Summary
Overview
Work History
Education
Skills
Timeline
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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, TX
01.2022

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
Samuel Adams