Robert Spitzer
Oklahoma City,OK
Summary
Accomplished Branch Services and Branch Sales Manager skilled in enhancing service quality and operational management. Expertise in coaching teams to achieve goals, implementing training sessions to coach on fraud, and maintaining high standards of customer service and compliance, contributing to overall branch and team success.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Regional Branch Sales Manager
Arvest
01.2025 - Current
- Led sales team in achieving monthly targets and improving customer engagement.
- Coached staff on product knowledge and sales techniques, improving customer service standards and engagement.
- Facilitated comprehensive training for sales associates on policies and procedures, enhancing their job performance.
- Conducted regular performance reviews of the sales team to ensure goals were met.
- Fostered a positive team environment through effective communication and motivation techniques.
- Managed daily branch operations, ensuring compliance with company policies to maintain operational integrity.
Branch Services Manager
Arvest
09.2019 - 12.2024
- Delivered quality service with remarkable efficiency by skillfully overseeing daily branch operations.
- Managed branch cash orders via emails from Transaction Balancing, preventing over-ordering and ensuring optimal cash levels.
- Enhanced due diligence measures within the branch, minimizing instances of fraud or theft.
- Provide training to retail teams on operational agenda items, mostly dealing with fraud red flags and what to look for.
- Relay any operational changes or reminders to managers during manager meetings or emails.
- Boosted team morale through effective communication, recognition of achievements, and creating a positive work environment.
- Submitted AUA (user access) requests for new hires, transfers, and terminations, facilitating smooth onboarding and transitions.
- Implemented reports that are provided to management teams for daily, weekly, and monthly tracking of data that analyzes holds placed on accounts, accounts being closed, transaction errors, and Deposit Exceptions.
- Providing responses to Transaction Balancing on emails that deal with associates posting over or short, conducting transaction research to locate the outage.
- Monitored and managed monthly branch supply orders to avoid overstocking and ensure appropriate inventory levels.
- Work closely with Security teams on drills for past due payments on safe deposit boxes annually.
- Facilitate audits for the safe deposit boxes annually and reach for 100% accuracy across the bank region.
Assistant Branch Manager
Arvest
07.2018 - 09.2019
- Enhanced customer satisfaction by providing exceptional service and addressing concerns promptly.
- Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
- Assisted Branch Manager with daily operations, facilitating smooth branch functioning and enhancing team communication.
- Supervised and evaluated staff to enhance skills, meet daily objectives, and support career advancement.
- Conducted weekly staff huddles to motivate team, address concerns, plan improvements, and evaluate progress toward goals.
- Developed and managed employee schedules, balancing individual requests and requirements with branch needs.
- Conducted regular performance evaluations for associates, providing constructive feedback for professional development and growth.
- Built rapport with account holders by reaching out with product recommendations and account updates.
Senior Teller
Arvest
08.2016 - 07.2018
- Enhanced customer satisfaction by efficiently processing transactions, addressing inquiries, and providing tailored financial advice.
- Conducted thorough audits of teller cash drawers, vaults, and ATMs, contributing to branch compliance with internal controls and regulatory standards.
- Mentored new bank associates by providing guidance and training on banking operations.
- Managed daily bank operations by processing customer transactions and providing exceptional customer service.
- Executed wire transfers, stop payments and account transfers.
- Assisted customers with banking needs and inquiries.
- Cross-sold credit cards, loans and other bank products.
- Maintained, organized and stocked teller window areas.
- Thrived in fast-paced environments by maintaining focus and managing multiple tasks efficiently.
- Demonstrated ability to work independently and effectively collaborate with team members.
- Contributed to team success by offering support and guidance to colleagues.
Teller
Arvest
07.2014 - 08.2016
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
- Engaged with customers to deliver friendly, professional service, enhancing overall customer experience.
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
- Cultivated strong customer relationships through exceptional service, promoting loyalty and trust.
- Referred customers to specialized banking departments, ensuring access to tailored financial solutions.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
Department Manager
Walmart
09.2011 - 06.2014
- Enhanced department efficiency by streamlining processes and implementing time-saving strategies.
- Organized and oversaw assignments to enhance operational excellence.
- Oversaw inventory management, maintained optimal stock levels, and minimized waste and losses from shrinkage and obsolescence.
- Developed strong relationships with suppliers, securing better deals and ensuring timely deliveries.
- Increased customer satisfaction with proactive issue resolution strategies.
- Fostered open communication among staff and proactively addressed conflicts to maintain a professional work environment.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
Education
No Degree - General Studies
University of Central Oklahoma
Edmond, OKSkills
- Sales Strategy
- Sales Leadership
- Operations Management
- Employee Development
- Sales Training
- Customer Service
- Decision-Making
- Problem-Solving
- Time Management
- Attention to Detail
- Multitasking Abilities
- Team Collaboration
- Conflict management
Certification
NMLS Safe Act Registration
Timeline
Regional Branch Sales Manager
Arvest
01.2025 - Current
Branch Services Manager
Arvest
09.2019 - 12.2024
Assistant Branch Manager
Arvest
07.2018 - 09.2019
Senior Teller
Arvest
08.2016 - 07.2018
Teller
Arvest
07.2014 - 08.2016
Department Manager
Walmart
09.2011 - 06.2014
No Degree - General Studies
University of Central Oklahoma