assistant branch manager resume example with 8 years of experience

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

Dedicated Assistant Branch Manager offering a proven history of fostering client loyalty and account retention. Expansive experience in financial planning guidance and loan application review. Eager to apply 9 years of industry experience to fulfill an Assistant Branch Manager role.

  • Loan application assessment
  • Financial product advisement
  • Profit and loss reporting
  • Audit monitoring
  • Client relationship management
  • Loan product expertise
  • Team development
  • Expert in risk management
  • Excels in team leadership
  • Multilingual in Hindi, Urdu and Bengali
  • Financial analysis and planning
  • Federal regulations
  • Strategic planning
  • Staff supervision
  • Employee training
  • Financial administration
  • Excellent time management skills
  • Multi-tasking ability
  • Safety protocol
Education and Training
University of Gloucester London,UK, Expected in 12/2009 MBA : Marketing And Administration - GPA :
  • Notary of Public Certification
  • Certified Lender NMLS License # 2285640
Heritage Federal Credit Union - Assistant Branch Manager
Haubstadt, IN, 09/2021 - 09/2022
  • Monitored daily operations and supported Branch Manager in necessary duties.
  • Provided bank leadership in absence of branch manager.
  • Developed strategy to achieve target sales goals.
  • Trained and mentored highly effective teams to meet corporate service standards.
  • Maximized sales potential by training new members in improved sales strategies.
  • Built client rapport through frequent individualized recommendations for financial products and services.
  • Evaluated budget plans and current costs to project trends and recommend updates.
  • Complied with company policies and government regulations to prevent and detect rule violations and protect organization from fines and lawsuits.
  • Planned work schedules to maintain adequate staffing levels.
  • Verified cash by balancing cash drawers and maintaining cash count records.
Dean Foods Company - Sr. Financial Service Representative
Marietta, GA, 08/2018 - 08/2021
  • Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
  • Engaged in ongoing training and education to acquire knowledge of financial products and services in changing economic conditions.
  • Cold-called potential clients to discuss available financial products and services.
  • Established strong and positive working relationships within organization to contribute to team success.
  • Utilized assistive software, reporting tools and illustrations to educate clients on financial services and planning.
  • Cross-sold bank products and services based on customer needs to boost sales.
  • Received and processed deposits, withdrawals and loan payments, keeping financial records up-to-date.
  • Discussed financial needs and goals to present investment options aligned with clients' financial status.
  • Demonstrated expertise in product knowledge and sales to identify and recommend appropriate products and services to clients.
  • Guided customers toward upward credit mobility through good financial choices.
  • Built positive and productive customer connections to drive consistent sales.
  • Discussed client financial options to keep customers informed regarding transactions.
  • Developed solutions to meet market gaps and drive company sales.
  • Monitored market trends, competitor strategies and market suppliers to evaluate opportunities to reduce costs.
  • Process verity of loan applications,originating and close the loan.
TCF National Bank - Branch Supervisor
City, STATE, 07/2014 - 07/2018
  • Designed sales and service strategies to improve revenue and retention.
  • Assigned individual roles and tasks, as well as monitoring employees for security, compliance and performance.
  • Encouraged employee development through training, coaching and motivational strategies.
  • Delegated work to staff, setting priorities and goals.
  • Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
  • Consulted with managers to resolve problems relating to employee performance, office equipment and work schedules.
  • Resolved customer complaints or answered customers' questions.
  • Discussed job performance problems with employees, identifying causes and issues to find solutions.
  • Guided employees in handling difficult or complex problems.
  • Trained employees on best practices and protocols while managing teams to maintain optimal productivity.
  • Created strategies to develop and expand existing customer sales, resulting in a 245% increase in annual sales.
  • Won TOP 15 FSR award for Buyout Sales 2019 & 2020
  • Created highly effective new program that significantly impacted efficiency and improved operations.
  • Led team to achieve Monthly Goal earning recognition from upper management and financial reward.
  • Exceeded sales goals by average of 286% in 2021.
  • Developed relationships with 187 new clients and typically exceeded sales goals by 178%.
  • Consistently maintained high customer satisfaction ratings.
  • Top Sales Associate for year 2015, 2016 & 2017 TCF Bank.

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Resume Overview

School Attended

  • University of Gloucester

Job Titles Held:

  • Assistant Branch Manager
  • Sr. Financial Service Representative
  • Branch Supervisor


  • MBA

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