Branch Team Lead Resume Example Royal Credit Union

BRANCH TEAM LEAD

Summary

Results-focused financial professional with strengths in customer service, loans and relationship building. Proactive leader with strengths in communication and collaboration. Proficient in leveraging professional relationships and financial knowledge to promote growth. Adept at managing concurrent objectives to promote efficiency and influence positive outcomes.

Skills

Cash management
Coaching
Credit
Customer service
Documentation
Financial

General ledger
Quality
Scheduling
Supervision
Problem resolution
Relationship development

Experience

Royal Credit Union | River Falls, WIBranch Team Lead02/2019 - Current

Support Branch Manager in all efforts to meet monthly and annual operational goals as well as loan growth, member growth and retention, and upsell opportunities.
Act as the main resource for team members for loan, deposit, and member issues.
Continuously provide excellent member service with every interaction while building ongoing trust and lasting financial relationships.
Recommend new products or services to members when appropriate to help them achieve their financial needs.
Accurately and efficiently process all member requests to open new accounts, consumer loans, certificates, trust, IRA, business, and any other special accounts.
Assist office with training and mentoring other team members as needed.
Process all maintenance requests for member accounts and loans.
Work with other departments to resolve any member issues as they arise.
Refer members to other departments as needed to ensure their financial needs are being met.
Assist with opening and closing duties in the branch, which includes balancing the vault, cash dispenser, instant issue, and coin machine.
Coordinated with internal departments to maximize operational efficiency across production and administrative areas.
Fostered positive employee relationships through effective communication, training and development coaching.
Delegated daily tasks to team members to optimize group productivity.
Assessed, motivated and empowered team members to work to build customer satisfaction and loyalty, to support retention and growth.
Developed and monitored weekly staff schedules.
Directed and led employees, supervising activities to drive productivity and efficiency.
Evaluated employee performance, identified areas of improvement and communicated plans to employees.

Royal Credit Union | Hudson, WIMember Account Representative II, III08/2016 - 02/2019

Continuously provide excellent member service with every interaction while building ongoing trust and lasting financial relationships.
Recommend new products or services to members when appropriate to help them achieve their financial needs.
Accurately and efficiently process all member requests to open new accounts, consumer loans, certificates, trust, IRA, business, and any other special accounts.
Assist office with training and mentoring other team members as needed.
Process all maintenance requests for member accounts and loans.
Work with other departments to resolve any member issues as they arise.
Refer members to other departments as needed to ensure their financial needs are being met.
Assist with opening and closing duties in the branch, which includes balancing the vault, cash dispenser, instant issue, and coin machine.
Documented conversations with customers to track requests, problems and solutions.
Established membership loyalty, executing flawless customer retail account management.
De-escalated problematic customer concerns, maintaining calm, friendly demeanor.

South Metro Federal Credit Union | Shakopee, MinnesotaFinancial Service Representative II07/2015 - 05/2016

Accurately processing transactions related to teller services, cash management, and new depository account opening: including checking, savings, certificates, and HSA and IRA accounts.
Opened/closed share and certificate of deposit accounts for members.
Engaged and built strong, professional relationships with members.
Generate, underwrite, and close consumer loans.
Made referrals to other departments in the credit union when appropriate.
Operated in full compliance with internal policies and procedures as well as applicable laws and regulations.
Provided excellent service and attention to customers when face-to-face or through phone conversations.

U.S. Bank | St. Paul, MinnesotaAdministrative Assistant05/2013 - 07/2015

Provides operational support to Personal Trust Relationship management staff.
Duties may include processing account opening, closing and maintenance requests.
Responsible for reviewing account opening documentation to ensure procedures are being adhered to.
Ensures that requests are completed timely, accurately and in compliance with standard policies.
Ensures that customers receive quality service for all personal trust operational activities supported.
Adheres to corporate policies and procedures and complies with applicable laws and regulations.
Organized and maintained filing and document management systems by coordinating, archiving and purging files.

Education and Training

Simley High School | Inver Grove Heights, MNHigh School Diploma06/2001

Resume Overview

Companies Worked For:

Royal Credit Union
South Metro Federal Credit Union
U.S. Bank

School Attended

Simley High School

Job Titles Held:

Branch Team Lead
Member Account Representative II, III
Financial Service Representative II
Administrative Assistant

Degrees

High School Diploma

Branch Team Lead Resume Example

Resume Score: 80%

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