Joylene Raptis
Port Saint Lucie,FL
Summary
Resourceful Bank Branch Manager known for high productivity and efficient task completion. Specialize in risk management, customer service excellence, and strategic planning. Excel at leadership, communication, and problem-solving to achieve branch objectives. Committed to fostering team development and enhancing operational efficiency.
Overview
2018
2018
years of professional experience
1976
1976
years of post-secondary education
Work History
Bank Branch Manager
Bank of America
Atlantic City, NJ
03.1999 - 12.2017
- Managed daily branch operations and ensured compliance with banking regulations.
- Led a team of employees to deliver exceptional customer service experiences.
- Developed and implemented strategies to enhance branch performance and efficiency.
- Trained and mentored staff on banking products, services, and best practices.
- Oversaw financial transactions and maintained accurate records for auditing purposes.
- Coordinated marketing initiatives to promote financial services within the community.
- Analyzed customer feedback to improve service offerings and branch procedures.
- Collaborated with regional management to align branch goals with corporate objectives.
- Monitored daily activities within the branch including cash flow management, teller transactions, account openings and closings.
- Ensured compliance with banking regulations and internal procedures.
- Resolved customer complaints promptly and efficiently while ensuring excellent customer service standards.
- Provided support to bank personnel in resolving customer inquiries.
- Organized training sessions for new employees on proper banking procedures and regulations.
- Conducted regular meetings with employees to discuss goals and performance issues.
- Established relationships with corporate clients to identify potential business opportunities.
- Maintained confidentiality of all banking records and transactions.
- Managed the day-to-day operations of the branch including scheduling, staffing, budgeting.
- Served as a liaison between customers and upper management when needed for complex matters or disputes resolution.
Insurance Agent
Aetna
- Assisted clients in understanding insurance policies and coverage options.
- Conducted thorough needs assessments to identify client insurance requirements.
- Processed policy applications and ensured compliance with company guidelines.
- Educated clients on claims processes and provided necessary documentation support.
- Managed client accounts and updated information in the customer management system.
- Resolved client inquiries efficiently, maintaining high levels of service satisfaction.
- Participated in training sessions to stay updated on industry changes and regulations.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Responded to customer inquiries and problems to promote great service.
Associate Banker
Chase Bank
Port St Lucie , FL
- Assisted clients with account inquiries and transactions at the time of their visit .
- Educated customers on banking products and services to enhance their experience.
- Handled cash deposits, withdrawals, and check processing accurately.
Education
Norwich Free Academy
Norwich, CTSkills
- Branch operations
- Regulatory compliance
- Team leadership
- Performance strategy
Timeline
Bank Branch Manager
Bank of America
03.1999 - 12.2017
Insurance Agent
Aetna
Associate Banker
Chase Bank
Norwich Free Academy