Results-driven Branch Operations Manager with expertise in customer relationship management. Led initiatives that enhanced staff performance and customer satisfaction, boosting sales and client loyalty. Skilled in problem-solving and communication, delivering effective administrative support through Microsoft Office Suite.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Legal Assistant
Hudson Valley Law Partners, PLLC
Hudson, NY
02.2023 - Current
Provided administrative support to attorneys by managing calendars, scheduling appointments, organizing files, preparing correspondence, filing court documents, and obtaining signatures, ensuring smooth workflow.
Organized and managed legal documents and case files in a structured filing system, enhancing accessibility for attorneys and clients.
Proofread drafts of legal documents for accuracy in grammar and punctuation.
Managed office scheduling and kept accurate notes on deadlines, motions, and other dates.
Assisted clients with inquiries and provided information on legal procedures, facilitating understanding and navigation of legal processes.
Handled incoming calls to provide information and support. promptly while providing courteous customer service.
Branch Manager/Human Resources Assistant
National Bank Of Coxsackie
Coxsackie, USA
10.2010 - 02.2023
Directed daily operations of the branch, including customer service, human resources, sales and marketing activities.
Developed and implemented branch policies to improve customer service standards.
Managed team performance and provided training to enhance staff skills.
Developed strategies that enhanced customer satisfaction and loyalty.
Facilitated weekly meetings with staff members to discuss progress on current initiatives.
Worked cross-functionally to plan and establish branch goals, supporting strategic objectives.
Develop and manage employee schedules, balancing individual requests and requirements with business needs.
Identify and capitalize on community business opportunities with effective networking.
Coordinated marketing initiatives that effectively promoted banking products within the community.
Built rapport with new and existing clients to address financial needs and foster branch loyalty.
Adheres to federal and state guidelines and manage payroll and benefits for 80-90 employees.
Branch Manager
Citizens Bank
Kingston, USA
10.2002 - 12.2009
Developed strategies to expand customer sales, contributing to increased annual sales.
Conducted interviews and hired skilled individuals, enhancing organizational talent and capabilities.
Assessed employee performance and developed improvement plans.
Led daily, weekly and monthly coaching, counseling and feedback sessions.
Identified and leveraged community business opportunities through strategic networking.
Developed prospects for new loans though weekly cold calling.
Maintained friendly and professional customer interactions.
Education
Bachelor of Arts - General Business Studies
Southern New Hampshire University
Manchester, NH
09.2021
Skills
Staff development and training
Time management and multitasking
Creative problem solving
Branch operations management
Retail and financial sales
Customer relationship management
Effective communication skills
Microsoft Office Suite
Affiliations
• Board Member, Cornell Cooperative Extension of Columbia and Greene Counties, 01/01/22 - 02/2023 • Board Member, D.R. Evarts Library, 05/01/17 - 05/01/22
Student Observer at Pediatric Physical and Occupational Therapy of Hudson Valley PLLCStudent Observer at Pediatric Physical and Occupational Therapy of Hudson Valley PLLC
Revenue Cycle Project Coordinator at ColumbiaDoctors of the Hudson Valley, (Hudson HearRevenue Cycle Project Coordinator at ColumbiaDoctors of the Hudson Valley, (Hudson Hear