branch manager resume example with 18+ years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
Home: (555) 432-1000 - Cell: - - -
Professional Summary
  • Steadfast Relationship Manager with 13 years managing multimillion-dollar business operations. Successfully optimizes frameworks and cultivates cohesive teams to meet and exceed business financial goals. Excellent reporting, record keeping and relationship-building abilities.
  • 13 years sales experience with business clients identified from book of business as well as prospects, with a high understanding of business operations, using in depth knowledge of financial products and commercial financial statement analysis to uncover needs and advise on solutions.
  • 20 years of customer service, and presentation skills, both verbal and written.
  • 6 years supporting commercial loan department, documentation processing, working directly with clients, lenders, senior management, supervisors and third parties.
  • 15 years experience with MS Windows and Office products, with 9+ years experience on Client Experience Desktop and 15 years experience on equivalent software program.
  • 13 years business development with a wide variety of organizations and COI’s, which has translated into long lasting relationships, as well as, good public awareness of the bank and it’s contributions to the community.
  • Borrower Interviewing
  • Credit
  • Customer service
  • Quality
  • Prospecting strategies
  • Relationship building and management
  • Sales expertise
  • Business Development
  • Verbal/written communication
  • Team Player
  • Employee Development
  • Risk Mitigation
  • Giving Presentations
  • Reviewing documents
  • Building customized solutions
  • Small business operations
  • Analyzing performance
Work History
10/2016 to Current
Branch Manager Hood Industries, Inc. Beaumont, MS,
  • Responsible for Small Business production, prospecting, deepening relationships, and new client acquisition.
  • Uncover and resolve strategic and tactical issues impacting sales management and business operations.
  • Coach and mentored team of 10 employees through effective recruitment, hiring, onboarding and goal setting methods. Assist in development of new bankers' sales and product knowledge.
  • Build and maintain relationships with new and existing clients while providing high level of ease, value and expertise.
  • Utilize prospecting techniques to identify potential clients and create opportunities to sell financial services, partnering with other lines of business to create the best client experience.
  • Achieve goals for sale of bank products and services and exceed performance metrics for customer service, exceeding quarterly sales goals by average of 200% in many cases.
  • Use Salesforce to manage PPP client applications for both the loan and forgiveness stages.
  • Support multiple areas of business banking departments aligned with due diligence and collection of documentation required for various lending requests.
  • Provide information to underwriting group for credit analysis. Discuss financial ratios, management of owners, local risk factors, industry trends, and risk mitigation factors.
01/2011 to 10/2016
Small Business Relationship Manager Mufg (Dba) Norwalk, CA,
  • Branch specialist in all business loans, accounts and products that the retail bank offers.
  • Collaborate with underwriters to discuss financial ratios, risks, mitigating factors and structure to facilitate credit approvals.
  • Partnership with other lines of business to effectively increase wallet share in the community.
  • New business acquisition through a combination of tools, including but not limited to, book of business analytics through CE Desktop, COI referrals, community involvement and business organization affiliation.
  • Maintain relationship reviews with book of business clients and log those into CE Destop with current data, call summaries, ect.
  • Make proactive contact with business clients to keep them informed of bank products, special promotions and appropriate financial solutions.
  • Helped area branches to meet business lending goals through oversight and education of lending structure, acumen, products and sales techniques.
  • Provide quality advice to clients and prospects about a wide variety of appropriate products and services to deepen relationships and become a trusted advisor.
01/2008 to 01/2011
Personal Banker Columbia Banking System, Inc. Chehalis, WA,
  • Business product specialist in all areas of the bank.
  • Responsible for deepening client relationships by offering appropriate business products and services and providing creative solutions to become a trusted advisor.
  • Develop and maintain relationships with COI’s, business organizations, internal business partners, and community involvement to gain new client acquisition.
  • Develop and manage customer service personnel to facilitate opening accounts and customer maintenance requests.
  • Coach customer service personnel to reach and exceed their goals and to be promoted.
  • Collaborate and partner with other lines of business, such as, commercial lending, cash management, merchant services, consumer lending, ect. to provide value and expertise to our client relationships.
  • Use client contact software program to keep up to date information on clients, product mix management and tracking of client facing meetings.
  • Maintain Top 20 list of clients with regular client facing meetings to ensure client satisfaction and deepen client relationships.
01/2003 to 01/2008
Commercial Loan Processor III First National Bank Alaska City, STATE,
  • Work to support commercial banking team lenders in preparing loan documentation and ensure compliance with bank policy and local laws.
  • Create loan documents on LaserPro for commercial lending team. Trouble shoot software issues and create workaround processes. Wrote manuals used to train new loan processors on different loan types.
  • Prepare and ensure accurate completion of loan documentation. Obtain and review applications and supporting documentation for information necessary to identify class, purpose, product, collateral, and borrower information. Partner with lender to collect any exception based items needed for approval.
  • Work with many different industries including: commercial fishing, mining, oil/gas, and Alaska native corporations, medical, contracting, CPA firms, insurance, transportation and legal service businesses.
  • Coordinate loan closings with lender and clients, properly disburse loans proceeds, research and respond to customer and branch inquiries regarding loan documentation. Create client portfolio credit files.
  • Prepare files for annual audits by OCC.
  • Maintain files with updated financial/collateral information. Apply and remove UCC filings.
Expected in
: Criminal Justice
University Of Alaska Anchorage - Anchorage, AK

Anchorage: 90 credit hours Criminal Justice

  • Majored in Criminal Justice
  • Minored in Psychology
Expected in
Bartlett High School - ,

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Resume Overview

School Attended

  • University Of Alaska Anchorage
  • Bartlett High School

Job Titles Held:

  • Branch Manager
  • Small Business Relationship Manager
  • Personal Banker
  • Commercial Loan Processor III


  • Diploma

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