Looking to obtain a Operations Manager position within a company that enables use of 20 years of banking experience. Looking for continued growth within a company that is looking to promote for future Branch Managers.
Overview
17
17
years of professional experience
Work History
Branch Operations Manager
Mechanics Bank
09.2023 - Current
Responsible for the compliance of regulatory requirements, adherence to bank policies and procedures, risk management, and safety and security of the branch.
Meet deadlines by proactively managing individual and team tasks and streamlining processes.
Performed monthly branch certifications before deadlines.
Ensure items in reports, such as non-post and exceptions are completed before deadline.
Manage team of employees by providing leadership, coaching, feedback, and development support.
Collaborates with Branch Manager to assign sales & referral goals.
Banking Relationship Specialist
Farmers & Merchant Bank
04.2022 - 08.2023
Consult with clients and prospects, both business and consumer, about their financial goals and needs, identify and promote F&M products and services to best meet those needs.
Adhere to all policy and procedures when providing information and opening consumer/business accounts, and credit terms, in addition to ensuring clients have full understanding so they can make informed decisions.
Perform outbound client contact to establish and build relationships.
Address and resolve customer concerns and questions in person, via telephone and email pertaining to account activity and perform customer research.
Operations Manager
Wells Fargo Bank
02.2019 - 04.2022
Coach tellers and bankers to learn how to identify and recommend products for customer service, productivity standards, goals, growth opportunities, and risk control development.
Make decisions and resolve issues regarding escalated customer inquiries to meet business objectives Interpret and develop standards and goals for customer service.
Manage monthly control tasks which include, random cash count of vault, ATMs, tellers, key log and ensuring all keys are accounted for, review safe deposit box reports, etc.
Identify operational risk by educating staff and creating plans to avoid losses/errors.
Initiate, review and approve wires daily, provide supervisor overrides, approve/release holds, research and resolve cash differences.
Personal Banker
Wells Fargo Bank
04.2013 - 02.2019
Build relationships with customers through proactive outreach, and follow up, asking questions and learning about their financial needs.
Deep knowledge of bank products and services and connecting those to customer needs.
Build trust with customers by fully explaining products and services so they can make an informed decision.
Answer customer's questions or concerns and routing complaints to the right department.
Operations Supervisor
Citibank
03.2008 - 03.2013
Execute daily, weekly and monthly operational tasks.
Lead and mentor tellers through assigning work and providing technical guidance when needed.
Perform efficient and accurate banking transactions including, managing cash supply incoming/ outgoing for branch.
Assisting with supervisor approval of transactions and wires.
Review and approve/reject debits to avoid loss to customer and bank.
Education
High School Diploma -
Balboa High School
Skills
Building customer's Trust and Loyalty
Identifying customers needs
Risk Management
Operational Management
Team Building
Ability to work under pressure
Stakeholder relationship management
Records management specialist
Timeline
Branch Operations Manager
Mechanics Bank
09.2023 - Current
Banking Relationship Specialist
Farmers & Merchant Bank
04.2022 - 08.2023
Operations Manager
Wells Fargo Bank
02.2019 - 04.2022
Personal Banker
Wells Fargo Bank
04.2013 - 02.2019
Operations Supervisor
Citibank
03.2008 - 03.2013
High School Diploma -
Balboa High School
Similar Profiles
Emilly MorfinEmilly Morfin
Univeral Banker at Mechanics BankUniveral Banker at Mechanics Bank