Rachel Trevino
PLAINVIEW,TX
Summary
Experienced Senior Branch Manager with expertise in branch operations, staff management, and financial planning. Led initiatives to enhance team performance and client satisfaction, driving business growth through strategic planning and operational efficiency.
Overview
13
13
years of professional experience
Work History
Senior Branch Manager
First Convenience Bank
PLAINVIEW, TX
03.2014 - Current
- Managed daily branch operations and ensured compliance with banking regulations.
- Trained and mentored staff to enhance customer service skills and operational efficiency.
- Developed and implemented strategies to improve branch performance and customer engagement.
- Oversaw branch budgeting and financial reporting to maintain fiscal responsibility.
- Conducted regular staff meetings to communicate goals and foster teamwork among employees.
- Resolved customer inquiries and complaints professionally to maintain positive relationships.
- Collaborated with corporate teams on marketing initiatives to drive new business opportunities.
- Analyzed branch performance data to identify areas for improvement in services offered.
- Generated leads and improved sales conversions.
- Developed policies based on best practices for industry.
- Managed daily operations of branch, order fulfillment and customer service.
- Monitored financial performance and adjusted operations accordingly.
- Resolved customer requests promptly, providing courteous services to optimize workflow.
- Assembled and trained highly qualified team of professionals.
- Developed and maintained relationships with customers and business partners in order to maximize customer satisfaction and loyalty.
- Oversaw the daily activities of branch personnel, ensuring that all tasks were completed on time and accurately.
- Participated in community events and activities aimed at promoting the bank's image.
- Analyzed financial data in order to identify trends or areas needing improvement.
- Recruited qualified candidates for open positions within the branch.
- Established processes for delivering quality customer service, including responding to customer inquiries promptly and efficiently.
- Monitored sales goals and objectives for the branch, ensuring that they were met or exceeded.
- Evaluated performance of staff using company-wide review plan.
- Managed all aspects of branch operations, from hiring staff to maintaining budgets.
- Ensured compliance with banking regulations, policies, procedures, and standards of conduct.
- Developed and implemented strategies to increase branch profitability.
Education
Texas Department of Education
PLAINVIEW, TXSkills
- Branch management
- Branch operations management
- Financial reporting
- Sales management
- Sales strategy
- Compliance oversight
- Customer engagement
- Operations management
- Staff training
- Interviewing and hiring
- Employee development
- Team leadership
- Customer service
- Upselling and cross-selling
- Effective communication
- Multi-tasking
- Cash handling expertise
- Goals and performance
- Multilingual in [languages]
- Reliable
- Approachable
- People-oriented
Timeline
Senior Branch Manager
First Convenience Bank
03.2014 - Current
Texas Department of Education