Seasoned Assistant Manager with comprehensive knowledge in team leadership, project management, and operational procedures. Strong ability to lead diverse teams, handle multiple tasks simultaneously, and deliver high-quality customer service. Successful track record of improving efficiency, increasing productivity, and driving customer satisfaction in previous roles. Possess strong interpersonal skills, problem-solving abilities, and decision-making prowess that drive business success.
Overview
20
20
years of professional experience
Work History
Assistant Manager | Finance Procurement
Clerk of the Circuit Court & Comptroller of Palm Beach County
West Palm Beach, USA
03.2022 - 08.2025
Assist management with planning, organizing, and directing daily administrative operations; assist management with communicating unit department division and agency goals and objectives; assumes responsibilities of the manager in the event of absence or as directed.
Conducted thorough inventory audits to ensure accuracy and compliance with established asset management protocols, enhancing operational efficiency.
Collaborated with cross-functional teams to verify asset records, leading to improved inventory integrity and minimizing discrepancies.
Assisted in the preparation of asset reports for internal audits, contributing to enhanced accuracy and transparency in financial reporting.
Maintained detailed documentation for purchase orders, ensuring compliance with regulatory standards and internal policies.
Verified and reconciled invoices with purchase orders.
Reviewed purchase orders prior to submission for accuracy and completeness.
Resolved discrepancies between purchase orders and invoices.
Conduct surplus of fixed assets throughout the organization.
Recommend, implement and adhere to audit controls and systems for reviewing tasks procedures operational efficiency and effectiveness and staff training and development.
Track time sheets, attendance, vacation, tardiness, sick time, leave of absence; monitor such for unit scheduling and evaluation purposes.
Prepare agendas, conduct, and facilitate staff meetings; distribute policy and procedural updates accordingly.
Participate in projects and initiatives as needed; perform special research as required.
Analyze and review records, reports, logs forms, and other work processed to ensure accuracy, completeness and compliance with applicable regulatory standards; edit, revise or adjust accordingly.
Communicate with supervisors, employees, other department managers, outside agencies, and other individuals as needed to coordinate work activities, review status of work, exchange information, resolve problems or give/receive advice/direction; provide information and respond to inquiries as needed.
Assistant Branch Manager
BankUnited
West Palm Beach, USA
02.2021 - 03.2022
Assist the Producing Market Leader in ensuring the branch meets and exceeds day to day established sales and revenue goals and credit quality standards through personal and staff production.
Coordinate and schedule interviews with Branch Manager.
Responsible for maintaining I-9 files and responsible for record retention and personnel files.
Assist in the new hire orientation process.
Conduct salary increases based on hiring, promotions, and provide recommendations.
Lead, direct, manage and coach all personnel within a branch to meet and exceed established short-term and long-term sales goals. The Assistant Manager takes the lead role in being the "sales coach" for the branch.
Meet and exceed personal production goals for credit, deposit, and fee income categories.
Direct and coordinate the day-to-day activities of a Branch, involving responsibility and accountability for budget, personnel, goal-achievement, compliance requirements, and 100% client satisfaction.
Ensure that branch operation functions are managed accurately and timely. Maintain branches operational integrity.
Manage service levels against customer expectations.
Ensure day to day compliance and operational risk controls in accordance with bank and/or regulatory standards and policies.
Approve specific check amounts, wire transfers, cashier's checks, uncollected funds, and insufficient funds based on credit authority limitations preset by management.
Identify obstacles and opportunities and empower team members to remove obstacles to sales and service under personal control.
Maintain an understanding of all current financial products, policies, procedures and regulations.
Adhere to all current policies, procedures, and compliance/audit requirements.
West Palm Beach, Florida
Service Manager II
Wells Fargo Bank N.A
West Palm Beach, USA
03.2013 - 11.2020
Model and lead the team with a focus of putting the customer first, ensuring all activities and sales behaviors are in support of the Wells Fargo Code of Ethics and Business Conduct, Sales Integrity Policy and Sales and Service Quality Guidelines.
Coordinate and schedule interviews with Branch Manager.
Responsible for maintaining I-9 files, record retention, and personnel files.
Conduct salary increases based on hiring, promotions, and provide recommendations.
Responsible for ensuring all compliance training is completed in a timely manner.
Utilize Cloud Cord Scheduler for effective staffing levels to service customer needs and FTE management.
Focus on Performance Management objectives through Leadership Activities and coaching conversations and complete quarterly reviews.
Practice self-development through participating in coaching conversations with my Branch Manager, using Coaching and Development Workbook daily and act on daily activities and development plans.
Assist Branch Manager with managing Risk Performance Scorecard Program metrics to establish thresholds, including achieving a Brach Control Review of performing or adequate.
Coach tellers to appropriately leverage SVT Conversation Starters to build rapport and add value to the customer's relationship.
Provide ongoing, effective coaching and feedback to increase the team member's mastery of current role.
West Palm Beach, Florida
Personal Banker I
Wells Fargo
West Palm Beach, USA
11.2011 - 03.2013
Building and managing lifelong customer relationships.
Develop and maintain relationships with Wells Fargo partners to maximize sales.
Create customer interest while referring our financial products and services.
Use influencing skills to optimize sale opportunities to existing and walk-in customers.
West Palm Beach, Florida
Personal Banker I
Bank of America
West Palm Beach, USA
02.2010 - 11.2011
Analyze existing customer relationships and proactively contacting customers with recommendations to help them achieve financial success.
Understand customer's financial needs and showing them how to get the greatest value from our products and services.
West Palm Beach, Florida
Teller
Bank of America
West Palm Beach, USA
08.2005 - 02.2011
Process transactions for customers to help them manage their finances.
Recommend additional products and services to meet customer's needs.
West Palm Beach, Florida
Sales & Service Specialist
Bank of America
West Palm Beach, USA
02.2010 - 12.2010
Create customer interest while referring our financial products and services.
Use influencing skills to optimize sale opportunities to existing and walk-in customers.
West Palm Beach, Florida
Education
Bachelor's Degree - Business Administration/Marketing
Northwood University
08.2007 - 01/2009
Skills
Bilingual - Proficient in Spanish and English
Proficient in all Microsoft Applications
Effective analytical skills
Effective communication skills
Effective decision making
Ability to multitask and prioritize
Effective problem solving skills
References
Provided upon request.
Timeline
Assistant Manager | Finance Procurement
Clerk of the Circuit Court & Comptroller of Palm Beach County
03.2022 - 08.2025
Assistant Branch Manager
BankUnited
02.2021 - 03.2022
Service Manager II
Wells Fargo Bank N.A
03.2013 - 11.2020
Personal Banker I
Wells Fargo
11.2011 - 03.2013
Personal Banker I
Bank of America
02.2010 - 11.2011
Sales & Service Specialist
Bank of America
02.2010 - 12.2010
Bachelor's Degree - Business Administration/Marketing