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Assistant Vice President & Retail Banking Officer Resume Example

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ASSISTANT VICE PRESIDENT & RETAIL BANKING OFFICER
Summary

Experienced Assistant Vice President offering career in banking and financial service sector of more than 18 years. Skilled in digital and retail banking. Looking for exciting role with terrific fast-paced banking organization.

Skills
  • New customer acquisition management
  • Leadership
  • Customer experience
  • Product development
  • Senior leadership support
  • Competitive and Trend Analysis
  • Process improvement
  • Financial Management
Experience
Assistant Vice President & Retail Banking Officer / Company Name - City, State07/2016 - Current
  • Boosted customer base by 5% in certain NYC markets, acquiring new customers and identifying needs to deliver relevant products.
  • Designed sales and digital service strategies to improve revenue and retention with senior-level retail and digital channel officers.
  • Identified opportunities to enhance the CX by leveraging Fiserv DNA core operating system.
  • Effectively manage CX team to test Fiserv UX Beta core system and new technology in the branches.
  • Recommended process improvements throughout the customer journey to senior-level retail and digital channel officers while adhering to regulatory guidelines.
  • Recommended changes to core deposit accounts to reduce COF and grow overall deposits by 5%.
  • Recommended retail and digital products and services to enhance future service delivery and to increase usage in digital services year-over-year.
  • Investigated technical issues on both the CX and UX by using knowledge base and personal experience to complete timely resolutions.
  • Recommended customer engagement opportunities to attract younger demographic groups through various channels.
  • Proactively identified and solved complex problems impacting operations management and business direction.
  • Assisted senior-level investment officer with licensed banker training and identified opportunities to grow the investment program in certain markets by 10% in GDC and sales.
Branch Banking Officer / Company Name - City, State07/2007 - 07/2016
  • Created communication strategies to meet client objectives.
  • Exceeded investment goals by 25% year-over-year to meet the client needs.
  • Recognized as top annuity sales performer on Infinet platform for exceeding 100% rate of annuity scorecard goal year-over-year.
  • Evaluated budget plans and current costs to project trends and recommended process improvements, which reduced the efficiency ratio for the branch.
  • Increased efficiency and drove branch revenue by optimizing daily operations and recommending changes to sales strategies.
  • Managed largest branch in Queens region with over 400 million in deposits, achieving high customer satisfaction rates.
  • Optimized staff productivity by managing inter-team conflict resolution, yearly performance reviews, training initiatives, scheduling and payroll.
  • Improved decision-making by using current data on market conditions and individual financial situations.
  • Educated customers on variety of loan products and available credit options to promote valuable decision-making.
  • Boosted customer base, acquiring new customers and identifying needs to deliver relevant products.
  • Attended local gatherings and networking events as bank representative to establish community relations and generate potential customer leads.
  • Coordinated special update and conversion projects and monitored key performance metrics.
Assistant Treasurer & Branch Manager / Company Name - City, State09/2001 - 07/2007
  • Developed annual branch business plan for maximum profitability and effectiveness.
  • Recognized as top annuity sales performer on the Infinet platform for exceeding 100% rate of annuity scorecard goal year-over-year.
  • Worked with regulatory representatives to complete accurate filings and maintain compliance.
  • Boosted customer base, acquiring new customers and identifying needs to deliver relevant products.
  • Grew core deposits in certain markets by over 10% by providing personalized banking solutions to clients with high net-worth.
  • Educated customers on variety of loan products and available credit options to promote valuable decision-making.
  • Optimized staff productivity by managing inter-team conflict resolution, yearly performance reviews, hiring and terminating processes, training initiatives, scheduling and payroll.
  • Provided leadership and training for new agents on the sales process and relationship building while maintaining current accounts and sales numbers.
  • Analyzed customer needs and provided best options, upselling products and services.
Education and Training
University of Pennsylvania - Wharton School - City, State06/2017Wharton Leadership Certificate: Banking And Finance
ABA Stonier Graduate School of Banking - City06/2017MBA: Banking And Finance
Lehman College - City University of New York - City06/2010BBA: Banking And Finance
Certifications
  • New York State Licensed Life Agent
  • New York State Notary Public
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Resume Overview

School Attended

  • University of Pennsylvania - Wharton School
  • ABA Stonier Graduate School of Banking
  • Lehman College - City University of New York

Job Titles Held:

  • Assistant Vice President & Retail Banking Officer
  • Branch Banking Officer
  • Assistant Treasurer & Branch Manager

Degrees

  • University of Pennsylvania - Wharton School - City, State 06/2017 Wharton Leadership Certificate : Banking And Finance
    ABA Stonier Graduate School of Banking - City 06/2017 MBA : Banking And Finance
    Lehman College - City University of New York - City 06/2010 BBA : Banking And Finance

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