Assistant Branch Manager Resume Example

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(555) 432-1000,
, , 100 Montgomery St. 10th Floor

Branch manager experienced at managing operations in banking industry. Expertise in employee oversight, customer relationship management, sales, and service. Ambitious at expanding personal accomplishments and business goals. Successful in managing highly effective teams with focus on customer service and retention.

  • Client Relationship Management
  • Regulatory Compliance Management
  • Conflict Resolution
  • Customer Advocacy
  • Needs Analysis
  • Business Writing
  • Loan Application / Origination Skills
  • Proficient in Microsoft Word, Excel
  • Typing and 10 Key
  • Excellent Communication Skills
  • Mathematics
  • Public Speaking
  • Problem Solving
  • Financial Education to both Youth and Elderly
  • Excellent work ethic
  • People-oriented / Team Player
Cbc Federal Credit Union - Branch Manager
Oxnard, CA, 06/2006 - 03/2021
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
  • Oversaw branch team with 5 customer service representatives and 2 personal bankers and implemented training for all new employees.
  • Maximized branch revenue by optimizing daily operations.
  • Managed one of the busiest branches in Vancouver, achieving high customer satisfaction rates
  • Complied with company policies and government regulations to prevent and detect rule violations and protect organization from fines and lawsuits.
  • Assessed employee performance and issued disciplinary notices.
  • Developed annual branch business plan for maximum profitability and effectiveness.
Credit Union One Of Michigan - Assistant Branch Manager
Saint Clair Shores, MI, 10/2003 - 06/2006
  • Provided bank leadership in absence of branch manager.
  • Trained and mentored highly effective teams to meet corporate service standards.
  • Monitored daily operations and supported Branch Manager in necessary duties.
  • Developed and maintained client rapport to meet financial service needs and drive branch loyalty.
  • Complied with company policies and government regulations to prevent and detect rule violations and protect organization from fines and lawsuits.
Freedom Financial - Loan Officer
Glendale, AZ, 03/2000 - 10/2003
  • Executed loan origination process, including ordering credit reports, appraisals and preliminary title reports.
  • Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loan.
  • Adhered to all federal and state compliance guidelines relative to retail mortgage lending.
  • Educated customers on variety of loan products and available credit options to promote valuable decision-making.
  • Reviewed loan agreements to verify completeness and accuracy according to applicable policies.
  • Met with applicants to obtain information for loan applications and answer questions about processes.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
Pacific Western Bank - Peronal Banker
Fresno, CA, 03/1998 - 03/2000
  • Met or exceeded sales goals by promoting bank products and services in customer interactions.
  • Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation.
  • Assessed financial means and desires of each client in order to set up appropriate mortgage packages.
  • Advised customers on bank products, services and financial planning options.
  • Adhered to bank and legal guidelines for reporting, loan approvals, and money handling.
  • Completed thorough and accurate documentation for all money movements, deposits or withdrawals.
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
Washington Mutual Bank - Bank Teller
City, STATE, 10/1994 - 02/1998
  • Served large number of customers during high volume shifts and remained composed and professional in stressful situations.
  • Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.
  • Entered member transaction data into online banking software.
  • Maintained confidentiality of bank records and client information.
  • Adhered to financial services security and audit procedures.
  • Welcomed customers and offered pleasant service during entire transaction.

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Resume Overview

School Attended
    Job Titles Held:
    • Branch Manager
    • Assistant Branch Manager
    • Loan Officer
    • Peronal Banker
    • Bank Teller

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