branch banking team leader ii resume example with 17+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • Home: (555) 432-1000
  • Cell:
Professional Summary
As a highly motivated, experienced banking and sales professional, I will utilize my expertise and knowledge in banking, sales, management, and superior client service by contributing to the success of my team and the retail banking industry. I will use my training and knowledge to lead my team through time management, sales, staff management, reporting, and coaching my team for success. My work involves strategic financial planning, hiring, training, mentoring my team to ensure every client/customer interaction has value. Driven business development professional who effectively builds loyalty and long-term relationships with customers while consistently exceeding sales targets.
Work History
Branch Banking Team Leader II, 03/2012 to Current
NewrezCanton, MI,
  • Assist client's with their loan needs by making loans and keying them in Sprint loan program in Direct Retail Lending Format.
  • Assist client's in establishing banking deposit accounts by opening checking, savings, certificate of deposit, and IRA's in Client Central Program.
  • Lead morning huddles to review daily goals, sales focus and gain commitments from team members.
  • Monthly coaching sessions with tellers and other team members to review their performance.
  • Running of daily reports, operations to ensure that we are always in compliance and prepared for audit.
  • Interviewing, hiring and training of team members.
  • Assigning monthly duties to each employee and managing daily, weekly progress for completion.
  • Marketing and outreach by going out on weekly outside business sales calls.
  • Weekly conference calls with our Regional Sales Banking Officer to establish and reach our sales and service goals.
  • Created strategies to develop, maintain and expand existing customer relationships and sales, which resulted in a 82% increase overall branch profit.
  • Created reports on deteriorating trends and fiscal year end losses.
  • Complied with regulatory requirements including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
  • Reviewed and edited loan agreements to ensure accuracy.
  • Compiled database of loan applicants' credit histories, corporate financial statements and other financial information.
  • Originated, reviewed, processed, closed and administered customer loan proposals.
  • Recommended loan approvals and denials based on customer loan application reviews.
  • Received superior customer service satisfaction scores  15 consecutive quarters.
Area Sales Manager, 08/2010 to 03/2012
LufthansaAtlanta, GA,
  • Weekly coaching sessions with associates on their sales quota and review their performance.
  • Morning Sales Huddles to review daily sales goals, department sales focus and to assist them in reaching store, department and personal sales goals and quota.
  • Daily Department sales and markdowns.
  • Recruiting, interviewing, hiring associates.
  • Perform sales audits, department audits and compliance audits.
  • Conference calls with our store manager, assistant store manager, district manager regarding our daily store, department, and management sales and service goals.
  • Inventory management, audit and replacement for department sales.
  • Scheduling and approving of employee's work schedule and time worked.
  • Responsible for a 75.5% sales increase in the Cosmetic department from September 2010-April 2012 by delivering superior service to customers through training associates.
Sales Manager, 02/2004 to 08/2010
Howard Core Company, LLC, ,
  • Responsible for making cold calls to establish a relationship in retail chain stores for placement of products in their retail stores.
  • Maintaining and managing established sales contracts between our wholesale distribution and retail chain stores.
  • Performing sales goals and distribution by managing the fulfillment of placed orders from customers.
  • Recruiting, interviewing and hiring of new sales associates.
  • Scheduling and approving of sales associates insertion orders and contracts.
  • Managing of sales leads.
  • Approving payroll for sales associates on my team.
  • Performing sales huddles daily to set goals and accomplish goals for sales associates.
Bachelor of Science: Business Management and Marketing, Expected in August 1996
University of West Georgia - Carrollton, GA
  • Coursework in Communications
  • Coursework in International Business
  • Coursework in International Marketing
  • Coursework in Finance and Accounting

  • Continuing education in Business Management
Associate of Applied Science: Psychology, Expected in May 1994
Southern Union State Community College - Wadley, AL
    Social Sciences
  • Coursework includes: Speech and Communication, Sociology and Psychology

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Resume Overview

School Attended

  • University of West Georgia
  • Southern Union State Community College

Job Titles Held:

  • Branch Banking Team Leader II
  • Area Sales Manager
  • Sales Manager


  • Bachelor of Science
  • Associate of Applied Science

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