Accomplished banking professional specializing in operations, cash management, and client relations. Proven leadership in mentoring staff, ensuring compliance, and delivering exceptional customer service while consistently achieving sales targets.
Overview
6
6
years of professional experience
Work History
Assistant Branch Manager, Operations
Vicinity Credit Union
Chicago, Illinois
02.2026 - Current
Oversaw cash management, balanced the vault, and prepared audits to ensure operational integrity.
Ensured compliance with bank policies, procedures, and federal banking regulations to maintain operational standards.
Mentored branch staff, providing coaching that improved performance and elevated customer satisfaction.
Performed independent underwriting assessments to determine loan eligibility and ensure adherence to lending guidelines.Reviewed loan documents for accuracy prior to approval or denial decisions.
Created reports on daily deposit activity, teller cash levels, ATM balancing results, loan originations and other key metrics for executive review.
Resolved escalated customer complaints in a timely manner while maintaining excellent customer relations.
Relationship Banker
BANK OF AMERICA
Chicago, USA
05.2020 - 02.2026
Developed and deepened relationships with clients and institutions by showcasing Bank of America's offerings to help clients achieve their financial goals.
Maximized banking center sales and enhanced customer experiences by identifying and addressing client needs through strategic connections.
Collaborated with partners to make quality referrals, enabling clients to save, borrow, and invest for their futures.
Walk clients through our award winning application positioning the value of digital banking.
Opened and staffed the first Chicago advanced center at the new company headquarters.