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Branch Manager Vice President resume example with 20+ years of experience

Jessica
Claire
resumesample@example.com
(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
:
Summary

Resourceful Branch Manager offering more than 25 years of experience in challenging, fast-paced financial environments. Amiable professional known for leading constructive and cooperative working relationships within team setting.

Sharp banking professional with talents which shine in competitive, innovative and creative environments. Track record of increasing sales, improving client retention and growing customer base.

Skills
  • Account analysis expertise
  • Employee training
  • Financial administration
  • Excels in team leadership
  • Operations oversight
  • Area management
  • Citizens of Excellence 2014-15-16
  • Key Bank Signature Circle 2017-18-19
  • Wells Fargo Leader Award 2006-07 and 2010
  • BNC President award 1996-2001
Education and Training
UNIVERSITY oF MONTREAL Montreal, QC, Expected in 05/1994 Bachelor of Business Administration : Business Administration - GPA :
UQUAM Montreal, QC, Expected in 2003 MBA : - GPA :

INCOMPLETE

Experience
Pontoon Solutions - Financial Manager
Farmington Hills, MI, 09/1994 - 12/2002

Branch Staffing & Performance Coaching
• Responsible for the staffing of the branch, including recruiting/identifying talent, interviewing and selecting the branch team
• Partner with Area Leader and Operations Leader to ensure staffing levels are aligned to staffing model
• Instill vision and values with branch team
• Create an engaging environment for clients and employees
• Responsible for daily execution of the branch playbook
• Grow the business through tactics – Retention, Expansion and Acquisition
• Develop centers of influence and networks in the community to identify prospective client referrals
• Lead in daily branch huddles and hold team accountable to related activities and expectations
• Develop branch staff through observational coaching sessions, joint sales calls and using the coaching model and developing/utilizing individual development plans
• Responsible for developing the branch team’s understanding of Key’s products and services, Key’s sales and service process and the competitive landscape
• Execute a consistent disciplined coaching and performance management process providing training and recognizing/rewarding high performers
• Lead by example and ensure consistent delivery of distinctive service for all clients
• Develop the skills and confidences required of a high-performing team and profitably grow the business through enduring client relationships
• Responsible for successful onboarding and training of new employees
• Develop strong partnerships with Operations Leaders, Financial Advisors, Mortgage Advisors, Small Business colleagues and other line of business partners focusing on client acquisition and deepening the relationship of current clients; effectively manage internal and external COIs

Branch Operations
• Provide guidance and direction to branch staff positions to ensure compliance of regulatory, security and internal controls, which includes timely completion of all branch operations tasks
• Ensure satisfactory (or better) branch audits
• Review and certify completion of continuity and recovery activities
• Ensure the branch focuses on operational processes to enhance the client experience
• Report and follow up on branch facility issues that hinder branch operations
• Monitor and coach customer service behaviors to exceed service measurement goals within the branch

Wintrust Financial - Regional Branch Manager
Crete, IL, 01/2003 - 01/2012

- Engage in a disciplined approach to human capital by holding each branch team accountable for performance management as well as talent recruitment, development and retention. Provide training, recognize/reward high performers and hold Branch Managers to the same standard.
- Ensure that branches are staffed with highly motivated, client- focused personnel; proactively recruit, interview and select all Branch Managers and participate in the interviewing and selection of all branch sales roles.
- Meet or exceed established client growth and profitability goals by ensuring the branch retail teams are using appropriate Financial Wellness processes in all client interactions. This is accomplished through monthly observational coaching sessions, joint sales calls and using the coaching model; developing/utilizing individual professional development plans by leveraging Branch Manager skills assessment for each direct report.
- Ongoing inspection of Financial Wellness.
- Ensure Book of Business and system generated leads from the Client Experience Desktop are proactively managed.
- Conduct sales meetings.
- Lead by example and ensure consistent delivery of distinctive service for all clients.
- Serve as the market leader in his/her area, foster strong partnerships with all lines of business and the Market President.
- Partner regularly with Business Banking and Private Bank Relationship Managers, Financial Advisors and Mortgage Loan Officers in coaching sessions to develop the area strategies.
- Establish a team environment where corporate, segment and district strategies are communicated, an open two- way dialogue is encouraged and best practice sharing is prevalent; promote collaboration at both the direct report level and within the branches.
- Adherence to branch staffing models.
- Special assignments as requested.
- Community involvement and volunteer activities as needed.

Citizens Bank - Branch Manager Vice President
City, STATE, 02/2012 - 06/2016

Branch Staffing & Performance Coaching
• Responsible for the staffing of the branch, including recruiting/identifying talent, interviewing and selecting the branch team
• Partner with Retail Leader and Operations Leader to ensure staffing levels are aligned to staffing model
• Instill CFG vision and values with branch team
• Create an engaging environment for clients and employees
• Responsible for daily execution of the branch playbook
• Develop a comprehensive understanding of client needs by utilizing the Financial Wellness Guide and recommends products and services to help the client achieve their financial goals
• Grow the business through tactics – Retention, Expansion and Acquisition
• Develop centers of influence and networks in the community to identify prospective client referrals
• Lead in daily branch huddles and hold team accountable to related activities and expectations
• Develop branch staff through observational coaching sessions, joint sales calls and using the coaching model and developing/utilizing individual development plans
• Execute a consistent disciplined coaching and performance management process providing training and recognizing/rewarding high performers
• Lead by example and ensure consistent delivery of distinctive service for all clients
• Develop the skills and confidences required of a high-performing team and profitably grow the business through enduring client relationships
• Develop strong partnerships with Operations Leaders, Financial Advisors, Mortgage Advisors, Small Business colleagues and other line of business partners focusing on client acquisition and deepening the relationship of current clients; effectively manage internal and external COIs

Branch Operations
• Provide guidance and direction to branch staff positions to ensure compliance of regulatory, security and internal controls, which includes timely completion of all branch operations tasks
• Ensure satisfactory (or better) branch audits
• Review and certify completion of continuity and recovery activities
• Ensure the branch focuses on operational processes to enhance the client experience
• Report and follow up on branch facility issues that hinder branch operations
• Monitor and coach customer service behaviors to exceed service measurement goals within the branch
• Ensure that the Branch operations are operating effectively/efficiently, maintain compliance, reporting requirements and client needs are being met

KEYBANK N.A - Branch Manager Vice President
City, STATE, 06/2016 - Current
  • Branch Staffing & Performance Coach
  • Responsible for the staffing of the branch, including recruiting/identifying talent, interviewing and selecting the branch team
    • Partner with Area Retail Leader and Operations Leader to ensure staffing levels are aligned to staffing model
    • Instill Key's vision and values with branch team
    • Create an engaging environment for clients and employees
    • Responsible for daily execution of the branch playbook
    • Develop a comprehensive understanding of client needs by utilizing the Financial Wellness Guide and recommends products and services to help the client achieve their financial goals
    • Grow the business through tactics – Retention, Expansion and Acquisition
    • Develop centers of influence and networks in the community to identify prospective client referrals
    • Lead in daily branch huddles and hold team accountable to related activities and expectations
    • Develop branch staff through observational coaching sessions, joint sales calls and using the coaching model and developing/utilizing individual development plans
    • Responsible for developing the branch team’s understanding of Key’s products and services, Key’s sales and service process and the competitive landscape
    • Execute a consistent disciplined coaching and performance management process providing training and recognizing/rewarding high performers
    • Lead by example and ensure consistent delivery of distinctive service for all clients
    • Develop the skills and confidences required of a high-performing team and profitably grow the business through enduring client relationships
    • Responsible for successful on boarding and training of new employees
    • Develop strong partnerships with Operations Leaders, Financial Advisors, Mortgage Advisors, Small Business colleagues and other line of business partners focusing on client acquisition and deepening the relationship of current clients; effectively manage internal and external COIs

    Branch Operations
    • Provide guidance and direction to branch staff positions to ensure compliance of regulatory, security and internal controls, which includes timely completion of all branch operations tasks
    • Ensure satisfactory (or better) branch audits
    • Review and certify completion of continuity and recovery activities
    • Ensure the branch focuses on operational processes to enhance the client experience
    • Report and follow up on branch facility issues that hinder branch operations
    • Monitor and coach customer service behaviors to exceed service measurement goals within the branch
    • Provide opportunities for the service staff to observe sales interaction
    • Accountable for daily NSF review/weekly overdraft monitoring
    • Ensure that the Branch operations are operating effectively/efficiently, maintain compliance, reporting requirements and client needs are being met
    • Manage employee hours worked in accordance to and compliant with Key’s time tracking policies

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Resume Overview

School Attended

  • UNIVERSITY oF MONTREAL
  • UQUAM

Job Titles Held:

  • Financial Manager
  • Regional Branch Manager
  • Branch Manager Vice President
  • Branch Manager Vice President

Degrees

  • Bachelor of Business Administration
  • MBA

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