Samuel Adams
Redmond,WA
Summary
Accomplished Assistant Branch Manager with a demonstrated track record of success in bank leadership positions. Well-versed in BSA, OFAC, Patriot Act and other governing standards, as well as industry best practices and methods to optimize operations for long-term business success. Highly effective leader, planner, and problem-solver.
Overview
6
6
years of professional experience
Work History
Assistant Branch Manager
First Tech Federal Credit Union
04.2021 - 07.2024
- Maintained low operational risk and trained management teams on regulatory compliance.
- Assumed managerial responsibilities in absence of manager for multiple branches, overseeing all aspects of operations.
- Analyzed sales data to identify trends and opportunities for improvement, implementing effective strategies accordingly.
- Managed cash handling procedures, including opening/closing registers, preparing deposits, and reconciling discrepancies.
- Conducted regular audits to identify areas for improvement and implemented corrective actions as needed.
- Maintained a team of 10 branch employees, coordinating staff schedules to ensure adequate coverage during peak hours while optimizing labor costs.
- Assisted in recruiting process by screening resumes, conducting interviews, and making hiring recommendations based on qualifications.
- Developed strong relationships with key stakeholders including vendors, suppliers, and customers to enhance business partnerships.
- Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings to 4.9 stars.
- Conducted weekly staff meetings to motivate staff members, address concerns, and questions, plan improvements and evaluate progress toward goals.
Lead Teller
Wells Fargo
04.2018 - 01.2021
- Assisted customers with account openings, closings, deposits, withdrawals, loan payments, and other financial transactions accurately and efficiently
- Performed regular audits of teller transactions to identify discrepancies or potentially fraudulent activities, ensuring compliance with banking regulations
- Trained staff on new banking software systems or updates to existing systems to enhance operational efficiency
- Provided coaching and feedback to team members regarding performance expectations
- Managed vault operations, ensuring proper security measures were followed at all times
- Maintained high level of accuracy in cash handling and transaction processing
- Investigated discrepancies related to balancing accounts at end of each day
- Assisted in implementation of new technology or software systems within branch
- Monitored daily cash levels to ensure adequate funds for customer transactions while minimizing excess cash on hand
- Managed team of 9 tellers, providing guidance and support to ensure efficient and accurate transaction processing.
Education
Human Resources -
Texas Tech University
Lubbock, TX01.2022
Skills
- Operational management
- Regulatory compliance
- Critical thinking
- Audit coordination
- Technology and MS Office
- Leadership
- Risk mitigation strategies
- Project management
- Data analysis skills
- Organizational skills
- Time management
- Clerical experience
Timeline
Assistant Branch Manager
First Tech Federal Credit Union
04.2021 - 07.2024
Lead Teller
Wells Fargo
04.2018 - 01.2021
Human Resources -
Texas Tech University
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