Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Elma Omari

Venice,CA

Summary

Detail oriented and dependable professional with extensive Banking experience. Successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team organization goals. Works well independently and as a team member.


Overview

19
19
years of professional experience
1
1
Certification

Work History

Assistant Manager/Senior Relationship Banker Float

Comerica Bank
04.2015 - Current
  • Lead, coached, and managed the banking center team according to a structured leadership playbook, focusing on employee development and performance in areas such as customer growth and experience, in the absence of the manager.
  • Ensure adherence to the Daily Plan for customer growth and experience in the absence of the manager.
  • Collaborate with bank manager on scheduling, hiring decisions and monthly audits.
  • Develop strong relationships with clients, providing exceptional service that retained their loyalty and trust.
  • Provide ongoing coaching and support to team members, fostering a culture of continuous improvement and accountability.
  • Collaborate with Business Partners to identify opportunities for improvement and implement solutions to drive customer growth.
  • Manage day-to-day operations of the Banking Center, including transaction approvals, opening/closing procedures, and compliance with regulations and bank policies.
  • Accountable for compliance with applicable federal, state, and local laws and regulations.
  • Conduct comprehensive Financial Wellness Reviews for clients, resulting in more informed decision-making when recommending suitable products and services based on their needs.
  • Remains up-to-date and actively seeks out knowledge about emerging products, services, technologies, and customer service strategies, embodying a continuous state of Banker readiness.
  • Learned and adapted quickly to new technology and software applications.
  • Cultivates interpersonal skills by building positive relationships with others.
  • Skilled at working collaboratively and independently in a team environment.
  • Collaborates with business partners to improve overall performance and achieve sales targets.
  • Expands client base through effective networking and referral generation, leading to increased business opportunities from client relationships and COI's.
  • Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
  • Proven ability to learn quickly and adapt to new situations.
  • Develop strong rapport with local businesses, positioning bank as preferred partner for commercial banking services.


Personal Banker II/Business (Securities Licensed)

Citibank, NA
07.2005 - 04.2015
  • Provide financial services as a personal banker to clients of retail bank and brokerage division. Responsible for building and structuring client relationships to effectively provide a wide array of services such as, personal banking, investment solutions and credit management.
  • Conduct discussions with prospects to understand background and identify needs and clearly communicate potential solutions.
  • Proactively conduct outbound sales activities to establish visibility in the community and drive business to the branch. (Phone outreach, community events, meetings with local businesses)
  • Responded to clients regarding account information, investigation problems and performed problem resolution.
  • Significantly contributed in generating key branch revenue through consistent demonstration
  • Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
  • Followed up with customers to gather feedback and provide additional assistance.
  • Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
  • Maintained scheduling for main branch to keep shifts appropriately staffed.
  • Develop and maintain various savings plans for clients using proprietary management tools that add value to client relationships.
  • Collaborated with branch team members to achieve monthly sales targets and improve overall performance.
  • Supported managers in implementing operational improvements that increased efficiency across branch network.
  • Leveraged advanced knowledge of banking products/services to deliver custom presentations that effectively addressed unique client needs.
  • Assisted in the development of marketing strategies to increase awareness of bank products and services within the local community.

Education

Some College (No Degree) -

Santa Monica College/ 2 Years
Santa Monica, CA

Skills

  • Ability to Coach, Lead, Manage & Supervise
  • Risk Management
  • Relationship Building
  • Branch Operations Management
  • Excellent Customer Service
  • Staff Training
  • Sales professional
  • Attention to detail
  • Strong Interpersonal skills
  • Ability to motivate and influence others
  • Excellent Oral and Written Communications
  • Highly Analytical with strong problem-solving capabilities

Certification

Previous Held Licenses

• California State Life, Accident and Health Insurance license

• Series 6

• Series 63

• SAFE Mortgage License

• Notary Public

Timeline

Assistant Manager/Senior Relationship Banker Float

Comerica Bank
04.2015 - Current

Personal Banker II/Business (Securities Licensed)

Citibank, NA
07.2005 - 04.2015

Some College (No Degree) -

Santa Monica College/ 2 Years

Similar Profiles

CREATE PROFILE
Elma Omari