Matt VandeCastle
Appleton,WI
Summary
Talented branch manager successful in managing highly effective teams with focus on account service and retention. Detail-oriented financial professional with several years of industry experience. Persuasive communicator with proactive approach to resolving account and customer service issues.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Branch Manager
CoVantage Credit Union
Stevens Point, WI
12.2023 - Current
- Directed daily operations of branch, including customer service, human resources, sales and marketing activities.
- Managed staff scheduling, hiring and training processes.
- Conducted regular performance reviews for all employees in branch.
- Monitored financial performance monthly of branch.
- Provided guidance and support to team members regarding problem resolution and customer service issues.
- Resolved escalated customer complaints in timely manner.
- Participated in community events to promote brand awareness.
- Identified opportunities for process improvement initiatives within branch.
- Assisted other branches when needed during peak periods or special projects.
- Planned work schedules to maintain adequate staffing levels.
- Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
- Held daily huddles with staff to discuss progress on current initiatives and review day and schedule.
Personal Banker
Nicolet National Bank
Appleton, WI
10.2022 - 12.2023
- Greeted customers upon entering branch and directed them to appropriate personnel or services.
- Assisted customers with deposits, withdrawals, transfers, loan payments and other banking transactions.
- Conducted account openings and closings for clients.
- Responded promptly to customer emails, phone calls and requests for information.
- Cross-sold banking products such as credit cards, loans and investments.
- Performed daily balancing of cash drawer and reconciled discrepancies when necessary.
- Developed relationships with customers by providing exceptional service in order to increase sales opportunities.
- Identified potential fraud risks on accounts and reported suspicious activities to management.
- Participated in training sessions regarding new banking products or services.
- Promoted additional bank services through personal contact with customers.
Service Manager
Bergstrom Automotive
Appleton, WI
11.2019 - 10.2022
- Managed service staff to ensure customer satisfaction and compliance with company policies.
- Monitored service performance metrics to identify areas of improvement.
- Resolved customer complaints in a timely manner.
- Conducted regular team meetings to discuss customer feedback, process improvements, and operational objectives.
- Created detailed reports on service activities for senior management review.
- Trained new employees on the use of customer relationship management software systems.
- Developed strategies for improving customer experience through enhanced product features or improved processes.
- Hired and trained service department staff to drive performance.
- Created employee work schedules to keep shifts properly staffed.
- Upheld team productivity and quality objectives by setting and maintaining clear benchmarks for service.
Financial Advisor
Modern Woodmen Of America
Appleton, WI
03.2019 - 11.2019
- Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
- Facilitated client meetings to discuss portfolio performance and suggest modifications as needed.
- Actively participated in marketing initiatives aimed at increasing brand awareness within the community.
General Sales Manager
Home Run Auto Group
Stevens Point, WI
06.2013 - 03.2019
- Managed a staff of 6 Sales and Finance Managers, 8 Internet Sales Representatives, and 20 Sales Representatives, providing guidance and support as needed.
- Mentored and directed employees by conducting one-on-one meetings with entire retail team.
- Developed and implemented strategies to increase sales revenue.
Education
Accounting / Business
Fox Valley Technical College
Appleton, WIUniversity of Wisconsin, Green Bay
Green Bay, WISkills
- Sales professional
- Relationship building and management
- Account analysis expertise
- Branch operations management
- Process improvement
- Coaching and mentoring
Certification
- Notary Public
- NMLS
- Medallion Signature Guarantee
Timeline
Branch Manager
CoVantage Credit Union
12.2023 - Current
Personal Banker
Nicolet National Bank
10.2022 - 12.2023
Service Manager
Bergstrom Automotive
11.2019 - 10.2022
Financial Advisor
Modern Woodmen Of America
03.2019 - 11.2019
General Sales Manager
Home Run Auto Group
06.2013 - 03.2019
Accounting / Business
Fox Valley Technical College
University of Wisconsin, Green Bay
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