed comprehensive training programs for new hires to ensure smooth onboarding and consistent service quality.
  • Managed daily operations for optimal branch performance, including staff scheduling, customer service, and financial transactions.
  • Maintained friendly and professional customer interactions.
  • Complied with regulatory guidelines and requirements.
  • Met deadlines by proactively managing individual and team tasks and streamlining processes.

Personal Banker-Manager on Duty

JPMorgan & Chase
03.2016 - 04.2019
  • Focused on sales and servicing customers to help by discovering financial needs, helping with problem resolutions and processing transactions when needed
  • Focused on resolving customer service issues, opening new accounts, convenience services and helping the branch meet sales objectives contributing to the success of the firm
  • Assists customers by handling teller transactions accurately and efficiently during peak service times
  • Partnering with the branch team and specialists to ensure our customers get access to experts who can help them with specialized financial needs
  • Giving overrides for teller transactions
  • Handles and manage customer feedbacks and complaints.
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
  • Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
  • Improved customer satisfaction by providing personalized banking solutions and exceptional service.
  • Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.
  • Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.

Personal Banker

JPMorgan & Chase
10.2013 - 03.2016
  • Focused on sales and servicing customers to help by discovering financial needs, helping with problem resolutions and processing transactions when needed
  • Focused on resolving customer service issues, opening new accounts, convenience services and helping the branch meet sales objectives contributing to the success of the firm
  • Assisting customers by handling teller transactions accurately and efficiently during peak service times
  • Partnering with the branch team and specialists to ensure our customers get access to experts who can help them with specialized financial needs
  • Handles and manage customer feedbacks and complaints.
  • Assisted customers in navigating online banking platforms, increasing their comfort level with digital transactions.
  • Enhanced branch reputation through active participation in community events and outreach programs.
  • Improved customer satisfaction by providing personalized banking solutions and effectively addressing client concerns.
  • Developed customized financial plans tailored specifically to each client''s unique short-term and long-term goals.
  • Resolved complex account issues through diligent research and prompt communication with clients.
  • Conducted financial reviews with clients, identifying opportunities for product upgrades or additional services.
  • Maintained compliance in all transactions, adhering to bank policies and regulatory requirements.
  • Handled cash transactions accurately, maintaining proper security measures to prevent theft or fraud incidents.
  • Exceeded sales goals with proactive cross-selling of bank products and services to meet client needs.
  • Managed risk by carefully reviewing loan applications and making informed decisions based on creditworthiness assessments.
  • Educated clients on credit-building strategies, enabling them to improve their financial profiles.
  • Supported management in implementing new sales initiatives that resulted in increased revenue generation for the branch.
  • Collaborated with team members to achieve branch targets while maintaining high levels of customer service.
  • Built strong relationships with clients, resulting in increased loyalty and retention rates.
  • Monitored economic trends to provide well-informed advice regarding investment options for clients seeking growth opportunities.

Senior Teller

JPMorgan & Chase
12.2012 - 10.2013
  • Cash handling, providing excellent customer service.
  • Resolved complex customer issues promptly and professionally, maintaining a focus on achieving positive outcomes for both the client and the bank.
  • Delivered exceptional service while managing high-volume cash transactions during peak business hours without compromising accuracy or efficiency levels.
  • Conducted thorough audits of teller cash drawers, vaults, and ATMs, contributing to branch compliance with internal controls and regulatory standards.
  • Meticulously monitored cash drawer activity, ensuring accuracy in transaction processing and adherence to strict security protocols.
  • Enhanced customer satisfaction by efficiently processing transactions, addressing inquiries, and providing tailored financial advice.
  • Promoted positive customer interactions, consistently maintaining a professional demeanor during high-pressure situations.

Part-time Teller

JPMorgan & Chase
05.2012 - 12.2012
  • Cash handling, providing excellent customer service.
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
  • Processed customer transactions promptly, minimizing wait times.
  • Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
  • Assisted customers with account inquiries, resolving issues promptly and professionally.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Improved customer satisfaction by providing efficient and accurate transaction processing.

Education

Bachelor of Science - Business Studies/Administration/Management, Marketing

Philippine School of Business Administration
Quezon City, Manila Philippines
03.2006

Skills

  • Operational Efficiency Management
  • Sales Team Leadership
  • Strong team-builder
  • Branch Management Expertise
  • Excellent work ethic
  • Excellent time management skills
  • Goals and performance
  • Coaching and mentoring
  • Interviewing and hiring
  • Conflict resolution
  • Training and development
  • Team supervision
  • Staff management

Accomplishments

  • Repeatedly received recognition from superiors for excellence in service.
  • Achieved Perfect Branch Review for two (2) consecutive years.

ADDITIONAL INFORMATION

  • Level:2nd Year College
  • Field of Study: Bachelor of Science in Medical Technology
  • Major: Medical Technology
  • University: Trinity College of Quezon City
  • Inclusive Date:1997-1999

Affiliations

  • Member of PRIDE, a Business Resource Group

Certification

  • New York Driver's License
  • CPR/AED Certification

Interests

  • Music
  • Gym Workouts
  • DIY and Home Improvement
  • Fundraising Events
  • Fashion and Style
  • Watching Movies and TV Shows
  • Running
  • Playing Sports
  • Youth mentor, providing guidance and support to empower the next generation of leaders
  • Team Sports
  • Interior Design
  • Fashion
  • Road Trips

Timeline

Assistant Branch Manager, Operations

JPMorgan & Chase
05.2019 - Current

Personal Banker-Manager on Duty

JPMorgan & Chase
03.2016 - 04.2019

Personal Banker

JPMorgan & Chase
10.2013 - 03.2016

Senior Teller

JPMorgan & Chase
12.2012 - 10.2013

Part-time Teller

JPMorgan & Chase
05.2012 - 12.2012
  • New York Driver's License
  • CPR/AED Certification

Bachelor of Science - Business Studies/Administration/Management, Marketing

Philippine School of Business Administration
Edelon De Leon