Results-oriented Assistant Branch Manager with extensive experience developing high net worth client relationships and referral networks. Top-performer with track record of consistently meeting or exceeding sales goals. Talented at educating members on banking services and products and recommending best options to meet long- and short-term needs. Strong operational skills for audit and compliance, and risk management.
Overview
11
11
years of professional experience
Work History
Floating Assistant Branch Manager
Nuvision Credit Union
11.2019 - Current
Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
Trained and developed new team members in alignment with branch service standards and objectives.
Monitored daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.
Oversaw successful completion of internal audits with minimal findings, demonstrating strong adherence to bank policies and regulations.
Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
Trained and mentored new employees, fostering a positive work environment that led to higher retention rates.
Built rapport with account holders by reaching out with product recommendations and account updates.
Coached and developed branch staff by offering constructive feedback and training opportunities.
Assisted in achieving branch sales goals by identifying potential cross-selling opportunities and promoting bank products and services.
Coordinated staff schedules, maintaining optimal staffing levels during peak business hours for improved customer experience.
Managed risk effectively through strict adherence to compliance guidelines, minimizing financial losses due to fraud or errors in transactions.
Demonstrated knowledge of branch financial products, loans and lines of credit.
Led monthly team meetings focusing on progress updates, goal-setting sessions, best practices sharing and collaborative problemsolving.
Maintained friendly and professional member interactions.
Complied with regulatory guidelines and requirements.
Assistant Branch Manager
Denali Federal Credit Union
10.2018 - 11.2019
Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
Trained and developed new team members in alignment with branch service standards and objectives.
Monitored daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.
Oversaw successful completion of internal audits with minimal findings, demonstrating strong adherence to bank policies and regulations.
Responded to memberr concerns, working with manager to significantly raise member satisfaction ratings.
Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
Enhanced member satisfaction by providing exceptional service and addressing concerns promptly.
Assisted in creating a welcoming branch atmosphere by maintaining cleanliness, organization, and visually appealing displays of promotional materials.
Built rapport with account holders by reaching out with product recommendations and account updates.
Coached and developed branch staff by offering constructive feedback and training opportunities.
Supervised team of 4 branch employees and made recommendations regarding performance evaluations.
Coordinated staff schedules, maintaining optimal staffing levels during peak business hours for improved customer experience.
Reviewed credit applications for risk factors and credit worthiness.
Developed strong relationships with key clients, contributing to significant growth in business revenue.
Demonstrated knowledge of branch financial products, loans and lines of credit.
Financial Services Officer
Denali Federal Credit Union
11.2016 - 09.2019
Improved member satisfaction with timely resolution of account inquiries and issues.
Built trusted relationships with clients to foster loyalty and promote referrals within the community.
Increased revenue by identifying cross-selling opportunities and promoting additional financial products to clients.
Ensured smooth transactions by accurately processing loan applications, account openings, and various banking services requests.
Handled escalated client concerns diplomatically, finding satisfactory resolutions while adhering to company policies.
Completed comprehensive credit assessments to minimize potential losses from non-performing loans.