Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

ITZEL ALCALA

Union Grove

Summary

Accomplished bank manager with over 15 years of expertise in consumer and operational financial services, specializing in business development and relationship management. Currently managing $6.8 million in loan balances and $106 million in deposit balances. Proven track record of driving growth through effective leadership and team management, with a decade of experience in guiding high-performing teams. Core competencies include strategic planning, risk management, and customer engagement, aimed at enhancing operational efficiency and client satisfaction. Committed to leveraging extensive industry knowledge to foster innovation and achieve organizational goals.

Overview

14
14
years of professional experience

Work History

AVP, Branch Manager II

Johnson Financial Group
03.2023 - Current
  • Monitored the financial performance of the branch on a monthly basis.
  • Analyzed data to identify trends related to products, services, customers, and markets served by the branch.
  • Managed the day-to-day operations of the branch, including scheduling, staffing, and budgeting.
  • Maintained strict confidentiality of customer information at all times.
  • Monitored loan portfolio performance, risk management activities, and compliance with regulatory requirements.
  • Monitored customer service performance metrics, such as response time and resolution rate, to identify areas for improvement.
  • Provided support to bank personnel in resolving customer inquiries.
  • Created strategies for improving customer satisfaction levels at the branch.
  • Ensured compliance with banking regulations and internal procedures.
  • Reviewed and processed customer deposits, withdrawals, loan payments, and ACH transactions.
  • Ensured compliance with banking laws and regulations through periodic review of internal policies.
  • Supervised cash management processes to ensure security and accuracy.

VP, Branch Manager

BMO Harris Bank NA
11.2016 - 08.2022
  • Monitored the financial performance of the branch on a monthly basis.
  • Analyzed data to identify trends related to products, services, customers, and markets served by the branch.
  • Managed the day-to-day operations of the branch, including scheduling, staffing, and budgeting.
  • Maintained strict confidentiality of customer information at all times.
  • Monitored loan portfolio performance, risk management activities, and compliance with regulatory requirements.
  • Monitored customer service performance metrics, such as response time and resolution rate, to identify areas for improvement.
  • Provided support to bank personnel in resolving customer inquiries.
  • Created strategies for improving customer satisfaction levels at the branch.
  • Ensured compliance with banking regulations and internal procedures.
  • Reviewed and processed customer deposits, withdrawals, loan payments, and ACH transactions.
  • Ensured compliance with banking laws and regulations through periodic review of internal policies.
  • Supervised cash management processes to ensure security and accuracy.

Assistant Branch Manager

Landmark Credit Union
04.2015 - 11.2016
  • Successfully managed, coached and developed employees to meet and exceed job expectations. Managed day-to-day operations and lead team to create quality- banking experiences for clients.
  • Managed staff scheduling, hiring and training processes.
  • Provided guidance and support to team members regarding problem resolution and customer service issues.
  • Effectively contributed to the sales, operations and recruiting of the branch.
  • Supervised and coached team on proper behaviors, sales techniques, service expectations and compliance guidelines, while modeling the same.
  • Identified hiring needs and recruited and attracted suitable and qualified candidates for open branch positions and assessed their relevant knowledge and experience.
  • Managed staff scheduling, hiring and training processes.
  • Established strong working relationships with external partners such as vendors and suppliers.

Assistant Branch Manager

Guaranty Bank
05.2011 - 04.2015
  • Supervised branch team members and provided management with suggestions regarding performance assessments.

• Trained and mentored highly effective teams to meet corporate service standards. Developed strategy to achieve target sales goals. Maximized sales potential by training new members in improved sales strategies. Monitored daily operations and supported Branch Manager in necessary duties.

• Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions. Verified cash by balancing cash drawers and maintaining cash count records

• Managed staff scheduling, hiring and training processes. Directed daily operations of the branch, including customer service, human resources, sales and marketing activities

Education

Bachelor of Arts - Communications

University of Wisconsin, Parkside
Kenosha, WI
12-2014

Skills

  • Account Management
  • Performance metrics
  • Leadership Skills
  • Client Relationship Building
  • Sales team development
  • Analytical Skills
  • Excellent Communication Skills
  • Decision-Making
  • Banking Operations
  • Relationship Management
  • Problem Resolution/Solving
  • Community engagement
  • Sales strategy development

Languages

Spanish
Native or Bilingual

Timeline

AVP, Branch Manager II

Johnson Financial Group
03.2023 - Current

VP, Branch Manager

BMO Harris Bank NA
11.2016 - 08.2022

Assistant Branch Manager

Landmark Credit Union
04.2015 - 11.2016

Assistant Branch Manager

Guaranty Bank
05.2011 - 04.2015

Bachelor of Arts - Communications

University of Wisconsin, Parkside