Gloria Velez
Parlin,NJ
Summary
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
25
25
years of professional experience
Work History
Branch Manager
Lakeland Bank
10.2022 - Current
- Increased branch profitability by implementing cost-saving measures and streamlining operational processes.
- Developed a high-performing team through training, and performance management initiatives.
- Reduced employee turnover by fostering a positive work environment
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
- Collaborated with business partners on strategic planning initiatives to align branch objectives with corporate goals
- Coordinated marketing campaigns tailored towards target audience segments resulting in increased brand awareness within the local community.
- Engaged employees in business processes with positive motivational techniques.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
ASSISTANT MANAGER/BRANCH OPERATIONS MANAGER
Lakeland Bank
05.2007 - 10.2022
- Built relationships with customers to help them achieve their financial goals
- Motivate and coach staff to achieve individual and branch objectives
- Achieved branch goals and personal goals
- Approve bi-weekly timesheets
- Assist in teller area when needed
- Prepare weekly schedule for staff
- Reconcile branch daily
- Electronically approve daily reports
- Perform audits on ATM/vault and negotiable items
- Respond to emails from the compliance department
- Complete annual reviews.
- Improved customer satisfaction by addressing and resolving complaints promptly.
Financial Supervisor/Assistant Manager of Operations
Santander Bank Us
10.2006 - 05.2007
- Opened bank products
- Assisted clients with lending needs
- Answered incoming phone calls
- Audited teller cash boxes, vault and negotiable items.
Teller/Customer Financial Services Supervisor
Independence Community Bank
01.1999 - 06.2005
- Performed teller job duties
- Answered incoming phone calls
- Opened bank products on platform
- Assisted clients with lending needs
- Audited teller cash boxes, vault and negotiable items.
- Streamlined teller operations by maintaining organized workspaces and adhering to policies and procedures.
Education
FINANCIAL ACCOUNTING COURSE -
CFT
01.2015
FUNANDMENTALS OF ACCOUNTING COURSE -
CFT
01.2015
ECONOMICS CFT COURSE -
CFT
01.2015
PRINCIPLES OF BANKING CFT COURSE -
CFT
01.2015
Academic diploma -
Curtis High School
Staten Island, NY06.1995
Skills
- Managing Multiple Priorities
- Professionalism
- Reliability
- Dependability
- Communication skills
- Adaptability
- People skills
- Time management
- Sales skills
- Customer Service
- Branch Operations Management
- Employee Development
Activities
Participated in networking events in Madison: Bottle Hill Day, Madison Christmas Parade
Training
- Consultative Selling Workshop
- Relationship Building
Additional Information
Member of Central NJ Chamber of Commerce
Participate in community and network events
References upon request
Timeline
Branch Manager
Lakeland Bank
10.2022 - Current
ASSISTANT MANAGER/BRANCH OPERATIONS MANAGER
Lakeland Bank
05.2007 - 10.2022
Financial Supervisor/Assistant Manager of Operations
Santander Bank Us
10.2006 - 05.2007
Teller/Customer Financial Services Supervisor
Independence Community Bank
01.1999 - 06.2005
FINANCIAL ACCOUNTING COURSE -
CFT
FUNANDMENTALS OF ACCOUNTING COURSE -
CFT
ECONOMICS CFT COURSE -
CFT
PRINCIPLES OF BANKING CFT COURSE -
CFT
Academic diploma -
Curtis High School
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