Branch Manager resume example with 6+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
Professional Summary

Motivated banking professional possessing a strong commitment to quality customer service coupled with superb leadership and communication skills. Builds customer loyalty by effectively establishing rapport, resolving problems, building solutions and quickly processing transactions. Hardworking and outgoing team member versed in cash handling processes, account opening procedures, savings strategies and management principles and development.

  • Cash handling skills
  • Savvy relationship- builder
  • Operational procedures
  • Account opening procedures
  • Loan application procedures
  • Solid Inbound and Outbound calls and sales
  • Efficient Appointment setting
  • Excellent time management skills
  • Accountable
  • Coachable
  • Positive
  • Reliable
  • Team Player
  • Self- sufficient
  • Sales- efficient
  • Strong verbal communication
  • Detail- Oriented
  • Goal- Oriented
  • Staff development
  • Self-motivated
  • Team leadership
  • Financial Advising
Work History
Branch Manager, 04/2018 - Current
Eagle Bancorp, Inc. Chantilly, VA,
  • Assistant Branch Manager at Livonia Branch April 2018-November 2018
  • Facilitated Branch Manager and Branch Supervisor meetings
  • Created forms around Home Loan tracking and Supervisor Development
  • Inspired state wide marketing contest around Home Lending
  • Demonstrated knowledge of branch financial products
  • Continued education on current banking products and services, as well as coaching and leadership through Retail Leadership Training Program.
  • Built rapport with account holders by reaching out with product recommendations and account updates.
  • Implemented process improvements to increase productivity.
  • Facilitated customer satisfaction by executing personal communication and follow-ups.
  • Contacted clients to pursue sales, strengthen rapport and gather funds.
  • Executed customer transactions, including deposits, withdrawals, loan payments money orders and checks.
  • Opened Personal and Business accounts with cross-sell.
  • Answered telephone inquiries on banking products including checking, savings, loans, credit cards, wire transfers, stop payments and account transfers.
  • Researched industry competitors on current promotions and rates to better strengthen sales conversations and maintain customer satisfaction.
  • Pulled daily branch reports.
  • Assessed clients' financial situations to develop strategic financial planning solutions.
  • Assessed employee performance and developed improvement plans.
  • Engaged employees in business processes with positive motivational techniques.
  • Recruited, interviewed, hired and trained 5employees and implemented mentoring program to promote positive feedback and engagement.
  • Maintained friendly and professional customer interactions.
  • Gathered and reviewed customer feedback to improve operations.
Relationship Banker/Annuity & Insurance Specialist, 07/2015 - 04/2018
United Community Bank Gainesville, GA,
  • Chosen by Regional to be reserve new hire sponsor for Flagstar Bank November 2016
  • Make inbound and outbound calls during call nights and call blocks to set appointments
  • Search out leads and sale opportunities through branch book of business and transactions
  • Set appointments for products and services on behalf of oneself and partners of the company
  • Explain, promote, and sell products and services to our customers such as accounts, credit cards, life insurance, consumer loans and line of credits
  • Perform wire transfers both nationally and internationally
  • Order foreign currency for clients when requested
  • ATM custodian for a year, which included daily balancing, maintenance, weekly reports, replenishing cash, processing transactions
  • Vault Custodian for a year, which includes processing cash buy/sells to and from the vault, ordering and shipping out cash to stay within vault limits, balancing vault everyday to keep in balance
  • Used targeted questioning strategies to discover insight on prospect needs and requirements.
  • Maintained excellent attendance record, consistently arriving to work on time.
Universal Banker, 11/2014 - 07/2015
Citizens Bank City, STATE,
  • Teller July 2013- November 2014
  • Lead Tellers in referrals three straight quarters before promotion
  • Received multiple colleague achievement awards
  • Open accounts, take credit card and loan applications
  • Traveled to multiple branches during the times of November 2014- February 2015 as an Float Universal Banker
  • Exceeded Qualified Kept Appointments and Investment sales last 2 quarters
  • Make outbound calls during call nights and call blocks to set appointments
  • Set appointments for products and services on behalf of oneself and partners of the company
  • Process transactions such as deposits, withdrawals, check cashing, money order and official check purchases
  • Explain, promote, and sell products and services at teller line and platform to our customers
  • Practice sales modules to work on presentations, listening for opportunities and overcoming objections.
  • Completed special procedures for customers such as ordering new checks, stopping payments or investigating identity theft.
  • Bolstered understanding of banking products and services by enrolling in available training classes offered to Banker's.
High School Diploma: General Studies General Studies, Expected in 2007
Lamphere High School - Madison Heights, MI
: , Expected in
Oakland Community College - Royal Oak, MI

Life, Accident, and Health License 2017-2019

  • Graduated Retail Leadership Training Program at TCF Bank 2018
  • Received Life, Accident, and Health License through the state of Michigan 2017-2019
  • Interviewed with WXYZ-7 on behalf of Flagstar Bank for Arts, Beats and Eats Sponsorship 2017
  • Notary

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Resume Overview

School Attended

  • Lamphere High School
  • Oakland Community College

Job Titles Held:

  • Branch Manager
  • Relationship Banker/Annuity & Insurance Specialist
  • Universal Banker


  • High School Diploma

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