Dynamic Assistant Branch Leader with a proven track record in team management and sales leadership. Expertise in driving customer satisfaction and operational excellence through effective coaching and staff development.
Results-oriented professional with extensive experience in branch operations. Skilled in enhancing customer retention and managing service levels while ensuring compliance. Committed to boosting team performance to achieve key business objectives.
Skilled Branch Manager with demonstrated success in coordinating team and financial activities. Friendly and adaptable professional with remarkable leadership and program management skills.
Work History
Assistant Branch Leader
3 Years 5 Months
BankUnited | 01.2023 - Current
Assist the Market Leader in ensuring the branch meets and exceeds day to day established goals through personal and staff production.
Lead, direct, manage and coach all personnel within a branch to meet and exceed established short-term and long-term goals, to include sales, customer satisfaction and risk management. The ABL takes the lead role in being the "sales coach" for the branch.
Direct and coordinate the day-to-day activities of a Branch, involving responsibility and accountability for budget, personnel, goal-achievement, compliance and risk requirements, and 100% client satisfaction.
Ensure that branch operation functions are managed accurately and timely. Maintain branches operational integrity while properly delegating and inspecting for expected outcomes.
Manage service levels against customer expectations.
Ensure day to day compliance and operational risk controls in accordance with bank and/or regulatory standards and policies.
Approve specific check amounts, wire transfers, cashier's checks, uncollected funds, and insufficient funds based on credit authority limitations preset by management.
Identify obstacles and opportunities and empower team members to remove obstacles to sales and service under personal control.
Maintain an understanding of all current financial products, policies, procedures and regulations.
Manage programs and reward systems developed with the Market Leader to increase morale, develop employees, and maintain high levels of performance, etc. in order to assist in reducing turnover.
Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
Adheres to Bank policies and procedures and completes required training.
Identifies and reports suspicious activity.
SUPERVISORY RESPONSIBILITIES
Supervises function, projects or services and/or one or more employees, as applicable.
Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws.
Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance coaching; rewarding and disciplining employees; addressing complaints and resolving problems.
Branch Operations Officer
2 Years 11 Months
BankUnited | 02.2020 - 01.2023
Streamlined daily operations to enhance customer service efficiency within branch environment.
Implemented operational policies ensuring compliance with banking regulations and internal controls.
Trained and mentored junior staff on processes, enhancing team performance and accuracy.
Monitored branch performance metrics, identifying areas for improvement and optimizing workflows.
Teller/ CSR
1 Year 4 Months
BankUnited | 10.2018 - 02.2020
Assist the Market Leader in ensuring the branch meets and exceeds day to day established goals through personal and staff production.
Lead, direct, manage and coach all personnel within a branch to meet and exceed established short-term and long-term goals, to include sales, customer satisfaction and risk management. The ABL takes the lead role in being the "sales coach" for the branch.
Direct and coordinate the day-to-day activities of a Branch, involving responsibility and accountability for budget, personnel, goal-achievement, compliance and risk requirements, and 100% client satisfaction.
Ensure that branch operation functions are managed accurately and timely. Maintain branches operational integrity while properly delegating and inspecting for expected outcomes.
Manage service levels against customer expectations.
Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
Adhere to all current policies, procedures, and compliance/audit requirements; To include retail assessments, security assessments and account quality reviews.
Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance coaching; rewarding and disciplining employees; addressing complaints and resolving problems.
General Manager
8 Years 3 Months
Adams Foods Inc | 06.2009 - 09.2017
Directed operational strategies to enhance productivity and streamline processes across multiple departments.
Fostered cross-functional collaboration, improving communication between production, marketing, and sales teams.
Implemented performance metrics to assess team efficiency and drive continuous improvement initiatives.
Developed training programs for staff, enhancing skill sets and promoting career advancement opportunities.
Food and Labor control
Scheduling
Education
Associate of Business Administration - Business Management
Hamburger University | Oak Brook, IL
High School Diploma
Estero High School | Estero, FL | 05-2002
Honoree of [Honor Name]
[Number] GPA
Skills
Team management
Sales leadership
Staff development
Innovation skills
Customer Retention
Team player
Attention to detail
Excellent time management skills
Customer relationships
Languages
Spanish
Native or Bilingual
Timeline
Assistant Branch Leader
BankUnited
01.2023 - CurrentRead More
Branch Operations Officer
BankUnited
02.2020 - 01.2023Read More
Teller/ CSR
BankUnited
10.2018 - 02.2020Read More
General Manager
Adams Foods Inc
06.2009 - 09.2017Read More
Hamburger University
Associate of Business Administration from Business Management