Tamara Ezmat
Aliso Viejo,CA
Summary
Dedicated professional with extensive experience in banking operations and customer relationship management. Known for enhancing organizational workflows, managing client escalations effectively, and achieving personal sales targets consistently. Prioritizes client satisfaction and operational excellence to safeguard the bank’s reputation.
Overview
21
21
years of professional experience
Work History
Sr. Banker, II
Orange County's Credit Union
Mission Viejo, California
01.2023 - Current
- Guided clients in selecting appropriate financial products and services, ensuring alignment with their specific needs.
- Cultivated and strengthened relationships with key clients to boost loyalty and retention.
- Analyzed client financial information to provide tailored banking solutions.
- Resolved client inquiries and concerns promptly to maintain high satisfaction levels.
- Managed client escalations to ensure support, safeguarding client satisfaction and bank reputation.
- Achieved or exceeded personal sales goals on a consistent basis.
Assistant Manager
San Diego County Credit Union
08.2018 - 01.2023
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Successfully managed budgets and allocated resources to maximize productivity and profitability.
- Assisted in creating employee schedules and delegating assignments to ensure adequate coverage.
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
- Monitor all CTRs to be filed accurately and in a timely manner
- Monitored security to protect employees, customers and property.
- Streamlined quality programs and monitored compliance activities to address overdue requirements.
- Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
Assistant Manager
Union Bank
10.2015 - 08.2018
- Generated repeat business by delivering exceptional customer service and addressing customer concerns with friendly, knowledgeable assistance.
- Planned schedules and delegated assignments to ensure adequate coverage and meet service demands.
- Mentored team members to enhance professional development and accountability in the workplace.
Assistant Manager
TD Bank
08.2005 - 07.2015
- Developed strategy to boost sales and enhance profitability.
- Created employee schedules to align coverage with forecasted demands.
- Assisted in organizing and overseeing assignments to drive operational excellence.
- Monitored cash intake and deposit records to enhance accuracy and minimize discrepancies.
- Streamlined quality programs to ensure timely compliance and address overdue activities.
- Collaborated with fraud team to enhance security measures for employees and customers.
Education
Trade Institute
Lattakia, SyriaSkills
- Customer Relationship Management
- Cross-selling strategies
- Fraud assessment
- Operational efficiency
- Cash handling
- Problem resolution
- Time Management
Timeline
Sr. Banker, II
Orange County's Credit Union
01.2023 - Current
Assistant Manager
San Diego County Credit Union
08.2018 - 01.2023
Assistant Manager
Union Bank
10.2015 - 08.2018
Assistant Manager
TD Bank
08.2005 - 07.2015
Trade Institute