(555) 432-1000,
Montgomery Street, San Francisco, CA 94105

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.

  • 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 School Salinas, CA Expected in 06/1995 High School Diploma : - GPA :
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.
Wesbanco - Teller Operations Specialist
Bellevue, KY, 01/2015 - 10/2016
  • Balanced bank's vault with over $1M in it daily.
  • Performed currency transaction reports for foreign currency.
  • Performed basic administrative tasks regarding banking products, including handling phone calls, inquiries and emails.
  • Kept teller window areas clean, organized and fully stocked.
  • Completed monthly audits and managed overdraft reports.
  • Handled cash transactions, balanced cash drawers, performed loan payments and issued cashier's checks.
Hilltop Holdings - Personal Banker
Mesa, AZ, 06/2003 - 07/2015
  • Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
  • Maintained optimal financial controls by securing funds and making accurate transactions.
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
  • Conducted special service and account transactions for customers, including ordering checks and placing stop payment orders.
  • Verified amounts and integrity of every check or funds transfer.
  • Handled a portfolio of customers and reviewed accounts for signs of discrepancies, fraud or non-payment issues.
  • Developed asset protection strategies for clients.
  • Achieved or exceeded personal sales goals on consistent basis.
  • Cultivated positive relationships with key stakeholders and decision-makers as part of successful business practices.
  • Customized products and services to meet specific banking requirements.
  • Trained and coached less experienced team members in procedures, compliance standards and performance strategies.
Bank Of America - Teller
City, STATE, 02/2003 - 06/2003
  • Entered member transaction data into online banking software.
  • Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
  • Acted as pivotal point of contact between bank branches regarding guidelines and practices.
  • Trained employees on cash drawer operation.
  • Examined checks for identification and endorsement.
  • Adhered to financial services security and audit procedures.
  • Managed opening and closing times for main branch.
  • Completed comprehensive tasks by implementing customer service initiatives, audit and restock ATMs and keep records on accounts.
  • Balanced daily cash deposits and vault inventory with zero error rate.
  • Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
  • Recommended additional products, services and benefits for customers.
  • Met or exceeded sales goals by promoting bank products and services in every interaction.
  • Reported daily averages and shortages to operations department.

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School Attended

  • Salinas High School

Job Titles Held:

  • Financial Center Assistant Manager
  • Teller Operations Specialist
  • Personal Banker
  • Teller


  • High School Diploma

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