Open To Work
Jimmy Michael
Chula Vista,CA
Summary
Results-driven Branch Supervisor successful at overseeing diverse areas to enable business success. First-rate trainer and coach with exceptional communication and organizational abilities. Superior work ethic combined with uncompromising integrity.
Overview
10
10
years of professional experience
Work History
Branch Supervisor
California Coast Credit Union
09.2020 - Current
- Assisted front-line staff with handling difficulties, resolving problems and managing large transactions.
- Motivated, trained and disciplined employees to meet performance benchmarks.
- Maintained scheduling for main branch to keep shifts appropriately staffed.
- Executed extensive variety of customer transactions according to institutional policy and procedures.
- Set schedule for tellers and customer service representatives.
- Managed maintenance of facility and grounds.
- Assigned job roles and oversaw performance.
- Provided backup to front desk to step in to assist with various tasks whenever employee was absent or at lunch.
- Completed bi-weekly payroll for six employees.
- Recruited, hired, trained and supervised staff of six and implemented mentoring program that offered positive employee engagement.
- Reconciled general ledger accounts directly related to operations.
- Led and conducted reviews of branch policies and procedures for compliance.
- Remained calm and professional in stressful situations.
- Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
- Resolved escalated customer issues and boosted retention rates by 97%.
- Increased new bank relationships within local community through execution of quarterly promotions.
Direct and Indirect Loan Funding
California Coast Credit Union
03.2016 - 09.2020
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Submitted loan applications to underwriter for verification and recommendations.
- Maintained strict confidentiality of bank records and client information.
- Recommended loan approvals and denials based on customer loan application reviews.
- Reviewed and edited loan agreements to promote efficiency and accuracy.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Monitored pipelines to track and log status of loans.
- Explained very technical financial information to applicants in easy-to-understand language.
- Proactively identified solutions for customers experiencing credit issues.
Personal Banker
California Coast Credit Union
09.2015 - 03.2016
- Assisted Members with setting up or closing accounts, completing loan applications, and signing up for new services.
- Promoted financial products by maintaining excellent service offering knowledge.
- I worked closely with management to strategize sales techniques to increase branch production and customer service.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Expanded client base by promoting new financial products.
Education
Business/marketing
University of Phoenix
Tempe, AZGED -
Southwestern College
Chula Vista, CA06.1983
Skills
- Customer Loyalty
- Policy Updates
- Staff Evaluations
- Team Goals
- Security Awareness
- Administrative Support
- Providing Feedback
- Client Correspondence
- Employee Performance Evaluations
- Sales Strategy Tactics
- Staff Meetings
- Enforce Policies
- Coordinate Schedules
- Handling Complaints
- Staff Training
Work Preference
Work Type
Full TimeContract WorkGig WorkInternshipLocation Preference
RemoteOn-SiteTimeline
Branch Supervisor
California Coast Credit Union
09.2020 - Current
Direct and Indirect Loan Funding
California Coast Credit Union
03.2016 - 09.2020
Personal Banker
California Coast Credit Union
09.2015 - 03.2016
Business/marketing
University of Phoenix
GED -
Southwestern College