Summary
Overview
Work History
Education
Skills
Timeline
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Tamara Ezmat

Aliso Viejo,CA

Summary

Accomplished Assistant Manager with in-depth experience consistently rising through the ranks. Well-versed in sales, personnel management. Dedicated to complete knowledge of company products, services and compliance for optimized customer service and mitigate risks.

Overview

19
19
years of professional experience

Work History

Assistant Branch Manager

San Diego County Credit Union
09.2018 - Current
  • Trained and developed new team members in alignment with branch service standards and objectives
  • Supervised a team of 5 branch employees and made recommendations regarding performance evaluations
  • Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement
  • Develop and manage employee schedules, balancing individual requests and requirements with business needs.
  • Conducted investigations which included analyzing transaction information, reviewing customer data, researching bank statements, and filing SAR if granted
  • Worked closely with internal departments to obtain necessary information related to an investigation
  • Preparing SAR form when case investigation results in SAR recommendation
  • Recommending customer relationship closure, and case escalations, as appropriate
  • Completing other duties as assigned

Assistant Branch Manager

Union Bank
12.2017 - 09.2018
  • Trained and developed new team members in alignment with branch service standards and objectives.
  • Developed and managed employee schedules, balancing individual requests and requirements with business needs.
  • Collaborated with tellers, universal bankers and personal bankers to exceed sales goals.

Branch Service Specialist

Union Bank
11.2015 - 12.2017
    • Delivered quality service with remarkable efficiency by skillfully overseeing daily branch operations.
    • Processed customers' deposits, transfers and cash withdrawals.
    • Managed branch vault and cash supply to keep appropriate level of currency on hand.
    • Handled customers' complaints and questions with utmost professionalism to restore satisfaction and maintain loyalty to branch.

Assistant Branch Manager

TD Bank
12.2004 - 08.2015
  • Trained and developed new team members in alignment with branch service standards and objectives.
  • Responded to customer concerns, working with the manager to significantly raise customer satisfaction ratings.
  • Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
  • Developed and managed employee schedules, balancing individual requests and requirements with business needs
  • Working cooperatively with internal departments to obtain and analyze necessary information related to the investigation
  • Preparing quality investigative documentation which includes detailed case notes and attachments of internal and external research
  • Preparing SAR form when case investigation results in SAR recommendation
  • Educate team members on how to identify the red flags and encourage them to submit SAR in timely manner

Education

Associate Degree in Banking -

Trade And Banking Institute

Skills

  • Employee Scheduling
  • Staff Development
  • Banking and Operations Management
  • Risk Analysis and assessment
  • Internal Controls and Reporting Systems
  • Strong problem-solving skills
  • Strong attention to detail

Timeline

Assistant Branch Manager

San Diego County Credit Union
09.2018 - Current

Assistant Branch Manager

Union Bank
12.2017 - 09.2018

Branch Service Specialist

Union Bank
11.2015 - 12.2017

Assistant Branch Manager

TD Bank
12.2004 - 08.2015

Associate Degree in Banking -

Trade And Banking Institute
Tamara Ezmat