branch manager i ii iii service manager i 2 resume example with 15+ years of experience

(555) 432-1000,
, , 100 Montgomery St. 10th Floor

Exceptional team leader with innate abilities to lead and mobilize teams for accomplishing objectives, rapidly impacting bottom-line performance, and driving corporate success. Excellent communication and interpersonal skills; able to interact well and build positive working relationships at all levels of organization to meet company-wide objectives and achieve goals as a team. Vast knowledge of finance, regulatory requirements and general bank operations. Fluent in Spanish.

  • Strategic Planning and Implementation
  • Policy and Procedure Development
  • Recruiting and Staffing Initiatives
  • Risk Assessment and Mitigation
  • Professional Relationship Building
  • Cost Reduction and Loss Prevention
  • Loan Processing and Verification
  • Staff Training and Leadership
  • Client relationship management
  • Regulatory compliance
  • Financial analysis and planning
Education and Training
Onate High School Las Cruces, NM Expected in High School Diploma : - GPA :
Seacoast National Bank - Branch Mgr I, II, & III/ Service Mgr I & II
Tampa, FL, 04/2009 - 06/2020

Streamlined internal processes by assuring the adherence to policies and procedures as well as monitoring staff and administrative operations. Facilitated clients in the achievement of financial goals by evaluating data, provided by clients to regulate strategies. Oversaw the responsibility of hiring competent staff by conducting interviews and short- listing candidates. Planned and directed the internal and external activities of staff members for smooth running of processes. Advised staff members in dealing with complex problems and resolving escalated issues. Collaborated with management to execute corporate and departmental protocols and service standards. Spearheaded the training and development of staff members maximizing potential and enabling productivity. Triggered growth in Affluent Households up to $3M in 2019 through effective planning and implementation. Boosted staff retention up to 70% by appreciating staff members and promoting team spirit.

Wells Fargo Bank, N.A. - Bilingual Mortgage Specialist
City, STATE, 02/2007 - 04/2009

Completed sales calls on potential or existing customers as established in marketing plan to develop new business or retain existing business. networked through professional, business and community organizations and activities to promote and market loan products. Established detailed marketing/business plan including names of potential and existing loan customers, realtors, builders, developers, etc and frequency of contact. Completed mortgage applications for submission to the loan processing and underwriting departments. Developed a database of qualified leads through referrals, telephone canvassing, face to face cold calling, direct mail, email and networking. Prepared files for underwriting, loan committee, private mortgage insurance company and investor including preparation of loan approval sheet. Originated and serviced mortgage loan. Knowledge of residential mortgage processing, underwriting, closing procedures and Knowledge of processing, underwriting, and federal lending regulations.

Wells Fargo Bank, N.A. - Personal Banker/Loan Officer
City, STATE, 04/1997 - 04/1998

Facilitated clients in the achievement of financial goals by evaluating data, provided by clients to regulate strategies. Tracked financial status by interacting with clients regularly. Communicated with clients over the phone and face to face to deliver information regarding available loan and credit options and terms, canceling accounts, and acquiring details of complaints and solving issues. Cultivated beneficial relationships with individual and business customers to assist in resolving issues. Assessed viability for granting loans by scrutinizing financial status and credit worthiness. Ensured accuracy and compliance with applicable policies by reviewing loan agreements. Nurtured strong connections with communities for qualifying new business prospects.

First National Bank Of Dona Ana County - Teller
City, STATE, 04/1996 - 04/1997

Maintained confidentiality of bank records and client information.

Conducted special service and account transactions for customers, including ordering checks and placing stop payment orders. Adhered to financial services security and audit procedures. Met or exceeded sales goals by promoting bank products and services in customer interactions. Entered member transaction data into online banking software. Handled cash transactions, balanced cash drawers, performed loan payments and issued cashier's checks.

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Resume Overview

School Attended

  • Onate High School

Job Titles Held:

  • Branch Mgr I, II, & III/ Service Mgr I & II
  • Bilingual Mortgage Specialist
  • Personal Banker/Loan Officer
  • Teller


  • High School Diploma

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