(555) 432-1000,
Montgomery Street, San Francisco, CA 94105

Resourceful Branch Manager offering more than 18 years of experience in challenging, fast-paced customer service environments. Amiable professional known for leading constructive and cooperative working relationships within team setting.

  • Banking standards
  • Revenue generation
  • Project management
  • Small business relations
  • Strategy development
  • Proficient in outlook, Office, Excel, Word, Powerpoint, etc.
  • Planning and coordination
  • Expert in risk management
  • Employee training
  • Excels in team leadership
  • Troubleshooting
  • Time management
  • Analytical
  • Conflict resolution
  • Account analysis expertise
Education and Training
Window Rock High School Fort Defiance, AZ Expected in 05/1997 High School Diploma : - GPA :
University Of New Mexico Albuquerque, NM Expected in : - GPA :

Branch Banking Fraud and Loss Prevention, Wells Fargo Bank

Operating Risk Essentials, Wells Fargo Bank

Confidential Supervisory information, Wells Fargo Bank

Diversity and Inclusion-1 and 2, Wells Fargo Bank

Instruction to the Telephone Consumer Protection Act, Wells Fargo Bank

Telephone Consumer Protection Ac for Telemarketing, Wells Fargo Bank

Bmo Harris - Bank Manager
Rhinelander, WI, 05/2009 - Current
  • Proposed and managed successful marketing promotions and business plans.
  • Consulted with small business customers to determine needs and means and propose personalized banking solutions.
  • Provided customers with first-rate experience and developed long-lasting relationships.
  • Set up and completed loans with and without security.
  • Mentored and encouraged employees to develop strong work ethic by being positive role model and practicing skills regularly.
  • Managed travel arrangements for staff.
  • Applied evaluation techniques and personal knowledge to assess abilities to assign correct positions on team.
  • Developed coaching exercises for individual needs of employees to help achieve their development plans.
  • Developed training and exercise programs to meet individual requirements strategies.
  • Developed roles, responsibilities and processes between employees and partners.
  • Observed pricing and legal requirements for all products.
  • Coordinated with project leaders to resolve all product issues.
  • Directed development team accountable for decision support and business intelligence, following policy and procedures.
  • Offered specific training programs to help workers improve policies and procedures.
  • Oversaw training courses and promotional paths for professionals and leaders.
  • Led training classes and recorded instruction for later use.
  • Presented training information via role playing, simulations and team exercises.
  • Identified key skill gaps in Customer Service department employees and created training classes to effectively educate target individuals.
  • Mentored team members to succeed and advance within department and company.
  • Analyzed employees' skill levels and implemented new techniques to boost staff knowledge.
Provident Credit Union - Personal Banker
San Jose, CA, 01/2007 - 05/2010
  • Performed cash and check balancing to verify all daily and monthly cash accounts for accuracy.
  • Created strategic financial solutions to suit individualized client needs.
  • Improved decision-making by using current data on market conditions and individual financial situations.
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
  • Provided clients with information on bank accounts, institutional policies, financial products and related services.
  • Met with clients to facilitate budget management and financial guidance.
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
  • Increased teller efficiency by developing and implementing improved service methods
  • Responded to numerous basic inquires per day regarding procedures, policies, check verification, deposits, stop payments, balances and lost and stolen credit cards.
  • Used various office machines, including HP laser printer machines to scan, fax and print financial documents.
  • Expanded customer relationships by maintaining regular follow-up processes and rapport with each customer.
Charter Spectrum - Fraud Investigator
North Platte, NE, 11/2003 - 01/2007
  • Recovered over $1,000,000.00 worth of assets by effectively breaking up check fraud ring.
  • Completed required investigations on referred files ahead of deadlines, typically within 5 by due date.
  • Inputted all information regarding fraud investigations into detailed reports that were submitted to clients.
Pacific Western Bank - Bank Teller
Claremont, CA, 11/2002 - 11/2003
  • Maintained optimal financial controls by securing funds and making accurate transactions.
  • Counted as much as $900,000 in daily funds with manual and machine-assisted methods.
  • Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
  • Conducted special service and account transactions for customers, including ordering checks and placing stop payment orders.
  • Verified amounts and integrity of every check or funds transfer.
  • Reduced cash errors by more than 100% by double checking transactions and using banking branch operating standards-cash balancing standards.
  • Cashed customer checks, including verifying identification and checking account balances in accordance with bank policy.
  • Identified customer financial needs, goals and objectives and offered appropriate financial products to suit needs.
  • Identified and reported suspicious behavior to security personnel as appropriate.
  • Reconciled cash and checks against computer records at end of shift.
  • Explained bank services, financial products and applicable fees to customers.
  • Processed customer transactions, including loan payments, safe deposit boxes and check-cashing.
  • Served numerious customers each shift, remaining composed and professional even in high-stress situations.
  • Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees.
  • Prepared official checks for customer and internal bank needs.
  • Demonstrated expertise in identifying and mitigating potential fraud and transaction risks.
  • Responded and assisted customers with account inquiries and updates.
  • Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.
  • Offered to take on additional shifts during holidays and other busy periods to alleviate staffing shortages.
  • Identified and eliminated errors when balancing ATM transactions, teller cash dispensers and teller cash recyclers.
  • Received cash and checks for deposit, including verifying amounts and endorsements and examining cash to prohibit acceptance of counterfeit bills.
  • Led team to achieve dedication to customers, support of each other and commitment to excellence, earning recognition from upper management and financial reward.
  • Consistently maintained high customer satisfaction ratings.
  • Recognized as Employee of the Golden Spoke award for outstanding performance and team contributions.

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Resume Overview

School Attended

  • Window Rock High School
  • University Of New Mexico

Job Titles Held:

  • Bank Manager
  • Personal Banker
  • Fraud Investigator
  • Bank Teller


  • High School Diploma
  • Some College (No Degree)

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