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.
Overview
9
9
years of professional experience
Work History
Assistant Branch Manager
Republic Finance
07.2022 - Current
Identify opportunities to cross-sell and up-sell financial products to support customer financial goals and branch growth targets
Assist clients with account opening, maintenance, and issue resolution while ensuring a high standard of customer service
Analyze customer financial information to assess creditworthiness and recommend appropriate financial products
Support branch sales objectives by meeting or exceeding individual and team performance targets
Ensure compliance with internal policies, regulatory requirements, and risk management standards
Support the Branch Manager in daily operations, including staff supervision, workflow management, and performance monitoring
Serve as a primary point of contact for clients, delivering personalized financial solutions based on individual and business needs
Member Service Coordinator
YMCA of Tuscaloosa
04.2021 - 07.2022
Served as a primary relationship contact for members, delivering personalized service and needs-based solutions
Assisted members with account inquiries, enrollment, updates, and ongoing relationship management
Educated members on available programs, financial resources, and service options to support individual goals
Identified member needs through consultations and recommended appropriate services and solutions
Maintained accurate member records and documentation in compliance with organizational policies and regulatory standards
Managed sensitive financial and personal information with a high level of confidentiality and professionalism
Supported member retention and engagement through proactive communication and follow-up
Resolved member issues and escalated complex concerns to appropriate departments as needed
Membership Service Office Assistant
University of Alabama
01.2021 - 07.2021
Recommending and cross-selling products and services to members and potential members
Investigating and resolving or escalating membership and payment issues
Executed record filing system to improve document organization and management
Produced high-quality documents, spreadsheets and presentations for internal and customer-facing needs
Verified accuracy of business records by consistently updating customer information
Welcomed office visitors and alerted staff to arrivals of scheduled appointments
Lead Counselor/ Counselor Coordinator
YMCA of Greater Montgomery
11.2018 - 08.2020
Provide supervision, instruction, and ongoing assistance to program staff, campers, and volunteers during programs
Assign/oversee staff tasks (set up/take down of equipment/supplies, etc.); supervise campers and implement assigned programs; complete/submit all required paperwork by set deadlines, Assign/oversee staff tasks (set up/take down of equipment/supplies, etc.)
Implement assigned programs;
Used cognitive behavior therapy to assist clients in recognizing and redirecting poor habits
Assessed clinical risk and danger to children and families and determined appropriate level of response and intervention
Implemented recreational activities to promote campers' physical health and encourage teamwork skills development
Supervised pre-planned field trips and followed established safety guidelines to minimize campers' accident and injury risks
Front Desk Receptionist
YMCA of Greater Montgomery
01.2017 - 01.2019
Maintained files and records by implementing effective filing systems that boosted efficiency and organization
Resolved customer issues quickly and notified supervisor immediately when problems escalated
Transcribed phone messages and relayed to appropriate personnel
Used quick response and dynamic service skills to build relationships with patrons, improving customer retention rate
Kept accounts in balance and ran daily reports to verify totals
Counselor
YMCA of Greater Montgomery
01.2017 - 10.2018
Working with other camp staff members to plan and coordinate camp events
Followed established emergency procedures to enable best possible resolution of incidents
Supervised camper activities to address behavioral issues and promote fun, safety and inclusivity
Kept athletic and games equipment and facilities organized and maintained
Education
Bachelor of Science - Commerce and Business Administration, Management, Human Resources, Computer and Technology Applications
The University of Alabama, Culverhouse College of Business
Tuscaloosa, AL
Skills
Credit Risk Evaluation
Loan Application Assessment
Prioritizing and Planning
Management of Financial Resources
Audit Preparation
Staff Recruitment and Hiring
Customer Account Management
Order and Refund Processing
Hiring and Onboarding
Program Instruction
Time Management
Compliance management
Account management
Relationship building and management
Financial product sales
Sales expertise
Cash handling
ADDITIONAL INFORMATION
HONORS & ACTIVITIES , Academic Achievement Award Spring 2021 The Society for Collegiate Leadership and Achievement
Timeline
Assistant Branch Manager
Republic Finance
07.2022 - Current
Member Service Coordinator
YMCA of Tuscaloosa
04.2021 - 07.2022
Membership Service Office Assistant
University of Alabama
01.2021 - 07.2021
Lead Counselor/ Counselor Coordinator
YMCA of Greater Montgomery
11.2018 - 08.2020
Front Desk Receptionist
YMCA of Greater Montgomery
01.2017 - 01.2019
Counselor
YMCA of Greater Montgomery
01.2017 - 10.2018
Bachelor of Science - Commerce and Business Administration, Management, Human Resources, Computer and Technology Applications
The University of Alabama, Culverhouse College of Business