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.
Overview
8
8
years of professional experience
Work History
Assistant Branch Manager
First Technology Federal Credit Union
10.2021 - Current
Enhanced customer satisfaction by providing exceptional service and addressing concerns promptly.
Streamlined branch operations for increased efficiency through implementation of new processes and procedures.
Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
Developed strong relationships with key clients, contributing to significant growth in business revenue.
Trained and mentored new employees, fostering a positive work environment that led to higher retention rates. Trained top two performers in current Region.
Managed risk effectively through strict adherence to compliance guidelines, minimizing financial losses due to fraud or errors in transactions. Brought Risk Assessment Rating from High to Low.
Coordinated staff schedules, maintaining optimal staffing levels during peak business hours for improved customer experience.
Conducted regular performance evaluations for staff members, providing constructive feedback for professional development and growth.
Improved teller accuracy by implementing standardized cash handling procedures and conducting regular audits on cash drawers.
Financial Solutions Representative 1
First Technology Federal Credit Union
09.2021 - 10.2022
Enhanced financial portfolio performance by conducting in-depth analysis and recommending tailored solutions.
Boosted client satisfaction by providing exceptional customer service and addressing individual financial needs.
Streamlined financial processes for increased efficiency and reduced errors through meticulous attention to detail.
Collaborated with cross-functional teams to develop comprehensive financial strategies for high net worth clients.
Maintained up-to-date knowledge of industry trends, products, and services to provide informed advice to clients.
Exceeded sales targets consistently by employing strong persuasive skills and demonstrating a comprehensive understanding of client needs.
Provided ongoing support to clients during challenging financial periods, offering tailored solutions to mitigate potential losses.
Sales Floor Lead
Columbia Sportswear
03.2019 - 08.2021
Led Youth and Accessories Department
Counted and verified Cash Drawers at EOD
Successfully strategize floor layout for optimal sale
Daily Operations - Sales Lead, Coaching, Recap.
Weekly Sales Recap
Front End Lead
Columbia Sportswear
03.2016 - 10.2019
Lead group of 10-20 cashier's on a daily basis
Count count, verify and audit cash drawers
Successfully promote "Just One More" initiative
Balance cashiers between checking people in at front and finishing transactions at registers