LiveCareer-Resume

assistant financial center manager resume example with 12+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • resumesample@example.com
  • Date of Birth:
  • India:
  • :
  • single:
  • :
Summary

Assistant Financial Center Manager, experienced at managing business operations in Banking. Expertise in employee oversight, customer relationship management and customer service. Ambitious at expanding personal accomplishments and business goals. Skilled AFCM, inspired and motivated to help customers build financial independence. Seasoned Financial Management professional with proven expertise in accounting processes, systems oversight and compliance reporting. Knowledgeable on all management banking aspects of successful financial operations. Talented team builder and supervisor with expertise to develop and maintain consistent, accurate and legal accounting structures. Sharp banking professional with talents which shine in competitive, innovative and creative environments. Track record of increasing sales, improving client retention and growing customer base. Branch Manager/ Asst Manager skilled in developing and grooming exceptional bank personnel. Strong focus on staff relations and teamwork. A valuable asset to any organization. Resourceful Branch Manager offering more than 20 years of experience in challenging, fast-paced banking environments. Amiable professional known for leading constructive and cooperative working relationships within team setting. Enthusiastic Assistant Financial Center Manager experienced in leading branch staff to exceed sales goals while delivering excellent customer service. Organized and motivated employee eager to apply time management and organizational skills in various environments. Seeking entry-level opportunities to expand skills while facilitating company growth.

Skills
  • QuickBooks experience
  • Client relationship management
  • Account analysis expertise
  • Financial analysis and planning
  • Microsoft Access and Dynamics
  • Employee training
  • Excels in team leadership
  • Work ethic
  • MS Office
  • People skills
  • Team management
Experience
Assistant Financial Center Manager, 12/XXX8 - 08/2021
Simmons Bank Vonore, TN,
  • Counseled customers in selection of financial products to meet banking needs.
  • Directed execution of comprehensive control assessments, including identifying potential compliance risks and likelihood and impact of fines and penalties resulting from non-compliance while maintaining fair and equal access to financial services.
  • Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
  • Oversaw branch team with 3 customer service representatives and 2 personal bankers and implemented training for all new employees.
  • Set and reinforced consistent and compliant control and operational policies for accounts tracking, reconciliation and reporting.
  • Coached staff on policies, procedures and performance strategies.
  • Managed branch files per recordkeeping and compliance requirements.
  • Prepared and managed cash shipments between banks.
  • Trained assistant managers on all banking and customer service policies.
  • Generated daily reports to comply with Bank Secrecy Acts.
  • Completed daily checks on bank compliance with established policies and government regulations.
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
  • Complied with company policies and government regulations to prevent and detect rule violations and protect organization from fines and lawsuits.
  • Compiled operational and risk reports detailing financial metrics to help management make proactive decisions.
Assistant Vice President/Branch Manager, 08/XXX1 - 05/XXX5
Freedom Bank City, STATE,
  • Attended local gatherings and networking events as bank representative to establish community relations and generate potential customer leads
  • Reduced bank losses by setting successful risk management policies.
  • Made continuous business adjustments to improve branch operations.
  • Cultivated positive relationships with key stakeholders and decision-makers as part of successful business practices.
  • Established standards and oversaw implementation of Branch Operations department.
  • Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
  • Led banking tasks, business administration and financial decision-making to ensure first-class client services.
  • Maintained current and accurate cash balances for all programs, departments and projects.
  • Set and reinforced consistent and compliant control and operational policies for accounts tracking, reconciliation and reporting.
  • Coached staff on policies, procedures and performance strategies.
  • Managed branch files per recordkeeping and compliance requirements.
  • Prepared and managed cash shipments between banks.
  • Trained assistant managers on all banking and customer service policies.
  • Generated daily reports to comply with Bank Secrecy Acts.
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
  • Complied with company policies and government regulations to prevent and detect rule violations and protect organization from fines and lawsuits.
  • Worked with regulatory representatives to complete accurate filings and maintain compliance.
  • Networked within communities to identify and capitalize on business opportunities.
Assistant Vice President/Branch Manager, 12/2004 - 05/XXX1
NJCB/ Connect One Bank City, STATE,
  • Attended local gatherings and networking events as bank representative to establish community relations and generate potential customer leads
  • Developed culture of success rewarding performance, productivity and sales results.
  • Reduced bank losses by setting successful risk management policies.
  • Cultivated positive relationships with key stakeholders and decision-makers as part of successful business practices.
  • Promoted managers from employee ranks to encourage performance and maintain continuity of leadership.
  • Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
  • Led banking tasks, business administration and financial decision-making to ensure first-class client services.
  • Maintained current and accurate cash balances for all programs, departments and projects.
  • Oversaw branch team with 3 customer service representatives and 2 personal bankers and implemented training for all new employees.
  • Set and reinforced consistent and compliant control and operational policies for accounts tracking, reconciliation and reporting.
  • Coached staff on policies, procedures and performance strategies.
  • Managed branch files per recordkeeping and compliance requirements.
  • Mitigated regulatory risks by ensuring all areas maintain compliance with company, state and federal protocols.
  • Prepared and managed cash shipments between banks.
  • Trained assistant managers on all banking and customer service policies.
  • Generated daily reports to comply with Bank Secrecy Acts.
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
  • Developed and maintained client rapport to meet financial service needs and drive branch loyalty.
  • Boosted customer base, acquiring new customers and identifying needs to deliver relevant products.
  • Complied with company policies and government regulations to prevent and detect rule violations and protect organization from fines and lawsuits.
  • Worked with regulatory representatives to complete accurate filings and maintain compliance.
  • Compiled operational and risk reports detailing financial metrics to help management make proactive decisions.
Education and Training
High School Diploma: , Expected in 06/1997
-
Hackensack High School - Hackensack, NJ
GPA:
Status -
Languages
Spanish :
Professional:
Negotiated :
:

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

Your data is safe with us

Any information uploaded, such as a resume, or input by the user is owned solely by the user, not LiveCareer. For further information, please visit our Terms of Use.

Resume Overview

School Attended

  • Hackensack High School

Job Titles Held:

  • Assistant Financial Center Manager
  • Assistant Vice President/Branch Manager
  • Assistant Vice President/Branch Manager

Degrees

  • High School Diploma

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

*As seen in:As seen in: