branch facilitator resume example with 11 years of experience

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

Dedicated Assistant Branch Manager bringing demonstrated success in cultivating account retention and client satisfaction. Well-versed in loan application review and financial product advisement. Aiming to utilize 6 years of management experience to fulfill a assistant branch manager role. Successfully optimizes frameworks and cultivates cohesive teams to meet and exceed financial goals. Excellent reporting, record keeping and relationship-building abilities. Skilled in building strong customer rapport demonstrated over 8 years of experience in management roles. Hardworking and thorough with strong knowledge of financial products and industry best practices. Eager to fulfill a role of increased responsibility within the Citadel Federal Credit Union team. Team-oriented leader with proven leadership and motivational skills successful in helping group members achieve business goals. Respectful and clear communicator focused on enhancing teamwork and collaboratively addressing challenges with logical approaches. Skilled in building relationships and enhancing employee satisfaction to drive work performance.

  • Audit Preparation
  • Scheduling
  • Sales
  • Staff Management
  • Internal Auditing
  • Sales Strategy
  • Team Development
  • Loans
  • Sales Goals
  • Cross-Selling
  • Loan Expertise
George Washington High School Philadelphia, Expected in 06/2001 High School Diploma : - GPA :
Work History
Wintrust Financial Corp. - Branch Facilitator
Clinton, WI, 10/2016 - Current
  • Assisted front-line staff with handling difficulties, resolving problems and managing large transactions.
  • Assigned job roles and oversaw performance.
  • Motivated, trained and disciplined employees to meet performance benchmarks.
  • Delivered quality service with remarkable efficiency by skillfully overseeing daily branch operations.
  • Processed customers' transactions, including deposits, transfers and cash withdrawals.
  • Handled customers' complaints and questions with utmost professionalism to restore satisfaction and maintain loyalty to branch.
  • Coached staff to improve efficiency and revenue with more effective procedures and approaches.
  • Trained staff in bank products, operations procedures and successful sales strategies.
  • Built trusting relationships with members by offering sound financial advice and personalized service.
  • Helped customers effectively navigate bank technology such as kiosks and mobile access to reduce common questions and unprofitable interactions.
  • Cross-sold products such as consumer loans by listening to customers and understanding needs and taught staff to implement similar processes in every interaction.
  • Managed branch vault and cash supply, including preparing and processing shipments to keep appropriate level of currency on-hand.
Desjardins Group - Assistant Branch Manager
Ontario, CA, 10/2014 - 07/2016
  • Managed branch operations, including sales, customer service, finances, and recordkeeping.
  • Implemented process improvements to increase productivity.
  • Maximized efficiency through effective resource allocation and employee management.
  • Reviewed credit applications for risk factors and credit worthiness.
  • Supervised team of 4 branch employees and made recommendations regarding performance evaluations.
  • Built rapport with account holders by reaching out with product recommendations and account updates.
  • Facilitated customer satisfaction by executing personal communication and frequent follow-ups.
  • Demonstrated knowledge of branch financial products, including loans and lines of credit.
  • Trained and developed new team members in alignment with branch service standards and objectives.
  • Protected company assets from loss such as theft or damage by setting and enforcing effective security policies.
  • Conducted performance reviews each quarter, offering praise and recommendations for improvement.
  • Developed and managed employee schedules, balancing individual requests and requirements with business needs.
  • Attained expert level of product knowledge, becoming go-to person for major sales and vendor negotiations.
Huntingdon Valley Bank - Teller
City, STATE, 09/2013 - 10/2014
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Upheld strict financial controls by keeping funds secure and accurately transferring monies.
  • Promoted products or services to each customer to consistently achieve sales targets.
  • Rapidly and efficiently prepared customer and ATM cash and change orders.
Sovereign Bank - Assistant Branch Manager, Operations
City, STATE, 01/2010 - 08/2013
  • Assisted front-line staff with handling difficulties, resolving problems and managing large transactions.
  • Motivated, trained and disciplined employees to meet performance benchmarks.
  • Assigned job roles and oversaw performance.
  • Set schedule for tellers and customer service representatives.
  • Identified and capitalized on community business opportunities with effective networking.
  • Enhanced branch production rates by handling staff conflicts, evaluations, hiring/termination processes, coaching employees on company protocol and payroll operations.

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Resume Overview

School Attended

  • George Washington High School

Job Titles Held:

  • Branch Facilitator
  • Assistant Branch Manager
  • Teller
  • Assistant Branch Manager, Operations


  • High School Diploma

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