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assistant branch manager resume example with 12+ years of experience

Jessica
Claire
resumesample@example.com
(555) 432-1000,
, , 100 Montgomery St. 10th Floor
:
Professional Summary

Results-oriented Assistant Branch Manager with extensive experience developing high net worth client relationships and referral networks. Top-performer with track record of consistently meeting or exceeding sales goals. Talented at educating customers on banking services and products and recommending best options to meet long- and short-term needs.

Skills
  • Team Development
  • Audit Monitoring
  • Staff Management
  • Account Retention
  • Cash Handling
  • Staff Training
  • Sales Expertise
  • Employee Performance Reviews
Education
Roxbury Community College Boston, MA Expected in Certificate : Accounting - GPA :
Work History
Hudson Valley Federal Credit Union - Assistant Branch Manager
Highland, NY, 06/2021 - Current
  • Conducted weekly staff meetings to motivate staff members, address concerns, and questions, plan improvements and evaluate progress toward goals.
  • 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.
  • Managed branch size of over $3k in deposits and team of seven full and part-time employees.
  • Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
  • Completed filings and upheld strict compliance with regulatory agencies and supervisors.
  • Collaborated with tellers, universal bankers and personal bankers to exceed sales goals.
  • Implemented process improvements to increase productivity.
  • Grew customer base by 90% over 2 -year period through community networking and innovative customer incentives.
  • Built rapport with account holders by reaching out with product recommendations and account updates.
  • Generated financial and operational reports to assist management with business strategy.
  • Maximized efficiency through effective resource allocation and employee management.
  • Trained and developed new team members in alignment with branch service standards and objectives.
  • Created and implemented incentive initiative for on-the-job safety and achieved 2 years with no Workers' Compensation claims.
Bankunited Financial Corporation - Small Business Specialist
Fort Lauderdale, FL, 03/2017 - 02/2020
  • Build strong relationships with teammates, business partners and specialists by fostering teamwork, partnership, and collaboration
  • Meet customer needs by partnering with specialists and business associates to understand what to offer customers and most effective way to generate business referrals (for example, customer's banking, small business, mortgage, and investment needs) in adherence with policies and procedures
  • Conduct outbound and inbound client engagement activities, adhering to call monitoring policies
  • Participate in weekly proactive planning sessions for client engagement activities and drive sales-related topics
  • Sell financial products (for example, credit cards, CD's, IRAs, small business loans) and open deposit accounts
  • Execute sales and service tactics, activities, and processes, as defined by company policies and procedures
  • Proactively manage risk in every business, product and service transaction leveraging available tools
  • Comply with all applicable banking and investment laws, regulations, company policies and procedures to serve client's best interest and enhance client satisfaction
  • Assist, educate and train customers on how to use self-service technologies such as ATM's, online banking or mobile banking Leverage available resources and technologies to optimize customer experience and serve customers with operational excellence and accuracy.
Citizens Bank - Small Business Relationship Banker
City, STATE, 11/2009 - 03/2017
  • Work closely with new and existing small business and retail customers to understand their financial needs, forging trustful relationships
  • Provide recommendations and assist small business customers with wide array of financial solutions to satisfy their spending, saving, and borrowing needs
  • Leverage problem-solving and strong communication skills to resolve customer issues
  • Collaborate with branch colleagues and partner with Business Banking team to support and refer small business customers with more complex financial needs
  • Ensure compliance with all financial policies, procedures, and regulatory requirements
  • Achieve outstanding performance by providing superior relationship banking and customer service
  • Identified and resolved process issues to encourage smoother procedures, more efficient workflow, and overall business growth
  • Determined and recommended methods to address improvement opportunities
  • Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships
  • A determined leader with over ten years of assisting clients with financial planning processes and assessing financial data
  • Offering dynamic collaboration and decision- making skills
  • Expert in Merchant Services,
  • Business Loans and Home Equity
  • Products
  • Veteran banking professional with talent for sales and services and fluency in Spanish.
Accomplishments


  • Exceeded quotas over 190% for eight straight quarters.
  • Grew new accounts 60% in only 2 month.
  • Repeatedly received recognition from superiors for excellence in service.

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Resume Overview

School Attended

  • Roxbury Community College

Job Titles Held:

  • Assistant Branch Manager
  • Small Business Specialist
  • Small Business Relationship Banker

Degrees

  • Certificate

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