Jonathan Tams
East Meadow,NY
Summary
Experienced Branch Operations Coordinator with a proven track record of success in the financial services industry. Demonstrated ability to effectively manage branch operations and provide exceptional customer service. Skilled in flexibly adapting to changing environments and fast-paced situations. Excellent communication skills with a focus on active listening and teamwork. Strong problem-solving abilities and a creative approach to finding solutions. Recognized as a top performer in driving sales and achieving targets. Committed to continued professional growth and development. Looking to leverage my skills and experience to contribute to a dynamic organization and team.
Overview
3
3
years of professional experience
Work History
Branch Operations Coordinator-Client Consultant II
New York Community Bank - Flagstar Bank
08.2023 - Current
- Evaluated client needs and expectations, establishing clear goals for each consulting engagement. This was demonstrated as being the top preformer in the branch for 2024.
- Liaised with customers, management, and sales team to better understand customer needs and recommend appropriate solutions.
- Opened and performed account maintenance using FiServ DNA
- Utilization of SalesForce to work on client lead lists as well as using it for cross-selling
- Collaborated with cross-functional teams to successfully deliver comprehensive solutions for clients.
- Managed client relationships through regular check-ins and updates on project
- Empowered branch employees through coaching, training and mentoring
- Oversaw daily branch “mini audits” such as daily transactional reviews; daily review of signature cards for prior day new accounts; and daily review of branch reporting to ensure up-to-date CIP information and BSA compliance.
- Routinely serviced and maintained on-site ATM’s
- Oversight of branch cash levels to ensure that working supply is sufficient to meet the daily and weekly needs of our clients
- Assisted with the development and training of new teammates
Branch Operations Coordinator - Float
New York Community Bank
04.2023 - 08.2023
- Worked as a Branch Operations Coordinator at New York Community Bank in the Float Pool
- In this role, I was responsible for overseeing branch operations and ensuring efficient and effective processes at different locations
- Manage and supervise branch staff, providing guidance and support for daily operations
- Monitor and maintain compliance with banking regulations and policies
- Collaborate with other departments to implement process improvements and enhance customer experience
- Develop and implement training programs for branch staff to improve performance and productivity
Financial Services Associate
New York Community Bank
08.2021 - 04.2023
- Worked as a Financial Services Associate at New York Community Bank from August 2021 to March 2023
- In this role, I provided customer service and support for financial transactions
- Assisted customers with account inquiries, transactions, and problem resolution
- Promoted bank products and services to customers, identifying opportunities for cross-selling and upselling
- Processed and verified financial transactions, ensuring accuracy and compliance with banking regulations
Education
Bachelors -
Fordham University
Bronx, NY10.2024
High School Diploma -
East Meadow High School
East Meadow06.2016
Skills
- Branch Operations
- Customer Service
- Teammate Mentoring and Coaching
- Problem-solving
- Knowledge of Banking Compliance
- Sales
Languages
Malayalam
Professional Working
Timeline
Branch Operations Coordinator-Client Consultant II
New York Community Bank - Flagstar Bank
08.2023 - Current
Branch Operations Coordinator - Float
New York Community Bank
04.2023 - 08.2023
Financial Services Associate
New York Community Bank
08.2021 - 04.2023
Bachelors -
Fordham University
High School Diploma -
East Meadow High School
Similar Profiles
Michael AtkinsMichael Atkins
Escrow Analyst - Mortgage Servicing at Flagstar Bank/New York Community BankEscrow Analyst - Mortgage Servicing at Flagstar Bank/New York Community Bank
William T. CriesiWilliam T. Criesi
NA at Flagstar ((Formerly New York Community Bank))NA at Flagstar ((Formerly New York Community Bank))
Tajah GarrettTajah Garrett
Financial Crimes Compliance Analyst at Flagstar, formally known as New York Community BankFinancial Crimes Compliance Analyst at Flagstar, formally known as New York Community Bank