Summary
Overview
Work History
Education
Skills
Education Achievements Recognitions
Highlights Of Expertise
Timeline
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Monia Mertz

Monia Mertz

West Palm Beach,FL

Summary

Dynamic professional with extensive experience, excelling in business profitability and team development. Proven leadership in enhancing customer satisfaction and implementing effective sales strategies. Skilled in financial management and coaching, driving operational excellence while fostering a culture of integrity and trust.

Overview

9
9
years of professional experience

Work History

Assistant Branch Manager

AMTRUST Bank
Boynton Beach, FL
01.2019 - 03.2024
  • Manage all operational activities of the branch, maintain members' accounts, and manage relationships.
  • Guide staff daily to deliver a remarkable customer service experience.
  • Lead the team to focus on sales, goals, and audit efficiency.
  • Prepare monthly branch audits while adhering to compliance and risk standards.
  • Engage in team activities to guide, coach, and demonstrate an exemplary sales tactic.

Banking Center Manager, AVP

Seacoast Bank
Lantana, FL
04.2016 - 02.2018
  • Responsible for developing and implementing strategies focused on branch profitability and performance.
  • Additionally, offer strategic vision and operational responsibility for leading, coaching, and developing teams.
  • Responsible for maximizing branch performance, consistently gaining the confidence and trust of others through honesty, integrity and authenticity

Service Manager

Wells Fargo Bank
Lake Worth, FL
10.2014 - 04.2016
  • Provide full-service banking to valued customers.
  • Consult with customers regarding financial needs, recommend products/solutions, and financial services to meet those needs.
  • Additionally, resolve inquiries, open, and service accounts within authorized limits, such as checking, savings, and/or credit and loan.
  • Partner and/or act as a liaison to other internal departments.
  • Cross-sell products and services to existing clients.
  • Continually build a network of internal and external sources and resources to further enhance the customer experience and meet customers' needs.

Education

. - Business Administration, minor in Psychology

American Intercontinental University (AIU)

Skills

  • Customer service management
  • Customer satisfaction enhancement
  • Branch supervision
  • Demonstrated leadership
  • Team-building training
  • Coaching, onboarding, guiding
  • Sales improvement
  • Planning
  • Budgeting
  • Cost reduction strategies
  • Order fulfillment
  • Consistent operation
  • Event planning
  • Coordinating activities
  • Scheduling
  • Multi-tasking
  • Financial management
  • Audits
  • Multilingual

Education Achievements Recognitions

  • Attended American Intercontinental University (AIU) for a degree in Business Administration and a minor in Psychology.
  • Mortgage SAFE certified, credit training with Wells Fargo.
  • Best in the district, 3 of 4 quarters in 2020, Amtrust Bank.
  • Proficient in Microsoft Word, Excel and PowerPoint.
  • "Goal achievement" award received by Bank of America.
  • "Apple of our eye" awarded from the Junior Achievement organization.
  • Commissioned as a public notary.

Highlights Of Expertise

  • Customer service management
  • Customer satisfaction enhancement
  • Branch supervision
  • Demonstrated leadership
  • Team building training, coaching, sales improvement and planning
  • Budgeting and cost reduction strategies
  • Order fulfillment, consistent operation
  • Branch and teller Audits
  • Event planning and coordinating activities, Scheduling
  • Multi-tasking
  • Financial manager
  • Multilingual: Speak French and Spanish

Timeline

Assistant Branch Manager

AMTRUST Bank
01.2019 - 03.2024

Banking Center Manager, AVP

Seacoast Bank
04.2016 - 02.2018

Service Manager

Wells Fargo Bank
10.2014 - 04.2016

. - Business Administration, minor in Psychology

American Intercontinental University (AIU)

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Monia Mertz