Summary
Overview
Work History
Skills
Affiliations
Timeline
Generic

Monica Callier

Baldwin,NY

Summary

Senior Branch Manager with over 30 years of progressive experience improving business processes, increasing revenue and retaining loyal customers in multiple locations. Strengths include financial administration, team leadership and loss mitigation.

Overview

20
20
years of professional experience

Work History

Senior Branch Manager

Jovia
11.2021 - Current
  • Maintained friendly and professional customer interactions.
  • Assessed employee performance and developed improvement plans.
  • Met deadlines by proactively managing individual and team tasks and streamlining processes.
  • Engaged employees in business processes with positive motivational techniques.
  • Complied with regulatory guidelines and requirements.
  • Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
  • Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
  • Consulted customers to boost product sales and services.
  • Resolved various issues impacting sales management and business operations.
  • Complied with established internal controls and policies.
  • Collaborate with Branch Management team to ensure branch staffing levels are adequate.
  • Serve as mentor to newly hired or newly promoted Branch Managers.
  • Serve as resource to management team in the absence of District Management.
  • Provide overall support to the District Management Team

Branch Manager

Jovia
06.2016 - 11.2021
  • Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocols.
  • Complied with established internal controls and policies.
  • Identify, mentor and develop employees to prepare them for career advancement.
  • Ensure integrity of branch operations.
  • Achieve satisfactory audit ratings.
  • Took ownership of member complaints to efficiently resolve.
  • Ensured service levels were adequate and met credit unions expectations.

Assistant Manager

Jovia
08.2003 - 06.2016
  • Assist Branch Manager with daily operations of branch.
  • Manage branch independently in absence of Branch Manager.
  • Assist Branch Manager in managing performance of 9 Member Service Representatives and 11 Tellers.
  • Kept staff updated of pertinent changes in operational policy and procedures.
  • Facilitate meetings in absence of Branch Manager to disseminate operational and sales information.
  • Assist Branch Manager in completing year end appraisals, as well as disciplinary actions.
  • Supported Branch Manager in sales leadership.
  • Ensure branch ledgers are in proof daily.
  • Prepare branch cash orders.
  • Schedule employees to ensure maximum coverage.
  • Assist Branch Manager in keeping branch in compliance with all Credit Union policies and prepared branch for internal audits.
  • Responded and resolved any complex member complaints and questions.

Skills

  • Branch Operations Management
  • Interviewing and Hiring
  • Business Development
  • Coaching and Mentoring
  • Relationship Building
  • Relationship Building and Management
  • Performance Reviews
  • Employee Development
  • Team Player
  • Training and Development
  • Excellent Work Ethic
  • Resourceful Nature
  • Staff Supervision
  • Conflict Resolution
  • Staff Recruitment

Affiliations

Jovia Diversity Equity and Inclusion Committee

Timeline

Senior Branch Manager

Jovia
11.2021 - Current

Branch Manager

Jovia
06.2016 - 11.2021

Assistant Manager

Jovia
08.2003 - 06.2016
Monica Callier