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
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