Siobhan Sandoval
Greenfield,CA
Summary
Dynamic Assistant Branch Manager with a proven track record at Chase Bank, enhancing branch profitability and customer base through expert financial advising and strong leadership. Excelled in relationship building, staff training, and ensuring compliance with banking regulations. Skilled in financial software and adept at fostering team excellence and client rapport.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Assistant Branch Manager
Chase Bank
Greenfield, CA
09.2019 - Current
- Monitored employee goals and provided feedback and coaching as necessary.
- Managed daily cash flow activities including counting cash drawers at opening and closing times
- Organized special events such as seminars or workshops related to banking services.
- Boosted customer base, acquiring new customers and identifying needs to deliver relevant products.
- Coordinated preparation of external audit materials and external financial reporting.
- Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
- Trained and mentored highly effective team members to meet corporate service standards.
- Disciplined employees to encourage compliance with company policies and procedures.
- Managed and inspired team members to perform to full potential, driving branch profitability.
- Prepared monthly reports on branch activity metrics such as number of accounts opened and closed.
- Monitored daily operations and supported Branch Manager in necessary duties.
- Monitored daily operations of the branch including sales, customer service, inventory control.
- Provided training to new employees on company policies and procedures.
- Verified cash by balancing cash drawers and maintaining cash count records.
- Built client rapport through frequent individualized recommendations for financial products and services.
- Ensured compliance with all applicable laws, regulations, policies, and procedures related to banking operations.
Education
Bachelor of Science - Business Administration and Management
California State University, Monterey Bay
Seaside, CA06-2019
Associate of Science - Business Administration And Management
Hartnell College
Salinas, CA06-2015
Associate of Science - Social And Behavioral Sciences
Hartnell College
Salinas, CA06-2013
Skills
- Financial software
- Branch service quality
- Relationship building and management
- Banking
- Financial product advisement
- Staff education and training
- Strong leadership
- Financial services
- Sales management
- Vault audits
- Financial advising
- Sales expertise
- Client relationship management
- Strong interpersonal skills
- Cash handling
- Staff management
Certification
- NMLS
- Series 6 License
- Series 63 License
- Passed SIE Exam
- Medallion Stamp Guarantee
References
References available upon request.
Timeline
Assistant Branch Manager
Chase Bank
09.2019 - Current
Bachelor of Science - Business Administration and Management
California State University, Monterey Bay
Associate of Science - Business Administration And Management
Hartnell College
Associate of Science - Social And Behavioral Sciences
Hartnell College
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