Janice Martin
Fall River,MA
Summary
Skilled Branch Manager with demonstrated success in coordinating team and financial activities.
Friendly and adaptable with remarkable leadership and program management skills.
Overview
35
35
years of professional experience
Work History
Branch Manager
BankFive
Fall River, MA
01.2004 - 06.2023
- Maintained friendly and professional customer interactions.
- Assessed employee performance and developed improvement plans.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Engaged employees in business processes with positive motivational techniques.
- Complied with regulatory guidelines and requirements.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Consulted customers to boost product sales and services.
- Examined customer loan applications for loan approvals and denials.
- Submitted loan applications to underwriter for verification and recommendation.
- Managed branch in excess of 76 million in assets.
- Responsible for the opening of personal and business accounts; checking, savings, CD's, IRA's.
Assistant Branch Manager
BankFive
Fall River, Ma
01.2001 - 01.2004
- Trained and developed new team members in alignment with branch service standards and objectives.
- Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
- Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
- Developed and managed employee schedules, balancing individual requests and requirements with business needs.
- Built rapport with account holders by reaching out with product recommendations and account updates.
- Demonstrated knowledge of branch financial products, loans and lines of credit.
- Processed personal, heat, auto and equity loan applications.
- Supervised team of 7 branch employees and made recommendations regarding performance evaluations.
- Reviewed credit applications for risk factors and credit worthiness.
- Collaborated with tellers to help achieve sales goals.
Teller
BankFive
Fall River, MA
02.1988 - 01.2001
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Processed customer transactions promptly, minimizing wait times.
- Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
- Assisted with training of new tellers on policies and procedures.
- Followed up on customer complaints and provided solutions to enhance customer satisfaction.
- Maintained accurate records of customer transactions in line with bank procedures.
- Maintained friendly and professional customer interactions.
- Assisted customers with banking needs and inquiries.
- Processed wide variety of retail banking transactions for personal and commercial customers.
- Established rapport with new clients to increase satisfaction and loyalty.
Education
Certificate of Graduation - Financial Studies
The School For Financial Studies - Mass. Bankers
Wesley, Ma04.2004
High School Diploma -
Westport High School
Westport, Ma06.1986
Skills
- Multitasking Abilities
- Training and Development
- Staff Management
- Attention to Detail
- Employee Performance Evaluations
- Dependable and Reliable
- Excellent Communication
- Microsoft Word & Excel
- Salesforce
- Decision Lender
- Encompass
- Synergy
Timeline
Branch Manager
BankFive
01.2004 - 06.2023
Assistant Branch Manager
BankFive
01.2001 - 01.2004
Teller
BankFive
02.1988 - 01.2001
Certificate of Graduation - Financial Studies
The School For Financial Studies - Mass. Bankers
High School Diploma -
Westport High School