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

Skilled Banker with demonstrated success in coordinating team and financial activities. Friendly and adaptable professional with remarkable leadership and program management skills.

  • Consumer/commercial banking specialist
  • Self-motivated nature
  • Strategic planning
  • Operations management
  • Exceptional sales skills
  • Sales strategies
  • Planning and execution
  • Sales professional
  • Relationship building and management
  • Team Leadership
  • Goals and Performance
  • Strong team-builder
  • Project Management
  • Employee Development
Naugatuck High School Naugatuck, CT Expected in 2014 High School Diploma : - GPA :
Naugatuck Valley Community College Waterbury, CT Expected in Associate of Science ( Still Pursuing) : Business Finance - GPA :
  • Work-Place Banking
  • Introduction to Discount Brokerage
  • Red Flag Rule Identity Theft Protection
  • Fair Lending CRA
  • Regulation E for Retail & Private Banking
  • Business Overview International Banking
  • SCRA General Awareness
  • Sage Payroll Services
  • Flood Disaster Protection Act
  • Military Lending
  • Consumer Lending/ Secure Loans
  • Building Relationship Over the Telephone
  • Intermediate Real Estate Secured Lending
  • Wire Certification
  • Home Mortgage Disclosure Act
  • Individual Retirement Accounts
  • Non-Profit Board Member
  • NMLS
Work History
Clubcorp Club Operations, Inc. - Assistant Vice President, Branch Manager
, , Boston, MA 09/2022 - Current

Manages all activities of a branch. Responsible for the overall success of the branch operating model, including customer and employee experience, digital engagement, transactions/operations, servicing, and sales. Has personal production responsibility.

Primary Responsibilities:
  • Responsible for overall profitability by directing sales and business development, meeting operational objectives and ensuring the branch achieves its annual goals.
  • Leads team through coaching, performance management, and setting priority. Builds and develops branch staff.
  • Identifies Retail and Business Banking customer needs through the M&T sales processes, using the tools and resources to assist customers with short and long term solutions.
  • Proactively prospects and grows Business Banking relationships through outreach. Builds the bank’s presence in the community
  • Conducts interviews and selects employees based on staffing model.
  • Actively models and coaches customer service and needs determination behaviors. Reinforces and maintains accountability for execution of Retail strategy.
  • Ensures operational and requirements are maintained, to include consumer and business banking guidelines. Ensures compliance with operational, security and control policies/procedures, preventing fraud and protecting customer assets.
  • Takes ownership of complex account servicing and error resolution issues, including those escalated by other Bankers. Provide coaching and guidance to improve and reduce future problem resolution/escalations.
  • Engages with all team members and business partners as appropriate.
  • Independently processes all Business Banking loan requests up to $100,000. Proactively bundle products and services as appropriate.
  • Adheres to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.
  • Promotes an environment that supports diversity and reflects the M&T Bank brand.
  • Maintains M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
  • Completes other related duties as assigned.
  • Exercises usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, performance management and terminations.
City Of Springfield - Branch Manager, AVP
, , 02/2021 - 09/2022
  • Boosted branch sales by developing and deepening customer loyalty through incentive programs.
  • Met deadlines by proactively managing individual and team tasks and streamlining processes.
  • Developed and delivered polished sales presentations in order to highlight product and service quality.
  • Identified and capitalized on community business opportunities with effective networking.
  • Protected company assets with strategic risk management approaches.
  • Enhanced branch production rates by handling staff conflicts, evaluations, hiring and termination processes and coaching employees on company protocol and payroll operations.
  • Promoted and led performance enhancement culture by actively coaching and mentoring direct reports.
  • Supported Market Manager with special projects and additional job duties.
  • Recruited, interviewed, hired and trained multiple employees and implemented mentoring program to promote positive feedback and engagement.
  • Developed strategic plans for day-to-day financial operations.
Legacy - Assistant Service Manager
, , 07/2020 - 02/2021
  • • Develop, implements, and manages branch sales plan and processes to achieve business goals
  • • Responsible for hiring, coaching plans, progressive discipline, performance reviews, promotions and salary recommendations of their direct reports
  • • Provides direction and coaching to branch team concerning pro-active customer engagement and customer relationship building activities
  • • Responsible for service levels, product awareness and referral activity generated by branch team
  • • Develop and maintains strong relationships with internal business partners in order to refer and grow business relationships
  • • Ensures delivery of ultimate customer experience by role modeling use of branch technology including tablets, enhanced ATMs and other systems effectively, and engages and educates customers in using them.
  • • Ensures effective compliance and risk management at assigned branch
People's United Bank - Branch Supervisor
, , 04/2019 - 07/2020
  • Motivated, trained and disciplined employees to meet performance benchmarks
  • Assigned job roles and oversaw performance
  • Assisted front-line staff with handling difficulties, resolving problems and managing large transactions
  • Set schedule for tellers and customer service representatives
  • Managed maintenance of facility and grounds
  • Assessed employee performance and developed improvement plans
  • Boosted branch sales by developing and deepening customer loyalty through incentive programs
  • Enhanced branch production rates by handling staff conflicts, evaluations, hiring/termination processes, coaching employees on company protocol and payroll operations
  • Submitted loan applications to loan underwriter for verification and recommendation
  • Wrote reports detailing branch activities
  • Led team of 4 staff
Walmart - Senior Financial Services Associate
, , 05/2015 - 04/2019
  • Submitted loan applications to underwriter for verification and recommendations
  • Developed prospects for new loans by conducting 25 cold calls weekly
  • Complied with regulatory requirements, including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act
  • Maintained friendly and professional customer interactions
  • Opened accounts with cross sale ratio technique
  • Handled various accounting transactions
  • Advised clients on mortgage, educational and personal loans

  • Profiled and analyzed investment products to develop customized financial strategies for clients\' financial needs
  • Answered clients\' questions about purposes and details of financial plans and strategies
  • Trained new team members on applying due diligence procedures and regulatory mandates
  • Audited and documented all processes and procedures for new accounts department
  • Maintained friendly and professional client interactions at all times
  • Represented bank at community events to establish strong ties and promote business
  • Supervised branch operations and made continuous improvements in each area
  • Processed quarterly Vault and ATM audits with a zero error rate
  • NMLS #1717390
Company Name - Asset Protection Associate
, , 03/2013 - 03/2015
  • Mitigated risk and oversaw internal and external shoplifter apprehension and detention.
  • Wrote reports outlining activities and results.
  • Checked CCTV for evidence of shoplifting.
  • Patrolled store departments to check for suspicious activities.
  • Kept patrons and employees safe and from criminal activity.
  • Introduced and implanted viable loss control strategies by maintaining strong partnerships and trust with customers.
  • Controlled reduction of loss inventory by protecting company assets.
  • Enhanced training processes for both clients and departments to increase overall functionality.
  • Increased company understanding of loss control strategies through on-site client training seminars and implementation of new programs.

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Resume Overview

School Attended

  • Naugatuck High School
  • Naugatuck Valley Community College

Job Titles Held:

  • Assistant Vice President, Branch Manager
  • Branch Manager, AVP
  • Assistant Service Manager
  • Branch Supervisor
  • Senior Financial Services Associate
  • Asset Protection Associate


  • High School Diploma
  • Associate of Science ( Still Pursuing)

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