Providing World Class Services to Internal Partners and Customers 20+ years of experience in banking utilizing skills in customer relations, account management, auditing, and coaching. Team leader with experience in training and development, supervising and management, very effective at encouraging staff to meet and exceed objectives.
Professional leader with strong expertise in managing branch operations and driving team performance. Skilled in operational oversight, customer service, and conflict resolution. Valued for fostering collaboration, adapting to evolving requirements, and achieving targeted results. Known for reliability, strategic thinking, and effective communication.
Overview
6
6
years of professional experience
Work History
Branch Supervisor
Florida Central Credit Union
03.2021 - Current
Supervised daily operations to ensure compliance with credit union policies and industry regulations.
Trained and mentored staff on customer service best practices, enhancing member satisfaction and engagement.
Implemented process improvements that streamlined workflows, increasing operational efficiency across the branch.
Coordinated branch activities, ensuring alignment with organizational goals and fostering a collaborative work environment.
Analyzed performance metrics to identify trends, informing strategic decisions for service enhancements.
Managed cash flow and reconciled daily financial transactions, ensuring accuracy in branch reporting.
Assigned job roles and oversaw performance.
Handled escalated customer complaints professionally while working towards swift resolutions that maintained client satisfaction levels.
Coordinated with other departments to ensure seamless communication and efficient workflow across the organization.
Managed daily operations for smooth functioning, ensuring a high level of productivity.
Led team meetings to share updates, discuss performance metrics, and set goals for improvement.
Set schedule for tellers and customer service representatives.
Managed maintenance of facility and grounds.
Conducted regular performance evaluations, identifying areas for growth and creating targeted action plans for improvement.
Developed strong relationships with clients, resulting in increased loyalty and repeat business.
Executed extensive variety of customer transactions according to institutional policy and procedures.
Retail Relationship Banker
BMO Harris Bank
02.2019 - 02.2021
Delivers a high level of service to clients to maintain and extend relationships for future business opportunities and business growth
Open 200 new accounts, both business and personal
Outbound/inbound sales calling efforts, further business development
Performing 90% audits and ensuring compliance with banking standards
Analyzed client needs to recommend tailored financial solutions that align with their goals and objectives.
Developed strong relationships with clients by offering tailored solutions to their financial goals.
Education
High School Diploma -
Joliet Central High School
Joliet, IL
01.1987
Some College (No Degree) -
Computer Learning Center
Skills
Extensive customer service, loan processing, and money handing skills
Fostering team building, staff development, and growth
Team management
Currency transaction management
Customer service
Relationship building
Task delegation
Strategic planning
Compliance management
Personnel oversight
Account and client management
Employee engagement
Training and leadership
Coaching and mentoring
Data entry
Accomplishments
Resolved product issue through consumer testing.
Collaborated with team of 15 in the development of Fantastic Five Team.
Achieved a 95.4% rating through effectively helping with client-loan ratio.
Home Mortgage Advisor (MLO) NMLS#1507068 at Community First Credit Union of FloridaHome Mortgage Advisor (MLO) NMLS#1507068 at Community First Credit Union of Florida