multi unit team leader resume example with 16+ years of experience

Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000,

Multi-unit Team Leader with over 15 years of successful experience in customer relationship management, retail sales, banking, and progressive leadership roles in highly competitive environments. Recognized for repositioning bottom producing stores, maintaining consistent sales and customer base growth and improving customer service satisfaction. Successful in applying leaderships skills, training, coaching and motivating multiple teams to develop effective sales and conflict resolution techniques to meet and exceed sales goals while developing long-term relationships with customers. Enthusiastic team-player with strong abilities to effectively engage and communicate with all levels of the organization. Highly skilled at collaborating and supporting peers and other business partners to develop and execute action plans to meet common objectives.

  • Strong leadership and decision making skills.
  • Excellent interpersonal, communication and facilitation skills.
  • Time management, detail-oriented and organizational skills.
  • Elevated level of integrity, professionality and work ethic.
  • Ability to adapt, plan, innovate and multitask.
  • Analytical mindset and problem-solving skill.
  • Ability to review and analyze P&L statement
  • Proficient with MS Office and other business applications.
  • Bilingual, fluent in Spanish.
08/2017 to 08/2020 Multi-Unit Team Leader H&R Block, Inc. | Shreveport, LA,
  • Developed and executed action-plans to achieve each unit's goals in growth in revenue and client base while providing excellence in customer service and following standard operating procedures.
  • Provided leadership to employees through ongoing feedback, training, assessment and development coaching.
  • Coached and empowered each team leader to identify areas of strengths and opportunities for his/her store utilizing reports and assisted to set new objectives and priorities accordingly.
  • Increased employee engagement through effective communication, promoting collaboration, fostering positive work environment and serving as a resource to everyone.
  • Created effective staff schedules to meet the day-to day operation and client demands.
  • Exceeded Client Service Satisfaction goals by analyzing and responding client's feedback; reinforcing skills in customer relation management and conflict resolution
  • Improved Loss prevention control by monitoring that operating standards were upheld consistently across all stores..
  • Established and maintained relationships with community, local businesses and nonprofit organizations by creating and/or participating in community and marketing events.
  • Strengthened traceability, developing organization systems for contracts, records, reports and agendas.
09/2011 to 05/2015 Business Banking Relationship Manager Us Bank | Benton, IL,
  • Acquired new relationships, targeting businesses with annual revenues up to $5MM, by generating and maintaining leads through various prospecting methods
  • Successfully deepened new and current relationships conducting financial reviews and propose banking products and lending solutions up to $250K tailored to the current and anticipated financial needs
  • Increased business client retention and branch loyalty through consistent high-quality interactions, proactive management and acting as the main point of contact to address inquires from clients promptly and professionally
  • Developed and maintained collaborative partnerships with retail banking, treasury management and commercial banking specialists to provide and acquire qualified referrals
  • Established and maintained partnership with Centers of Influence in business community increasing client base through effective referrals
  • Demonstrated leadership by coaching and mentoring team members to develop knowledge on products and business banking programs to identify sales opportunities and provide appropriate referrals
  • Executed internal control policies and compliance with applicable laws, rules and regulations to maintained company's reputation and safeguarding.
07/2006 to 08/2011 Small Business Banker/Assistant Sales Manager Wells Fargo Bank | City, STATE,
  • Constantly met and exceeded quarter sales goals acquiring new banking relationships with local business up to $1MM in annual revenue
  • Increased customer loyalty by identifying cross-selling opportunities satisfy customers’ financial needs to earn 100% of their business
  • Exceeded monthly referrals goals working closely with internal partners to successfully promote wealth and treasury management services
  • Built business pipeline through making outbound and follow-up calls to set up appointments, visiting prospects business locations to promote credit and banking product
  • Proved perfect execution of operations and understanding of retail compliance controls, risk management, and loss prevention.
  • Assist the Branch Manager in the daily operation of staff; assist with the bank balancing; customer care and concerns and compliance with policies and regulations
  • Work closely with manager to motivate and empower staff members to contribute to continuous improvement, quality and growth of bank deposits and lending to exceed overall annual goals
12/2000 to 06/2005 Banking Operations Supervisor Washington Mutual Bank | City, STATE,
  • Trained and supervised tellers to adhere to banking policies, procedures, and safeguarding daily transactions
  • Delivered superior customer service by responding positively and resolving customer concerns and issues in a timely manner
  • Trained tellers to learn banking products to achieve branch sales goals through cross- selling and referrals to personal bankers and wealth management
  • Managed branch cash operations to ensure all transactions were processed accurately and efficiently on a daily basis
  • Audited teller drawers and other financial instruments to prevent outage discrepancies
  • Produce teller's schedules
Expected in 12/2017 to to Bachelor of Science | Business Admin, Accounting and Finance California State University, Turlock, California, GPA:
Activities and Achievements

Dean's List and Honor Roll 4 consecutive semesters 2016-2017

Volunteer Income Tax Assistance (VITA) 2016

Tax Preparer Certification

Project Management Series Certification

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Resume Overview

School Attended

  • California State University

Job Titles Held:

  • Multi-Unit Team Leader
  • Business Banking Relationship Manager
  • Small Business Banker/Assistant Sales Manager
  • Banking Operations Supervisor


  • Bachelor of Science

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