Well-grounded with experience successfully optimizing control systems and building solid teams to meet business needs and achieve demanding financial targets. Precise reporting and accurate records management. Stellar interpersonal and operations oversight skills.
Resourceful Branch Manager offering more than 17 years of experience in challenging, fast-paced 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. Dedicated to improving overall performance figures.
Skills
Account analysis expertise
Excels in team leadership
Expert in risk management
QuickBooks experience
Financial analysis and planning
Planning and coordination
Financial administration
Employee training
Conflict resolution
Fluent in Spanish
Coordination
Time management
Problem resolution
Friendly, positive attitude
Reliable and trustworthy
Education and Training
Salinas High SchoolSalinas, CAExpected in 06/1995 ā āHigh School Diploma: - GPA:
Experience
Independent Bank Group, Inc - Financial Center Assistant Manager Boulder, CO, 10/2016 - Current
Counseled customers in selection of financial products to meet banking needs.
Recommended improvements to management controls designed to safeguard institutional resources and promote growth in compliance with government laws and regulations.
Delivered comprehensive bank-wide process flows for sales, originations, underwriting, closing and servicing activities, including identification of applicable regulations, risks, controls and opportunities for improvement.
Educated customers on variety of loan products and available credit options to promote valuable decision-making.
Produced sales by executing complete sales cycle process from prospecting through contract negotiations and close.
Enhanced financial performance metrics by networking to create successful and sustainable relationships.
Developed annual branch business plan for maximum profitability and effectiveness.
Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
Boosted customer base, acquiring new customers and identifying needs to deliver relevant products.
Evaluated budget plans and current costs to project trends and recommend updates.
Compiled operational and risk reports detailing financial metrics to help management make proactive decisions.
Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loans.
Coordinated special update and conversion projects and monitored key performance metrics.
Articulated growth objectives and operating plans.
Planned and coordinated risk mitigation strategies to protect company assets.
Led banking tasks, business administration and financial decision-making to ensure first-class client services.
Maximized branch revenue by optimizing daily operations.
Directed execution of comprehensive control assessments, including identifying potential compliance risks and likelihood and impact of fines and penalties resulting from non-compliance while maintaining fair and equal access to financial services.
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