Operational and Sales Management Professional with over 6 years of experience in the banking industry. Successful track record of developing and implementing strategies that resulted in increased sales, and improving team performance.
Customer and Personal Service
Management of Financial Resources
Administration and Management
Judgement and Decision Making
Excellent Time and Management Skills
Complex Problem Solving
Operation and Control
Excellent Organizational Skills
AMALGAMATED BANKBrooklyn, NYAssistant Branch Manager01/2012 to Current
Assist in overall management of the branch, including operations, sales, service, and audit and staffing with a primary focus on operations.
Assist in meeting or exceeding branch goals by deepening the existing relationships, developing new and profitable relationships, and minimizing customer attrition.
Help customers in all aspects of opening and maintaining a variety of accounts in accordance with Bank's CIP and customer service policies.
Conduct self audits in operations.
Through audit findings, make recommendations to strengthen internal controls and safeguards for the purpose of ensuring general compliance with laws, regulations, and managerial policies.
Supervise and coach employees throughout the branch and maintain workforce stability, through creating a supportive environment for staff.
Perform related operational, sales and administrative functions as directed by the Branch Manager.
CAPITAL ONE BANKStaten Island, NYAssistant Branch Manager01/2011 to 01/2012
Managed day-to-day sales efforts in the branch, delivered on sales volumes and revenue targets in branch.
Oversaw sales and service; expense, operations, and met financial and compliance standards.
Directly managed platform staff, and tellers; including performance management, daily coaching, regular 10/10 meetings, recognition, and career development.
Coached and developed the staff to achieve consistent Mystery Shop/CEMP scores at or above Market targets.
Partnered with the DOC to ensure understanding and consistent implementation thus reducing unintentional variability while preparing for successful branch audits Developed short and long term strategic planning goals.
Developed and efficient sales team through consistent coaching and behaviors.
Partnered with Branch Manager to consistently share communications on branch overall performance, policy and procedures, product updates.
TD BANKNew York, NYAssistant Branch Manager01/2009 to 01/2011
Managed overall daily store operations including implementing policies and objectives.
Monitored adherence to Company regulations, policies and procedures ensuring a strong operations foundation is in place and being followed such as dual controls, regulatory requirement conformance and audits.
Established and solidified Customer relationships by providing legendary Customer Service based on the Guide Principles, CWI, Think Smart and WOW! Shops criteria.
Supervised tellers by providing day-to-day leadership, coaching, supervision, mentoring and guidance to ensure ongoing development.
Training to ensure proper handling of cash and delivering a legendary customer and employee experience.
Ensured operational compliance with federal regulations and bank procedures.
Created and implemented a plan to manage and minimize Store procedural violations.
Demonstrated competency and accountability by setting the vault, auditing teller drawers, and managing reporting cash limits in accordance with Teller Operational Standards.
Assisted ROO in conducting periodic reviews of store performance as it relates to audit compliance and retail operational standards.
Monitored and analyzed market and regional performance related to retail operations, loss, risk exposure, payroll, budget and controllable expenses.
Completed Employee Performance Evaluations, development plans, correction action plans in accordance with HR guidelines.
Commerce BankNew York, NYHead Teller01/2008 to 01/2009
Handled maintaining proper cash limits, cashing checks, accepting deposits, insuring cashier's checks, traveler's checks, cash advances, wired transfers, transfer of funds and paying /receiving large amounts of currency.
Approved overrides, assisted in the training of new tellers, monitored cash limits, made supervisory decisions, responsible for approving checks for tellers, scheduled lunch breaks and ensured quality customer service at all times.
Understood and met the needs of Customers by identifying sales opportunities and referring them to appropriate team members.
Assisted in exceeding service goals by minimizing customer wait times.
Coached new and existing co-workers to provide exceptional service.
HSBC BANKBrooklyn, NYTeller Associate01/2005 to 01/2007
Enhanced Companies image by courteous and friendly servicing of customers' needs; initiate referral of new business.
Acquired and maintained current knowledge of Company products and services and applicable Federal regulations, including Bank Secrecy.
Accepted and processed deposit, payments, checks for cashing and other transactions according to established procedures and performance standards.
BS:Finance & EconomicsCollege of Staten Island, Staten Island, NYFinance & Economics