Dynamic and reliable financial professional with 20+ years of retail banking, customer service and consulting experience. Most recently, a branch Manager with a track record of driving sales and boosting company morale. Skilled in developing and grooming exceptional bank personnel. Strong focus on staff relations and teamwork. Hands-on, client-oriented banking professional who implements creative strategies and is dedicated to continuous improvement.
Consecutively exceeded sales objectives in all 4 quarters of 2013.
Achieved 250% increase of 2013 business development goal set at $76MM in assets under management.
Originated over $[ Successfully achieved a passing audit score since 1999 to present day. Created strategies and action plans to increase financial center income and reduce operating expenses, resulting in a 25% increase in annual sales and achieving Performance Level 1 (top tier ranking) within peer group, ranking 10 out of 95 branches.
Successfully achieved a passing audit score since 1999 to present day.
Created strategies and action plans to increase financial center income and reduce operating expenses, resulting in a 25% increase in annual sales and achieving Performance Level 1 (top tier ranking) within peer group, ranking 10 out of 95 branches.
Actively recruited and oversaw training for all new branch employees. Currently managing 19 FTE (8 sales personnel, 3 line partners) implementing all performance appraisals and action plans. Developed the annual branch business plan for maximum profitability and effectiveness, achieving top tier 1 ranking. Managed the 2nd largest branch in the district (W Square), achieving high customer satisfaction rates. Expertly grew liability book by $[
Coached tellers and sales staff to manage to branch's performance priorities and processed sales referrals, resulting in 20% branch sales increase.
Adhered to JPMorgan Chase heavily regulated security and audit procedures, resulting in continuous passing grades.
Used strong probing, communication, analytical, problem solving and decision-making skills to effectively uncover and resolve complex customer and employee issues resulting in district highest customer service scores and low employee turnover.
Supervised and coached tellers to accurately handle paying and receiving transactions and provide excellent customer service.
Managed critical operating metrics to minimize risks and losses.
Maintained high standards of cash control, monetary transaction, security and account opening activities, ensuring all branch staff is trained to follow engaged policies and procedures.
Assembled in-store marketing displays.
Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
Received regional branch recognition award for outstanding customer service in delivering prompt, accurate and excellent customer service.
Processed sales referrals and promoted bank services and products.
Balanced daily cash deposits and bank vault inventory with a zero error rate.
Coursework in Finance, Economics and Business Administration
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