Branch Operations Manager with a strong track record in operations management and compliance auditing. Proven success in improving customer experiences and increasing branch profitability through strategic marketing and effective team leadership. Results-driven Branch Operations Manager with a proven track record in enhancing profitability through effective loan processing and compliance auditing.
Overview
45
45
years of professional experience
Work History
Branch Operations Manager
Eagle Loan Company
Canton
07.2012 - 05.2023
Managed daily operations at Eagle Loan Company branch.
Supervised staff to ensure compliance with company policies.
Maintained accurate records of transactions and customer interactions.
Conducted regular audits to ensure operational efficiency and accuracy.
Resolved customer complaints in a timely manner.
Reviewed customer account information for accuracy and completeness.
Provided guidance on best practices for handling difficult customers or situations.
Supervised daily activities of tellers, loan officers, and other personnel.
Organized daily workflow to maximize efficiency and productivity.
Monitored staff performance and provided feedback.
Coached staff on policies, procedures and performance strategies.
Performed routine audits of branch operations to identify areas for improvement.
Initiated marketing campaigns to promote products and services offered by the branch.
Prepared monthly reports on branch performance metrics.
Ensured compliance with banking regulations and policies.
Implemented new operational procedures to enhance customer experience.
Maintained accurate records of financial transactions.
Served as primary contact between the branch and corporate headquarters.
Collaborated with IT department to troubleshoot technical issues related to banking systems.
Achieved retention rate of with highly-satisfied client base, exceeding on surveys.
Worked cross-functionally to plan and establish branch goals, supporting strategic objectives.
Complied with company policies and government regulations to prevent and detect rule violations and protect organization from fines and lawsuits.
Assigned duties to employees and examined work for accuracy, neatness and timeliness.
Managed and inspired team members to perform to full potential, driving branch profitability.
Maintained consistent growth in accounts and receivables by obtaining and retaining loan borrowers.
Disciplined employees to encourage compliance with company policies and procedures.
Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
Coordinated approval or rejection of lines of credit or commercial, real estate or personal loans.
Area District Manager
HSBC / Beneficial Finance
Chicago
02.1978 - 03.2012
Oversaw district operations for multiple financial service branches.
Managed team performance through regular coaching and feedback sessions.
Analyzed market trends to identify opportunities for business growth.
Ensured compliance with regulatory requirements across all locations.
Facilitated communication between management and branch staff for effective operations.
Resolved customer complaints promptly and efficiently.
Maintained a high level of customer service standards within all stores in the district.
Provided support, coaching and guidance to store managers on day-to-day operations.
Assisted in recruiting, hiring, training and developing staff for the district.
Created monthly reports on financial performance of each store within the district.
Implemented best practices across all stores to optimize operations and efficiency.
Evaluated employee performance, set goals, and provided feedback as needed.
Developed and implemented strategies to improve district performance.
Conducted regular store visits to ensure compliance with company policies and procedures.
Conducted weekly meetings with store managers to review progress and discuss issues.
Remained calm and professional in stressful circumstances and effectively diffused tense situations.
Resolved customer inquiries and complaints requiring management-level escalation.
Reviewed employee performance and provided ongoing feedback and coaching to drive performance improvement.
Held regular one-on-one meetings with employees to review performance and priorities and provide feedback.
Planned and led team meetings to review business results and communicate new and ongoing priorities.
Evaluated individual and team business performance and identified opportunities for improvement.
Organized team activities to build camaraderie and foster pleasant workplace culture.
Education
High School Diploma -
Ellet High School
Akron, OH
05-1975
Skills
Operations management
Loan processing
Compliance auditing
Financial recordkeeping
Marketing strategy
Customer relationship management
Accomplishments
Annual Operating Excellence 9 times in 12 years at Eagle