Personable Assistant Branch Manager skilled at providing empowering team leadership while ensuring efficient and productive branch operations. Accustomed to offering actionable solutions for process optimization resulting in reduced corporate costs. 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 customers on banking services and products and recommending best options to meet long- and short-term needs.
Manages the bank's day-to-day operations, including providing supervision and oversight to employees, monitoring and streamlining operations, recruiting, and hiring personnel, managing accounting functions, and overseeing transactions
Provides supervision and oversight to personnel, enforcing compliance with internal and external guidelines, policies, and procedures
Manages several aspects of business operations, including resource management, personnel development, customer relations, and managing external partnerships
Spearheads continuous improvement activities, including procedure, process, quality, and productivity improvements
Identifies loopholes and opportunities to improve operations
Provides supervision and oversight to personnel, coaching team members on properly executing responsibilities and department objectives to ensure a consistent positive banking experience
Monitors and evaluates the operational performance by conducting needs assessments, performance reviews, and cost-benefit analysis, increasing quality assurance
Performs compliance management tasks, including identifying and managing existing and emerging risks and resolving compliance-related concerns
Conducts routine audits of branch cash on hand, including ATMs and Vault, negotiable drafts, foreign currency, and negotiable items
SALES & SERVICE MANAGER
TD BANK
01.2011 - 10.2017
Provided exceptional customer service and utilized cross-selling techniques concerning products and services that fit customers' individual needs
Led daily activities associated with delivering sales and service, fostering relationships in the community, and increasing the awareness of bank offerings
Partnered with Sales Consultants to develop sales targets and goals, implementing plans of action to exceed benchmarks and revenue goals
Assisted with the sales department's day-to-day operations, including establishing sales targets, supervising subordinates, ensuring adherence to standard operating procedures, service and quality standards, and department management
Grew sales revenue, cross-sales, and investment referrals through coaching bankers and tellers
Provided supervision and oversight to subordinates and developed best practice guides, standard operating procedures, information, and data management strategies for the department, improving the detection and prevention of fraudulent transactions and counterfeit items.
TELLER & SENIOR CUSTOMER SERVICE MANAGER
TD BANK
08.2004 - 01.2011
Oversaw day-to-day bank and customer service operations, ensuring adherence to internal and external policies, guidelines, and quality standards
Provided exceptional account management and membership services to new and current members
Processed account transactions, including deposits, withdraws, transfers, loan advances, and general account management
Collaborated across departmental teams to resolve operational challenges
Led essential communication task forces fostering cohesive communication between leadership, organizational stakeholders, vendors, and project contributors
Collaborated with operations leadership to develop solutions to fill in gaps pertaining to customer expectations
Complied with local and federal regulations, including bank policies and procedures such as the Bank Secrecy and the USA Patriot Act
Managed product experience, identifying product vision and requirements to provide an efficient experience for customers
Monitored the return of investment for products and conducted routine audits of key functions ensuring data integrity and that product improvements were implemented and maintained