Izzy Ayala
Lancaster,PA
Summary
I am a goal-oriented individual who strives to make connections with my coworkers and clients to bring the best experience out of every day and interaction. I seek opportunities to make improvements and streamline work to better accommodate the team and the people we serve. Every place I’ve been, I sought ways to make work more engaging and personal, believing that it is of the utmost importance to love what you do and who you do it with. Coming from a rough background, I look to impress myself and be an example for those who I lead and offer education to those who may not have the resources or accessibility to get it on their own. Community is big for me, as I believe a company can only be successful if they are serving their community to the fullest extent.
Overview
10
10
years of professional experience
Work History
Assistant Branch Manager
Belco Community Credit Union
11.2022 - Current
- Trained and mentored new employees, fostering a positive work environment that led to higher retention rates.
- Complied with regulatory guidelines and requirements.
- Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
- Conducted weekly staff meetings to motivate staff members, address concerns, and questions, plan improvements and evaluate progress toward goals.
- Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
- Streamlined branch operations for increased efficiency through implementation of new processes and procedures.
- Managed risk effectively through strict adherence to compliance guidelines, minimizing financial losses due to fraud or errors in transactions.
- Oversaw successful completion of internal audits with minimal findings, demonstrating strong adherence to bank policies and regulations.
- Collaborated with other departments within the bank to resolve complex issues efficiently, ensuring seamless service delivery to customers.
- Assisted in creating a welcoming branch atmosphere by maintaining cleanliness, organization, and visually appealing displays of promotional materials.
- Conducted regular performance evaluations for staff members, providing constructive feedback for professional development and growth.
- Collaborated with tellers, universal bankers and personal bankers to exceed sales goals.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Facilitated customer satisfaction by executing personal communication and frequent follow-ups.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
- Reduced employee turnover by fostering a positive work environment and offering competitive compensation packages.
- Ensured regulatory compliance through diligent adherence to industry standards, guidelines, and company policies.
- Optimized branch inventory management practices for improved product availability and reduced stock obsolescence costs.
- Fostered culture of excellence and accountability, resulting in branch consistently exceeding performance targets.
Personal Banker
Northwest Bank
08.2021 - 11.2022
- Cross-sold bank products and services to meet customer needs and provide options.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
- Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.
- Followed up with customers to gather feedback and provide additional assistance.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Collaborated with branch team members to achieve monthly sales targets and improve overall performance.
- Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Boosted sales of bank products through effective cross-selling and up-selling techniques.
- Enhanced client retention with proactive follow-ups and timely resolution of account issues.
- Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
- Expanded client base by promoting new financial products.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Streamlined loan application processes, reducing wait times and improving client experience.
- Fostered strong client relationships through regular follow-ups, securing loyalty and repeat business.
- Increased branch revenue by cross-selling banking products tailored to individual client needs.
- Identified opportunities for business growth by analyzing client feedback and market trends.
- Skilled at working independently and collaboratively in a team environment.
Lead Teller
Wells Fargo
08.2014 - 07.2021
Education
High School Diploma - Arts & Hunanities
JP McCaskey HS
Lancaster05.2010
Skills
- Banking
- Operations management
- Business development
- Team development
- Compliance management
- Audit preparation
- Staff education and training
- Account management
- Loan application evaluation
- Relationship building and management
- Financial product sales
- Employee scheduling
- Staff management
- Risk mitigation
- Account retention
- Financial software
- Cash handling
- Loan expertise
- Financial services
- Client relationship management
- Strong leadership
- Attention to detail
- Team player
- Relationship building
- Staff training
- Proficient in software program
- Project management
- Performance reviews
- Staff recruitment
Timeline
Assistant Branch Manager
Belco Community Credit Union
11.2022 - Current
Personal Banker
Northwest Bank
08.2021 - 11.2022
Lead Teller
Wells Fargo
08.2014 - 07.2021
High School Diploma - Arts & Hunanities
JP McCaskey HS
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