Assistant Vice President, Financial Services Manager Resume Example
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ASSISTANT VICE PRESIDENT, FINANCIAL SERVICES MANAGER
Summary
Multifaceted, highly motivated professional seeking a position with an organization that can benefit from a managerially experienced, personable individual. Offering extensive business knowledge through experience and a high-level education with a proven ability to succeed in an individual and team based atmosphere.
Highlights
| Microsoft Word, Excel, FrontPage, PowerPoint and Adobe Photoshop |
Accomplishments
- Graduated from People's United Bank's Effective Manager II Training Program (2016)
- Achieved "Bronze" status for People's Securities Inc. annual revenue threshold for closed trades (+$10,000.00)
- Active Member of the Tri-Rotary Club (2015)
- Appointed as Eastern MA trainer for People's United Bank's Learning and Development Department (2014)
- Graduated from People's United Bank's Effective Manager I Training Program (2014)
- Active member of the Middleton Board of Trade (2013) Selected as a member of People's United Bank's Eastern Massachusetts Long-Term Investment Cabinet (2013)
- Appointed Design and Layout Coordinator for People's United Bank's Eastern Massachusetts Newsletter (2012).
Experience
Assistant Vice President, Financial Services Manager
July 2013 to CurrentEaston Technical Products － IN
July 2013 to CurrentEaston Technical Products － IN
- Accountable for the day to day management of all levels of branch sales, customer service, compliance and portfolio growth by leading and motivating staff to maximize sales opportunities and increasing the depth of customer relationships to generate revenue and foster branch effectiveness Identifies and directly manages profitable small business relationships by providing tailored business solutions per industry and segment through lending, merchant services, payroll and retirement offerings Assessed branch performance through employee training/improvement planning, quarterly and annual reviews, interviewing, hiring, promotions and salary recommendations to maximize potential and improve retention Cohesively developed continuous small business and consumer sales plan and process with region's Market Manager to achieve direct and indirect mortgage, PCA, BCA, consumer lending, business lending, investment and insurance sales goals Analyzed and managed branch revenue and expense ratio to maximize profitability by minimizing retail and lending/overdraft charge-off risk.
Customer Service Manager
October 2011 to July 2013Deseret First Credit Union － Monticello , UT
October 2011 to July 2013Deseret First Credit Union － Monticello , UT
- Responsible for the overall management of customer experience and branch profitability, including all aspects of daily, monthly, quarterly and annual operational objectives.
- Directly sold institutionally administered consumer and commercial accounts, residential and commercial mortgage and loan products and life insurance products along with creating individual and teams based employee sales goals, incentives and initiatives.
- Assisted higher management with expense budgeting to coincide with branch cost of funds and net worth.
- Analyzed existing employee performance through training/improvement planning, reviews, promotions and salary recommendations along with interviewing and hiring potential candidates Contained knowledge of, administered adherence to and performed periodic audits to coincide with bank policy along with state and federal financial regulation.
Assistant Branch Manager
January 2010 to October 2011In-Terminal Services － Salt Lake City , IN
January 2010 to October 2011In-Terminal Services － Salt Lake City , IN
- Liable for promotion and sale of consumer and commercial products along with developing and arranging community outreach programs.
- Served as the first contact in researching, analyzing and resolving inquires and dilemmas relating to internal and external branch transactions.
- Directly accountable for overseeing the branch's ability to comply with federal banking regulations, company policy, auditing and reporting.
- Directed employee satisfaction, development and training of product knowledge base along with personal and professional growth.
- Contributed to the quarterly and annual growth of all consumer and commercial accounts, general, core and non-core deposit expansion.
Customer Service Representative
July 2009 to December 2009Danversbank － Indianapolis , STATE
July 2009 to December 2009Danversbank － Indianapolis , STATE
- Exercised initiative and judgment in researching, analyzing and problem solving of consumers' daily transactions of retail and commercial accounts.
- Accountable for the direct and cross-sale of bank and governmentally administered financial products.
- Responsible for proper documentation, file maintenance, follow-up and reporting while adhering to policies, procedures and regulatory requirements.
Education
Masters Degree : Business AdministrationBusiness Administration
MBA : Consulting, May'09Endicott College － City, StateGPA: GPA: 3.7/4.0Consulting GPA: 3.7/4.0
Bachelors Degree : Business Administration Financial Management, May '08Endicott College － City, StateGPA: GPA: 3.21/4.0Business Administration Financial Management GPA: 3.21/4.0
Skills
Adobe Photoshop, auditing, banking, BCA, budgeting, business solutions, customer service, documentation, employee training, financial, FrontPage, funds, hiring, insurance, insurance sales, Market, Excel, PowerPoint, Microsoft Word, payroll, policies, problem solving, promotion, file maintenance, reporting, researching, retail, sales, sales plan
Additional Information
- LICENSES & CERTIFICATIONS Licensed Series 6 & 63 Investment Associate under FINRA (2014) Licensed Life Insurance Agent under the Massachusetts Division of Insurance (2013) Licensed Mortgage & Loan Originator in accordance with the NMLS (2011) Massachusetts-registered Notary Public (2010)
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Resume Overview
School Attended
- Endicott College
Job Titles Held:
- Assistant Vice President, Financial Services Manager
- Customer Service Manager
- Assistant BranchManager
- Customer Service Representative
Degrees
- Masters Degree : Business Administration
MBA : Consulting , May'09
Bachelors Degree : Business Administration Financial Management , May '08
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