Skilled Branch Manager with demonstrated success in coordinating team and financial activities. Friendly and adaptable professional with remarkable leadership and program management skills.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Branch Manager
Lendmark Financial Services
12.2019 - Current
Maintained friendly and professional customer interactions.
Assessed employee performance and developed improvement plans.
Met deadlines by proactively managing individual and team tasks and streamlining processes.
Engaged employees in business processes with positive motivational techniques.
Examined customer loan applications for loan approvals and denials.
Completed filings and upheld strict compliance with regulatory agencies and supervisors.
Evaluated project applications and verified with outline specifications to approve, reject and recommend adjustments.
Forecasted trends and recommended improvements based on financial risk analyses.
Increased branch new money growth from -$950,000 to now over $100,000 In one year
Customer Service Representative
Bank Of America
09.2014 - 12.2019
Handled customer inquiries and suggestions courteously and professionally.
Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
Responded to customer requests for products, services, and company information.
Utilized customer service software to manage interactions and track customer satisfaction.
Exhibited high energy and professionalism when dealing with clients and staff.
Educated customers about billing, payment processing and support policies and procedures.
Managed over 100 customer transactions per day.
Shift Supervisor
Starbucks
10.2013 - 09.2014
Trained new employees and delegated daily tasks and responsibilities.
Completed store opening and closing procedures and balanced tills.
Resolved customer complaints and issues and offered thoughtful solutions to maintain customer satisfaction.
Responded to and resolved customer questions and concerns.
Helped store management meet standards of service and quality in daily operations.
Established effective employee schedules and delegated tasks to take advantage of individual abilities and meet expected demands.
Conducted shift inspections to evaluate operational activities and implement timely resolutions for diverse concerns.
Built performance-oriented culture with satisfied, hardworking employees by clearly highlighting employee success and developing leaders from within.
Team Leader
Target
06.2006 - 05.2013
Monitored team performance and provided constructive feedback to increase productivity and maintain quality standards.
Supervised team members to confirm compliance with set procedures and quality requirements.
Worked with team to identify areas of improvement and devised solutions based on findings.
Built strong relationships with customers through positive attitude and attentive response.
Education
Associate of Arts - Biology
Saint Martin's University
Lacey, WA
12.2009
High School Diploma -
Tumwater High School
Tumwater, WA
06.2007
Skills
Banking
Word Processing
Financial Reporting and Analysis
Strong Interpersonal Skills
Staff Supervision
Human Resources Knowledge
Team Player
Attention to Detail
Staff Training
Business Intelligence Gathering
Collections
Excellent Team Leadership
Cash Handling
Event Planning
Accounts Payable and Accounts Receivable
Excellent Work Ethic
Excellent Time Management Skills
Public Speaking
Regulatory Compliance
Client Relationship Management
Basic Mathematical Aptitude
Staff Recruitment
Verbal Communication
Employee Development
Knowledge of Equifax Application Engine
Information Management
Document Flow Coordination
Operations Management
Training and Development
Conflict Resolution
Team Supervision
Proficiency in MS Office
Credit Approval and Denial
Reporting Familiarity
Build Customer Relationships
Manage Cash Flow
Spreadsheet Tracking
Write Reports
Loans
Documentation
Certification
Washington Credit Insurance License - 12/13/2024
Licensed Notary Public -9/15/2024
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
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