Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
Generic

Estephanie Chavez

Pearland,TX

Summary

Dynamic Branch Manager at Woodforest National Bank with a proven track record in enhancing profitability through strategic planning and operational efficiency. Skilled in relationship building and staff training, I successfully improved branch performance and customer satisfaction, while effectively managing financials and implementing cost-saving measures.

Experienced with managing branch operations and driving team performance to achieve business goals. Utilizes strategic planning and effective leadership to enhance operational efficiency. Track record of fostering strong client relationships and implementing successful financial strategies.

Overview

6
6
years of professional experience

Work History

Branch Manager

Woodforest National Bank
01.2024 - Current
  • Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
  • Maintained friendly and professional customer interactions.
  • Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
  • Managed branch financials including budgeting, forecasting, and expense tracking for accurate reporting and decision-making support.
  • Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
  • Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
  • Increased branch profitability by implementing cost-saving measures and streamlining operational processes.
  • Cultivated lasting relationships with high-value clients, securing their loyalty through exceptional service and advice.

Assistant Branch Manager

Woodforest National Bank
07.2023 - 01.2024
  • Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
  • Trained and developed new team members in alignment with branch service standards and objectives.
  • Monitored daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.
  • Oversaw successful completion of internal audits with minimal findings, demonstrating strong adherence to bank policies and regulations.
  • Enhanced customer satisfaction by providing exceptional service and addressing concerns promptly.
  • Built rapport with account holders by reaching out with product recommendations and account updates.

Patient Care Coordinator

Southwest Surgical Associates
01.2023 - 07.2023
  • Managed sensitive patient information with strict adherence to HIPAA guidelines, maintaining confidentiality and privacy at all times.
  • Provided exceptional customer service by addressing concerns, answering questions, and ensuring patient satisfaction with their care experience at the clinic.
  • Enhanced patient satisfaction by efficiently scheduling appointments and managing patient flow.
  • Streamlined communication between patients and healthcare providers, ensuring timely responses to inquiries and concerns.
  • Communicated with insurance companies to verify coverage and obtain authorizations for medical treatments and procedures.
  • Provided compassionate support for families during difficult healthcare decisions, acting as a liaison between them and their loved ones'' medical team.

Sales Associate

Dillard's
10.2021 - 01.2023
  • Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
  • Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
  • Built relationships with customers to encourage repeat business.
  • Managed returns, exchanges and refunds in accordance with store policy.
  • Managed a team of sales associates, providing guidance and support to improve overall performance.
  • Handled customer relations issues, enabling quick resolution, and client satisfaction.

Customer Service Representative

Hospital La Catolica
02.2019 - 08.2021
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
  • Responded to customer requests for products, services, and company information.
  • Collaborated with team members to develop best practices for consistent customer service delivery.
  • Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.

Education

GED -

Universidad Latina
Costa Rica
12.2017

Skills

  • Customer relationships
  • Excellent time management skills
  • Relationship building and management
  • Client relationship management
  • Strong team-builder
  • Verbal/written communication
  • Decision-making
  • Relationship building
  • Staff supervision
  • Sales management
  • Staff training
  • Business development

Accomplishments

    Achieved active relationship highest % of growth.

    Top 50 new relationships producer

    Service Excellence certificate of achievement

    Achieving new relationship goals

Languages

Spanish
Native or Bilingual
English
Native or Bilingual

Timeline

Branch Manager

Woodforest National Bank
01.2024 - Current

Assistant Branch Manager

Woodforest National Bank
07.2023 - 01.2024

Patient Care Coordinator

Southwest Surgical Associates
01.2023 - 07.2023

Sales Associate

Dillard's
10.2021 - 01.2023

Customer Service Representative

Hospital La Catolica
02.2019 - 08.2021

GED -

Universidad Latina

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Estephanie Chavez