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AVP/Branch Services Manager Resume Example

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AVP/BRANCH SERVICES MANAGER
Summary

Highly qualified, detail-oriented and dedicated Branch Manager with more than 16 years of experience in banking, customer service and administration. Proficient in case management, client relations and running efficient daily business operations.



Highlights
  • Strong interpersonal skills
  • Excellent communication skills
  • Excellent work ethic
  • Dependable
Experience
Scott Valley Bank March 2013 to Current AVP/Branch Services Manager
Walnut Creek, CA
  • Manage high volume Commercial Banking Center consisting of 17 Team Members.
  • Oversee all Branch related functions, including branch staffing to enhance exceptional client service levels.
  • Responsible for interviewing, hiring and performing new hire training as well as ongoing training on regulations and system upgrades.
  • Hold monthly branch, safety and security meetings.
  • Assist Lenders with marketing strategies to create new client lead lists for commercial and construction loans.
  • Audit accounts, records of proof, certifications, and special reports to ensure compliance of employees.
  • Responsible for all branch billing reconciliation and payments.
  • Prepare account analysis spreadsheets, wire transfers, all related client banking transactions and in depth account research.
  • Process employee payroll, scheduling, and performance appraisals.
US Bank January 2012 to March 2013 Teller Coordinator
North Bay Area, CA
  • Provide management and supervision of the tellers, including preparing work schedules using the SSP tool and processing weekly payroll.
  • Provide input to quarterly and annual performance reviews.
  • Perform teller training, coaching and mentoring, as well as perform teller duties.
  • Communicate performance goals and results.
  • Ensure the branch meets customer service goals and achieves business results by developing, motivating, and rewarding employees.
  • Coordinate operational activities within the branch to ensure satisfactory passing of Retail Quality Assurance assessments and operational audits.
  • Handle customer questions, concerns, and complaints as they arise.
US Bank April 2010 to January 2012 District Administrative Assistant
Concord, CA
  • Assisted the District Manager In the daily tasks of running a district of 15 Bank Branches, consisting of 96 employees.
  • Drafted meeting agendas, supplied advance materials and executed follow-up for meetings and team conferences.
  • Scheduled and maintained the district calendar.
  • Prepared and submitted travel and expense reports for the district manager.
  • Processed payroll, vacation and sick leave for the district.
  • Handled all HR related issues, such as new hire, terminations, Workers' Compensation claims, and various other assigned duties.
Pacific National Bank June 2005 to April 2010 Customer Service Supervisor
Oakland, CA
  • Acquired by US Bank in 2010 Supervise staff of 7 employees in a professional business setting.
  • Coordination of daily branch operations including quality assurance of work, management of required reporting and branch scheduling.
  • Experienced in sales and operational coaching with knowledge to balance sales, service and risk management.
  • Liaison between the Pacific National Bank Notaries Public and the National Notary Association.
Pacific National Bank California Savings Bank September 2000 to June 2005 Branch Service Manager
Oakland, CA
  • Supervised and performed ongoing training of a staff of 13 employees.
  • Ensured monthly sales goals were met while maintaining 100% customer service satisfaction.
  • Built relationships with client base in order to provide exceptional service as well as retain business.
  • Opened and maintained new and existing consumer and business accounts, including DDA, Savings, Certificate of Deposit, IRA and HELOC.
  • Highly experienced in management of reporting of critical branch and bank operations and sales reports with time sensitive deadlines.
Herzlich & Blum, LLP March 2000 to September 2000 Commercial Collections Attorney Administrative Assistant
Encino, CA
  • Mailed and arranged for delivery of legal correspondence to clients, witnesses and court officials.
  • Organized and maintained law libraries, documents and case files.
  • Drafted and typed grammatically correct office memos.
  • Maintained the master calendar for client appointments and court appearances.
  • Maintained office supplies by checking stocks and placing orders.
  • Processed summonses, subpoenas and complaints.
  • Received and entered new cases into the system daily.
  • Created and maintained paper and electronic filing systems for legal cases and records.
  • Printed and distributed marketing materials and performed other various duties as required.
California Savings Bank November 1999 to September 2000 Teller
Oakland, CA
  • Performed and processed all types of financial transactions including foreign currencies and high volume merchant transactions.
  • Performed training of new tellers.
Education
National Notary Association 2014 Commission: Notary Public Concord, CA, USA
STA- The Securities Transfer Association, INC. 2013 Certification : Medallion Signature Guarantee Concord, CA
Anthony Schools 2004 License : Real Estate Concord , CA, USA

2008- First Tuesday Real Estate School- Continuing Education- License Renewal

2013- FIrst Tuesday Real Estate School- Continuing Education- License Renewal


Skills

Banking, finance, cash handling, coaching, client service, meeting and event planning, HR, hiring, scheduling, payroll, performance appraisals, administration, marketing, mentoring, quality assurance, reporting, research, retail, risk management, sales, regulation and compliance

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Resume Overview

Companies Worked For:

  • Scott Valley Bank
  • US Bank
  • Pacific National Bank
  • Pacific National Bank California Savings Bank
  • Herzlich & Blum, LLP
  • California Savings Bank

School Attended

  • National Notary Association
  • STA- The Securities Transfer Association, INC.
  • Anthony Schools

Job Titles Held:

  • AVP/Branch Services Manager
  • Teller Coordinator
  • District Administrative Assistant
  • Customer Service Supervisor
  • Branch Service Manager
  • Commercial Collections Attorney Administrative Assistant
  • Teller

Degrees

  • Commission : Notary Public
    Certification : Medallion Signature Guarantee
    License : Real Estate

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