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 6 years of financial industry expertise.
Overview
14
14
years of professional experience
Work History
Assistant Branch Manager
Community 1st Credit Union
01.2022 - Current
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.
Facilitated customer satisfaction by executing personal communication and frequent follow-ups.
Supervised team of 3 branch employees and made recommendations regarding performance evaluations.
Reviewed credit applications for risk factors and credit worthiness.
Wrote and administered employee performance reviews to monitor customer service and personal sales of 3-member team.
Completed filings and upheld strict compliance with regulatory agencies and supervisors.
Coached and developed branch staff by offering constructive feedback and BAI training opportunities.
Worked with Loan PQ
Supervised team of [Number] branch employees and made recommendations regarding performance evaluations.
Wrote and administered employee performance reviews to monitor customer service and personal sales of [Number]-member team.
During Conversion of our Core System from Data Safe to Keystone I was part of the testing Team for accuracy of data transfer to insure staff and members had a smooth transaction to the new System.
Trained Staff with Vault and ATM
Senior Teller
Community 1st Credit Union
01.2018 - 01.2022
Performed general teller duties for drive-thru line.
Coached and trained 3 of new bank tellers.
Maintained, organized and stocked teller window areas.
Answered phone and email inquiries on banking products.
Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Managed shift schedule for team of 3
Answered inquiries regarding checking and savings accounts and other related products.
Managed daily bank operations by processing customer transactions and providing exceptional customer service.
Enforced compliance with bank regulations and policies to reduce financial risks.
Replenished ATM funds in empty canisters prior to validation process.
Identified potential needs through observation, questioning, and listening.
Mentored and trained new tellers on bank procedures and customer service standards.
Received car loan, home loan, and other payments and posted to accounts.
Created teller schedule to keep weekly and weekend shifts properly staffed.
Investigated and promptly resolved issues with patron accounts.
Developed and implemented innovative strategies to improve customer satisfaction and increase sales.
Introduced customers to other bank team members to help meet financial needs.
Member Service Representative
Navy Federal Credit Union
09.2014 - 06.2015
Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Handled complaints with prompt, courteous service to uphold professional reputation.
Educated and engaged customers with new bank products and services.
Responded to customer calls and emails to answer questions about products and services.
Opened customer accounts and provided deposit and withdrawal receipts.
Verified customer identification and documentation for compliant transactions.
Learned and maintained in-depth understanding of product and service information to offer knowledgeable and educated responses to diverse customer questions.
Assisted members with correcting account, service, and system issues by educating on required forms and technical processes.
Maintained and managed customer files and databases.
Resolved customer issues through thorough dispute investigation.
Cross-sold bank services and products to uplift customer investments.
Educated customers about billing, payment processing and support policies and procedures.
Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
Maintained up-to-date knowledge of product and service changes.
Travel Clerk
FMWR
10.2009 - 11.2011
Provided high level of customer service to each person by engaging customer and using active listening and effective interpersonal skills.
Reviewed and updated customer information to maintain up-to-date records for high-quality service.
Managed online booking inquiries and assisted guests and travel partners with questions throughout entire booking cycle.
Prepared customer invoices, accepted payments, and processed refund and cancellation requests.
Education
High School Diploma -
Max Eight Schule
Sprendlingen/Germany
06.1992
Skills
Corporate Standards
Client Rapport-Building
Securities Safekeeping
Resource Allocation
Excellent Team Leadership
Operations Management
Recruit Well-Qualified Staff
Employee Scheduling
Strong Interpersonal Skills
Loan Product Expertise
Financial Reporting and Analysis
Typing and 10-Key Entry
Member Relationship Management
Financial Advising
Credit Approval and Denial
Financial Services
Staff Development
Write Reports
Vault Audits
Loans
Banking
Financial Product Advisement
Teller Auditing
Performance Appraisal
Word Processing
Credit Application Review
Microsoft Access
Cash Handling
Employee Performance Reviews
Bank Security Expertise
German, Turkish
I can speak, read and write three languages proficiently, (English, Turkish, and German)