assistant branch manager resume example with 15+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
  • :
Professional Summary

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 seven years of financial industry expertise, 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.

  • Customer retention
  • Banking
  • Profit and loss management
  • Financial product sales
  • Audit preparation
  • Relationship building and management
  • Risk assessment
  • Cash handling
  • Google Drive
  • Sale expertise
  • Staff education and training
  • Regulatory compliance
  • Operations management
  • Microsoft Word, Excel, CRM
Work History
Assistant Branch Manager, 03/2017 - Current
Bangor Savings Bank Portland, ME,
  • Maximized efficiency through effective resource allocation and employee management.
  • Evaluated applications against outline specifications to approve, reject or recommend adjustments files.
  • Supervised team of seven branch employees and made recommendations regarding performance evaluations.
  • Consulted with representatives of regulatory agencies to complete accurate filings and uphold strict compliance.
  • Trained and developed new team members in alignment with branch service standards and objectives.
  • Protected company assets with strategic risk management approaches.
  • Facilitated customer satisfaction by executing personal communication and frequent follow-ups.
  • Responded to customer concerns, working with manager to raise customer satisfaction.
  • Conducted weekly staff meetings to motivate staff members, address concerns and questions, plan improvements, and evaluate progress toward goals.
  • Analyzed, reduced and controlled expenses by improving resource allocation.
  • Coached and developed branch staff by offering constructive feedback and training opportunities.
  • Met or exceeded monthly sales goals as team leader
  • Collaborated with tellers, universal bankers and personal bankers to exceed sales goals.
Lead Teller Operations Specialist, 01/2014 - 03/2017
Vacasa Kiawah Island, SC,
  • Documented all changes and actions in computer-based tracking system.
  • Gained knowledge of standard equipment, including manufacturer repair guidelines.
  • Facilitated maintenance team training procedures to align with company standards.
  • Sold cashier's checks, traveler's checks and money orders.
  • Executed wire transfers, stop payments and account transfers.
  • Processed quarterly vault and ATM audits with zero error rate.
  • Handled various accounting transactions.
  • Monitored customer behaviors and upheld strict protocols to prevent theft of assets.
  • Completed special procedures for customers such as ordering new checks, stopping payments or investigating identity theft.
  • Checked amount details and fraud markers for transaction papers such as checks and money orders.
  • Upheld strict financial controls by keeping funds secure and accurately transferring monies.
  • Counted cash drawers and made bank deposits.
  • Observed all procedures regarding financial and customer information to prevent possible breaches and data misuse.
Teller, 04/2013 - 01/2014
1St Constitution Bancorp (Nj) Freehold, NJ,
  • Checked amount details and fraud markers for transaction papers such as checks and money orders.
  • Promoted products or services to each customer to consistently achieve sales targets.
  • Coordinated daily cash reconciliation in high-volume location.
  • Executed customer transactions, including deposits, withdrawals, money orders and checks.
  • Rapidly and efficiently prepared customer and ATM cash and change orders.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Completed special procedures for customers such as ordering new checks, stopping payments or investigating identity theft.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Provided high level of customer service through friendly approach, strong professionalism and timely assistance with customer transactions.
  • Maintained friendly and professional customer interactions.
  • Performed customer transactions for money orders, cashiers checks, deposits and withdrawals.
Call Center Representative/Assistant Office Manager, 01/2005 - 03/2012
Abt Electronics LLC City, STATE,
  • Sought out training opportunities to enhance customer relationship management abilities and further boost satisfaction scores.
  • Maintained accurate and current customer account data with manual forms processing and digital information updates.
  • Answered over 200 calls to meet fast-paced call center demands.
  • Improved daily operations, vendor relationships, contractor communication and employee remote access by streamlining processes.
  • Preserved revenue streams by utilizing strong communication and negotiation skills, offering refunds as last resort to maintain customer satisfaction.
  • Learned and maintained in-depth understanding of product information, providing knowledgeable responses to diverse questions.
  • Engaged in continuous learning and development opportunities to promote continued performance improvement.
  • Determined root causes of issues and solved diverse problems to improve business operations and management.
High School Diploma: , Expected in 05/1996
Maine East High School - Park Ridge, IL,
Status -

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Resume Overview

School Attended

  • Maine East High School

Job Titles Held:

  • Assistant Branch Manager
  • Lead Teller Operations Specialist
  • Teller
  • Call Center Representative/Assistant Office Manager


  • High School Diploma

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