Michelle Rodriguez
West Covina,CA
Summary
Skilled Branch Manager with demonstrated success in coordinating team and financial activities. Friendly and adaptable professional with remarkable leadership and program management skills.
Overview
19
19
years of professional experience
Work History
Branch Manager, VP
JPMorgan Chase
02.2021 - Current
- Maintained professional, organized, and safe environment for employees and clients.
- Complied with regulatory guidelines and requirements.
- Managed and motivated employees to be productive and engaged in work.
- Supervised operations staff and kept employees compliant with company policies and procedures.
- Managed compliance efforts, reporting and audits.
- Reviewed documents, files, and other records to assess compliance and potential risk.
- Played instrumental role in company-wide risk assessment efforts, supporting enhancements in business processes and controls.
- Established team priorities, maintained schedules and monitored performance.
- Addressed compliance issues by developing and implementing corrective action plans.
Branch Manager, VP
JPMorgan Chase
11.2013 - 02.2021
- Maintained friendly and professional customer interactions.
- Assessed employee performance and developed improvement plans.
- Complied with regulatory guidelines and requirements.
- Communicated clear and precise sales goal expectations n order to achieve performance goals
- Received multiple perfect audit scores and high level performance ratings at year end.
- Managed and motivated employees to be productive and engaged in work.
- Cross-trained existing employees to maximize team agility and performance.
- Maximized performance by monitoring daily activities and mentoring team members.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize branch success.
- Established team priorities, maintained schedules and monitored performance.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
- Established performance goals for employees and provided feedback on methods for reaching those milestones.
- Supervised operations staff and kept employees compliant with company policies and procedures.
- Developed systems and procedures to improve operational quality and team efficiency.
Branch Manager
JPMorgan Chase
11.2010 - 11.2013
- Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
- Accomplished multiple tasks within established timeframes.
- Supervised operations staff and kept employees compliant with company policies and procedures.
- Achieved Perfect Audits and recognition for meeting sales targets and outstanding customer service scores.
Assistant Branch Manager
WAMU, JP Morgan Chase
01.2005 - 11.2010
- Trained and developed new team members in alignment with branch service standards and objectives.
- Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
- Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
- Developed and managed employee schedules, balancing individual requests and requirements with business needs.
- Demonstrated knowledge of branch financial products, including lending products.
- Conducted weekly staff meetings to motivate staff members, address concerns, and questions, plan improvements and evaluate progress toward goals.
Education
California State University - Fullerton
Fullerton, CASkills
- Relationship Building
- Banking Products and Services
- Coaching and Mentoring
- Branch Operations Management
- Performance Reviews
- Customer Service
- Business Development
- Conflict Resolution
- Goals and Performance
- Regulatory Compliance
- Staff Management
- Work Prioritization
- Employee Development
- Shift Scheduling
- Interviewing and Hiring
Timeline
Branch Manager, VP
JPMorgan Chase
02.2021 - Current
Branch Manager, VP
JPMorgan Chase
11.2013 - 02.2021
Branch Manager
JPMorgan Chase
11.2010 - 11.2013
Assistant Branch Manager
WAMU, JP Morgan Chase
01.2005 - 11.2010
California State University - Fullerton