Assistant Vice President Branch Manager resume example with 20+ years of experience
JessicaClaire
Montgomery Street, San Francisco, CA94105609 Johnson Ave., 49204, Tulsa, OK Home: (555) 432-1000 - Cell: - resumesample@example.com - -
Professional Summary
Accomplished Assistant Vice President who consistently exceeds sales goals, while providing the utmost care in client relations. Results-oriented professional with over 30 years in sales and branch management, loan management and general financial institution operations. Highly detail-oriented and expertise in customer service relations and sales management. Ambitious and extensively trained in financial institution leadership, fraud awareness, teller operations, lending and collections. Skilled in problem solving and creative decision making.
Work History
07/1994 to 02/2014
Assistant Vice President - Branch ManagerCharter Spectrum – Arnold, MO,
Responsible for all aspects of branch office, hiring, staffing, scheduling, payroll submission, goal setting, performance reviews, maintenance contracts for cleaning, lawn care and snow removal.
Oversaw a branch team consisting of 6 tellers, 1 receptionist and 4 Financial Service Specialists.
Developed staff through ongoing coaching sessions to ensure that all were personally committed to consistently delivering exceptional service.
Promptly responded to inquiries and requests from prospective customers. Investigated and resolved any inquiries and complaints in an empathetic manner.
Trained staff to recognize members' needs not only in deposit and lending areas, but also in payment protection products such as life, disability and gap.
Assumed ownership over team productivity and managed work flow to meet or exceed quality service goals.
Strong leader of customer support staff.
Managed work flow to exceed quality service goals.
Identified individual developmental needs with appropriate training.
Maintained friendly and professional customer interactions while searching for opportunities to expand and deepen relationships by identifying and matching member needs to credit union products.
Planned, directed and controlled office operations, ensuring that established policies and procedures were followed.
Developed and maintained relationships with local real estate agents, appraisers and title companies.
Originated, reviewed, processed, closed and administered member loan requests for consumer, home equity and mortgage loans. (Including Section 184 loans)
Proficient with Mortgage Bot, Byte and Quest.
Reviewed and edited loan agreements to ensure accuracy.
Assisted with collections and established work out programs with struggling members.
Complied with regulatory requirements including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
Maintained confidentiality of bank records and client information.
Set up and trained Shawano office and was conversion coordinator for Wausau and Michigan mergers.
Leader of Enterprise Risk Management study for all branch locations.
Played an active role in Document Retention/Destruction study and implementation.
Represented the Credit Union with extensive community involvement.
10/1991 to 07/1994
ManagerUniversity Of Virginia – Richmond, VA,
Hired, trained and evaluated personnel in retail sales.
Trained staff on operating procedures and company services.
Trained and developed new associates on all systems and key sales tactics.
Strong leader of retail staff.
Instructed staff on appropriately handling difficult and complicated sales.
Counted cash drawers and made bank deposits.
Reordered inventory when it dropped below predetermined levels.
Examined merchandise to verify that it was correctly priced and displayed.
Processed payroll, accounts receivable and accounts payable for processing by the headquarters in Iron River, Michigan.
Reported to the district manager regarding all store and staff issues.
Represented the business at community events.
01/1987 to 10/1991
Office ManagerCollins Community Credit Union – Cedar Falls, IA,
Interviewed job candidates and made staffing decisions.
Hired, trained and evaluated personnel in sales and other duties.
Assigned employees to specific duties to best meet the needs of the store.
Shared best practices for sales and customer service with other team members to help improve the store’s efficiency.
Posted receipts to appropriate general ledger accounts.
Processed accounts payable & receivables.
Coded and entered invoices each day into the in-house accounting software.
Created daily and weekly cash reports for accounting management.
Filed and addressed employee complaints in accordance with company policies and government regulations.
Represented the business at community events.
11/1980 to 01/1987
Branch ManagerSecurity Savings & Loan – City, STATE,
Responsible for all aspects of running branch office hiring, staffing, scheduling, payroll submission and performance reviews.
Oversaw a branch team consisting of 3 customer service representatives and 1 personal banker.
Developed training programs to meet the needs of the staff.
Developed and maintained relationships with local real estate agents, title companies and appraisers.
Reviewed and edited loan agreements to ensure accuracy.
Maintained friendly and professional customer interactions
Maintained confidentiality of bank records and client information.
Originated, reviewed, processed, closed and administered customer loan proposals.
Planned, directed and controlled office operations, ensuring that established policies and procedures were followed.
Complied with regulatory requirements.
Represented the Savings and Loan at community events.
Additional Information
Certified Section 184 Lender Wisconsin Insurance License for Credit & Life Registered with NMLS Wisconsin Notary Represent Wisconsin in Washington, DC for America Saves
Education
Expected in 1980
High School Diploma: Advanced Studies Crandon High School - Crandon, WI GPA:
Expected in 1986
: Finance and Management Institute of Financial Education - Chicago, IL GPA:
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