Financial Center Manager Resume Example

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Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000,
Professional Summary

Proficient bank management professional offering an organized and driven approach. Proficient with tracking metrics, generating reports and data gathering. Proven skills in collecting, reviewing and modeling financial data in order to prepare complex reports used in budget development. Knowledgeable about revenue and expenses, compliance requirements and Financial Industry practices.

  • Verbal and written communication
  • Strong interpersonal and problem-solving skills
  • Detail oriented
  • MS Office
  • Cost monitoring
  • Relationship building and management
  • Proficient in French, English and Bulgarian Language
Work History
05/2020 to Current Financial Center Manager Allied Universal Security | Medford, MA,
  • Implemented policies to improve efficiency and team performance.
  • Built and lead high-performance team focused on achieving sales and service goals.
  • Produced business performance reporting packages.
  • Evaluated procurement needs and projected expenditures.
  • Identified and monitored budget expenses for accuracy and signs of fraud.
  • Adhered to established security procedures and reported potential fraud or safety violations to Fraud Risk Management for immediate recourse.
  • Resolved escalated customer issues and boosted retention rates by 100%.
  • Met deadlines by proactively managing individual and team tasks.
  • Boosted revenue and grew sales from 5% to 116% during the first five months at the Financial Center.
  • Enhanced branch production rates by handling staff conflicts, evaluations, hiring/termination processes, coaching employees on company protocol and payroll operations.
  • Assessed employee performance and developed improvement plans.
  • Audited, balanced and reconciled payroll for more than 4 people personnel.
  • Reviewed monthly operations to assess compliance with budgets and determine necessary adjustments for future plans.
  • Checked key performance indicator reports for accuracy and completeness.
  • Compiled statistical data after each month-end closing.
08/2019 to 05/2020 Assistant Manager Kneaders Bakery & Cafe | West Jordan, UT,
  • Managed opening and closing procedures and recommended changes to enhance efficiency of daily activities.
  • Supported staff development and goal attainment by focusing on skill development and job satisfaction.
  • Monitored cash intake and deposit records, increasing accuracy and reducing discrepancies.
  • Offered hands-on assistance to customers, assessing needs and maintaining current knowledge of consumer preferences.
  • Set and enforced policies focused on increasing team productivity and strengthening operational efficiency.
  • Trained team members in successful strategies to meet operational and sales targets.
  • Developed loyal and highly satisfied customer base through proactive management of team customer service strategies.
  • Interviewed, hired and trained 3 staff associates and equipped to comply with company policies and procedures.
  • Met or exceeded monthly sales goals as team leader by up to 80%.
  • Assessed job applications and made hiring recommendations to bring in top candidates for key vacancies.
  • Onboarded new employees, including training, mentoring and new hire documentation.
  • Conducted weekly staff meetings to motivate staff members, address concerns and questions, plan improvements, and evaluate progress toward goals.
  • Applied customer feedback to develop process improvements and support long-term business needs.
07/2018 to 08/2019 Senior Customer Service Representative Northwell Health | Deer Park, NY,
  • Informed customers of product, price and policy changes to educate on issues and resolve concerns.
  • Evaluated customer information to explore issues, develop potential solutions and maintain high-quality service.
  • Learned and maintained in-depth understanding of product and service information to offer knowledgeable and educated responses to diverse customer questions.
  • Boosted team spirit and performance by communicating clear service expectations and quality goals to each team member.
  • Engaged clients in person and over phone to answer questions and address complaints.
  • Leveraged consistent, successful strategies to meet and exceed performance goals.
  • Preserved revenue streams by utilizing strong communication and negotiation skills, offering refunds as last resort to maintain customer satisfaction.
  • Conferred with customers about concerns with products or services to resolve problems and drive sales.
12/2016 to 07/2018 Customer Service Representative Florida Tile | Dallas, TX,
  • Provided information to customers regarding Fulton's charge card and loyalty program and helped to open and activate new accounts.
  • Evaluated account and service histories to identify trends, using data to mitigate future issues.
  • Liaised with customers, management and sales team to better understand customer needs and recommend appropriate solutions.
  • Used company troubleshooting resolution tree to evaluate technical problems while leveraging personal expertise to find appropriate solutions.
  • Educated customers on promotions to enhance sales.
  • Drove team revenue totals by bringing in over $4million in HELOC sales.
  • Offered advice and assistance to customers, paying attention to special needs or wants.
  • Achieved and consistently exceeded revenue quota through product and service promotion during routine calls.
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Cultivated customer loyalty, promoted repeat customers and improved sales.
05/2016 to 12/2016 Branch Sales Service Associate PNC Bank | City, STATE,
  • Provided advice on loans, investments and other bank products.
  • Shared, showed and supported clients on variety of technological digital and online tools and resources to explore solutions to achieve financial goals and financial well-being.
  • Prepared customer and ATM cash and change orders.
  • Managed and evaluated operational processes and procedures to offer retail lending products and services.
  • Completed special actions like account transfers, stop payments and dispute investigations.
  • Opened and closed accounts, set up services and finalized contracts.
  • Applied knowledge of banking products and services to meet customer needs and enable customers to achieve financial goals.
  • Identified prospecting approaches to discover potential customers and create opportunities to sell financial solutions and ideas.
  • Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
  • Increased efficiency and team productivity by promoting adherence to operational best practices and company policies.
  • Trained staff on operating procedures and company services.
  • Trained new personnel regarding company operations, policies and services.
Expected in 05/2014 Bachelor of Arts | French Language And Literature University of Sofia, Sofia, Bulgaria, GPA:

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Resume Overview

School Attended
  • University of Sofia
Job Titles Held:
  • Financial Center Manager
  • Assistant Manager
  • Senior Customer Service Representative
  • Customer Service Representative
  • Branch Sales Service Associate
  • Bachelor of Arts