Summary
Overview
Work History
Education
Skills
Timeline
Generic

Therese M Wahlster

Rolling Prairie,IN

Summary

  • Personable Assistant Branch Manager skilled at providing empowering team leadership while ensuring efficient and productive branch operations. Accustomed to offering actionable solutions for process optimization resulting in reduced corporate costs.
  • Proactive Assistant Branch Manager with great financial product expertise and passion for customer service. Commended for going above and beyond to exceed corporate goals demonstrated over 23 years of financial industry expertise.
  • Accommodating Assistant Branch Manger dedicated to continuous improvement and establishing lasting banking relationships. Effective leader skilled at streamlining operations and increasing productivity. Offering 23 years of experience in management capacity within banking industry. Proficient in use of various software packages.
  • Dedicated Assistant Branch Manager bringing demonstrated success in cultivating account retention and client satisfaction. Well-versed in loan application review and financial product advisement. Ready to contribute 19 years of management experience.
  • Professional sales-focused manager with 19 years of management experience in diverse fields. Proven history of building relationships with satisfied customers. Equally skilled as management leader and meticulous number cruncher focused on overall operational performance.
  • Motivated Bank Manager passionate about providing excellent customer service and exceeding expectations. Talented professional well-versed in service marketing and credit offerings. Inspires staff loyalty through strong leadership and communication skills.
  • Self-directed Assistant Branch Manager with adaptability to meet changing operational needs. Energetic and resourceful professional proficient in program management and team leadership. Innate sales abilities and customer service skills.
  • Highly detail-oriented and professional Assistant Branch Manager successful at meeting and exceeding branch goals. Expertise in customer service relations and sales management.
  • Proactive Assistant Branch Manager with great financial product expertise and passion for customer service. Commended for going above and beyond to exceed corporate goals demonstrated over 19 years of financial industry expertise.
  • Accommodating Assistant Branch Manager dedicated to continuous improvement and establishing lasting banking relationships. Effective leader skilled at streamlining operations and increasing productivity. Offering 19 years of experience in management capacity within banking industry. Proficient in use of various software packages.
  • Dedicated Assistant Branch Manager bringing demonstrated success in cultivating account retention and client satisfaction. Well-versed in loan application review and financial product advisement. Ready to contribute 19 years of management experience.

Overview

20
20
years of professional experience

Work History

Assistant Branch Manager

Centier Bank
05.2004 - Current
  • Enhanced customer satisfaction by providing exceptional service and addressing concerns promptly.
  • Supported Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
  • Assisted in achieving branch sales goals by identifying potential cross-selling opportunities and promoting bank products and services.
  • Managed risk effectively through strict adherence to compliance guidelines, minimizing financial losses due to fraud or errors in transactions.
  • Coordinated staff schedules, maintaining optimal staffing levels during peak business hours for improved customer experience.
  • Conducted regular performance evaluations for staff members, providing constructive feedback for professional development and growth.
  • Collaborated with other departments within the bank to resolve complex issues efficiently, ensuring seamless service delivery to customers.
  • Improved teller accuracy by implementing standardized cash handling procedures and conducting regular audits on cash drawers.
  • Monitored daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.
  • Played a key role in growing branch's loan portfolio through proactive client outreach and relationship management efforts.
  • Oversaw successful completion of internal audits with minimal findings, demonstrating strong adherence to bank policies and regulations.
  • Championed community involvement initiatives by organizing events such as financial literacy workshops that positively impacted the local community.
  • Led monthly team meetings focusing on progress updates, goal-setting sessions, best practices sharing and collaborative problem-solving.
  • Assisted in creating a welcoming branch atmosphere by maintaining cleanliness, organization, and visually appealing displays of promotional materials.
  • Trained and developed new team members in alignment with branch service standards and objectives.
  • Responded to customer concerns, working with 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.
  • Demonstrated knowledge of branch financial products, loans and lines of credit.
  • Conducted weekly staff meetings to motivate staff members, address concerns, and questions, plan improvements and evaluate progress toward goals.
  • Built rapport with account holders by reaching out with product recommendations and account updates.
  • Collaborated with tellers, universal bankers and personal bankers to exceed sales goals.
  • Facilitated customer satisfaction by executing personal communication and frequent follow-ups.
  • Supervised team of 5 branch employees and made recommendations regarding performance evaluations.
  • Implemented process improvements to increase productivity.
  • Reviewed credit applications for risk factors and credit worthiness.
  • Completed filings and upheld strict compliance with regulatory agencies and supervisors.
  • Maintained friendly and professional customer interactions.
  • Assessed employee performance and developed improvement plans.
  • Complied with regulatory guidelines and requirements.
  • Consulted customers to boost product sales and services.
  • Examined customer loan applications for loan approvals and denials.
  • Reduced process bottlenecks by training and coaching employees on practices, procedures, and performance strategies.
  • Submitted loan applications to underwriter for verification and recommendation.
  • Developed strong relationships with key clients, contributing to significant growth in business revenue.
  • Enhanced customer satisfaction by providing exceptional service and addressing concerns promptly.

Education

High School Diploma -

Seneca Valley High School
Harmony, PA
05.1980

Skills

  • Relationship Building and Management
  • Banking
  • Financial Software
  • Account Retention
  • Loan Application Evaluation
  • Customer Retention
  • Employee Scheduling
  • Loan Expertise
  • Account Management
  • Google Drive
  • Staff Development
  • Financial Product Sales
  • Cash Handling
  • Loan Product Expertise
  • Regulatory Compliance
  • Financial Services
  • Loans
  • Time management
  • Customer service
  • Organizational skills
  • Decision making
  • Problem solving
  • Relationship building
  • Conflict resolution
  • Effective communication
  • Analytical thinking
  • Product knowledge
  • Proficient in workday, teams
  • Cash Handling Expertise
  • Coaching and Mentoring
  • Shift Scheduling
  • Account Review
  • Performance Reviews
  • Work Prioritization
  • Approachable
  • Community Relations
  • Staff Supervision
  • Relationship Management
  • Client Acquisition
  • Excellent Time Management Skills
  • Loan Documentation
  • Team Supervision

Timeline

Assistant Branch Manager

Centier Bank
05.2004 - Current

High School Diploma -

Seneca Valley High School
Therese M Wahlster