Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Samuel Josaphat

Jacksonville,FL

Summary

Results-oriented Assistant Branch Manager with extensive experience developing high net worth client relationships and referral networks. Top-performer with track record of consistently meeting or exceeding sales goals. Talented at educating customers on banking services and products and recommending best options to meet long- and short-term needs.

Overview

8
8
years of professional experience

Work History

Assistant Manager

Regions Bank
02.2022 - Current
  • Assist with new employee training and conduct performance reviews to track overall progress
  • Coach employees to confidently engage with customers in technology-enabled interactions, providing solutions and advice-oriented consultation that improves client financial well-being
  • Responsible for customer service fulfillment within the branch, which includes lobby management, researching, and resolving complex customer service matters, determining policy exceptions, and ensuring operational excellence and compliance within the branch.
  • Mentored staff to enhance skills and achieve daily targets, using hands-on and motivational leadership.
  • Establish relationships with individual and small business clients.

Senior Relationship Banker- Team Lead

BB&T now Truist
10.2017 - 01.2022
  • Identified the financial needs of customers and presented appropriate product and service options.
  • Collaborated with mortgage and wealth management partners to assist customers with specialized needs.
  • Managed schedule to meet client demands.
  • Developed partnership routines to meet client needs and engaged in conversation to create awareness with clients on all their financial needs.
  • Referred customers to other banking departments for specialized services.

Teller Supervisor

VyStar Credit Union
08.2015 - 10.2017
  • Oversaw bank teller performance by reviewing paperwork and documents submitted by employees.
  • Handled training and hiring of new tellers, fostering efficient and knowledgeable employees.
  • Created connections and developed rapport with customers to provide personalized service.
  • Met or exceeded sales goals by promoting bank products and services in customer interactions.
  • Performed periodic cash counts of teller windows and cash vault.

Education

Bachelor of Science - Business Administration

Florida State College
Jacksonville, Florida
12.2016

Skills

  • Strategic Planning
  • Strong Interpersonal Skills
  • Conflict Resolution
  • Proactive Problem-Solving
  • Operations Experience
  • Critical Thinking

Accomplishments

Life and Variable Annuity-W814547

Notary Public-1468852

Timeline

Assistant Manager

Regions Bank
02.2022 - Current

Senior Relationship Banker- Team Lead

BB&T now Truist
10.2017 - 01.2022

Teller Supervisor

VyStar Credit Union
08.2015 - 10.2017

Bachelor of Science - Business Administration

Florida State College

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Samuel Josaphat