Samantha J. Motwani
Wantagh,NY
Summary
Looking to secure a position within a reputable financial institution that allows for development of skills and further career growth. Enthusiastic branch manager, adept at providing excellent customer service, developing team members and deepen customer relationships.
Overview
15
15
years of professional experience
Work History
Branch Manager
Wells Fargo
07.2021 - Current
- Directing all operational aspects including distribution, customer service, human resources, administration and sales in accordance with the bank's objectives
- Providing training, coaching, development and motivation for bank personnel
- Developing forecasts, financial objectives and business plans
- Executing on new initiatives to ensure success of my team
- Completing performance reviews for all personnel
- Hiring and onboarded of new team members
- Leveraging reports and P&L reporting to understand the strengths and opportunities of my branch and team.
Branch Service Manager
Wells Fargo
09.2019 - 07.2021
- Main responsibilities include develop and coach staff, on board new team members, ensure Branch is running operational sound
- Help and escalate any customer complaints
- Implement strategies to enhance both team member and customer experience
- Oversee compliance training
- Ensure all government regulations are followed and understood
AVP Branch Service Manager
HSBC
05.2018 - 09.2019
- Oversees daily branch activities
- Monitors branch service quality and coaches staff to achieve appropriate levels
- Manages and schedules teller and bankers schedule
- Additionally, implements and reviews bank policies and procedures, prepares branch for audits, and keeps branch in compliance with all bank policies and procedures
- Handles more complex customer complaints
Personal Banker
Wells Fargo
04.2014 - 05.2018
- Duties include open and service accounts
- Run branch reports for the management team
- Assist customers applying for credit/loans
- Help with customer service inquiries and requests
- Assist tellers with transactions
Teller
Bank of America
02.2010 - 01.2014
- Responsibilities include to take cash deposits for consumer and business clients
- Withdrawals and check cashing
- Referring customers different products to help further their financial goals
- Balance the teller cash dispensers
- Keep up with Bank of America policy changes on a daily basis
Education
Business Management - Business Management, Marketing
Florence- Darlington Technical College
High School Diploma -
Massapequa High School
06.2005
Skills
- Microsoft Basic Programming
- Microsoft Word
- Microsoft Excel
- Microsoft Access
- Microsoft Internet Explorer
- Microsoft Outlook
- Microsoft PowerPoint
- Salesforce
References
Available On Request
Honorsandawards
- 06/01/05, Graduated High School with a Regents Diploma. Higher achievement versus a simple high school diploma.
- 05/01/08, President's List at Florence-Darlington Technical College
- 04/01/09, Accepted to be in the Phi Theta Kappa Honor Society
Accomplishments
The co-chair for the Women’s Connection for NY/CT. An employee resource network in Wells Fargo.
Timeline
Branch Manager
Wells Fargo
07.2021 - Current
Branch Service Manager
Wells Fargo
09.2019 - 07.2021
AVP Branch Service Manager
HSBC
05.2018 - 09.2019
Personal Banker
Wells Fargo
04.2014 - 05.2018
Teller
Bank of America
02.2010 - 01.2014
High School Diploma -
Massapequa High School
Business Management - Business Management, Marketing
Florence- Darlington Technical College
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