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