branch manager resume example with 20+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • Home: (555) 432-1000
  • Cell:

Dynamic & motivated senior Banking professional with 23+ years of experience. Served as a Relationship Manager/Banker, Branch Supervisor, and Team Leader of all teller operations in the branch. Top in all Sales Performance. Achieved monthly sales goals by utilizing substantial knowledge of all branch operations including supervision of branch personnel and implementation of bank policies. leverages solid leadership skills to drive success and meet branch goals. Eager to cultivate effective teams through cohesive direction and amicable management. Skilled at enhancing customer satisfaction levels and increasing performance. Bilingual Branch Manager. Highly skilled at motivating diverse staff to meet customer needs. Hard-working and dedicated with strong planning, project management and leadership abilities.


•Leadership •Customer-Service

•Business & Consumer Management

•Strong Attention to Detail


•Branch Management

•Financial Problem-Solving

•Math & Accounting

•Audit & Compliance

•Interpersonal Skills

•Sales & Marketing

•Goal Oriented/Results-Based

•Account Management

•Client Acquisition

•Client Retention

•Financial Services

•Versatility & Adaptability

•Advanced Analytical Thinking

•Banking Policies, Regulations, Procedure •Advanced Written, & Oral Communications

Branch Manager, 12/2021 to Current
Cambridge Savings BankLexington, MA,
  • Led banking tasks, business administration and financial decision-making to ensure first-class client services.
  • Enhanced financial performance metrics by networking to create successful and sustainable relationships.
  • Developed annual branch business plan for maximum profitability and effectiveness.
  • Maintained current and accurate cash balances for all programs, departments and projects.
  • Managed largest branch in Kenmore region, achieving high customer satisfaction rates
  • Produced sales by executing complete sales cycle process from prospecting through contract negotiations and close.
  • Educated customers on variety of loan products and available credit options to promote valuable decision-making.
  • Developed and maintained client rapport to meet financial service needs and drive branch loyalty.
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
Personal Banker/FWC, 02/2020 to 11/2021
  • Generated growth through selling banking products and resolved complex service issues for individuals and business clients.
  • Proactively seeking opportunities to acquire new business through networking, outbound calls, and timely follow up on referrals
  • Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
  • Created strategic financial solutions to suit individualized client needs.
  • Expanded client base through consistent product promotion and sales strategy.
  • Maximized branch revenue by optimizing daily operations.
  • Developed highly productive teams to support branch operations and cultivate customer satisfaction.
  • Profiled customers effectively to identify needs and match bank products.
  • Supported current and prospective customers with personalized banking services.
  • Evaluated customers' credit and financial information to control risk related to loans and other products offered by bank.
  • Assisted commercial lenders with loan servicing, cash management and customer concerns.
Supervisor/RLM, 04/1999 to 02/2020
  • Top 5% in sales performance in all Dime Bank branches for consumer and small business deposit accounts, IRA, trust & estate accounts; consumer and small business loans, lines of credit, and home equity/mortgage loan referrals.
  • Exceeded branch revenue by 125% Generated more than $1.2 Million quarterly revenue by engaging with high net worth business clients.
  • Consistently ranked in the top 5 for 2 consecutive years in a district of over 29 branches and 130+ bankers. Awarded top annual prize for Circle of Excellence in all of the 29 Dime Bank Districts. Advised high-value clients 250,000+ in assets.
  • Perform selection, training, scheduling, supervision, evaluation, and development of 14+ branch employees. Exceeding monthly sales quotas and service budgets by 110%.
  • Resolved the financial challenges and account discrepancies of over 300+ walkin customers daily.
  • Cross-sell a wide variety of products from checking accounts, savings accounts, CDs in addition to originating loan leads.
  • Maintained all audit & compliance requirements. Interpret and accurately processes high volume of customer requests and transactions.
Education and Training
Bachelor of Arts: Business Administration, Expected in 03/2015 to York College CUNY - Queens, NY,
Bachelor of Science: Psychology, Expected in 05/1995 to University of Dhaka - Dhaka, Bangladesh,

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Resume Overview

School Attended

  • York College CUNY
  • University of Dhaka

Job Titles Held:

  • Branch Manager
  • Personal Banker/FWC
  • Supervisor/RLM


  • Bachelor of Arts
  • Bachelor of Science

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